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GOVQA MASTER SERVICE( S) AGREEMENT
For GovQA Exchange Platform
7. ACCEPTABLE USE:
Customer represents and warrants that the Service( s) will only C, 11- ki OP b''A 11Z ( be used for lawful purposes, in a manner allowed by law, and Customer:
in accordance with reasonable operating rules, policies, terms Signature:
and procedures. GovQA may, upon misuse of the Service(s), request Customer to terminate access to any individual and Print Name: iiflC" 0 ( i(, t/(A0 DCustomer agrees to promptly comply with such request unless such misuse is corrected. Title: CAD( C,( k _,
8. CONFIDENTIALITY:
Each party hereby agrees to maintain the confidentiality of the other party' s confidential and proprietary materials and information, including but not limited to, all information, GovQA, LLC
knowledge or data not generally available to the public, which is LAJ-
acquired in connection with this Agreement, unless disclosure is Signature:
required by law. Each party hereby agrees not to copy,
duplicate, or transcribe any confidential documents of the other Print Name: i a + t.- qwt ? CL I `c. L. v.
party except with the disclosing party' s consent and as J required in connection with their performance. Title: C: i 4- r ct I Kill Cit. v• ct ' v
Under this Agreement. Customer acknowledges that the Date: t' Z/` Z/ 2 uZ. I Service( s) contain valuable trade secrets, which are the sole property of GovQA, and Customer agrees to use reasonable care to prevent other parties from learning of these trade secrets or have unauthorized access to the Service( s). GovQA will use reasonable efforts to ensure that any GovQA
contractors maintain the confidentiality of proprietary materials and information.
9. MISCELLANEOUS PROVISIONS:
This Agreement will be governed by and construed in
accordance with the laws of the State of CA.
GovQA may not assign its rights and obligations under this Agreement, in whole or part, without prior written consent of Customer, which consent will not be unreasonably withheld.
10. ACCEPTANCE:
Authorized representatives of Customer and GovQA have read the foregoing and all documents incorporated therein and agree and accept such terms effective as of the date first written above.
01.11.11. Party Initials: l
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GOVQA MASTER SERVICE( S) AGREEMENT
For GovQA Exchange Platform
Schedule A
Annual Software Subscription Services
QTY PART# DESCRIPTION UNIT DISC(%) EXTENDED
PRICE
1 QA1015 GovQA Essentials Package 3 8, 500. 00 8, 500. 00 Note: Includes 10 Admin Seats, 2 Public Records Request Types, Anticipated Annual Request Volume 500, and 30 Day Go Live Implementation
1 QA1001 Fortress Hosting Included 0. 00
1 QA2001 Hosted Data Storage( TB) Included 0. 00
Note: Overage Fees Will Apply
3 QA1002 Redaction License( per named user) Included 0. 00 1 QA2003 Invoicing Module Included 0. 00
1 QA2002 Payments Module Included 0. 00
Note: Using GovQA- Approved Provider
1 QA2004 ADFS/ Single Sign- on Module Included 0. 00
1 QA2005 Advanced Customer Email Tracking Module Included 0. 00 Annual Software Subscription Services TOTAL: 8, 500. 00 Party Initials:
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GOVQA MASTER SERVICES) AGREEMENT
For GovQA Exchange Platform
Schedule A
I. GovQA agrees to the following:
A. One-time setup of public facing page to access GovQA Exchange public facing functions B. Branding of public facing page to the look and feel of Customer website. Future updates are available for an additional fee.
C. One- time configuration of GovQA Exchange Platform with two request types related to the California Public Records Act, to allow a separate public portal for two separate City agencies.
D. Payment Service Assumptions/ Requirements:
1. Customer has online payment provider
2. Customer online payment provider can supply hosted payment page branded for Customer
3. Customer online payment provider hosted payment page can accept parameters passed via URL such as amount due, reference#, etc.
4. Customer online payment provider hosted payment page can accept postback URL and perform a postback with confirmation information to the provided URL.
5. Customer online payment provider hosted payment page can return user to GovQA Portal page that launched the payment process.
II. Customer agrees to:
A. Hold an implementation joint kickoff meeting with GovQA within 15 days from contract Effective Date B. Build and execute project plan to be fully implemented within 120 days of the contract Effective Date III. Training and ongoing support included in Implementation and Subscription Fees:
A. One online Administrator training
B. Two online training sessions for all users
C. Ongoing support through system videos and knowledgebase D. Periodic webinars to train and update customers on new features E. Customer will log ALL ISSUES into the GovQA Support System to receive technical support.
IV.Data:CustomerdataisownedbyCustomer. Once1TBofdatastoragehasbeenexceeded,datastorageisbilledinincrementsof1TBover the allotted 1TBand will be assessed at an annual fee of$ 1,500 and billed in arrears. Storage is reviewed annually and is adjusted at next renewal term.
V. Term: January 1, 2022 to December 31, 2022. This annual term will automatically renew all existing services unless Customer notifies GovQA in writing of its intent not to extend the term at least sixty( 60) days prior to expiration of the then current term end date. Renewal Terms will not increase by more than 3.5%.
VI. Billing: The City will be billed in advance for services, with the initial payment due on 12/1/21. Thereafter, the City will be billed on an annual basis and payment due within 30 days of receipt of invoice. This secures site servers and resources necessary to begin project. If payment is not received within 60 days of due date, GovQA has the right to suspend all services. Furthermore, invoices accrue 1% per month past due and customer is responsible for all costs, including attorney fees, for the collections of invoices.
VII. Remittance: All payments should be made directly to GovQA. GovQA mailing address for all payments is:
GovQA Accounts Receivable Department
9014 Heritage Pkwy Suite# 308
Woodbridge, IL 60517
PartyInitials:t_,E!( €.....
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GOVQA MASTER SERVICE( S) AGREEMENT
For GovQA Exchange Platform
VIII. Customer Contacts:
Organization Name:
Main Contact: Lisa Berglund Title: City Clerk
Address: 100 Civic Center Drive City: Lake Forest State: Zip:
CA 92630
Work Phone: ( 949) 461- 3422 Mobile:
Fax: Email: lberglund@lakeforestca. gov
Billing Contact: Lisa Berglund Title: City Clerk
Address: 100 Civic Center Drive City: Lake Forest State: Zip:
CA 92630
Work Phone: ( 949) 461- 3422 Mobile:
Fax: Email: lberglund@lakeforestca. gov
System Administrator Contact: Doug McBratney Title: Information Technology Manager Address: 100 Civic Center Drive City: Lake Forest State: Zip:
CA 92630
Work Phone: ( 949) 461- 3475 Mobile:
Fax: Email: dmcbratney@lakeforestca. gov
t
Party Initials:)
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ATTACHMENT 4
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THIS IS NOT AN INVOICE Order Form
Prepared for
Lake Forest CA
Order #: Q-567252
Prepared: 04 Sep 2026
Granicus Budgetary Proposal for Lake Forest CA
ORDER DETAILS
Prepared By: Dilana Vargas
Phone:
Email: [email protected]
Order #: Q-567252
Prepared On: 04 Sep 2026
Expires On: 31 Dec 2026
Currency: USD
Payment Terms: Net 30 (Payments for subscriptions are due at the beginning of the period of performance.)
Period of Performance: 01 Jan 2027 - 31 Dec 2027
ORDER TERMS
Current Subscription
End Date: 31 Dec 2026
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Order Form
Lake Forest CA
Order #: Q-567252
Prepared: 04 Sep 2026
PRICING SUMMARY
The pricing and terms within this Proposal are specific to the products and volumes contained within this Proposal.
• Once purchased data storage has been exceeded, data storage is billed in increments of 1TB over the purchased data storage amounts herein and will be assessed an additional annual fee of $1,200.00 and billed in arrears. Storage is reviewed annually and is adjusted at the next annual renewal. Throughout the term of the contract Lake Forest CA is able to contact Granicus for a report on how much storage has been used.
Renewing Subscription Fees
Solution Billing
Frequency Quantity/Unit Annual Fee
ADFS/Single Sign-on Module Annual 1 Each $0.00
Advanced Email Tracking Annual 1 Each $0.00
Essentials Package 3 Annual 1 Each $11,403.16
Fortress Hosting Annual 1 Each $0.00
Hosted Data Storage (TB) Annual 1 Each $0.00
Invoicing Module Annual 1 Each $0.00
Payments Module Annual 1 Each $0.00
Redaction License (per named user) Annual 3 Each $0.00
SUBTOTAL: $11,403.16
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Order Form
Lake Forest CA
Order #: Q-567252
Prepared: 04 Sep 2026
TERMS & CONDITIONS
• This quote, and all products and services delivered hereunder are governed by the terms located at https://granicus.com/legal/licensing, including any product-specific terms included therein (the “License Agreement”). If your organization and Granicus has entered into a separate agreement or is utilizing a contract vehicle for this transaction, the terms of the License Agreement are incorporated into such separate agreement or contract vehicle by reference, with any directly conflicting terms and conditions being resolved in favor of the separate agreement or contract vehicle to the extent applicable. • If submitting a Purchase Order, please include the following language: The pricing, terms and conditions of quote Q-567252 dated 04 Sep 2026 are incorporated into this Purchase Order by reference and shall take precedence over any terms and conditions included in this Purchase Order. • This quote is exclusive of applicable state, local, and federal taxes, which, if any, will be included in the invoice.
It is the responsibility of Lake Forest CA to provide applicable exemption certificate(s). • Any lapse in payment may result in suspension of service and will require the payment of a setup fee to reinstate the subscription.
• AI SYSTEM USAGE: Notwithstanding anything to the contrary in any contract between Client and Granicus, Client’s use of AI functionality contained in any Granicus product or service will be subject to the terms set forth in the AI Addendum located here: https://granicus.com/wp-content/uploads/AI-Functionality-All- Products.pdf Any conflict between the terms of the contract and the AI Addendum will be resolved in favor of the Addendum. If Client is not willing or able to accept the terms set forth in the Addendum, Client is not permitted to access or use any AI functionality absent separate written agreement between Client and Granicus.
• The terms and conditions set forth in the agreement effective 01 Jan 2026 (the "Agreement") are incorporated herein by reference.
Tier Low High
1 0 99
2 100 299
3 300 499
4 500 999
5 1,000 2,499
6 2,500 4,999
7 5,000 7,499
8 7,500 10,000
Annual
Request
Volume
(ARV)
Subsequent tiers 2,500
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Order Form
Lake Forest CA
Order #: Q-567252
Prepared: 04 Sep 2026
Client will be renewed in the ARV tiers specified in the table above for use of Records Requests products (i.e., GovQA) based on the actual Request Volumes available in the Client's production environment from beginning of the current Term up to the provision of a renewal quote projected as an ARV.
If less than six (6) months of Request Volume data is available, client will be renewed at the same tier as the previous Term.
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 09/17/2026
DEPARTMENT: City Manager
SUBJECT:
FISCAL YEAR 2025-26 COMMUNITY DEVELOPMENT BLOCK GRANT
(“CDBG”) CONSOLIDATED ANNUAL PERFORMANCE EVALUATION REPORT (“CAPER”)
RECOMMENDED ACTION(S):
Adopt a Resolution entitled: A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA, APPROVING THE FY 2025-26
CONSOLIDATED ANNUAL PERFORMANCE EVALUATION REPORT FOR
THE CITY'S COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM.
EXECUTIVE SUMMARY:
The CDBG Consolidated Plan ("Consolidated Plan") is a five-year strategic plan that identifies priority housing and community needs and the City of Lake Forest’s (“City”) activities to be carried out with CDBG funds to address these needs. Each year, the City Council adopts a CDBG expenditure plan known as the Annual Action Plan (Attachment 1). The Annual Action Plan identifies the specific programs and projects funded with CDBG resources that address priority community needs.
As a CDBG recipient, the City is required to submit annually a CAPER to the U.S. Department of Housing and Urban Development ("HUD"). The CAPER (Attachment 2) is the City's year-end performance report that describes the City's progress and accomplishments utilizing its CDBG grant.
In Fiscal Year ("FY") 2025-26, the City received a CDBG grant totaling $518,662.
In addition, the City had prior-year unexpended funds ($340,699.44) and received $189,081.76 in program income generated from the repayment of housing rehabilitation loans. A total of $1,048,443.25 in CDBG funds were available for expenditure in FY 2025-26. These funds were allocated to public service grants, housing activities, paint grants, public facility improvements, and program administration.
Approval of the CAPER has no fiscal impact. Upon the City Council's approval, the City will submit the CAPER to HUD by the September 28, 2026, deadline.
Staff recommend the City Council adopt the attached resolution approving the FY Item: 10
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2025-26 CDBG CAPER (Attachment 3) and authorize staff to submit the report to HUD.
BACKGROUND:
The City has been a recipient of CDBG funding since 1994. Through FY 2025- 26, the City has received a total of $14,693,535 in CDBG funding. CDBG is a formula grant allocated to local governments to develop viable urban communities by providing or supporting decent housing, a suitable living environment, and expanding economic opportunities principally for low- and moderate-income persons. These funds have been utilized for various housing, neighborhood improvement, and social service programs that benefit the City's low- to moderate-income residents. Specific projects initiated or completed in FY 2025-26 include Housing Rehabilitation Loan and Neighborhood Paint Grant programs, the Audible Pedestrian Pushbutton Program, and various public services programs.
To receive the annual grant, the City must complete the following:
1. Adopt a Consolidated Plan.
The Consolidated Plan sets goals and objectives guiding the City's CDBG funding priorities over five years. The City Council adopted the 2025-2030 Consolidated Plan on May 6, 2025. The Consolidated Plan objectives are summarized below:
Rehabilitate the City's existing single-family housing stock, including mobile homes;
Conserve the existing supply of affordable housing;
Provide supportive housing and services for the homeless and those at risk of becoming homeless;
Provide needed community services and infrastructure improvements benefiting low and moderate-income persons and those with special needs.
2. Submit an Annual Action Plan to HUD each year.
The Annual Action Plan outlines how the City will spend its CDBG funds to address the goals and objectives in the City's Consolidated Plan. The City Council adopted the FY 2025-26 Annual Action Plan (Year 1 of the five-year Consolidated Plan cycle) on May 6, 2025, and subsequently submitted it to HUD by the May 17, 2025, deadline.
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3. Submit a CAPER within 90 days from the close of a jurisdiction's program year (September 28 of each year).
The CAPER provides a progress report regarding the most recently completed fiscal year. The report details how the CDBG grant assisted the City in meeting the goals and objectives outlined in the 2025-2030 Consolidated Plan.
DISCUSSION:
As required for the CDBG program, the City established objectives for meeting its housing and other community needs in the 2025-2030 Consolidated Plan. The CAPER's purpose is to document the City's CDBG program progress and accomplishments in FY 2025-26, which is the first reporting year for the 2025- 2030 Consolidated Plan. The City's annual achievements identified in the CAPER are linked to the Consolidated Plan's five-year goals.
Revenues and Expenditures
CDBG revenues received by the City in FY 2025-26 include the grant, and program income in the form of housing rehabilitation loan repayments. The City also utilized unspent prior year funds. A summary of FY 2025-26 revenues and expenditures reported in the CAPER is provided in Tables 1 and 2 below:
Table 1: FY 2025-26 CDBG Funds Summary
FY 2025-26 ALLOCATION: $518,662.00
PRIOR YEAR UNSPENT FUNDS: $340,699.49
PROGRAM INCOME: $189,081.76
TOTAL CDBG FUNDS: $1,048,443.25
Table 2: FY 2025-26 CDBG Expenditure Summary
HOUSING REHABILITATION LOAN & NEIGHBORHOOD
PRIDE PAINT GRANT PROGRAMS:
$521,571.62
CAPITAL IMPROVEMENT PROJECTS: $173,482.05
PROGRAM ADMINISTRATION: $92,345.33
PUBLIC SERVICE GRANTS: $71,344.24
TOTAL CDBG FUNDS: $858,743.24
Completed and Ongoing Activities
The activities undertaken during FY 2025-26 are consistent with the Annual Action Plan the City Council approved in May 2025. Specific CDBG-funded program accomplishments are summarized in Table 1 of the Draft FY 2025-26 CAPER (Attachment 2). A summary of completed activities follows:
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Public Service Grants: CDBG-funded assistance ($71,344.24) was provided to benefit 2,416 individuals through various public services. Six (6) nonprofit organizations provided services to eligible Lake Forest residents. Services included food pantries, primary health care services, case management services for seniors, and homeless prevention for homeless and those at risk of becoming homeless.
Housing Rehabilitation: Thirteen (13) income-qualified homeowners received loans and completed needed home repairs and improvements (e.g., roofing, plumbing, electrical, and flooring) through the City's Housing Rehabilitation Loan Program. Expenditure for this activity totaled $425,876.62.
Neighborhood Pride Paint Grants: Grant funds were provided to qualified homeowners to assist with painting the exterior of their residences. Ten (10) homeowners were assisted during the reporting period with a total of $95,695 in CDBG funding.
Public Facility Improvements: The Audible Pedestrian Signals (“APS”) Projects was completed. CDBG funding utilized for this project during the reporting period totaled $173,482 and benefitted 2,454 disabled residents. Program Administration: Staff administered the CDBG program consistent with HUD guidelines, including the following activities: Preparation and implementation of the 2025-2026 Annual Action Plan, including financial grant management, sub-recipient program monitoring, environmental reviews, CAPER preparation, and management of HUD's Integrated Disbursement and Information System ("IDIS") for activity and financial reporting. FY 2025-26 expenditures for this activity totaled $92,345.33.
As HUD regulations require, the City published a notice inviting public review of the CAPER and comments. The required 15-day review period began on September 2, 2026, and concludes on September 17, 2026. As of the writing of this report, the City has not received public comments. Staff recommend the City Council adopt the attached resolution approving the FY 2025-26 CDBG CAPER and authorize staff to submit the report to HUD.
FISCAL IMPACT:
There is no fiscal impact associated with the recommended action.
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ATTACHMENTS:
1. FY 2025-26 CDBG Consolidated Plan and Annual Action Plan
2. Draft FY 2025-26 CAPER
3. City Council Resolution No. XX-2026, Approving FY 2025-26 CDBG CAPER 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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ATTACHMENT 1
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CALIFORNIA
CITY OF LAKE FOREST
FINAL
5-Year Consolidated Plan FY 2025-2030 and
Annual Action Plan FY 2025-2026
March 2025
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Consolidated Plan
OMB Control No: 2506-0117 (exp. 09/30/2021)
LAKE FOREST TOC
Contents
Executive Summary ....................................................................................................................................... 1 ES-05 Executive Summary - 24 CFR 91.200(c), 91.220(b) .......................................................................... 1 The Process ................................................................................................................................................... 7 PR-05 Lead & Responsible Agencies 24 CFR 91.200(b) ............................................................................. 7 PR-10 Consultation – 91.100, 91.110, 91.200(b), 91.300(b), 91.215(I) and 91.315(I) ............................... 8 PR-15 Citizen Participation – 91.105, 91.115, 91.200(c) and 91.300(c) .................................................. 15 Needs Assessment ....................................................................................................................................... 19 NA-05 Overview ...................................................................................................................................... 19 NA-10 Housing Needs Assessment - 24 CFR 91.205 (a,b,c) ..................................................................... 20 NA-15 Disproportionately Greater Need: Housing Problems – 91.205 (b)(2) ......................................... 29 NA-20 Disproportionately Greater Need: Severe Housing Problems – 91.205 (b)(2) ............................. 32 NA-25 Disproportionately Greater Need: Housing Cost Burdens – 91.205 (b)(2) ................................... 35 NA-30 Disproportionately Greater Need: Discussion – 91.205(b)(2) ...................................................... 37 NA-35 Public Housing – 91.205(b) ........................................................................................................... 38 NA-40 Homeless Needs Assessment – 91.205(c) .................................................................................... 43 NA-45 Non-Homeless Special Needs Assessment - 91.205 (b,d) ............................................................ 47 NA-50 Non-Housing Community Development Needs – 91.215 (f) ........................................................ 50 Housing Market Analysis ............................................................................................................................. 52 MA-05 Overview...................................................................................................................................... 52 MA-10 Number of Housing Units – 91.210(a)&(b)(2) .............................................................................. 53 MA-15 Housing Market Analysis: Cost of Housing - 91.210(a) ................................................................ 56 MA-20 Housing Market Analysis: Condition of Housing – 91.210(a) ...................................................... 59 MA-25 Public and Assisted Housing – 91.210(b) ..................................................................................... 62 MA-30 Homeless Facilities and Services – 91.210(c)............................................................................... 64 MA-35 Special Needs Facilities and Services – 91.210(d) ....................................................................... 66 MA-40 Barriers to Affordable Housing – 91.210(e) ................................................................................. 68 Item: 10
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Consolidated Plan
OMB Control No: 2506-0117 (exp. 09/30/2021)
LAKE FOREST TOC
MA-45 Non-Housing Community Development Assets – 91.215 (f) ....................................................... 69 MA-50 Needs and Market Analysis Discussion ....................................................................................... 76 MA-60 Broadband Needs of Housing occupied by Low- and Moderate-Income Households -
91.210(a)(4), 91.310(a)(2) ....................................................................................................................... 80 MA-65 Hazard Mitigation - 91.210(a)(5), 91.310(a)(3) ............................................................................ 82 Strategic Plan ............................................................................................................................................... 83 SP-05 Overview ....................................................................................................................................... 83 SP-10 Geographic Priorities – 91.215 (a)(1) ............................................................................................ 84 SP-25 Priority Needs - 91.215(a)(2) ......................................................................................................... 86 SP-30 Influence of Market Conditions – 91.215 (b) ................................................................................ 89 SP-50 Public Housing Accessibility and Involvement – 91.215(c) .......................................................... 100 SP-55 Barriers to affordable housing – 91.215(h) ................................................................................. 101 SP-60 Homelessness Strategy – 91.215(d) ............................................................................................ 103 SP-65 Lead based paint Hazards – 91.215(i) ......................................................................................... 105 SP-70 Anti-Poverty Strategy – 91.215(j) ................................................................................................ 106 SP-80 Monitoring – 91.230 .................................................................................................................... 107 Expected Resources ................................................................................................................................... 108 AP-15 Expected Resources – 91.220(c)(1,2) .......................................................................................... 108 Annual Goals and Objectives ..................................................................................................................... 111 Projects .................................................................................................................................................. 113 AP-35 Projects – 91.220(d) .................................................................................................................... 113 AP-38 Project Summary ........................................................................................................................ 115 AP-50 Geographic Distribution – 91.220(f) ........................................................................................... 124 Affordable Housing.................................................................................................................................... 125 AP-55 Affordable Housing – 91.220(g) .................................................................................................. 125 AP-60 Public Housing – 91.220(h) ......................................................................................................... 126 AP-65 Homeless and Other Special Needs Activities – 91.220(i) .......................................................... 127 Item: 10
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Consolidated Plan
OMB Control No: 2506-0117 (exp. 09/30/2021)
LAKE FOREST TOC
AP-75 Barriers to affordable housing – 91.220(j) .................................................................................. 130 AP-85 Other Actions – 91.220(k) ........................................................................................................... 131 Program Specific Requirements ................................................................................................................ 133
Figures
1: Low- and Moderate-Income Areas
2: Ethnic Concentrations
3: Transit Access
Appendices
Appendix A: SF-424s
Appendix B: Certifications
Appendix C: Citizen Participation Plan
Appendix D: Citizen Participation / Public Comments
Appendix E: Outreach Materials / Survey Results
Appendix F: Proof of Publications / Public Notices
Appendix G: Analysis of Impediments to Fair Housing Choice (AI)
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Consolidated Plan
OMB Control No: 2506-0117 (exp. 09/30/2021)
LAKE FOREST 1
Executive Summary
ES-05 Executive Summary - 24 CFR 91.200(c), 91.220(b)
1. Introduction
The Consolidated Plan is a five-year planning document required by the U.S. Department of Housing and Urban Development (HUD) to be submitted by all participating jurisdictions that receive HUD formula entitlement grant funds. The City of Lake Forest receives Community Development Block Grant (CDBG) entitlement funds annually. This Plan is designed to help participating jurisdictions analyze their housing, community, and economic development needs, so that they can effectively utilize the grant funds allocated each year by HUD. CDBG was created through the Housing and Community Development Act of 1974 to develop viable urban communities by providing decent housing, a suitable living environment, and expanding economic opportunities, principally for persons of low - and moderate -income. CDBG regulations require that at least 70 percent of all CDBG funds are used to benefit low - and moderate- income residents who are members of households that earn less than 80 percent of Area Median Income (AMI).
As an entitlement jurisdiction, the City must submit the Five-Year Consolidated Plan, as required by HUD, by the due date of “no less than 45 days prior to the start of the grantee's program year start date”. As Lake Forest's fiscal year begins July 1st, this means the Consolidated Plan and each subsequent Annual Action Plan is due to HUD on or around May 15th each year.
The current planning process covering FY 2025-2030 also includes the development of the FY 2025-2026 Action Plan, which is the City’s annual CDBG expenditure plan. The Action Plan details the activities the City will undertake to address housing and community development needs and local objectives using CDBG funds. The City anticipates receiving $518,662 in CDBG funding for Fiscal Year 2025 -2026, and roughly the same amount minus a five percent annual decrease over the next five years. Program income is also generated by the repayment of prior funded housing rehabilitation loans which will also be available to undertake eligible housing activities. It is estimated that approximately $300,000 annually of program income from the City’s revolving loan program will be available to support the Housing Rehabilitation Programs.
2. Summary of the objectives and outcomes identified in the Plan Needs Assessment Overview
The Consolidated Plan contains a Needs Assessment and Market Analysis that provide insight into the different levels of need within the community and the market in which grant -funded programs will be implemented. The Needs Assessment incorporates national data from the American Community Survey (ACS) 5 -Year Estimates and Comprehensive Housing Affordability Strategy (CHAS) data, in addition to specific local data. Based on this data and input from citizen participation, the Strategic Plan identifies the Item: 10
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Consolidated Plan
OMB Control No: 2506-0117 (exp. 09/30/2021)
LAKE FOREST 2
City’s priority needs, including the rationale for establishing allocation priorities and specific measurable goals to be addressed during the five-year period. Regulations governing the CDBG program require that each activity undertaken with CDBG funds meet one of the following three broad national objectives: 1) Benefit people with low - and moderate -income; 2) Aid in the prevention or elimination of slums and blight; 3) Meet an urgent need (such as earthquak e, flood, or hurricane relief). Additionally, activities funded must also meet one of HUD’s eligible use categories.
According to HUD’s Consolidated Plan Final Rule, the overall goal of community planning and development programs is to develop viable urban communities by providing decent housing, a suitable living environment, and expanding economic opportunities princip ally for low - and moderate -income persons as follows:
• Decent Housing (DH): includes assisting homeless persons to obtain appropriate housing and assisting persons at risk of becoming homeless; retention of the affordable housing stock; and increasing the availability of permanent housing in standard condition and affordable cost to low- income and moderate -income families, particularly to members of disadvantaged minorities, without discrimination on the basis of race, color, religion, sex, national origin, familial status, or disability. Decent housing also includes increasing the supply of supportive housing, which combines structural features and services needed to enable persons with special needs, including persons with HIV/AIDS and their families, to live with dignity and independence; and providing housing affordable to low-income persons accessible to job opportunities. • A Suitable Living Environment (SL): includes improving the safety and livability of neighborhoods; increasing access to quality public and private facilities and services; reducing the isolation of income groups within a community or geographical area through the spatial de-concentration of housing opportunities for persons of lower -income and the revitalization of deteriorating or deteriorated neighborhoods; restoring and preserving properties of special historic, architectural, or aesthetic value; and conservation of energy resources. • Expanded Economic Opportunities (EO): includes job creation and retention; establishment, stabilization and expansion of small businesses (including micro -businesses); the provision of public services concerned with employment; the provision of jobs involved in carrying out activities under programs covered by this plan to low -income persons living in areas affected by those programs and activities; availability of mortgage financing for low -income persons at reasonable rates using nondiscriminatory lending practices; access to capital and cred it for development activities that promote the long -term economic and social viability of the community; and empowerment and self -sufficiency opportunities for low -income persons to reduce generational poverty in federally assisted and public housing.
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Consolidated Plan
OMB Control No: 2506-0117 (exp. 09/30/2021)
LAKE FOREST 3
Outcomes and Priority Needs Established
In addition to meeting one of the General Objective Categories above, HUD requires that project activities funded with entitlement funds also meet one of the following General Outcome Categories:
Availability/Accessibility (1), Affordability (2), or Sustainability (3). Each activity funded will thus have a combination of the Objective and Outcome Category listed in the description (i.e. DH-2 would be Decent Housing that is Affordable), which allows for measuring of accomplishments for each of the Consolidated Plan's five years.
During the development of the FY 2025-2030 Consolidated Plan, the following priorities were established as a High Priority Need, with the required Objective and Outcome Category listed in parenthesis and the programs to be funded/implemented are noted by bullet point:
• Priority 1 - Affordable Housing (DH -2) [High Need]: Promote, preserve, and assist in the development of affordable housing for low - and moderate - income residents, special needs groups, those at-risk of homelessness, and disproportionately impacted residents. • Priority 2: Community Facilities and Infrastructure (SL -1) [High Need]: Improve and expand facilities and infrastructure that serve low- and moderate- income neighborhoods and residents. • Priority 3: Public Services (SL -1) [High Need]: Provide and improve access to public services for low- and moderate-income persons and those with special needs, as well as prevent and eliminate homelessness.
• Priority 4: Community Preservation Services (SL-3) [High Need]: Provide for the preservation of low- and moderate-income neighborhoods in the target areas. • Priority 5: Economic Development (EO -1) [Moderate Need]: Provide for the economic development needs of low- and moderate-income persons and neighborhood target areas. • Priority 6 - Administration and Planning (SL -1) [High Need]: Provide for administration and planning activities to develop housing and community development strategies and programs needed to carry out actions that address identified needs in the Consolidated Plan in accordance with HUD regulations and provide Fair Housing services for all residents.
3. Evaluation of past performance
The City’s CDBG funded programs undertaken over the last two Consolidated Plan Cycles have aided in solving neighborhood and community problems by providing a funding source for underserved needs.
Specifically, Infrastructure Improvement Projects have give n low -and moderate -income residential neighborhoods an improved street infrastructure system through ADA curb cuts and ramps and the installation of Audible Pedestrian Signal Push Button lights; public services have helped the City's elderly, youth, homeless, at -risk, victims of domestic violence, and other special needs groups; residents have benefitted from Fair Housing and Tenant/Landlord Counseling Services; residents have been provided affordable housing through an affordable hous ing acquisition program; the housing stock has been sustained through rehabilitation of deteriorated housing units/lead -based paint testing and abatement; supportive services have been provided to homeless persons/families and/or those at risk of becoming homeless; and the Senior Center was improved with a special allocation of Covid-19 funding.
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All of these projects and experiences therein have helped guide the City in choosing the goals and projects for the new Consolidated Plan Cycle. As such, the City will be continuing the priorities and projects from the last plan, as there is still an unmet need due to the limited amount of grant funds received each year.
It is anticipated that funding received in the next five years will not be sufficient to complete the entire remaining infrastructure projects needed within the low - and moderate-income areas identified in the City's Capital Improvement Plan (CIP). M oreover, affordable housing, public services, fair housing and administration are still High priority needs in the community and will therefore receive continued funding.
As Economic Development is a Medium level priority that has somewhat more restrictive regulations attached to it, it will be included in the Consolidated Plan, but may not be funded with CDBG funds during this cycle. Instead, the City will seek to fund that activity with leveraged resources and will evaluate funding with CDBG should funds become available.
4. Summary of citizen participation process and consultation process
City staff encouraged residents and local and regional organizations to participate in the preparation of the FY 2025 -2030 Consolidated Plan. There were several opportunities for City residents and agencies/organizations to offer input into the Consolidated Plan process, as noted below:
• The City posted an online Community Needs Survey to solicit the opinion of residents and business owners regarding the City's most pressing needs. The survey was available in English and Spanish. • On January 9, 2025, the City participated in the Orange County 2025 -2030 Analysis of Impediments to Fair Housing Workshop, to gather public input on fair housing issues faced by residents, which are incorporated into the Consolidated Plan. • A draft of the Consolidated Plan was made available for a 30 -day public comment period from March 20, 2025 to April 24, 2025.
• The City Council discussed the draft Consolidated and Expenditure Plan at its April 15, 2025 meeting to review funding recommendations and applications received. • The Consolidated Plan was adopted by the City Council on May 6, 2025, with authority to revise project budgets once HUD released the final allocations, which occurred May 13, 2025.
A Community Development Needs Survey was made available online through the City’s website from November 1, 2024, through February 28, 2025. There was a total of 238 participants. The survey was available in English and Spanish and responses were mostly rec eived from zip code 92630 (70 percent); 58 percent of the responses were from seniors over 55, which may slightly skew the results. The priority needs and programs established in order of greatest need were as follows:
• Housing Supply/Improvements: Housing for Seniors (Age 62 and older) received the most responses for critical need at 29%, followed by Homebuyer Assistance and Acquisition (for Affordable Housing) at 26% each, and Housing for Small Families at 21%. • Social and Public Service: Mental Health services received the highest number of critical need responses at 33% followed by Healthcare Services at 30% and Childcare Services/Services for Abused and Neglected Children at 28% each.
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• Public Infrastructure: Flood Prevention/Drainage, Street Lighting, Water System Improvements, and Residential Street Improvements received the highest number of critical need responses at 34%, 31%, 29%, and 27% respectively.
• Homeless Services: Mental and Behavioral Health received the most responses at 37% followed by Permanent Housing at 31%, Substance Abuse Programs at 28%, and Homeless Prevention (One-Time Rent/Utilities Assistance) at 27%.
• Community Facilities: Parks and Recreational Facilities received the most critical need responses at 31% followed by Neighborhood Community Centers at 27%, Health Facilities at 23%, and Youth Centers at 19%.
5. Summary of public comments
A summary of public comments received during the planning process can be found in the Citizen Participation section of this Consolidated Plan, as well as in the appendix.
6. Summary of comments or views not accepted and the reasons for not accepting them
All comments and input received by the City in the development of the Five -Year Consolidated Plan and Annual Action Plan were accepted and taken into consideration in the development of the Consolidated Plan and Annual Action Plan. There were no comments not accepted.
7. Summary
The primary objective of the CDBG program is to develop viable urban communities by providing decent housing, a suitable living environment, and economic opportunities, principally for persons of low - and moderate-income. Additionally, each activity to be funded with CDBG funds must meet a national objective.
The FY 2025-2030 Five-Year Consolidated Plan will cover five years beginning in FY 2025-2026 and ending in FY 2029-2030. As required by HUD, the Consolidated Plan is prepared using HUD’s electronic template.
The template includes over 50 community profile and housing market data tables prepopulated with data from HUD.
The FY 2025 -2026 Annual Action Plan is the first of five annual plans in the FY 2025 -2030 Consolidated Plan cycle. The Annual Action Plan is the City’s one -year expenditure plan for CDBG funds. The Action Plan identifies the activities the City will undertake during a twelve -month period with CDBG funds to address community needs that support the broad objectives and goals identified in the Consolidated Plan.
For FY 2025-2026, the City will receive $518,662 in CDBG funds for FY 2025-2026 (represents a 8.11% increase from the prior year allocation). Program income generated by the repayment of prior funded housing rehabilitation loans and prior year uncommitted funds will also be available to undertake Item: 10
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eligible housing activities, which is estimated at $180,764.44 (carryover) and $121,422 (2024 Revolving Loan Income). Based on the City's estimated FY 2025-2026 CDBG allocation, the following activities are proposed:
FY 2025-2026 Budget Table
FY 2025-2026 Budget Allocation
Due to the delay in approving the federal 2025 budget, the City Council authorized staff to increase proposed CDBG funding for activities by a percentage based on the final 2025 CDBG grant during their Plan adoption meeting on May 6, 2025. HUD released grant allocations on May 13, 2025. Further details on final project allocations can be found in section AP-15 Projects.
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The Process
PR-05 Lead & Responsible Agencies 24 CFR 91.200(b)
1. Describe agency/entity responsible for preparing the Consolidated Plan and those responsible for administration of each grant program and funding source The following are the agencies/entities responsible for preparing the Consolidated Plan and those responsible for administration of each grant program and funding source.
Agency Role Name Department/Agency
CDBG Administrator LAKE FOREST City Manager's Office
Table 1 – Responsible Agencies
Narrative
As shown in Table 1, the City Manager's Office is primarily responsible for the preparation of the Consolidated Plan, Annual Action Plan, Consolidated Annual Performance Report required by HUD, as well as the overall administration of CDBG funds.
Consolidated Plan Public Contact Information
The main point of contact for the CDBG Program is:
Adrian Grijalva
Economic Development/Housing Manager
City Manager’s Office
[email protected]
(949) 282-5213
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PR-10 Consultation – 91.100, 91.110, 91.200(b), 91.300(b), 91.215(I) and 91.315(I)
1. Introduction
The consolidated planning process requires jurisdictions to contact and consult with other public and private agencies when developing the Consolidated Plan. The plan must include a summary of the consultation process, including identification of the agencies that participated in the process. Jurisdictions also are required to summarize their efforts to enhance coordination between public and private agencies.
The City sought the input of residents, city departments, non-profit organizations, program beneficiaries and service providers required to create strategic development plans for the city's needs for the 2025 - 2030 Consolidated Plan period. A list of these agencies can be found in Table 2.
Provide a concise summary of the jurisdiction’s activities to enhance coordination between public and assisted housing providers and private and governmental health, mental health and service agencies (91.215(I)).
To enhance coordination between public and assisted housing providers and private and governmental health, mental health and service agencies, the City of Lake Forest took the following actions:
• The City Manager's Office, acting as the lead agency, met with various City departments and consulted with outside agencies to gain input on annual needs, enhance coordination of services, prevent duplication of services, and resolve issues within the interagency institutional structure. • The City of Lake Forest collaborates with the County to obtain input on assisted -housing programs. Specifically, the City works with and supports the Orange County Housing Authority’s (OCHA) administration of the Housing Choice Voucher Program, which provides housing subsidies to qualified lower -income renters. Coordination is enhanced by the City’s participation as a member of the OCHA Advisory Committee.
• To strengthen the housing delivery system in the private sector, the City encourages private housing developers to include affordable units in multi-family housing developments within Lake Forest. The City will also continue to cooperate with local nonprofit housing organizations to identify and provide housing opportunities for lower-income households. • Orange County has a broad spectrum of public and nonprofit social service providers that address the needs of the region’s residents. Through the annual CDBG public service grant funding process, City staff can ascertain the type of services City residents require (e.g., senior services, youth services, services for the near homeless and those already homeless), and develop partnerships with local agencies to ensure the delivery of quality services. • The City of Lake Forest has an active economic development program that coordinates business activities and employment programs with community organizations such as the Lake Forest Chamber of Commerce and Orange County Workforce Solutions.
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Describe coordination with the Continuum of Care and efforts to address the needs of homeless persons (particularly chronically homeless individuals and families, families with children, veterans, and unaccompanied youth) and persons at risk of homelessness Coordination of Orange County’s Continuum of Care (OC -CoC) planning process is led by 2-1-1 Orange County and the OC Community Services Department. This nonprofit -public partnership helps ensure comprehensive, regional coordination of efforts and resources to reduce the number of homeless and persons at risk of homelessness throughout Or ange County. This partnership serves as the regional coordinator of the year -round CoC planning process and as a catalyst for the involvement of the public and private agencies that make-up the regional homeless system of care.
The City participants in the CoC planning process by providing information regarding the activities it will fund to address local homeless issues. This information is used by the OC -CoC to prepare the regional application to HUD for Homeless Assistance Gra nt funds. City staff will also expedite certifications of consistency with the Consolidated Plan and other forms of support for the OC -CoC. The City is also a supporter and participant in the biennial Point-In-Time Survey of the region’s homeless.
Describe consultation with the Continuum(s) of Care that serves the jurisdiction's area in determining how to allocate ESG funds, develop performance standards and evaluate outcomes, and develop funding, policies and procedures for the administration of HMIS The City is not a recipient of Emergency Solutions Grant (ESG) funds; therefore, it does not assist the OC- CoC with the determination of ESG allocations nor evaluating the outcomes, or developing policies and procedures for the administration of the regional Homeless Management Information System (HMIS).
2. Describe Agencies, groups, organizations and others who participated in the process and describe the jurisdictions consultations with housing, social service agencies and other entities
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Table 2 – Agencies, groups, organizations who participated 1 Agency/Group/Organization Orange County Housing Authority Agency/Group/Organization Type PHA
What section of the Plan was addressed by
Consultation?
Housing Need Assessment
Public Housing Needs
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Provided data regarding households receiving
HUD rental assistance and regarding
households on the waitlist for housing
assistance
2 Agency/Group/Organization 211 ORANGE COUNTY
Agency/Group/Organization Type Regional organization
Planning organization
What section of the Plan was addressed by
Consultation?
Homelessness Strategy
Homeless Needs - Chronically homeless
Homeless Needs - Families with children
Homelessness Needs - Veterans
Homelessness Needs - Unaccompanied youth
Homeless Management Information System
(HMIS)
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Provided data regarding regional homeless,
housing/service gaps for homeless, and HMIS
management
3 Agency/Group/Organization Fair Housing Council of Orange County Agency/Group/Organization Type Service-Fair Housing
What section of the Plan was addressed by
Consultation?
Impediments to Fair Housing
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Provided data regarding fair housing issues in
the community and input on impediments to
fair housing, and assisted in developing action
steps to address impediments to fair housing
4 Agency/Group/Organization Age Well Senior Services
Agency/Group/Organization Type Services-Elderly Persons What section of the Plan was addressed by
Consultation?
Housing Need Assessment
Non-Homeless Special Needs
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How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Provided input regarding the housing and
service needs of seniors, including home-
bound seniors
5 Agency/Group/Organization Families Forward
Agency/Group/Organization Type Services - Housing
Services-homeless
What section of the Plan was addressed by
Consultation?
Homelessness Strategy
Homeless Needs - Families with children
Anti-poverty Strategy
Needs of Low/Mod persons
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Provided input regarding the housing and
service needs of homeless families and families
at risk of becoming homeless
6 Agency/Group/Organization Family Assistance Ministry
Agency/Group/Organization Type Services - Housing
Services-homeless
What section of the Plan was addressed by
Consultation?
Homeless Needs - Families with children
Anti-poverty Strategy
Needs of Low/Mod persons
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Provided input regarding the housing and
service needs of homeless households and
households at risk of becoming homeless
7 Agency/Group/Organization South County Outreach
Agency/Group/Organization Type Services - Housing
Services-homeless
What section of the Plan was addressed by
Consultation?
Anti-poverty Strategy
Needs of Low/Mod persons
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Provided input regarding the needs of lower
income households specifically,
individuals/households at risk of becoming
homeless
8 Agency/Group/Organization VOCATIONAL VISIONS
Agency/Group/Organization Type Services-Persons with Disabilities Item: 10
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What section of the Plan was addressed by
Consultation?
Non-Homeless Special Needs
Economic development
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Provided input regarding the needs of adults
with developmental disabilities, including
developing economic opportunities for this
special needs population
9 Agency/Group/Organization Camino Health Center
Agency/Group/Organization Type Services-Health
What section of the Plan was addressed by
Consultation?
Anti-poverty Strategy
Needs of Low/Mod persons
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Provided input regarding the medical/dental
service needs of the community including
homeless individuals
10 Agency/Group/Organization MERCY HOUSE TRANSITIONAL LIVING CENTERS Agency/Group/Organization Type Services - Housing
Services-homeless
What section of the Plan was addressed by
Consultation?
Homelessness Strategy
Homeless Needs - Chronically homeless
Homelessness Needs - Veterans
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Provided input regarding the needs of
chronically homeless individuals
11 Agency/Group/Organization COUNCIL ON AGING - ORANGE COUNTY Agency/Group/Organization Type Services-Elderly Persons What section of the Plan was addressed by
Consultation?
Non-Homeless Special Needs
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Provided information regarding the housing
and service needs of elderly and disabled
individuals residing in managed care facilities
12 Agency/Group/Organization County of Orange
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What section of the Plan was addressed by
Consultation?
Regional program information
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Various county departments provided
information regarding public health, public
safety, and housing programs
13 Agency/Group/Organization State of California
Agency/Group/Organization Type Other government - State What section of the Plan was addressed by
Consultation?
State program information
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Various state departments provided
information regarding demographics, public
safety, and economics
14 Agency/Group/Organization Laura's House
Agency/Group/Organization Type Services-Victims of Domestic Violence Services - Victims
What section of the Plan was addressed by
Consultation?
Housing Need Assessment
Homelessness Strategy
Homeless Needs - Families with children
Non-Homeless Special Needs
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
The City consulted with this agency to obtain
data on the number of domestic violence
victims as well as their special needs.
Identify any Agency Types not consulted and provide rationale for not consulting
The City consulted with a variety of agencies serving Lake Forest residents and the region. No agency types were explicitly excluded from the consultation process.
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Other local/regional/state/federal planning efforts considered when preparing the Plan
Name of Plan Lead Organization How do the goals of your Strategic Plan overlap with the goals of each plan?
Continuum of Care Orange County 211 Provides regional and local point in time homeless survey data, development of the regional 10 -Year
Plan to End Homelessness and development of the
regional Discharge Plan
5 Yr. & 1 Yr. PHA
Plan
Orange County Housing
Authority
Identifies OCHA resources to address the housing
needs of lower income renter householders in the
County and the City
City of Lake Forest
2021-2029 Housing
Element
City of Lake Forest Provides City housing priorities and program goals Analysis of
Impediments to Fair
Housing
Orange County HUD
Grantee Cities and the
County of Orange
Countywide document that identifies fair housing
impediments within participating cities and
outlines a plan to address issues
Table 3 – Other local / regional / federal planning efforts
Describe cooperation and coordination with other public entities, including the State and any adjacent units of general local government, in the implementation of the Consolidated Plan (91.215(l))
Data from the California Department of Public Health and the Orange County Health Care Agency identifies the percentage of young children with elevated lead blood levels. The City used this data to assess lead -based paint hazards. State agencies were also consulted to obtain updated housing and population information. The County of Orange was contacted to obtain an array of data, including information regarding the number of households receiving rental assistance, homeless count, and other regional data. Local governments also assisted the City with the preparation of the Consolidated Plan.
The Orange County Health Care Agency was consulted regarding the number of Lake Forest residents living with HIV and AIDS and available HOPWA program resources. The City also participated in roundtable meetings with other Orange County CDBG recipients to discuss the preparation of a regional analysis of impediments to fair housing and other regional housing and community needs.
Narrative (optional):
N/A See above narratives.
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PR-15 Citizen Participation – 91.105, 91.115, 91.200(c) and 91.300(c)
1. Summary of citizen participation process/Efforts made to broaden citizen participation Summarize citizen participation process and how it impacted goal-setting
The City of Lake Forest offered several opportunities for participation and comment throughout the Consolidated Plan preparation process. The City’s Citizen Participation Plan, which is presented as Appendix C, outlines the City’s process to obtain public participation in the development of the Consolidated Plan, Annual Action Plan (AAP), and other facets of the CDBG Program. Action steps include a public hearing before the City Council, which also initiated the 30-day public review of the Consolidated Plan, with the final City Council adoption at a public meeting on originally scheduled for May 1, 2025. The notice for the City Council public hearing and a summary of public comments is provided in Appendix D.
Public comment and review requirements for adoption of the FY 2025 -2030 Orange County Analysis of Impediments to Fair Housing were also undertaken in conjunction with the Consolidated Plan.
The comments received through the citizen participation process are essential to identifying priority needs, as are the results of the Community Needs survey.
Citizen Participation Outreach
Sort
Order
Mode of
Outreach
Target of
Outreach
Summary of
response/
attendance
Summary of
comments
received
Summary of
comments not
accepted
and reasons
URL (If
applicable)
1 Newspaper Non- targeted/ The City 11 N/A There were N/A Ad broad published a Applications no comments
community Notice of for funding received that
Funding were were not
Availability received and accepted.
(NofA) in the the Proof of
Newspaper on Publication
December 5, can be found
2024. in Appendix
F.
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Sort
Order
Mode of
Outreach
Target of
Outreach
Summary of
response/
attendance
Summary of
comments
received
Summary of
comments not
accepted
and reasons
URL (If
applicable)
2 Community Non- The FY 2025- Survey N/A There were N/A Needs targeted/bro 2030 results no comments
Survey ad Consolidated received are received that
community Plan included in were not
Community Appendix E. accepted.
Survey was
available from
November
2024 to
February
2025.The City
posted a
Community
Needs Survey
on its website
and
distributed
hard copies to
the senior
center and at
various events
from
November
2024 through
January 31,
2025. 228
responses
were received.
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Sort Or
der
Mode of
Outreach
Target of
Outreach
Summary of
response/
attendance
Summary of
comments
received
Summary of
comments not
accepted
and reasons
URL (If
applicable)
3 Public
Meeting
Non-
targeted/bro
ad
community
Social
Service
Providers
The City
Council
received a
presentation
on the draft
Consolidated
Plan and
Expenditure
Plan on April
15, 2025 to
review funding
recommendati
ons and
applications
received.
Meeting
comments
centered on
the CDBG
public service
grant
application
process.
N/A There were
no comments
received that
were not
accepted.
N/A
4 Public
Meeting
Non-English
Speaking -
Specify other
language:
Spanish
Non-
targeted/bro
ad
community
The City
participated in
the South
County
Regional AI
public input
meeting on
1/9/25.
A summary
of the
comments
received can
be found in
Appendix G
N/A There were
no comments
received that
were not
accepted.
N/A
5 Newspaper
Ad
Non-
targeted/bro
ad
community
Notice
regarding the
30-day public
review period
and May 6,
2025, Public
Hearing was
published on
3/20/25.
A summary
of comments
received can
be found in
Appendix C
and Proof of
Publication in
Appendix F.
N/A There were
no comments
received that
were not
accepted.
N/A
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Sort
Order
Mode of
Outreach
Target of
Outreach
Summary of
response/
attendance
Summary of
comments
received
Summary of
comments not
accepted
and reasons
URL (If
applicable)
6 Public
Hearing
Non-
targeted/bro
ad
community
The City
Council held a
public hearing
on 5/06/25 to
accept final
public
comments on
the
Consolidated
Plan, AAP, and
OC-AI, and
authorize
submission of
the document
to HUD.
A summary
of comments
received can
be found in
Appendix C.
N/A There were
no comments
received that
were not
accepted.
N/A
Table 4 – Citizen Participation Outreach
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Needs Assessment
NA-05 Overview
Needs Assessment Overview
The Needs Assessment of the Consolidated Plan identifies the City’s needs as they relate to housing, homelessness, community development, and special needs populations. The housing needs assessment section evaluates household income, tenure (renter or owner), housing cost as a function of household income, disproportionate needs amongst racial and ethnic groups, and public housing needs. The homeless needs assessment exam ines the sheltered and unsheltered homeless population in San Bernardino County to inform the City’s strategy to address homelessness during the next five years. The non-homeless special needs assessment section evaluates the needs of people who are not homeless, but due to various reasons are in need of services including but not limited to: elderly, frail elderly, severely mentally ill, developmentally disabled, physically disabled, persons with alcohol or other drug addictions, persons with HIV/AIDS and victims of domestic violence. The non-housing community development needs assessment section discusses the need for public facilities, public infrastructure improvements, and public services to benefit low- and moderate-income residents.
From this Needs Assessment, the City will identify those needs with the highest priority, which will form the basis for the Strategic Plan and the programs and projects to be administered during the five -year Consolidated Plan for FY 2025 -2029. Information contained in the assessment is gathered through data analysis, consultations, and citizen participation. To assess community needs, the City examined data, held community meetings, conducted a Community Needs Survey, and consulted with local stakeholders.
The Needs Assessment primarily relies on the following sources of data:
• American Community Survey (ACS)(2016-2020 current year estimates) • Comprehensive Housing Affordability Strategy (CHAS data 2016-2020) • 2024 Point- in- Time Homeless Count
• The California Association of Realtors (CAR) website was accessed to obtain information on current market trends and affordability
• The Housing Element and Development Codes were reviewed to provide insight on zoning and land use policies and units at risk of conversion
• Previous Consolidated Plans and other Community Strategic Plans were used to provide supporting data on demographics, City programs, needs, and strategies • Various data requests were sent to County level staff from the Department of Health Services and Housing Authority
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NA-10 Housing Needs Assessment - 24 CFR 91.205 (a,b,c)
Summary of Housing Needs
The following section describes the estimated housing needs projected for the next five -year period for the following categories of persons: extremely low -income, low-income, moderate-income, and middle- income families, renters and owners, elderly persons , persons with disabilities, including persons with HIV/AIDS and their families, single persons, large families, public housing residents, victims of domestic violence, families on the public housing and section 8 tenant -based waiting list, and discuss spe cific housing problems, including: cost burden, severe cost -burden, substandard housing, and overcrowding (especially large families).
To the extent that any racial or ethnic group has a disproportionately greater need for any income category in comparison to the needs of that category as a whole, an assessment of that specific need is completed. Disproportionately greater need exists when the percentage of persons in a category of need who are members of a particular racial or ethnic group is at least ten percentage points higher than the percentage of persons in the category as a whole.
During the past decade, Lake Forest has experienced moderate population growth. According to data presented in Table 5, the City’s population grew by 6% between 2009 and 2020. In comparison, during roughly the same period, the County’s population grew 2.7, while California’s population grew 6.7%. The 2016-2020 American Community Survey 5 -Year Estimates also indicates there was an 8% growth in households and a 24% increase in the median income.
Demographics Base Year: 2009 Most Recent Year: 2020 % Change Population 79,925 84,665 6%
Households 27,045 29,340 8%
Median Income $91,254.00 $112,988.00 24%
Table 5 - Housing Needs Assessment Demographics
Data Source: 2000 Census (Base Year), 2016-2020 ACS (Most Recent Year) Item: 10
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1 Number of Households Table
0-30%
HAMFI
>30-50%
HAMFI
>50-80%
HAMFI
>80-100%
HAMFI
>100%
HAMFI
Total Households 3,290 3,075 5,090 3,210 14,680
Small Family Households 1,170 1,315 1,785 1,730 9,180
Large Family Households 195 270 510 305 1,310
Household contains at least one
person 62-74 years of age
985
720
1,180
745
3,280
Household contains at least one
person age 75 or older
710
540
750
185
750
Households with one or more
children 6 years old or younger
355
464
709
550
1,740
Table 6 - Total Households Table
Housing Needs Summary Tables
1. Housing Problems (Households with one of the listed needs)
Renter Owner
0-30%
AMI
>30-
50%
AMI
>50-
80%
AMI
>80-
100%
AMI
Total 0-30%
AMI
>30-
50%
AMI
>50-
80%
AMI
>80-
100%
AMI
Total
NUMBER OF HOUSEHOLDS
Substandard
Housing -
Lacking
complete
plumbing or
kitchen
facilities
35 50
50 10
145
0 10
20 0
30 Data source: 2016-2020 CHAS
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2 Severely
Overcrowded -
With >1.51
people per
room (and
complete
kitchen and
plumbing)
90 95
105
150
440
0 0
20 15
35 Renter Owner
0-30%
AMI
>30-
50%
AMI
>50-
80%
AMI
>80-
100%
AMI
Total 0-30%
AMI
>30-
50%
AMI
>50-
80%
AMI
>80-
100%
AMI
Total
Overcrowded -
With 1.01-1.5
people per
room (and
none of the
above
problems)
90 110
165
95 460
70 0
185
115
370
Housing cost
burden greater
than 50% of
income (and
none of the
above
problems)
910
705
330
35 1,980
1,345
485
190
65 2,085
Housing cost
burden greater
than 30% of
income (and
none of the
above
problems)
0 460
1,020
380
1,860
105
520
1,225
590
2,440
Zero/negative
Income (and
none of the
above
problems)
55 0
0 0
55 120
0 0
0 120
2016-2020 CHAS
Table 7 – Housing Problems Table
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4 or complete plumbing, severe overcrowding, severe cost burden)
Renter Owner
0-30%
AMI
>30-
50%
AMI
>50-
80%
AMI
>80-
100%
AMI
Total 0-30%
AMI
>30-
50%
AMI
>50-
80%
AMI
>80-
100%
AMI
Total
NUMBER OF HOUSEHOLDS
Having 1 or more
of four housing
problems
1,130
950
655
290
3,025
1,410
495
420
190
2,515
Having none of
four housing
problems
295
510
1,410
990
3,205
450
1,115
2,610
1,735
5,910
Household has
negative income,
but none of the
other housing
problems
0 0
0 0
0 0
0 0
0 0
Table 8 – Housing Problems 2
3. Cost Burden > 30%
Renter Owner
0-30%
AMI
>30-50%
AMI
>50-80%
AMI
Total 0-30%
AMI
>30-50%
AMI
>50-80%
AMI
Total
NUMBER OF HOUSEHOLDS
Small Related 510 865 425 1,800 445 335 550 1,330
Large Related 140 130 64 334 55 90 94 239
Elderly 135 170 160 465 759 500 460 1,719
Other 335 189 815 1,339 190 95 380 665
Total need by
income
1,120 1,354 1,464 3,938 1,449 1,020 1,484 3,953
Table 9 – Cost Burden > 30%
Data source: 2016-2020 CHAS
Data source: 2016-2020 CHAS
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5 4. Cost Burden > 50%
Renter Owner
0-30%
AMI
>30-
50%
AMI
>50-
80%
AMI
Total 0-30%
AMI
>30-
50%
AMI
>50-
80%
AMI
Total
NUMBER OF HOUSEHOLDS
Small Related 0 0 530 530 425 165 0 590
Large Related 0 0 60 60 55 90 4 149
Elderly 135 130 45 310 685 150 110 945
Other 0 335 94 429 180 0 0 180
Total need by
income
135 465 729 1,329 1,345 405 114 1,864
Table 10 – Cost Burden > 50%
5. Crowding (More than one person per room)
Renter Owner
0-
30%
AMI
>30-
50%
AMI
>50-
80%
AMI
>80-
100%
AMI
Total 0-
30%
AMI
>30-
50%
AMI
>50-
80%
AMI
>80-
100%
AMI
Total
NUMBER OF HOUSEHOLDS
Single family
households
175
125
200
205
705
70 0
195
115
380
Multiple,
unrelated family
households
10 80
45 20
155
0 0
10 15
25 Other, non-family
households
0 0
35 20
55 0
0 0
0 0
Total need by
income
185 205 280 245 915 70 0 205 130 405
Table 11 – Crowding Information – 1/2
Renter Owner
0- >30- >50- Total 0- >30- >50- Total
30% 50% 80% 30% 50% 80%
AMI AMI AMI AMI AMI AMI
Households with
Children Present
0 0
0 0
0 0
0 0
Data source: 2016-2020 CHAS
Data source: 2016-2020 CHAS
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6 Table 12 – Crowding Information – 2/2
Data source: 2016-2020 CHAS
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7 Describe the number and type of single person households in need of housing assistance.
Data provided by HUD’s Consolidated Plan template for Table 12 above does not provide information for single person households in need of housing assistance. However, the City's Housing Element reported that 21.8% of family households are headed by a single male or single female. There are 1,226 male heads of household with no spouse present and 413 of these households have children under 18. There is a larger number of female householders with no spouse present – 3,378 households or 11.8% of family households – and 1,702 of these female-headed households have children under 18.
Single parent households generally have a higher ratio between their income and their living expenses (that is, living expenses take up a larger share of income than is generally the case in two -parent households). Therefore, finding affordable, decent, an d safe housing is often more difficult for single parent and female-headed households. Additionally, single parent and female -headed households have special needs involving access to daycare or childcare, health care, and other supportive services.
Estimate the number and type of families in need of housing assistance who are disabled or victims of domestic violence, dating violence, sexual assault and stalking.
Disabled Households: According to the 2016 -2020 ACS data, there are an estimated 5,838 Lake Forest residents with a disability – approximately 7.2% of the City’s population. Federal laws define a person with a disability as "Any person who has a physical or mental impairment that substantially limits one or more major life activities …” Of residents with a disability, 559 (9.6%) are living below the poverty level.
The City’s elderly population has significant levels of disabilities. The ASC estimates 26.3% of Lake Forest seniors, age 65 and over, have a disability. Since seniors have a much higher probability of being disabled, the housing and service needs for persons with disabilities should grow commensurate with senior population growth. Accessibility housing needs of the disabled population, including the elderly, can typically be addressed through housing rehabilitation programs that provided improvements such as ramps, grab bars, wider doorways, and specialized kitchen cabinets.
Victims of Domestic Violence: The National Coalition Against Domestic Violence (NCADV) estimates that nationwide, domestic violence hotlines receive 20,000 calls per day. NCADV also reports that one in three women have experienced rape, physical violence, or stalking by an intimate partner in their lifetime. The State of California Department of Justice reports that in 2023, there were 36 calls for assistance related to domestic violence in Lake Forest; however, prior year data from 2014 -2023 shows an average of 235 calls per year.
Laura’s House, a leading domestic violence service provider in South Orange County, estimates that only one in seven incidents are reported. Laura’s House also estimates that for each victim of domestic Item: 10
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8 violence that receives shelter and support services, 15 to 20 individuals are turned away from lack of space. The Orange County 2024 Point In Time Survey of the region’s homeless estimates that 10.01% of unsheltered homeless in South Orange County are victims of domestic violence, and 10.40% of sheltered homeless in South Orange County are victims of domestic violence. Victims of domestic violence often face urgent housing needs, requiring safe and confidential shelter to escape abusive situations.
What are the most common housing problems?
According to HUD data from Table 7, the most common housing problems in Lake Forest is housing cost burden. This housing problem impacts both renter and owner households. To a much lesser degree, some households are affected by crowding and substandard housing (as defined by HUD).
Are any populations/household types more affected than others by these problems?
Table 9 provides estimates regarding the number of lower-income households impacted by housing cost burden (30% of income toward housing cost).
• Among renter households, extremely low-income senior and low-income large related households are most impacted (49.0% and 48.5%, respectively). • Among owner households, small and large related low-income households are most impacted (62.7% and 65.8% respectively).
Table 10 summarizes information regarding households that pay more than 50% of their income for housing. According to this HUD data, a significant percentage of lower -income households are experiencing severe housing cost burden:
• Among renter households, 68.6% of extremely low-income small renter households are dedicating more than 50% of their income for housing.
• Among owner households, extremely low-income senior households and low-income large households are impacted (46.5% and 60.5% respectively).
As indicated above, few Lake Forest households are impacted by crowded housing. According to Table 11, 1,003 households live in “crowded” housing. HUD’s data indicates that 833 of these households are renters and 170 are owners. When addressing crowding issues, the City is required to utilize the States more liberal occupancy standard, which allows up to 30 people to live in a 1,200 sq./ft. residence . The City’s Code Enforcement program staff reports that approximately 10% of their cases are related to overcrowding - the most prevalent issue related to crowding in the City is the impact of parking in residential neighborhoods.
According to Table 7, only 165 Lake Forest households are impacted by HUD-defined substandard housing.
The City is required to enforce compliance with the California building code, and according to the City’s Code Enforcement staff, substandard housing is not a significant issue in the City. Unpermitted Item: 10
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9 room additions and garage conversions represent the most prevalent types of code violations addressed by City staff.
Describe the characteristics and needs of Low -income individuals and families with children (especially extremely low-income) who are currently housed but are at imminent risk of either residing in shelters or becoming unsheltered 91.205(c)/91.305(c)). Also discuss the needs of formerly homeless families and individuals who are receiving rapid re-housing assistance and are nearing the termination of that assistance
The National Alliance to End Homelessness states that households at risk of homelessness are often very low-income households on a fixed income (such as retired seniors) or marginally employed. Due to limited income and high area housing costs, at risk households are typically severely housing cost burdened.
Based on HUD data, 1,945 extremely low-income Lake Forest households dedicate more than 50% of household income for housing (see Table 10). This data indicates that of this figure, senior and small related households comprise 73.3% of the at-risk population.
OCHA reports that as of November 2019, there are 88 Lake Forest households on the waitlist for federal rental assistance - 31 of these households have one or more minor children. OCHA waitlist data also indicates 36 households are small, 24 are elderly households, and seven households reported they are homeless (including four households with minor children). OCHA data supports the finding that several extremely low-income families need an affordable housing solution to avoid homelessness.
If a jurisdiction provides estimates of the at -risk population(s), it should also include a description of the operational definition of the at -risk group and the methodology used to generate the estimates:
Extremely low-income households that are experiencing severe housing cost burden are most at risk of becoming homeless. The methodology for estimating the number of households that may be at risk of homelessness is also outlined as follows: Based on the CH AS data in Table 7, 4,065 Households in Lake Forest were experiencing severe cost burden, approximately 98 percent (3,965) are considered low- and moderate-income; earning 0-80 percent of Area Median Income (AMI). Moreover, 2,255 Households (910 renter-households and 1,345 owner-households) are extremely low-income (0-30 percent AMI) and are considered at-risk.
Specify particular housing characteristics that have been linked with instability and an increased risk of homelessness
The origins of involuntary homelessness are multi-faceted but can be grouped into two general categories:
physiological and economic factors. Examples of physiological factors include physical or mental illness and addiction disorders. Economic factors include the impact of high housing and medical costs. As Item: 10
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10 indicated previously, Lake Forest households with extremely low-incomes and severe housing cost burden have a high risk of becoming homeless.
Housing instability encompasses a number of challenges, such as having trouble paying rent, overcrowding, moving frequently, or spending the bulk of household income on housing. The cost of housing as well as the health effects of substandard housing and f orced evictions. Certain populations, such as children who move frequently and people who have spent time in prison, may be more affected by housing instability. Physical or mental illness and addiction disorders, as well as economic factors including the impact of high housing and medical costs impact homeles sness. Lack of regular housing, neighborhood characteristics, physical and mental health challenges, elevated rates of childhood and chronic disease, stress, depression, anxiety, and suicide are all characteristics associated with instability and an increased risk of homelessness.
Discussion
According to HUD data provided in the Consolidated Plan template, substandard and crowded housing are not a significant housing problem in Lake Forest; however, housing cost is the most prevalent housing problem. According to the National Alliance to End Homelessness, very low- income households are at a high risk of becoming homeless. Per HUD data, senior and small related households comprise over 70% of the City’s extremely low -income residents that are dedicating more than 50% of their income to maintain their home.
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11 NA-15 Disproportionately Greater Need: Housing Problems – 91.205 (b)(2) Assess the need of any racial or ethnic group that has disproportionately greater need in comparison to the needs of that category of need as a whole.
Introduction
A disproportionate need exists when members of a racial/ethnic group experience housing problems at a rate of 10 percentage points or greater than the proportion of the jurisdiction/income level as a whole.
The following section assesses the need of any racial or ethnic group that has disproportionately greater need in comparison to the needs of that category of need as a whole for the population of low - and moderate-income households. The four housing problems are: 1) Lacks complete kitchen facilitie s; 2) Lacks complete plumbing facilities; 3) More than one person per room; and/or 4) Cost Burden greater than 30%. The housing problems experienced by race/ethnicity are identified in Tables 13 -16 below and analyze disproportionate needs by income level.
0%-30% of Area Median Income
Housing Problems Has one or more
of four housing
problems
Has none of the
four housing
problems
Household has
no/negative
income, but none
of the other
housing problems
Jurisdiction as a whole 2,650 635 0
White 1,335 365 0
Black / African American 215 95 0
Asian 325 95 0
American Indian, Alaska Native 50 15 0
Pacific Islander 10 10 0
Hispanic 670 50 0
Table 13 - Disproportionally Greater Need 0 - 30% AMI
*The four housing problems are:
1. Lacks complete kitchen facilities, 2. Lacks complete plumbing facilities, 3. More than one person per room, 4.Cost Burden greater than 30%
Data source: 2016-2020 CHAS
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30%-50% of Area Median Income
Housing Problems Has one or more
of four housing
problems
Has none of the
four housing
problems
Household has
no/negative
income, but none
of the other
housing problems
Jurisdiction as a whole 2,425 650 0
White 1,165 359 0
Black / African American 19 4 0
Asian 415 75 0
American Indian, Alaska Native 0 0 0
Pacific Islander 0 0 0
Hispanic 805 60 0
Table 14 - Disproportionally Greater Need 30 - 50% AMI
*The four housing problems are:
1. Lacks complete kitchen facilities, 2. Lacks complete plumbing facilities, 3. More than one person per room, 4.Cost Burden greater than 30%
50%-80% of Area Median Income
Housing Problems Has one or more
of four housing
problems
Has none of the
four housing
problems
Household has
no/negative
income, but none
of the other
housing problems
Jurisdiction as a whole 3,330 1,765 0
White 1,895 1,245 0
Black / African American 14 65 0
Asian 450 225 0
American Indian, Alaska Native 0 0 0
Pacific Islander 0 0 0
Hispanic 845 190 0
Table 15 - Disproportionally Greater Need 50 - 80% AMI
*The four housing problems are:
1. Lacks complete kitchen facilities, 2. Lacks complete plumbing facilities, 3. More than one person per room, 4.Cost Burden greater than 30%
Data source: 2016-2020 CHAS
Data source: 2016-2020 CHAS
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80%-100% of Area Median Income
Housing Problems Has one or more
of four housing
problems
Has none of the
four housing
problems
Household has
no/negative
income, but none
of the other
housing problems
Jurisdiction as a whole 1,460 1,750 0
White 805 1,150 0
Black / African American 30 70 0
Asian 205 295 0
American Indian, Alaska Native 15 10 0
Pacific Islander 0 0 0
Hispanic 365 180 0
Table 16 - Disproportionally Greater Need 80 - 100% AMI
*The four housing problems are:
1. Lacks complete kitchen facilities, 2. Lacks complete plumbing facilities, 3. More than one person per room, 4.Cost Burden greater than 30%
Discussion
As previously indicated, housing cost burden is the most prevalent housing problem in Lake Forest. Tables 13 through 16 show that regardless of race or ethnicity, a significant number of lower-income Lake Forest households are experiencing a housing problem; however, the data indicates that among extremely low- income households, while 27 percent of the income category for the jurisdiction as a whole are impacted, Black/African American and Pacific Islanders are disproportionately impacted by housing problems at 77 percent and 100 percent respectively.
Data source: 2016-2020 CHAS
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NA-20 Disproportionately Greater Need: Severe Housing Problems – 91.205 (b)(2) Assess the need of any racial or ethnic group that has disproportionately greater need in comparison to the needs of that category of need as a whole.
Introduction
A disproportionate need exists when members of a racial/ethnic group experience severe housing problems at a rate of 10 percentage points or greater than the proportion of the jurisdiction/income level as a whole. The following section assesses the need of any racial or ethnic group that has disproportionately greater need in comparison to the needs of that category of need as a whole for the population of low- and moderate-income households.
The ACS defines a “selected condition” as owner- or renter occupied housing units having at least one of the following conditions:
1) lacking complete plumbing facilities; 2) lacking complete kitchen facilities; 3) more than 1.5 occupants per room; and 4) selected monthly housing costs greater than 50 percent of household income.
Tables 17-20 below analyze disproportionate needs by race and income level for severe housing problems.
0%-30% of Area Median Income
Severe Housing Problems* Has one or more
of four housing
problems
Has none of the
four housing
problems
Household has
no/negative
income, but none
of the other
housing problems
Jurisdiction as a whole 2,540 745 0
White 1,300 400 0
Black / African American 215 95 0
Asian 265 150 0
American Indian, Alaska Native 50 15 0
Pacific Islander 10 10 0
Hispanic 660 65 0
Table 17 – Severe Housing Problems 0 - 30% AMI
*The four severe housing problems are:
1. Lacks complete kitchen facilities, 2. Lacks complete plumbing facilities, 3. More than 1.5 persons per room, 4.Cost Burden over 50%
Data source: 2016-2020 CHAS
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30%-50% of Area Median Income
Severe Housing Problems* Has one or more
of four housing
problems
Has none of the
four housing
problems
Household has
no/negative
income, but none
of the other
housing problems
Jurisdiction as a whole 1,445 1,625 0
White 585 940 0
Black / African American 4 19 0
Asian 275 210 0
American Indian, Alaska Native 0 0 0
Pacific Islander 0 0 0
Hispanic 560 300 0
Table 18 – Severe Housing Problems 30 - 50% AMI
*The four severe housing problems are:
1. Lacks complete kitchen facilities, 2. Lacks complete plumbing facilities, 3. More than 1.5 persons per room, 4.Cost Burden over 50%
50%-80% of Area Median Income
Severe Housing Problems* Has one or more
of four housing
problems
Has none of the
four housing
problems
Household has
no/negative
income, but none
of the other
housing problems
Jurisdiction as a whole 1,075 4,020 0
White 455 2,685 0
Black / African American 10 69 0
Asian 205 470 0
American Indian, Alaska Native 0 0 0
Pacific Islander 0 0 0
Hispanic 400 630 0
Table 19 – Severe Housing Problems 50 - 80% AMI
*The four severe housing problems are:
Data source: 2016-2020 CHAS
Data source: 2016-2020 CHAS
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1. Lacks complete kitchen facilities, 2. Lacks complete plumbing facilities, 3. More than 1.5 persons per room, 4.Cost Burden over 50%
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80%-100% of Area Median Income
Severe Housing Problems* Has one or more
of four housing
problems
Has none of the
four housing
problems
Household has
no/negative
income, but none
of the other
housing problems
Jurisdiction as a whole 480 2,725 0
White 145 1,815 0
Black / African American 0 100 0
Asian 55 450 0
American Indian, Alaska Native 15 10 0
Pacific Islander 0 0 0
Hispanic 244 305 0
Table 20 – Severe Housing Problems 80 - 100% AMI
*The four severe housing problems are:
1. Lacks complete kitchen facilities, 2. Lacks complete plumbing facilities, 3. More than 1.5 persons per room, 4.Cost Burden over 50%
Discussion
Tables 17 through 20 indicate that regardless of race or ethnicity, a significant number of extremely low- income and very low -income Lake Forest households are experiencing a severe housing problem; however, Black/African American, Asian, and Hispanic households are disproportionately impacted by severe housing problems among the different income categori es. In general, at higher income levels, minority populations are not disproportionally impacted by severe housing problems. While 46 percent of the income category for the jurisdiction as a whole are impacted, Black/African American and Pacific Islanders are disproportionately impacted by housing problems at 94 percent and 100 percent respectively.
Data source: 2016-2020 CHAS
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NA-25 Disproportionately Greater Need: Housing Cost Burdens – 91.205 (b)(2) Assess the need of any racial or ethnic group that has disproportionately greater need in comparison to the needs of that category of need as a whole.
Introduction:
HUD defines cost burden as the extent to which gross housing costs, including utility costs, exceeds 30 percent of a given household’s gross income. A household is considered severely cost burdened if gross housing costs, including utility costs, exceeds 5 0 percent of a household’s gross income. A disproportionate need exists when members of a racial/ethnic group experience cost burden problems at a rate of 10 percentage points or greater than the proportion of the jurisdiction/income level as a whole.
The following section assesses the need of any racial or ethnic group that has disproportionately greater need in comparison to the needs of that category of need as a whole for the population of low and moderate-income households.
Table 21 below analyzes disproportionate needs by race and income level for Cost Burden.
Housing Cost Burden
Housing Cost Burden <=30% 30-50% >50% No / negative
income (not
computed)
Jurisdiction as a whole 18,905 5,805 4,440 185
White 11,935 3,615 2,265 95
Black / African
American
460
50 219
0 Asian 3,190 895 690 75
American Indian,
Alaska Native
45 0
50 0
Pacific Islander 10 0 10 0
Hispanic 2,795 1,090 1,130 14
Table 21 – Greater Need: Housing Cost Burdens AMI
Data source: 2016-2020 CHAS
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Discussion:
Table 21 shows that that the majority households experiencing overpayment/housing cost burden earn less than 50 percent of the median income, which is similar for all races. As a jurisdiction, households that experience cost burden (pay more than 30 percent or more of their income on housing were identified as follows:
• 18,905 (65 percent) of all households earn extremely low -income. Disproportionate need is not evident in this group.
• 5,805 (20 percent) of all households earn Very - low- income. There is no disproportionate need evident in this group.
• 4,440 (15 percent) of all households earn above 50 percent of the AMI. Disproportionate need exists for Black/African American (30 percent), American Indian/Alaska Native (53 percent), and Pacific Islander (50 percent).
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NA-30 Disproportionately Greater Need: Discussion – 91.205(b)(2) Are there any Income categories in which a racial or ethnic group has disproportionately greater need than the needs of that income category as a whole? According to Census data, Hispanics/Latinos is the largest minority population in Lake Forest (24.5% of the City’s population). Asians represent the second largest minority population (15.7% of the City’s population). Based on HUD data from the above series of tables, Black/African American and Hispanic/Latino households consistently appear to be experiencing housing problems disproportionally to the community as a whole. A notable percentage of Native Americans/ Native Alaskans and Pacific Islanders are also disproportionally impacted by housing problems, but these racial populations comprise a small percentage of the City’s population.
If they have needs not identified above, what are those needs?
As previously outlined, housing cost is the prevalent housing problem. This housing problem is found among all income categories and most race/ethnic groups. Based on HUD data and City staff input, crowded and substandard housing are not significant issues in Lake Forest.
Are any of those racial or ethnic groups located in specific areas or neighborhoods in your community?
In general, minority populations reside throughout the City; however, there are eight Census Tracts in the City with minority populations representing more than the County average of 62.3 percent as follows:
• 320.14 BG 3
• 320.27 BG 3
• 524.11 BG 1 BG 2 BG 3
• 524.22 BG 2 BG 5
• 524.23 BG 2 BG 3
• 524.25 BG 1 BG 3
• 524.28 BG 1 BG 2
• 524.30 BG 1 BG 9
Maps demonstrating these Census Tracts are provided as Figure 1: Low - and Moderate-Income Areas, Figure 2: Ethnic Concentrations, and Figure 3: Transit Access below.
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NA-35 Public Housing – 91.205(b)
Introduction
There is no public housing in the City of Lake Forest; however, the Orange County Housing Authority (OCHA) administers the Ho using Choice Voucher Program in the City of Lake Forest. The Housing Choice Voucher Program provides rental subsidies to low -income families that spend more than 30% of the gross income on housing costs. The Voucher Program pays the difference between the excess of 30% of the recipient’s monthly income and the federally approved Fair Market Rent (FMR).
The number of vouchers administered by a housing authority constantly fluctuates due to the availability of new vouchers from HUD and changes in housing costs. According to Tables 22-26, OCHA administers 10,825 rental assistance vouchers throughout most of Orange County, which benefit extremely low and low -income families, elderly, disabled, and homeless households. The majority of households are White and Asian, which is reflective of overall County demographics, though Hispanics may be somewhat underrepresented.
Data received from OCHA as of July 2024 indicated that 161 vouchers were leased in Lake Forest, 36 of which were Family House holds, 44 were Disabled Households, and 81 were Senior Households. This number increased to 203 as of April 2025. Per the last Consolidated Plan completed in 2020, 88 households were on the waiting list for rental assistance. OCHA opened their waiting list in September 2023 and received 57,000 applications and the number from Lake Forest increased to 152, which illustrates a huge demand for assistance in the County and City.
The data in tables below represent county-wide statistics.
Totals in Use
Program Type
Certificate Mod-
Rehab
Public
Housing
Vouchers
Total Project -
based
Tenant -
based
Special Purpose Voucher
Veterans
Affairs
Supportive
Housing
Family
Unification
Program
Disabled
*
# of units vouchers in use 0 0 0 10,825 0 10,418 187 207 10 Table 22 - Public Housing by Program Type
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*includes Non-Elderly Disabled, Mainstream One-Year, Mainstream Five-year, and Nursing Home Transition Data Source: PIC (PIH Information Center)
Characteristics of Residents
Program Type
Certificate Mod-
Rehab
Public
Housing
Vouchers
Total Project -
based
Tenant -
based
Special Purpose Voucher
Veterans
Affairs
Supportive
Housing
Family
Unification
Program
Average Annual Income 0 0 0 16,476 0 16,470 17,239 15,594 Average length of stay 0 0 0 8 0 8 0 4
Average Household size 0 0 0 2 0 2 1 3
# Homeless at admission 0 0 0 87 0 5 72 10
# of Elderly Program Participants
(>62)
0 0
0 4,926
0 4,884
38 3
# of Disabled Families 0 0 0 2,163 0 2,075 64 14
# of Families requesting
accessibility features
0 0
0 10,825
0 10,418
187
207
# of HIV/AIDS program
participants
0 0
0 0
0 0
0 0
# of DV victims 0 0 0 0 0 0 0 0
Table 23 – Characteristics of Public Housing Residents by Program Type
Data Source: PIC (PIH Information Center)
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Race of Residents
Program Type
Race Certificate Mod-
Rehab
Public
Housing
Vouchers
Total Project -
based
Tenant -
based
Special Purpose Voucher
Veterans
Affairs
Supportive
Housing
Family
Unification
Program
Disabled
*
White 0 0 0 5,857 0 5,528 139 182 6
Black/African American 0 0 0 745 0 693 39 10 2
Asian 0 0 0 4,128 0 4,107 4 15 2
American Indian/Alaska
Native
0 0
0 64
0 60
4 0
0 Pacific Islander 0 0 0 31 0 30 1 0 0
Other 0 0 0 0 0 0 0 0 0
*includes Non-Elderly Disabled, Mainstream One-Year, Mainstream Five-year, and Nursing Home Transition Table 24 – Race of Public Housing Residents by Program Type Data Source: PIC (PIH Information Center)
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Ethnicity of Residents
Program Type
Ethnicity Certificate Mod-
Rehab
Public
Housing
Vouchers
Total Project -
based
Tenant -
based
Special Purpose Voucher
Veterans
Affairs
Supportive
Housing
Family
Unification
Program
Disabled
*
Hispanic 0 0 0 1,941 0 1,814 34 87 4
Not Hispanic 0 0 0 8,884 0 8,604 153 120 6
*includes Non-Elderly Disabled, Mainstream One-Year, Mainstream Five-year, and Nursing Home Transition Table 25 – Ethnicity of Public Housing Residents by Program Type Data Source: PIC (PIH Information Center)
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Section 504 Needs Assessment: Describe the needs of public housing tenants and applicants on the waiting list for accessible units:
Not applicable. There are no public housing units in Lake Forest.
Most immediate needs of residents of Public Housing and Housing Choice voucher holders
Not applicable.
How do these needs compare to the housing needs of the population at large
Not applicable.
Discussion
There are no public housing units in Lake Forest.
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NA-40 Homeless Needs Assessment – 91.205(c)
Introduction:
Homeless researchers typically use one of two methods to measure homelessness. One way attempts to count all persons that are homeless on a given day/week (point-in-time counts). The second examines the number of people who are homeless over a given period - period prevalence counts. The Orange County Continuum of Care (OC-CoC) uses the first method for its biennial enumeration of the region’s homeless.
To facilitate the enumeration of the homeless and the allocation of limited resources, the OC- CoC has geographically divided the County into three Service Planning Areas (SPA). Homeless data from the Point- In-Time Survey (PITS) is provided on a county -wide basis, by SPA, and to a lesser degree, by jurisdiction.
Because there is limited data regarding Lake Forest’s homeless population, it is generally assumed that the characteristics of the City’s homeless population are similar to those of the South SPA and Countywide as well. According to the 2024 Point in Time County, there were 7,322 homeless in Orange County as of January 2024; of which there were 641 homeless people in the South Service SPA; 491 unsheltered and 150 sheltered. In Lake Forest, there were 104 homeless identified, all of which were unsheltered.
General demographic information regarding Orange County’s unsheltered homeless population include the following:
• 27% were female, 72% male, and 1% were other non-conforming. • 39% were White, 36% were Hispanic/Latino, 13% were Other Multi, 5% were Black/African American, 4% were Asian, 2% were American Indian/Alaska Native, and 1% were Native Hawaiian/Pacific Islander
• 2% were under the age of 18
• 80 were Veterans
• 146 were Transitional Youth
• 456 were Seniors
• 38% were chronic homeless
• 50% had a substance abuse disorder
• 31% had a physical disability
• 31% had a serious mental illness
• 17% had a developmental disability
• 10% were victims of domestic violence
• 2% were living with HIV/AIDS
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Homeless Needs Assessment
Population Estimate the # of
persons experiencing
homelessness on a
given night
Estimate the
#
experiencing
homelessness
each year
Estimate
the #
becoming
homeless
each year
Estimate the
# exiting
homelessness
each year
Estimate the
# of days
persons
experience
homelessness
Sheltered Unsheltered
Persons in
Households
with Adult(s)
and Child(ren)
0 0
0 0
0 0
Persons in
Households
with Only
Children
0 0
0 0
0 0
Persons in
Households
with Only
Adults
0 0
0 0
0 0
Chronically
Homeless
Individuals
0 0
0 0
0 0
Chronically
Homeless
Families
0 0
0 0
0 0
Veterans 0 0 0 0 0 0
Unaccompanied
Child
0 0
0 0
0 0
Persons with
HIV
0 0
0 0
0 0
Table 26 - Homeless Needs Assessment
Indicate if the homeless
population is:
Has No Rural Homeless
Data source: 2024 Orange County Point in Time Survey
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If data is not available for the categories "number of persons becoming and exiting homelessness each year," and "number of days that persons experience homelessness," describe these categories for each homeless population type (including chronically homel ess individuals and families, families with children, veterans and their families, and unaccompanied youth):
Nature and Extent of Homelessness: (Optional)
Race: Sheltered: Unsheltered (optional)
White 0 0
Black or African American 0 0
Asian 0 0
American Indian or Alaska
Native
0 0
Pacific Islander 0 0
Ethnicity: Sheltered: Unsheltered (optional)
Hispanic 0 0
Not Hispanic 0 0
Data Source
Comments: See above
Estimate the number and type of families in need of housing assistance for families with children and the families of veterans.
OCHA provided the City with information regarding Lake Forest households that submitted applications for rental assistance in 2023, the last time OCHA accepted applications. During the last Consolidated Plan, OCHA reported there were 88 Lake Forest households on the waitlist for housing assistance. Of this number, 31 were households with children, 24 were senior households (age 62 and older), and 36 of applicants indicate they were disabled. Because homel ess veterans are provided a priority for rental housing assistance, OCHA staff indicated there are no veteran households on the waitlist; however, OCHA reported 15 veteran households currently receive federal rental assistance. OCHA estimates it will take approximately three years to work through the existing waitlist.
Describe the Nature and Extent of Homelessness by Racial and Ethnic Group.
As previously reported, the 2024 PITS estimates 79.1% of the South SPA’s homeless are racially White,
9.5% Black/African American, 8.3% “multi -racial or other,” 1.6% Asian, 1.2% Native Hawaiian/Pacific Islander, and 0.5% American Indian/Alaska Native. An e stimated 27.3% are Hispanic/Latino. It is reasonable to assume Lake Forest’s homeless population mirrors the racial and ethnic composition of the South SPA.
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Describe the Nature and Extent of Unsheltered and Sheltered Homelessness.
The 2024 Orange County homeless survey reports there are 0 sheltered and 104 unsheltered homeless in Lake Forest.
Discussion:
The 2024 Point -In-Time survey of Orange County’s homeless estimates there are 104 homeless in Lake Forest all are unsheltered. To a large extent, the characteristics of the homeless in Lake Forest mirrors those of the County’s South SPA homeless population, as reported in the 2024 PITS.
The 2024 homeless survey also assessed the number of homeless seniors. Survey data indicates there are four unsheltered homeless seniors in Lake Forest. According to regional service providers, homelessness among seniors is a growing issue.
Throughout the country homelessness has become an increasing problem. Factors contributing to the rise in homelessness include a lack of housing affordable to low- and moderate-income persons, increases in the number of persons whose income fall below the poverty level, reductions in subsidies to the poor, drug/alcohol abuse, and the deinstitutionalization of the mentally ill. The County suffers from a severe lack of affordable housing for both renters and buyers. The inability of homeless people to afford housing is compounded by the limited employment and entitlement options available to homeless people. With limited working skills, homeless people earn only modest wages. Moreover, cutbacks in federal assistance programs also play a critical part in the plight of the homeless. This has been particularly true with public assistance programs, where benefit levels have not kept pace with the cost of living.
Those who are at -risk of homelessness are those who are experiencing extreme difficulty maintaining housing and have no reasonable alternatives of obtaining subsequent housing. Contributing factors putting people at-risk include eviction, loss of income, low-income, disability, unaffordable increase in the cost of housing, discharge from an institution without subsequent housing in place, irreparable damage or deterioration to residence, and fleeing from family violence.
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NA-45 Non-Homeless Special Needs Assessment - 91.205 (b,d) Introduction:
HUD requires that the Consolidated Plan include a review of relevant data regarding the housing needs of persons that have special supportive housing needs, but who are not homeless. Certain segments of the population, such as elderly, disabled, victims of domestic violence, and persons with HIV/AIDS may experience conditions that make it difficult for them to access affordable housing. Physical or medical conditions, space or supportive service requirements, income, or other factors may impede a household’s ability to obtain decent and affordable housing. This section briefly describes the characteristics of some of the special needs populations in Lake Forest.
Describe the characteristics of special needs populations in your community:
Special need populations are identified as the elderly, disabled, victims of domestic violence, and persons with HIV/AIDS. Characteristics are identified below.
What are the housing and supportive service needs of these populations and how are these needs determined?
Elderly/Frail Elderly: According to the U.S. Census Bureau, 12.4% of Lake Forest residents are age 65 and older (2013 -2017 ACS). This population is often impacted by limited mobility, increased health complications, and fixed income. Common service needs for the elderly include transportation and in - home services. Per HUD’s housing needs data (Tables 9 and 10), 1,749 lower-income elderly households are experiencing housing cost burden – 1,030 are experiencing severe housing cost burden. As of November 2019, OCHA provides housing assistance to 83 senior Lake Forest households - 24 senior Lake Forest households are on OCHA’s housing assistance waitlist.
Persons with Disabilities: According to the 2013-2017 ACS, approximately 7.2% of Lake Forest’s population has one or more disabilities. Federal laws define a person with a disability as "Any person who has a physical or mental impairment that substantially limits one or more major life activities...” Examples of disabilities include hearing, mobility, and visual impairments, chronic alcoho lism, and mental illness. As of November 2019, OCHA provides housing assistance to 123 disabled Lake Forest households - 36 disabled Lake Forest households are on the housing assistance waitlist. The Regional Center is a nonprofit that coordinates services for individuals with developmental disabilities. They offer services ranging from housing and self-determination programs to job training and placement.
Victims of Domestic Violence: Domestic violence is displayed in many forms; intimidation, physical assault, sexual assault, and other abusive behavior that is part of a pattern of control by a partner against another.
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form of domestic violence by an intimate partner. The California Department of Justice reports that in 2018, 272 domestic violence calls for assistance were reported in Lake Forest. For these individuals, temporary safe housing is vital. The 2019 PITS estimates that in the South SPA, 11.3% of homeless adults are victims of domestic violence - 25% are unsheltered. Housing and support options are available for victims of domestic violence.
Persons with HIV/AIDS: Persons with HIV/AIDS are considered a special needs group due to their need for health care and supportive services. Persons with HIV/AIDS may also face bias and misunderstanding about their illness that may affect their access to housing. Furthermore, these households may also have special needs in that they may have trouble balancing their incomes with medical expenses due to their illness, putting them at-risk of becoming homeless.
The Orange County Health Care Agency estimated that as of 2024, there were 113 people living with HIV in in Lake Forest. Demographic data regarding the characteristics of this group include the following:
• Gender: 95 were male, 16 were female
• Race/Ethnicity: 50 were Hispanic, 44 were White, and 11 were Asian • Age: 40 were age 56 and older and all other age categories had approximately 20 people
Several service providers are available to help special needs populations. Safety net services allow special needs populations to save limited financial resources on items such as transportation, after -school care, and food/clothing. Additionally, fair housing enforcement and rental assistance vouchers are valuable housing resources for special needs populations. The service and housing needs of special needs populations were determined by the input of community stakeholders, government agencies, and service providers.
Discuss the size and characteristics of the population with HIV/AIDS and their families within the Eligible Metropolitan Statistical Area:
Persons with HIV/AIDS are considered a special needs group due to their need for health care and supportive services. Persons with HIV/AIDS may also face bias and misunderstanding about their illness that may affect their access to housing. Furthermore, these households may also have special needs in that they may have trouble balancing their incomes with medical expenses due to their illness, putting them at-risk of becoming homeless.
No HIV/AIDS-dedicated housing is located in Lake Forest; however, the AIDS Services Foundation has a motel program that will allow those with HIV/AIDS facing homelessness to stay in motels throughout the region for a limited time. The following HIV/AIDS housing resources are available to residents on a countywide basis:
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• Gerry House has six beds in their six-month transitional housing recovery program with set-aside beds for those with HIV/AIDS
• Emmanuel House is a 21-bed transitional housing program • Straight Talk, Inc. has six beds in its Start House transitional housing program
If the PJ will establish a preference for a HOME TBRA activity for persons with a specific category of disabilities (e.g., persons with HIV/AIDS or chronic mental illness), describe their unmet need for housing and services needed to narrow the gap in bene fits and services received by such persons. (See 24 CFR 92.209(c)(2) (ii)) The City does not receive HOME funds.
Discussion:
A percentage of the City’s population has special needs that may require unique housing options and services. These special needs groups include senior and frail elderly, the disabled, victims of domestic violence, and persons with HIV/AIDS. While housing and service programs are available to these special needs populations, additional resources may be needed to address individual needs.
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NA-50 Non-Housing Community Development Needs – 91.215 (f) Describe the jurisdiction’s need for Public Facilities:
Based on responses to the City’s community needs survey, improving parks and recreation facilities are priorities. The City is addressing this community priority, as evident by the recent completion of a new community center and senior center, and the construction of new sports and recreation facilities. A comprehensive needs assessment of the City’s parks was recently completed, which identified improvements for the community’s parks, including new playground equipment, improvements to courts and fields, and installing/upgrading landscaping and other facilities such as restrooms.
Whenever the City contemplates improvements to public facilities, it must consider the implications of compliance with the American with Disabilities Act. Public agencies, such as the City, are required under the American with Disabilities Act of 1990 (ADA) to perform “self -evaluations” of their current facilities relative to the accessibility requirements of the ADA. Under this law, the City must have a plan to make public facilities ADA accessible. The City has developed a Transition Plan that details which public facilities do not meet current ADA requirements. Some of the improvements identified in the Transition Plan may be addressed with CDBG funding.
How were these needs determined?
2020-2024 Consolidated Plan Community Survey and city staff.
Describe the jurisdiction’s need for Public Improvements:
Top issues identified by the community in the 2020 -2024 Consolidated Plan Community Survey include water/sewer system improvements, residential street improvements, and sidewalk improvements.
Water, sewer, and storm water infrastructure and services are provided by other public agencies or special districts, and may not be CDBG-eligible. Budget consideration may be given to other identified priorities such as residential streets and sidewalks improvements within CDBG -eligible areas. The City’s ADA Transition Plan also identifies numerous curb ramps that need upgrading to current ADA standards.
How were these needs determined?
2020-2024 Consolidated Plan Community Survey and city staff.
Describe the jurisdiction’s need for Public Services:
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Based on responses to the 2020-2024 Consolidated Plan Community Survey, health and youth services are identified as highly needed. Other need priorities include senior services and childcare. Among homeless services, outreach, mental/behavioral health services, homelessness prevention, and emergency shelter are ranked as the highest needs.
How were these needs determined?
2020-2024 Consolidated Plan Community Survey and consultation with local service providers.
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Housing Market Analysis
MA-05 Overview
Housing Market Analysis Overview:
The purpose of the Market Analysis is to provide a clear picture of the City’s housing market, including the significant characteristics of housing supply, housing conditions, and cost. The Housing Market Analysis, in conjunction with the Needs Assessment, will provide the basis for the Strategic Plan to identify programs and projects to be funded and administered as part of the CDBG program.
Most of the data tables in this section are populated by default with data from the Comprehensive Housing Affordability Strategy (CHAS), the special tabulation of housing data produced by the Census Bureau for HUD. Additional data is derived from the American Community Survey (ACS) and other updated sources. The Market Analysis will also examine barriers to affordable housing, including impediments to fair housing choice.
Based on the data reviewed in the Needs Assessment and the following Market Analysis, several characteristics of the City’s housing market have indicated that affordable housing is a key issue in the City. As such, the City has given this Need a High Priority level in the Consolidated Plan. Currently there is a large need for homes to accommodate small families and alleviate the significant overcrowding occurring that is disproportionately impacting those low - and moderate-income residents. As the City’s population continues to age, there may be less pressure on the housing market for larger homes and greater need for smaller, more affordable homes, since only 13 percent of the housing stock is made up of efficiencies and one-bedrooms. Additionally, there are very limited ownership opportunities for these smaller units that would benefit seniors and single households; thus, balance will be needed when approving development projects.
In the last decade, the City has continued to pursue affordable housing development; however, the lack of monetary resources available to create new affordable housing units of adequate size and lack of current inventory, housing affordability and overcrowding problems for Small Families will continue to be a challenge to the community during the period of the FY 2025-2029 Consolidated Plan.
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MA-10 Number of Housing Units – 91.210(a)&(b)(2)
Introduction
HUD defines a housing unit as a house, an apartment, or a single room, occupied as a separate living quarter, or if vacant, intended for occupancy as a separate living quarter. This section of the Consolidated Plan will assess the housing characteristics of the City’s housing supply, including unit type and tenure, age, condition, affordability, and availability.
Based on data from Table 27, Lake Forest’s housing stock is primarily comprised of one -unit structures (approximately 70%). Data from the State of California indicates that as of January 1, 2019, the City has a total of 30,035 housing units. Consistent with HUD’s data, the State estimates approximately 69.8% of the City’s housing stock is constructed as single -detached and attached units. According to Table 28,
70.1% of the City’s housing units are owner-occupied, and 29.9% are renter-occupied. The City also has a notable number of mobile homes.
All residential properties by number of units
Property Type Number %
1-unit detached structure 17,165 56%
1-unit, attached structure 5,280 17%
2-4 units 1,565 5%
5-19 units 4,040 13%
20 or more units 1,545 5%
Mobile Home, boat, RV, van, etc. 1,155 4%
Total 30,750 100%
Data Source: 2016-2020 ACS
Unit Size by Tenure
Table 27 – Residential Properties by Unit Number
Owners Renters
Number % Number %
No bedroom 60 0% 385 4%
1 bedroom 475 2% 2,550 29%
2 bedrooms 3,840 19% 3,220 37%
3 or more bedrooms 16,280 79% 2,540 29%
Total 20,655 100% 8,695 99%
Table 28 – Unit Size by Tenure
Data Source: 2016-2020 ACS
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Describe the number and targeting (income level/type of family served) of units assisted with federal, state, and local programs.
The City’s 2021 –2029 Housing Element identified 202 affordable housing in the City distributed within several housing developments. The affordability covenants for several of these developments have expired; however, an updated listed of assisted units is available:
• AFH Affordable Housing Cond: 1 unit for lower-income families • SCO Transitional Housing Condo: 8 units for lower-income families • Madrid Transitional Housing Condo: 2 units for lower-income families • Saguaro Apartments: 4 units for lower-income families • Arroyo at Baker Ranch: 187 units for lower-income families
Provide an assessment of units expected to be lost from the affordable housing inventory for any reason, such as expiration of Section 8 contracts.
Of the 202 affordable units listed in the 2021 -2029 Housing Element, affordable housing covenants may expire on 11 units. Affordable housing covenants on eight (transitional) units will expire between 2022 and 2026.
Does the availability of housing units meet the needs of the population?
The Southern California Association of Governments (SCAG) undertakes a Regional Housing Needs Assessment (RHNA) to quantify the anticipated need for housing within a five-county region. California General Plan law requires the City to have land zoned to accommodate its fair share of the regional housing need as calculated by SCAG. The goal of the RHNA is to ensure an equitable distribution of are planning goals for each community to accommodate through appropriate planning policies and land needs by income category for each jurisdiction is adjusted to avoid an overconcentration of lower- income households in any community. For the current planning period (2021 through 2029), the City’s RHNA allocation is 3,236 new housing units.
HUD Data from table 9 estimates that 7,891 low-income Lake Forest households have a housing cost burden. Based on the current supply of housing units, there appears to be a gap of housing units affordable to many residents, especially lower-income households.
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Describe the need for specific types of housing:
As previously outlined in the Housing Needs Assessment, housing costs in the region and specifically the City, present an issue for many households regardless of income, size, or tenure. Among lower-income households, senior and small related households appear to be experiencing housing costs challenges at a higher rate.
Discussion
The City’s housing stock is comprised primarily of single units. State and regional planners have established goals for all jurisdictions to create an environment to allow for the creation of housing that is affordable to different income levels. While the City has encouraged the development of many housing units, there appears to be a need for additional units, particularly affordable to lower-income households.
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MA-15 Housing Market Analysis: Cost of Housing - 91.210(a) Introduction
It was reported that the median home sales price in Orange County in December 2024 was $1,450,000.
The rise in home sales prices has been driven by low interest rates and a low supply of available housing units. According to the MLS, the median home sales price in Lake Forest was $1,237,500 in May of 2025 a 55% increase from the 2000 median value listed in table 33. With respect to the rents, MLS showed the median Lake Forest list rent in April 2025 was $4,447; 45% higher than the Census data shown in Tables 33 and 34.
Cost of Housing
Base Year: 2009 Most Recent Year: 2020 % Change
Median Home Value 524,400 682,700 30%
Median Contract Rent 1,619 2,009 24%
Table 29 – Cost of Housing
Data Source: 2000 Census (Base Year), 2016-2020 ACS (Most Recent Year)
Rent Paid Number %
Less than $500 365 4.2%
$500-999 155 1.8%
$1,000-1,499 525 6.0%
$1,500-1,999 3,350 38.6%
$2,000 or more 4,290 49.4%
Total 8,685 100.0%
Data Source: 2016-2020 ACS
Housing Affordability
Table 30 - Rent Paid
Number of Units affordable to
Households earning
Renter Owner
30% HAMFI 335 No Data
50% HAMFI 510 565
80% HAMFI 3,900 1,220
100% HAMFI No Data 2,854
Total 4,745 4,639
Table 31 – Housing Affordability
Data Source: 2016-2020 CHAS
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Monthly Rent
Monthly Rent ($) Efficiency (no
bedroom)
1 Bedroom 2 Bedroom 3 Bedroom 4 Bedroom
Fair Market Rent 2,200 2,344 2,783 3,769 4,467
High HOME Rent 1,826 1,958 2,352 2,708 3,001
Low HOME Rent 1,381 1,479 1,776 2,051 2,288
Table 32 – Monthly Rent
Data Source Comments:
Is there sufficient housing for households at all income levels?
Based on HUD date tables above, it appears there is a limited supply of housing units affordable to lower income households. With a median home price of $1,237,500 and a current median list rent of $4,447, it is evident there is an insufficient supply of affordable housing for households at most income levels. The 2024-2025 Community Indicators, produced by the Orange County Business Council, concludes a minimum annual income of $233,700 is needed to purchase an entry-level home in Orange County (estimated at $1,450,000). This income requirement exceeds the average annual salary of most occupations, such as retail sales clerks, secretaries, computer programmers, elementary school teachers, and nurses. The 2024-2025 Community Indicators also finds that “To afford a median-priced one-bedroom apartment in 2024, and Orange County resident would need to make $45.08 per hour - equivalent to an annual income of $66,310…” A minimum wage worker in Orange County would have to work 113 hours a week to afford a one-bedroom apartment.
How is affordability of housing likely to change considering changes to home values and/or rents?
The California Association of Realtors reports that current economic trends indicate a continued strong housing market in Orange County. Contributing economic indicators include low inflation, low unemployment, low-interest rates, and high consumer confidence. In response to a perceived affordable housing crisis in the State, the State legislature passes a series of housing bills aimed at easing the housing crisis. Measures such as AB 1482 will limit annual rent increases to 5% and requires landlords to have “just cause” when evicting a tenant. Other bills open the door for building additional housing units by right and allowing higher densities in certain transit districts. These enacted housing bills will most likely change the State, regional, and local housing market; however, both intended and unintended consequences of these bills remain to be understood.
How do HOME Rents/Fair Market Rent compare to Area Median Rent? How might this impact your strategy to produce or preserve affordable housing?
The City of Lake Forest is not a participating jurisdiction in HUD’s HOME program; however, HUD’s current limits for the program are listed in Table 32. Based on a comparison of these rent levels to rents Item: 10
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listed on certain on-line housing services, it is evident that significant subsidies or other concessions would be necessary to create units that are affordable to lower-income households.
Discussion
Orange County remains one of the nation’s most expensive housing markets. Data indicates that median home sales prices and monthly rents are out of reach of many lower -income and moderate -income households. Current economic trends also indicate housing costs will likely remain out of reach of many of the region’s residents. The State of California has taken legislative action to address a growing housing shortage; however, the future impacts of this legislation are unknown.
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MA-20 Housing Market Analysis: Condition of Housing – 91.210(a) Introduction
Assessing housing conditions in a City can provide the basis for developing policies and programs to maintain and preserve the quality of life. Deteriorating housing conditions depress property values and can discourage reinvestment in a community. Consequently, maintaining or improving housing conditions is often an important goal for cities.
Describe the jurisdiction's definition of "standard condition" and "substandard condition but suitable for rehabilitation":
Substandard Condition: A dwelling unit that contains a condition that endangers the life, limb, health, property, safety, or welfare of the public or the occupants. The conditions that make a property a substandard unit are defined in the California Health & Safety Code Section 17920.3.
Substandard Condition but suitable for Rehabilitation : For purposes of the CDBG program, this term means that the cost of remedying all substandard conditions plus the current value of the property does not exceed the after-rehabilitation value of the property.
Housing Problems: As defined by HUD:
1. Lack of complete kitchen or plumbing facilities
2. More than one person per room
3. Cost burden greater than 30%
Condition of Units
Condition of Units Owner-Occupied Renter-Occupied
Number % Number %
With one selected Condition 6,120 30% 4,690 54%
With two selected Conditions 90 0% 515 6%
With three selected Conditions 10 0% 0 0%
With four selected Conditions 0 0% 0 0%
No selected Conditions 14,430 70% 3,480 40%
Total 20,650 100% 8,685 100%
Table 33 - Condition of Units
Data Source: 2016-2020 ACS
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Year Unit Built
Year Unit Built Owner-Occupied Renter-Occupied
Number % Number %
2000 or later 1,780 9% 1,090 13%
1980-1999 9,915 48% 4,485 52%
1950-1979 8,870 43% 3,100 36%
Before 1950 85 0% 20 0%
Total 20,650 100% 8,695 101%
Table 34 – Year Unit Built
Data Source: 2016-2020 CHAS
Risk of Lead-Based Paint Hazard
Risk of Lead-Based Paint Hazard Owner-Occupied Renter-Occupied Number % Number %
Total Number of Units Built Before 1980 8,955 43% 3,120 36% Housing Units build before 1980 with children present 2,860 14% 1,935 22% Table 35 – Risk of Lead-Based Paint
Data Source: 2016-2020 ACS (Total Units) 2016-2020 CHAS (Units with Children present)
Vacant Units
Suitable for
Rehabilitation
Not Suitable for
Rehabilitation
Total
Vacant Units
Abandoned Vacant Units
REO Properties
Abandoned REO Properties
Table 36 - Vacant Units
Data Source: 2005-2009 CHAS
UPDATED INFORMATION
There are limited data sources regarding vacant units and REO properties within the City. Based on data from the State of California Department of Labor, as of January 1, 2019, the City’s housing vacancy rate is
3.7% (approximately 1,100 units). Based on information from RealtyTrac, in December 2019, there were 28 properties in Lake Forest that were in some stage of foreclosure (default, auction or bank owned). In 2025 there were
Need for Owner and Rental Rehabilitation
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Estimated Number of Housing Units Occupied by Low or Moderate Income Families with LBP Hazards
For determining the number of housing units with lead-based paint, the age of the housing stock is the critical variable. Since 1978, the federal government has prohibited the use of lead-based paint on residential property; however, national studies estimated that 75% of all residential structures built before 1978 contain lead-based paint (LBP). However, not all units with LBP present a hazard. Only testing for lead in dust, soil, deteriorated paint, chewable paint surfaces, friction paint surfaces, or impact paint surfaces will provide information about hazards. Overall, these conditions are not prevalent in Lake Forest.
According to the data in Table 35, approximately 47% of the City’s housing stock (12,663 units) was built before 1980 and may contain LBP. Most impacted by lead hazards are children under six years of age. HUD data estimates there are 4,380 housing units in the City with children present, that may have a lead- based paint issue. The State of California and the County of Orange Department of Public Health report that in 2018, 1.02% of 32,426 children under age six that were screened for blood lead levels (BLL). had a BLL over 4.5 micrograms of per deciliter (µg/dL). (4.5 µg/d is the BLL level the Center for Disease Control and Prevention (CDC) considers “high”). The most recent data regarding elevated BLL for Lake Forest children less than age six is from 2012. In 2012, the CDC reports that 13 of 737 children tested had BLL greater than 4.5 µg/d. This data is not specific to lead-based paint; nonetheless, the data indicate that elevated blood lead among the City’s young children is not a significant issue. Regardless, the City will take proactive action to educate parents of the developmental issues to young children associated with lead and will address lead-based paint hazards as part of its housing rehabilitation programs.
Discussion
In general, Lake Forest’s housing stock is well maintained and in good to excellent condition; however, it is important to note that a significant percentage of the housing stock is over 30 years old. After 30 years, homes may begin to require substantial maintenance and even extensive rehabilitation (e.g., roof, electrical, plumbing). Additionally, some residences constructed before 1978 may have lead-based paint hazards.
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MA-25 Public and Assisted Housing – 91.210(b)
Introduction
The City of Lake Forest does not own or operate any public housing units.
Totals Number of Units
Program Type
Certificate Mod-Rehab Public
Housing
Vouchers
Total Project -based Tenant -based Special Purpose Voucher Veterans
Affairs
Supportive
Housing
Family
Unification
Program
Disabled
*
# of units vouchers
available
9,925
879
1,669
0 # of accessible units
*includes Non-Elderly Disabled, Mainstream One-Year, Mainstream Five-year, and Nursing Home Transition Table 37 – Total Number of Units by Program Type
Data Source: PIC (PIH Information Center)
Describe the supply of public housing developments:
Describe the number and physical condition of public housing units in the jurisdiction, including those that are participating in an approved Public Housing Agency Plan:
Not applicable
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Public Housing Condition
Public Housing Development Average Inspection Score
Table 38 - Public Housing Condition
Describe the restoration and revitalization needs of public housing units in the jurisdiction:
Not applicable
Describe the public housing agency's strategy for improving the living environment of low- and moderate-income families residing in public housing:
Not applicable
Discussion:
The City of Lake Forest does not own or operate any public housing units.
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MA-30 Homeless Facilities and Services – 91.210(c)
Introduction
As previously discussed, the OC-CoC conducts a biennial point in time count and survey of the region’s homeless. The 2024 Point-In-Time Survey also includes an inventory of homeless shelter resources. Information presented in Table 39 identifies homeless shelter beds in Lake Forest.
Facilities and Housing Targeted to Homeless Households
Emergency Shelter Beds Transitional
Housing Beds
Permanent Supportive Housing
Beds
Year Round Beds
(Current & New)
Voucher /
Seasonal /
Overflow Beds
Current & New Current & New Under
Development
Households with Adult(s) and
Child(ren)
0 0
35 0
0 Households with Only Adults 0 0 0 0 0
Chronically Homeless Households 0 0 0 0 0
Veterans 0 0 0 0 0
Unaccompanied Youth 0 0 0 0 0
Table 39 - Facilities and Housing Targeted to Homeless Households Data Source Comments:
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Describe mainstream services, such as health, mental health, and employment services to the extent those services are use to complement services targeted to homeless persons The City of Lake Forest provides direct services through its Community Outreach Specialist. Additionally, OCSD has a homeless outreach deputy who provides services and the CDBG program funds nonprofit agencies that provide housing and support services for homeless Lake Forest residents. Case managers at these service agencies work closely with clients to identify appropriate mainstream services available to them and guide them through the qualification process. Examples of mainstream services include veterans housing vouchers, veteran medical services, MediCal/Medicare, SSI, and general relief.
List and describe services and facilities that meet the needs of homeless persons, particularly chronically homeless individuals and families, families with children, veterans and their families, and unaccompanied youth. If the services and facilities are listed on screen SP -40 Institutional Delivery Structure or screen MA-35 Special Needs Facilities and Services, describe how these facilities and services specifically address the needs of these populations.
As indicated in Table 39, the OC-CoC identifies 35 transitional housing beds in Lake Forest. These shelter beds are reserved for homeless families.
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MA-35 Special Needs Facilities and Services – 91.210(d) Introduction
HUD requires that the Consolidated Plan describe, to the extent information is available, facilities, and services that are available assist persons who are not homeless but that have special needs.
Including the elderly, frail elderly, persons with disabilities (mental, physical, developmental), persons with alcohol or other drug addictions, persons with HIV/AIDS and their families, public housing residents and any other categories the jurisdiction may specify, and describe their supportive housing needs
Senior and Frail Elderly: There are several skilled nursing and residential care facilities located in Lake Forest. According to the California Department of Social Services Community Licensing Division, there are 805 residential care beds in 47 facilities in Lake Forest. The bulk of these facilities are six -bed facilities operating in residential neighborhoods. There are no subsidized senior housing units in the City; however, there are two complexes that offer 57 and 64 affordable senior housing units respectively.
Group Homes/Quarters: The State reports that as of January 2025, there are 515 Lake Forest residents living in group housing. Examples of group housing included homes for the mentally disabled and physically disabled, seniors, and those recovering from substance addiction. In recent years some recovery homes have had negative impacts on residential neighborhoods. Due to current federal and state regulations, the City’s ability to take specific enforcement action is limited; nonetheless, the City continues to seek different avenues to address and mitigate some of the neighborhood impacts caused by problematic operators.
HIV/AIDS Housing: As previously outlined, there are no shelters or permanent housing units for persons with HIV/AIDS in Lake Forest.
Public Housing Residents: There is no public housing in Lake Forest. As of April 2025, a total of 203 households in Lake Forest are receiving a rental housing voucher or certificate from OCHA.
Describe programs for ensuring that persons returning from mental and physical health institutions receive appropriate supportive housing
Specify the activities that the jurisdiction plans to undertake during the next year to address the housing and supportive services needs identified in accordance with 91.215(e) with respect to persons who are not homeless but have other special needs. Link to one -year goals.
91.315(e)
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The City will continue to support various local organizations each year of the Consolidated Plan that provide services to persons with special needs. Agencies funded will depend on applications received annually through the City's NoFA. For the first year of the plan, the following service providers will be funded:
• Age Well Senior Services
• Boys & Girls Club of Laguna Beach
• Camino Health Services
• Fair Housing Council of OC
• Families Forward
• Family Assistance Ministry
• South County Outreach
The City will also continue to support the efforts of OCHA to obtain additional housing vouchers and certificates for disabled, elderly, and other special needs households. Additionally, as new housing opportunities are designed and developed, the City will work with developers to ensure accessible units are incorporated into projects as required by federal and state regulations.
For entitlement/consortia grantees: Specify the activities that the jurisdiction plans to undertake during the next year to address the housing and supportive services needs identified in accordance with 91.215(e) with respect to persons who are not homeless but have other special needs. Link to one-year goals. (91.220(2))
The City does not receive HOME funds either directly as an entitlement or indirectly through a consortium.
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MA-40 Barriers to Affordable Housing – 91.210(e)
Negative Effects of Public Policies on Affordable Housing and Residential Investment
Lake Forest's Housing Element for the 2021 -2029 planning period identifies several constraints to affordable housing development. Key constraints include:
1. Limited Availability of Residential Land: Lake Forest has largely developed its residentially designated lands, with future residential development primarily limited to recycling existing units and completing infill development. While the city's sphere of influence contains substantial vacant land suitable for new development, additional residential development is planned in areas like Portola Hills and Foothill Ranch, which may not be immediately accessible for affordable housing projects.
2. High Development Standards: The city's mixed -use zoning regulations, designed to encourage residential development, impose certain standards that could be seen as constraints. For example, the Mixed-Use 43 (MU 43) district allows a maximum density of 43 dwelling units per net acre and a maximum Floor Area Ratio (FAR) of 1.2:1, with building heights limited to 65 feet. While these standards aim to promote development, they may not fully align with the affordability objectives of the Housing Element. â¿¿
3. Infrastructure and Service Constraints: Ensuring that adequate infrastructure and services are available to support new affordable housing developments can be a constraint. The Housing Element Sites Inventory Regulations require that residential developments on rezone sites permit at least 16 units, with a minimum residential density of 20 dwelling units per net acre. This density requirement may necessitate significant infrastructure enhancements, posing challenges to affordability.
4. Market Constraints: The broader housing market in Orange County, characterized by high land and construction costs, poses challenges to developing affordable housing in Lake Forest. These market conditions can make it difficult for developers to produce housing that is affordable to low- and moderate- income households without substantial subsidies.
Addressing these constraints requires a multifaceted approach, including revising zoning regulations to allow for greater residential densities, ensuring that infrastructure improvements are cost-effective, and exploring financial incentives to make affordable housing projects more viable.
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MA-45 Non-Housing Community Development Assets – 91.215 (f) Introduction
According to the data from Table 40, the top business sectors in Lake Forest are Education and Health Care Services Professio nal, Scientific, Management Services Arts, Entertainment, Accommodations Retail Trade, accounting for 57 percent of workers.
Data from Table 41, shows the City has a workforce of 47,845 individuals, which is an increase of 4,345 from the last Plan. The unemployment rate of 4.88% is a slight decrease from the last Plan, which reported an unemployment rate of 5.63%; however, the unemployment rate for young adults is significantly higher at 17.51%. Major sectors include Management, business and finance, Sales and office, and Service occupations (Table 42).
The majority of workers can get to work in less than an hour, with only 7 percent reporting a longer commute (Table 43). Workers are mostly well educated with only 6 percent being less than a high school graduate and 82 percent having some type of college education (Table 44). When looking at the data in Table 45 (level of educational attainment by age), it appears that approximately 23% of the City’s seniors hav e less than a college education, which would indicate more of a burden on their already fixed incomes. Most of these seniors probably don’t have a pension and rely on social security. As shown in Table 46, median earnings for those with high school equivalent or less are less than $63,000 per year.
Economic Development Market Analysis
Business Activity
Business by Sector Number of
Workers
Number of Jobs Share of Workers
%
Share of Jobs
%
Jobs less workers
%
Agriculture, Mining, Oil & Gas Extraction 230 95 1 0 -1 Arts, Entertainment, Accommodations 5,026 4,387 13 13 0 Construction 2,193 3,252 6 9 3
Education and Health Care Services 6,237 3,253 17 9 -8
Finance, Insurance, and Real Estate 3,591 3,714 10 11 1 Information 1,357 563 4 2 -2
Manufacturing 3,939 4,767 10 14 4
Other Services 1,308 1,410 3 4 1
Professional, Scientific, Management Services 5,958 6,702 16 19 3 Item: 10
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Business by Sector Number of
Workers
Number of Jobs Share of Workers
%
Share of Jobs
%
Jobs less workers
%
Public Administration 0 0 0 0 0
Retail Trade 4,059 3,170 11 9 -2
Transportation and Warehousing 950 214 3 1 -2
Wholesale Trade 2,683 3,349 7 10 3
Total 37,531 34,876 -- -- --
Table 40 - Business Activity
Data Source: 2016-2020 ACS (Workers), 2020 Longitudinal Employer-Household Dynamics (Jobs)
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1 Labor Force
Total Population in the Civilian Labor Force 47,845
Civilian Employed Population 16 years and
over
45,505
Unemployment Rate 4.88
Unemployment Rate for Ages 16-24 17.51
Unemployment Rate for Ages 25-65 3.34
Table 41 - Labor Force
Data Source: 2016-2020 ACS
Occupations by Sector Number of People
Management, business and financial 17,570
Farming, fisheries and forestry occupations 1,215
Service 4,365
Sales and office 10,045
Construction, extraction, maintenance and
repair
2,085
Production, transportation and material
moving
1,450
Data Source: 2016-2020 ACS
Travel Time
Table 42 – Occupations by Sector
Travel Time Number Percentage
< 30 Minutes 25,388 63%
30-59 Minutes 11,809 29%
60 or More Minutes 2,904 7%
Total 40,101 100%
Data Source: 2016-2020 ACS
Education:
Table 43 - Travel Time
Educational Attainment by Employment Status (Population 16 and Older)
Educational Attainment In Labor Force
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2 Civilian Employed Unemployed Not in Labor
Force
Less than high school graduate 2,330 205 1,085
Educational Attainment In Labor Force
Civilian Employed Unemployed Not in Labor
Force
High school graduate (includes
equivalency)
4,565
205
1,410
Some college or Associate's degree 11,315 630 2,385
Bachelor's degree or higher 19,860 570 3,730
Table 44 - Educational Attainment by Employment Status
Data Source: 2016-2020 ACS
Educational Attainment by Age
Age
18–24 yrs 25–34 yrs 35–44 yrs 45–65 yrs 65+ yrs
Less than 9th grade 200 230 435 1,010 475
9th to 12th grade, no diploma 410 690 515 735 355
High school graduate, GED, or
alternative
1,685
1,355
1,335
3,495
1,860
Some college, no degree 2,685 2,845 2,210 5,205 2,495
Associate's degree 440 1,035 800 2,235 1,075
Bachelor's degree 990 4,370 4,145 7,285 3,070
Graduate or professional degree 50 1,680 2,770 3,945 2,150 Table 45 - Educational Attainment by Age
Data Source: 2016-2020 ACS
Educational Attainment – Median Earnings in the Past 12 Months
Educational Attainment Median Earnings in the Past 12 Months Less than high school graduate 60,706
High school graduate (includes equivalency) 63,010
Some college or Associate's degree 88,662
Bachelor's degree 135,120
Graduate or professional degree 191,934
Table 46 – Median Earnings in the Past 12 Months
Data Source: 2016-2020 ACS
Based on the Business Activity table above, what are the major employment sectors within Item: 10
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3 your jurisdiction?
According to Table 40, three major business activity sectors account for 41% of total “workers” and 37% of total “jobs.”
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4 • Professional, Scientific, Management Services – 15% of Workers and 15% of Jobs • Education and Health Care Services – 14% of Workers and 11% of Jobs • Arts, Entertainment, Accommodations – 12% of Workers and 11% of Jobs
Other leading business sectors include manufacturing, retail, and finance, insurance, and real estate. This data corresponds with the profile of several of the City’s top employers.
• Oakley - a leading optics brand design and manufacturer • Alcon - a cutting-edge innovator in the treatment of eye diseases • Applied Medical - innovative surgical products
• Apia Health - home respiratory services and products
• Kaiser Aluminum - aluminum fabrication for aerospace and automotive production • Fujitsu America – retail point of sale technology
• Panasonic Avionics Corporation – in-flight entertainment and communications
Describe the workforce and infrastructure needs of the business community:
The City has established an aggressive economic development program to attract and retain employers to the community. A City webpage provides comprehensive information regarding the City’s economic development program. Infrastructure improvements to support the expansion or revitalization of business and industrial centers are incorporated into the City’s Capital Improvement Budget. In addition to improvements to roads, parkways, and storm drains, the City may explore the feasibility of installing a high-speed fiber-optic network. A fiber internet uses fiber-optic lines, which are cables made of bundled strands of glass. Each glass strand acts as a conduit for light signals that relay digital code from one end to the other at the speed of light. This technology allows for internet speeds far beyond DSL and cable because each fiber-optic line can carry multiple signals at top speeds simultaneously.
Describe any major changes that may have an economic impact, such as planned local or regional public or private sector investments or initiatives that have affected or may affect job and business growth opportunities during the planning period. Describe any needs for workforce development, business support or infrastructure these changes may create.
The City has a strong commitment to fostering job creation and retention for Lake Forest businesses. The City demonstrates this commitment via the Growing and Retaining Our Workforce (GROW) program. The GROW program is a partnership between the City, the Workforce Investment Board, and the Orange County One -Stop Center. GROW is a job creation and retention program that provides current and prospective Lake Forest businesses with free hiring and employee training services. Through the City’s partnership with the Orange County One -Stop Center, GROW in Lake Forest features no -cost hiring solutions and a variety of training resources. Resources include:
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5 • Customized training for employees based on new technologies or procedures • Training and hiring incentives
• Assistance with universal or confidential job recruitments • “On-the-Job” training programs
• Assists businesses with locating available commercial space in Lake Forest to purchase or lease
Additionally, GROW in Lake Forest recognizes companies that create or add jobs as a result of their business locating or expanding in Lake Forest.
The economic impacts of the Coronavirus pandemic remain unknown, however recent news reports indicate significant unemployment in most sectors of the local, state, and national labor markets. In response, the City allocated CDBG-Coronavirus (CDBG-CV) funds authorized by the CARES Act of 2020, for a small business assistance program. A portion of regular CDBG funds may be allocated on a short -term basis to assist local businesses create or retain jobs for lower-income individuals.
How do the skills and education of the current workforce correspond to employment opportunities in the jurisdiction?
The Orange County Business Council 2020 Orange County Workforce Indicators Report provides a detailed overview of the region’s economy. The report identifies economic changes caused by new technologies and how new technology is transforming the workforce, the local economy, and the overall business climate of Orange County. Of all the trends that may impact the workplace, the report indicates, “Artificial Intelligence (AI) has the greatest transformative potential.” Furthermore, “While new technologies will likely create more jobs than it replaces in the long term, the labor market may face disruptions and widening skills gaps in the short term…. Soft skills will be the key to navigate this transformative period.” The report loosely defines soft skills as the ability to work well in a group and demonstrate the “kind of creativity exhibited by writers and painters.” Effective leadership, communication, and time management are critical soft skills. According to the Business Council report, “These skills… will likely prove to be some of the most defensible skills in an era of increasing automation ... they will survive long after many technical skills become obsolete.”
The Workforce Indicators Report further outlines that educators can prepare tomorrow’s workers by helping students focus on non -automatable skills and activities such as creative, critical thinking, and teamwork. “Education itself will have to expand into more of a lifelong process rather than just a degree or certificate. As technology and other changes continue to transform jobs, workers will need to constantly develop and refine skills in order to keep up.” This workforce report provides examples of how major corporations are finding it more efficient and cost-effective to retrain workers to develop the skills necessary for the future rather than dismissing “redundant” positions and hiring new workers with the required skills.
According to HUD data, the City has a well -educated, professional workforce. Lake Forest’s population seems well matched for the region’s economy; however, HUD data and recent studies of the Orange Item: 10
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6 County workforce also indicate that a significant percentage of the City’s workforce is employed outside of the city limits. Table 43 estimates that 39% of the City’s workforce commute time exceeds 30 minutes.
A primary goal of the City’s economic development initiatives is to create and keep jobs in the City to achieve a better housing-jobs balance and create a vibrant and diverse local economy.
Describe any current workforce training initiatives, including those supported by Workforce Investment Boards, community colleges and other organizations. Describe how these efforts will support the jurisdiction's Consolidated Plan.
According to the 2020 Orange County Business Council’s Workforce Indicators Report, community colleges are playing a critical role in helping Orange County businesses expand. “Community colleges are able to adapt to the needs of a rapidly changing labor market much more quickly than their four -year counterparts, making them essential to many cuttin g-edge industries.” Furthermore, Orange County’s community colleges provides students with resources and knowledge to learn skills tailored explicitly for certain careers allowing them to find jobs they are already familiar with, thus reducing the likelihood of unemployment or underemployment. Examples of “Career Education” programs offered at local colleges include Information and Communication Technology, Process Technology, Energy Efficiency and Renewables, and Science and Medical Technology. The county’s universities will continue at the vanguard of research and innovation, which fuels the region’s economy.
Does your jurisdiction participate in a Comprehensive Economic Development Strategy (CEDS)?
No
If so, what economic development initiatives are you undertaking that may be coordinated with the Consolidated Plan? If not, describe other local/regional plans or initiatives that impact economic growth.
Discussion
Lake Forest will continue to support and promote local business attraction and retention, thereby fostering job creation and retention, and coordinating these efforts with job training and placement programs to provide expanded economic opportunities for i ts low - to moderate -income residents. In response to significant unemployment resulting from the Coronavirus CDBG funds may be allocated on a short-term basis to assist local businesses create or retain jobs for lower-income individuals.
The State of California Employment Development Department reported the unemployment rate for Lake Forest as of December 31, 2024, was 3.5%, this is significantly lower than the 8.2% reported during the last Consolidated Plan.
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7 MA-50 Needs and Market Analysis Discussion
Are there areas where households with multiple housing problems are concentrated? (include a definition of "concentration")
Housing problems impact low- and moderate- income households disproportionately, compared to higher income households; thus, areas with concentrations of low- and moderate-income households are likely to have high rates of housing problems.
An area of low- and moderate-income concentration is usually defined as a census tract or block group in which the number of low -income persons (defined as persons earning 50 percent or less of the County median income) exceeds 51 percent of the total number of persons. However, the City of Lake Forest is an exception grantee per HUD guidelines and this percentage is 49.9 percent.
Per the 2020 ACS, there are 14 Census Tract block groups considered to be low - and moderate-income, of which eight have high concentrations of over ten percentage points of the overall City percentage as follows:
Tract Block group Low mod Low Mod_Pct
032047 1 775 68.90%
052411 1 1,130 51.50%
052424 1 1,085 66.40%
032014 2 1,025 71.90%
052410 2 400 66.10%
052411 2 1,095 70.60%
052422 2 525 51.50%
052423 2 1,425 61.40%
032014 3 2,055 89.20%
032027 3 975 67.20%
032029 3 835 49.90%
052410 3 1,070 54.50%
052425 4 1,325 56.30%
Total 13,720
Are there any areas in the jurisdiction where racial or ethnic minorities or low-income families are concentrated? (include a definition of "concentration") Maps illustrating areas of the City with low - and moderate income and racial/ethnic minority concentrations are illustrated in Figures 1 and 2 respectively. A comparison of these maps indicates there is some concentration of minority populations, lower-income residents, and housing cost burden.
What are the characteristics of the market in these areas/neighborhoods? Item: 10
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8 As evident from Figure 2, Census Tracts with a percentage of ethnic concentrations are mostly situated in the City’s southwest section. Figure 1 illustrates that this section of the City also has a concentration of CDBG-eligible Block Groups.
Are there any community assets in these areas/neighborhoods?
Communities within the identified Census Tracts are primarily residential. Local and regional retail and commercial businesses the residents of this area, including El Toro Road - the City’s primary commercial core. Neighborhood amenities include community parks and middle and elementary schools.
Neighborhood schools support seve ral programs that serve lower -income children with supplemental meals and after-school recreation and tutoring programs. Figure 3 illustrates Transit Access to the Top Employers.
Are there other strategic opportunities in any of these areas?
City planners will examine current land uses within the identified Census Tracts to identify potential opportunities to develop new housing and other amenities to improve the overall quality of life for existing area residents.
Figure 1
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9 Figure 2
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10 Figure 3
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MA-60 Broadband Needs of Housing occupied by Low- and Moderate-Income Households - 91.210(a)(4), 91.310(a)(2)
Describe the need for broadband wiring and connections for households, including low - and moderate-income households and neighborhoods.
Consolidated Plan regulations require the City to address internet connectivity needs in the community, especially the challenges faced by lower -income households accessing the internet. With the evolution of technological products and services such as e -commerce, online banking, and on -demand entertainment, broadband internet access has become a necessity.
BroadbandNow is a web -based organization dedicated to providing consumers with information regarding internet service providers in their area. BroadbandNow’s stated mission is to help ensure broadband internet is available to all Americans. To this end, the organization has created a national database of Internet providers and the availability and cost of services.
BroadbandNow reports that 95.6% of Californians have access to wired broadband service.
BroadbandNow further reports that 99.0% of Orange County residents have access to broadband intent service, and specifically, 95.9% of Lake Forest residents have access to broadband service. BroadbandNow reports there are five residential broadband providers offering service in Lake Forest. The average Lake Forest household has at least two internet companies available to them; however, approximately 2,000 residents have access to one or fewer wired internet providers available at their address.
Describe the need for increased competition by having more than one broadband Internet service provider serve the jurisdiction.
The Alliance for Affordable Internet (A4AI) is an international organization that “brings together businesses, governments, and civil society actors from across the globe to develop policies needed to reduce the cost to connect and make universal, affordable internet access a reality.” Research published A4AI finds that consolidated broadband markets, i.e., markets with a single broadband provider - are keeping prices high and putting life -changing internet access out of reach for hundreds of millions of people [worldwide]. While A4AI analyzes broadband service on a global scale, their research shows that competition in the broadband market can save users up to $3.42 per GB. With five companies providing wired broadband in the City, BroadbandNow estimates that the average Lake Forest household pays $0.83 per megabytes per second (Mbps). Comparatively, with 13 broadband providers to choose from, New York City residents pay an average of $0.40 per Mbps.
AT&T Internet and EarthLink are Lake Forest's most widely available wired broadband options. Cox Communications is also a broadband choice in Lake Forest residents. Despite service provider options, for some lower-income residents, the cost of internet service is cost-prohibitive. For qualified low-income customers, AT&T’s Access program offers internet connections for $5 to $10 per month (depending on Item: 10
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connection speed). All installation and equipment fees are waived for eligible households, that is any home where at least one person receives food stamps. Cox Communication’s Connect2Compete program provides internet service for $9.95 per month, a fraction of typical internet plans offered by Cox. Families are eligible for the program if they have at least one child in kindergarten through 12th grade who qualifies for the reduced -price school lunch program. No information regarding Earthlink programs for lower - income customers is available.
In March 2018, the Federal Communications Commission approved a proposal to expand the Lifeline program, which subsidizes telephone access for low-income Americans. The expanded program provides low-income households a $9.25 a month subsidy for broadband internet access at home or to add a data plan to their cell phones.
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MA-65 Hazard Mitigation - 91.210(a)(5), 91.310(a)(3)
Describe the jurisdiction’s increased natural hazard risks associated with climate change.
The City’s current General Plan includes a Safety and Noise Element, which contains an assessment of specific natural hazards such as flooding and wildland fires.
• Flooding: There are several water streams and creeks that traverse the City. The potential for flooding in semiarid environments such as Orange County is increased due to the variation and unpredictability in the amount and intensity of rainfall. Portions of the City are subject to inundation from a 100 -year flood. Development within the 100 -year floodplain is prohibited in floodways unless the development will not obscure flows or increase flood levels. • Wildland Fires: Lake Forest is subject to both wild and urban fires. The eastern portion of the City is adjacent to the Cleveland National Forest, which is considered a high fire hazard area. The regional natural vegetation is highly prone to wildfire – a hazard that can be exacerbated by prolonged drought.
Describe the vulnerability to these risks of housing occupied by low - and moderate-income households based on an analysis of data, findings, and methods.
The City’s General Plan includes a public safety plan that aims to “reduce the risk of death, injury, property damage, economic loss, and harm due to natural and manmade disasters.” Through this document, the City has developed policies to address natural hazards such as flooding and fire.
• Develop and maintain an emergency preparedness plan, which will coordinate with the regional plan. The emergency preparedness plan will direct the City’s response to emergencies stemming from various types of disasters.
• Continue to participate in the National Flood Insurance Program. • Reduce the risk of wildland fire through fuel modification programs, especially where natural vegetation interfaces with urban development.
The City is currently updating the General Plan. The 2040 General Plan will provide updates to the City’s current planning documents, and will include policies and goals related to “Climate Change and Resiliency Planning.” The goal of this planning process is to ensure the City is “A well -prepared community where risks to life, property, the economy, and the environment resulting from climate change, including extreme weather events, are minimized.” The Climate Change and Resiliency Plan has the potential to impact all residents regardless of income.
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Strategic Plan
SP-05 Overview
Strategic Plan Overview
The Strategic Plan is the centerpiece of the City of Lake Forest’s 2025 –2029 Consolidated Plan. The Strategic Plan identifies the programs and projects the City will undertake or consider during the five-year Consolidated Plan cycle. In addition to identifying resources, goals, and objectives to implement housing and community development activities, the Strategic Plan has several sub-strategies, including addressing homeless issues, overcoming barriers to affordable housing, and program/project monitoring efforts.
The City’s overall objective for the CDBG program mirrors the HUD’s program objective: to create a viable community by providing decent housing, a suitable living environment, and economic opportunities, principally for persons of low- and moderate-income. To this end, the following Consolidated Plan goals have been established based on the consultation and analysis process:
• Improve or expand the supply of housing affordable to lower-income households • Provide or improve public infrastructure and facilities that benefit low - and moderate-income neighborhoods and residents
• Provide or improve access to public social services for low - and moderate-income persons and persons with special needs
• Provide a continuum of housing and supportive services for the homeless and the near-homeless • Provide financial assistance to create or preserve employment opportunities for lower -income residents
• Provide program administration and planning activities needed to carry out actions that address needs identified in the Consolidated Plan, including fair housing services to address local impediments to fair housing
All programs and projects are subject to the availability of CDBG funds and the City’s annual budget adoption process.
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SP-10 Geographic Priorities – 91.215 (a)(1)
Geographic Area
Table 47 - Geographic Priority Areas
1 Area Name: CDBG TARGET AREAS
Area Type: Local Target area
Other Target Area Description:
HUD Approval Date:
% of Low/ Mod:
Revital Type: Other
Other Revital Description: INFRASTRUCTURE
IMPROVEMENTS
Identify the neighborhood boundaries for this target area.
Include specific housing and commercial characteristics of this target area.
How did your consultation and citizen participation process help you to identify this neighborhood as a target area?
Identify the needs in this target area.
What are the opportunities for improvement in this target area? Are there barriers to improvement in this target area?
2 Area Name: Citywide
Area Type: Citywide
Other Target Area Description: Citywide
HUD Approval Date:
% of Low/ Mod:
Revital Type:
Other Revital Description:
Identify the neighborhood boundaries for this target area.
Include specific housing and commercial characteristics of this target area.
How did your consultation and citizen participation process help you to identify this neighborhood as a target area?
Identify the needs in this target area.
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What are the opportunities for improvement in this target area? Are there barriers to improvement in this target area?
General Allocation Priorities
Describe the basis for allocating investments geographically within the jurisdiction (or within the EMSA for HOPWA)
CDBG funds will be allocated on a citywide basis for activities that primarily benefit qualified low - and moderate-income households (i.e., limited -clientele activities). Other activities such as public improvements will be limited to eligible areas (see Figure 1 LMA Map ), except for ADA related improvements, which may be carried out on a much broader basis.
The City does not receive Housing Opportunities for Persons With AIDS (HOPWA) funds.
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SP-25 Priority Needs - 91.215(a)(2)
Priority Needs
Table 48 – Priority Needs Summary
1 Priority Need
Name
Affordable Housing
Priority Level High
Population Extremely Low
Low
Moderate
Geographic Areas
Affected
Citywide
Associated Goals Affordable Housing
Description Loans, grants, and other forms of subsidies to improve or expand the City's supply of housing affordable to lower-income households Basis for Relative
Priority
Needs analysis and public input
2 Priority Need
Name
Public Improvements
Priority Level High
Population Moderate
Non-housing Community Development
Geographic Areas
Affected
CDBG TARGET AREAS
Citywide
Associated Goals Community Facilities and Infrastructure Description Installation of new or rehabilitation of existing public infrastructure and public facility improvements
Basis for Relative
Priority
Needs analysis, City department consultation, and public input 3 Priority Need
Name
Public Services
Priority Level High
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Population Extremely Low
Low
Moderate
Other
Geographic Areas
Affected
Citywide
Associated Goals Public Social Services
Description Social service programs that assistance to low- and moderate-income residents (may include fair housing services)
Basis for Relative
Priority
Needs Assessment, service providers input, and public input 4 Priority Need
Name
Homeless Support Services and Housing
Priority Level High
Population Chronic Homelessness
Individuals
Families with Children
Geographic Areas
Affected
Citywide
Associated Goals Homeless Continuum of Care
Description Housing and support services for the homeless and the near-homeless Basis for Relative
Priority
Needs Assessment, service providers input, and public input 5 Priority Need
Name
Economic Opportunities
Priority Level High
Population Extremely Low
Low
Moderate
Middle
Geographic Areas
Affected
Citywide
Associated Goals Economic Opportunities
Description Grants and other forms of assistance to create or expand for employment opportunities for lower-income individuals
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Basis for Relative
Priority
Per the Needs Analysis and Needs Survey assistance to create or expand for employment opportunities for lower-income individuals is a medium priority. 6 Priority Need
Name
Administration and Planning
Priority Level High
Population Other
Geographic Areas
Affected
Citywide
Associated Goals Program Administration
Description Program oversight and coordination, including fair housing services Basis for Relative
Priority
HUD required.
Narrative (Optional)
Impediments to Fair Housing: The Fair Housing Act of 1968 requires HUD and its program participants to administer housing and urban development programs in a manner that does not discriminate directly or indirectly based on race, color, religion, sex, national origin, age, familial status, or disability. The Fair Housing Act not only prohibited discrimination in housing -related activities and transactions but also requires entities to affirmatively further fair housing. The Analysis of Impediments (AI) to Fair Housing Choice is the primary policy document utilized by HUD grantees for this purpose. HUD encourages jurisdictions to consult with one another and initiate metropolitan-wide planning to address impediments to fair housing choice.
During the past Consolidated Plan cycles, the City participated in the development of a multi-jurisdictional AI. For the 2025-2029 AI cycle, Lake Forest has joined with other Orange County cities and the County of Orange to develop a county -wide AI. The 2025-2029 Orange County AI evaluates existing demographic data, past fair housing enforcement activity for each partner community, mortgage lender data, and existing housing and land use public policies. Based on an extensive analysis of this data, and the input of residents, a list of impediments to fair housing choice for the participating jurisdictions have been developed. A corresponding set of action steps to address these barriers have also been prepared. The 2025-2029 Orange County AI is incorporated into the Consolidated Plan as Appendix 1.
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SP-30 Influence of Market Conditions – 91.215 (b)
Influence of Market Conditions
Affordable
Housing Type
Market Characteristics that will influence
the use of funds available for housing type
Tenant Based
Rental Assistance
(TBRA)
NA – CDBG can not be used for this type of activity.
TBRA for Non-
Homeless Special
Needs
NA – CDBG can not be used for this type of activity.
New Unit
Production
CDBG typically cannot be used for this type of activity; however, funds can be used for certain pre-development costs or off-site public improvements. The Needs Assessment and the Housing Market Analysis indicate there is a shortage of housing units affordable to lower-income households; however, due to the size of the City’s annual CDBG allocation, it is unlikely funds will be used for this purpose. A substantial amendment to the Consolidated Plan may be necessary if future funding is allocated for this type of activity.
Rehabilitation Based on the data provided in the Needs Assessment and the Market Analysis, the City’s housing stock is generally in good condition; however, there is a need for rehabilitating a portion of the City’s older housing stock.
Acquisition,
including
preservation
According to data provided in the Needs Assessment, 1,945 extremely low- income households experience severe housing cost burden. Based on this data, the City could consider utilizing housing resources to improving the City’s older residential properties as a means of expanding housing opportunities for lower income households.
Table 49 – Influence of Market Conditions
Consolidated Plan LAKE FOREST 89
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SP-35 Anticipated Resources - 91.215(a)(4), 91.220(c)(1,2) Introduction
Fluctuations in annual CDBG allocations make it difficult to determine anticipated resources for a five -year period; however, based on recent allocations, the City expects to receive approximately $500,000 annually in CDBG funding, for a five-year total of $2,500,000. The City uses CDBG funds for housing preservation activities, public improvements, public services, and administrative costs. In addition, approximately $300,000 of program income will be generated annually from the Housing Rehabilitation Loan Program loan payoffs for an additional $1,500,000 dedicated for housing activities through the revolving loan fund.
The City will receive $518,662 in CDBG funds for Fiscal Year 2025-2026. Additional resources for the year include prior year carryover funds totaling $180,764 and program income in the amount of $121,422 received during the fiscal year generated by the repayment of previously funded housing rehabilitation loans. Both amounts vary from year to year. The City anticipates that the County of Orange will continue to administer the federal rental assistance program in Lake Forest, assisting approximately 200 households per year. The City will continue efforts to leverage CDBG funds with other federal, state, and local funds.
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Anticipated Resources
Program Source of Uses of Funds Expected Amount Available Year 1 Expected Narrative Description Funds Annual Program Prior Year Total: Amount
Allocation: Income: $ Resources: $ Available
$ $ Remainder
of ConPlan
$
CDBG public -
federal
Acquisition
Admin and
Planning
Economic
Development
Housing
Public
Improvements
Public Services
$518,662
$121,422
$180,764
$820,848
$1,679,152
Annual CDBG allocation, prior
year funds, and estimated
revolving loan resources
Table 50 - Anticipated Resources
Explain how federal funds will leverage those additional resources (private, state and local funds), including a description of how matching requirements will be satisfied
The City has identified other resources that may be available to carry out activities that address the goals of the Consolidated Plan:
• OCHA reports that as of April of 2025, 203 Lake Forest households receive rental assistance. The City anticipates that OCHA will provide rental assistance to 200 Lake Forest households annually over the five-year Consolidated Plan cycle. • The City does not have an inclusionary housing program; however, the Housing Element indicates the City will encourage develo pers to include a minimum of 15% affordable units within their housing projects. As an alternative, developers may pay an in-lieu fee instead of constructing affordable units within their development. The City will negotiate an agreement with a developer to ensure units are built, or the in-lieu fee is collected.
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CDBG does not require matching funds.
If appropriate, describe publicly owned land or property located within the jurisdiction that may be used to address the needs identified in the plan
The City of Lake Forest Housing Authority holds assets formerly held by the Lake Forest Redevelopment Agency. As of April 2025, there are limited assets remaining, no physical property is owned.
Discussion
Funding resources to implement the City’s Consolidated Plan are limited. The City anticipates that fluctuations in CDBG funding will continue. HUD has begun to invest additional resources into housing assistance vouchers and certificates, and OCHA has aggressively pursued these new resources. The City will support OCHA’s efforts to secure new rental assistance resources. As other resources (e.g., Housing Authority) become available, the City will explore opportunities to expend these funds to support the goals and objectives of the Consolidated Plan.
Consolidated Plan LAKE FOREST 92
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SP-40 Institutional Delivery Structure – 91.215(k)
Explain the institutional structure through which the jurisdiction will carry out its consolidated plan including private industry, non-profit organizations, and public institutions.
Responsible Entity Responsible Entity
Type
Role Geographic Area
Served
Orange County Housing
Authority
PHA Public Housing Jurisdiction
LAKE FOREST Government Economic
Development
Homelessness
Ownership
Planning
Rental
neighborhood
improvements
public facilities
public services
Jurisdiction
County of Orange Government Economic
Development
Homelessness
Non-homeless special
needs
Planning
Region
Orange County
Continuum of Care
Regional organization Homelessness Region
Table 51 - Institutional Delivery Structure
Assess of Strengths and Gaps in the Institutional Delivery System
The City of Lake Forest works with a wide range of public and community-based organizations to address the social service needs of the community. The institutional structure utilized to administer the CDBG program includes the following:
• The City’s Community Development Department serves as the lead agency for coordination of the Five-Year Consolidated Plan, Annual Action Plans, the Consolidated Annual Performance and Evaluation Report (CAPER), compliance review of CDBG-funded projects, and the Orange County AI.
• The City’s Public Works Department administers capital improvement (infrastructure and facility) projects, including CDBG-funded activities.
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• The City contracts with the Fair Housing Council of Orange County to provide fair housing services. • The City works in partnership with the Orange County Housing Authority to provide rental assistance to lower-income renters.
• The City works with an extensive network of local social service providers to assist the homeless, households at risk of homelessness, special needs populations, and lower-income residents. • The City’s economic development plan engages the local business community and employers to expand business opportunities in the City, which, in turn, generates employment opportunities for residents at all income levels.
Availability of services targeted to homeless persons and persons with HIV and mainstream services
Homelessness Prevention
Services
Available in the
Community
Targeted to
Homeless
Targeted to People
with HIV
Homelessness Prevention Services
Counseling/Advocacy X X
Legal Assistance
Mortgage Assistance
Rental Assistance X X
Utilities Assistance X
Street Outreach Services
Law Enforcement
Mobile Clinics
Other Street Outreach Services X
Supportive Services
Alcohol & Drug Abuse
Child Care X
Education
Employment and Employment
Training
X
Healthcare X
HIV/AIDS
Life Skills X X
Mental Health Counseling
Transportation
Other
Table 52 - Homeless Prevention Services Summary
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Describe how the service delivery system including, but not limited to, the services listed above meet the needs of homeless persons (particularly chronically homeless individuals and families, families with children, veterans and their families, and unaccompanied youth) Service providers are available to assist Lake Forest residents that are at risk of becoming homeless and that are homeless. Based on the idea that it is less expensive and disruptive to keep a household housed in place, the primary focus of the City’s homeless strategy is to support the provision of safety net services for community residents. These services include assessment and case management, supplemental food, limited financial assistance for rent or utilities, and reduced cost childcare and medical services. Safety net services enable households at risk o f homelessness to redirect limited income toward maintaining their housing.
For those who are homeless, the City has established relationships with housing and service providers that accept referrals from the City. These agencies can address the immediate, interim, and long -term housing needs of the homeless, and provide critical support services.
Describe the strengths and gaps of the service delivery system for special needs population and persons experiencing homelessness, including, but not limited to, the services listed above As indicated above, the City has developed a strong relationship with local nonprofit agencies that provide a variety of services to residents, including individuals with special needs and the homeless. The main weakness in the City’s service delivery system stems from limited financial resources. Additional issues include service and facility gaps in the continuum of care and service overlap.
Provide a summary of the strategy for overcoming gaps in the institutional structure and service delivery system for carrying out a strategy to address priority needs The Orange County Continuum of Care has designed and implemented a Coordinated Entry System (CES) for people experiencing homelessness or that are at risk of homelessness. The objective of the CES is to more effectively and efficiently help people who are homeless to secure housing and, consequently, achieve a measurable reduction in regional homelessness. As part of this effort, the OC-CoC has adopted a policy of shifting investment away from transitional housing and investing in permanent supportive housing and rapid re-housing. To the extent resources are available, the City supports the efforts of the OC-CoC to use limited resources as effectively as possible.
Consolidated Plan LAKE FOREST 95
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SP-45 Goals Summary – 91.215(a)(4)
Goals Summary Information
Sort
Order
Goal Name Start
Year
End
Year
Category Geographic
Area
Needs Addressed Funding Goal Outcome Indicator
1 Affordable Housing 2025 2029 Affordable Housing Citywide Affordable Housing CDBG:
$359,318
Homeowner Housing
Rehabilitated:
40 Household Housing Unit
2 Community
Facilities and
Infrastructure
2025 2029 Non-Housing
Community
Development
CDBG
TARGET
AREAS
Public
Improvements
CDBG:
$280,000
Public Facility or
Infrastructure Activities other
than Low/Moderate Income
Housing Benefit:
7500 Persons Assisted
3 Public Social
Services
2025 2029 Non-Homeless
Special Needs
Citywide Public Services CDBG:
$77,799
Public service activities other
than Low/Moderate Income
Housing Benefit:
8000 Persons Assisted
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Sort
Order
Goal Name Start
Year
End
Year
Category Geographic
Area
Needs Addressed Funding Goal Outcome Indicator
4 Homeless
Continuum of Care
2025 2029 Homeless Citywide Homeless Support
Services and
Housing
CDBG: $0 Public service activities other
than Low/Moderate Income
Housing Benefit:
2500 Persons Assisted
Tenant-based rental
assistance / Rapid Rehousing:
50 Households Assisted
Homeless Person Overnight
Shelter:
30 Persons Assisted
Homelessness Prevention:
250 Persons Assisted
5 Economic
Opportunities
2025 2029 Non-Housing
Community
Development
CDBG
TARGET
AREAS
Citywide
Economic
Opportunities
CDBG: $0 Businesses assisted:
50 Businesses Assisted
6 Program
Administration
2025 2029 Administration Citywide Administration and
Planning
CDBG:
$103,732
Other:
450 Other
Table 53 – Goals Summary
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Goal Descriptions
1 Goal Name Affordable Housing
Goal
Description
Improve or expand the supply of housing affordable to lower-income households 2 Goal Name Community Facilities and Infrastructure
Goal
Description
Improve and expand public infrastructure and facilities that benefit low- and moderate-income neighborhoods and residents
3 Goal Name Public Social Services
Goal
Description
Provide or improve access to public social services for low- and moderate-income persons and persons with special needs 4 Goal Name Homeless Continuum of Care
Goal
Description
A continuum of housing and supportive services for the homeless and the near-homeless 5 Goal Name Economic Opportunities
Goal
Description
Grants and other forms of assistance to create or expand for employment opportunities for lower-income individuals 6 Goal Name Program Administration
Goal
Description
Provide administration and planning activities to carry out actions that address identified needs in the Consolidated Plan, including fair housing services to address local impediments to fair housing
Consolidated Plan LAKE FOREST 98
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Estimate the number of extremely low-income, low-income, and moderate-income families to whom the jurisdiction will provide affordable housing as defined by HOME 91.315(b)(2) The City is not a participating jurisdiction in the HOME program.
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SP-50 Public Housing Accessibility and Involvement – 91.215(c) Need to Increase the Number of Accessible Units (if Required by a Section 504 Voluntary Compliance Agreement)
The City of Lake Forest does not own or operate public housing units.
Activities to Increase Resident Involvements
Not applicable
Is the public housing agency designated as troubled under 24 CFR part 902?
N/A
Plan to remove the ‘troubled’ designation
Not applicable
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SP-55 Barriers to affordable housing – 91.215(h)
Barriers to Affordable Housing
Lake Forest's Housing Element for the 2021 -2029 planning period identifies several constraints to affordable housing development. Key constraints include:
1. Limited Availability of Residential Land: Lake Forest has largely developed its residentially designated lands, with future residential development primarily limited to recycling existing units and completing infill development. While the city's sphere of influence contains substantial vacant land suitable for new development, additional residential development is planned in areas like Portola Hills and Foothill Ranch, which may not be immediately accessible for affordable housing projects. â¿¿
2. High Development Standards: The city's mixed -use zoning regulations, designed to encourage residential development, impose certain standards that could be seen as constraints. For example, the Mixed-Use 43 (MU 43) district allows a maximum density of 43 dwelling units per net acre and a maximum Floor Area Ratio (FAR) of 1.2:1, with building heights limited to 65 feet. While these standards aim to promote development, they may not fully align with the affordability objectives of the Housing Element.
3. Infrastructure and Service Constraints: Ensuring that adequate infrastructure and services are available to support new affordable housing developments can be a constraint. The Housing Element Sites Inventory Regulations require that residential developments on rezone sites permit at least 16 units, with a minimum residential density of 20 dwelling units per net acre. This density requirement may necessitate significant infrastructure enhancements, posing challenges to affordability.
4. Market Constraints: The broader housing market in Orange County, characterized by high land and construction costs, poses challenges to developing affordable housing in Lake Forest. These market conditions can make it difficult for developers to produce housing that is affordable to low- and moderate- income households without substantial subsidies.
Addressing these constraints requires a multifaceted approach, including revising zoning regulations to allow for greater residential densities, ensuring that infrastructure improvements are cost-effective, and exploring financial incentives to make affordable housing projects more viable.
Strategy to Remove or Ameliorate the Barriers to Affordable Housing
Affordable housing development faces several challenges, including the cost of construction, financing, and development regulations. The 2021–2029 Housing Element notes that the City can encourage and facilitate affordable housing through financial assistance, removal of regulatory constraints, and administrative support. It offers the following actions to promote affordable housing production with limited available funding.
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• The City will monitor new neighborhood developments for compliance with development agreements that include an Affordable Housing Implementation Plan. • The City will collaborate with affordable housing developers to identify potential sites, write letters of support to help secure governmental and private -sector funding, and offer technical assistance related to the application of State density bonus provisions. • Work with developers on a case-by-case basis to provide State-mandated regulatory concessions and incentives to assist with the development of affordable and senior housing. State-mandated regulatory concessions and incentives could include but are not limited to, density bonuses, parking reductions, fee reductions or deferral, expedited permit processing, and modified or waived development standards.
• If available, provide financial subsidies to help reduce the cost of development in exchange for the reservation of units for lower-income households.
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SP-60 Homelessness Strategy – 91.215(d)
Reaching out to homeless persons (especially unsheltered persons) and assessing their individual needs
The City collaborates with nonprofit partners to conduct homeless outreach in the community. Service providers will evaluate the service and housing needs of individuals to facilitate the transition to permanent housing and independent living. Local service providers tie into the regional Coordinated Entry System established by the OC -CoC, which determines the vulnerability of homeless individuals and prioritizes access to housing and services for those most at risk. This need-assessment system is designed to “facilitate exits from homelessness to stable housing in the most rapid manner given available resources.” Homeless outreach service providers such as Mercy House also work closely with the Orange County Sheriff’s Department Homeless Outreach Team. The former helps coordinate services with the Orange County Health Care Agency, homeless advocacy groups, and other nonprofits to offer resources and services to the homeless and chronic homeless.
Addressing the emergency and transitional housing needs of homeless persons
As Table 39 indicates, there are 35 transitional shelter beds located in the City. These shelter beds are the result of past City allocations of CDBG and redevelopment funds to nonprofits to assist with the acquisition of housing units. These units continue to provide much needed interim housing opportunities for homeless families with children. The City will continue to support local nonprofit agencies that provide emergency and transitional housing for the region’s homeless. The City supports agencies such as Family Assistance Ministries (FAM), Families Forward, and South County Outreach. FAM offers a continuum of housing, including emergency and transitional housing for families with children. Families Forward and South County Outreach offer interim housing programs for homeless families that have been stabilized and are transitioning into independent living. Additionally, the City will participate in regional efforts to explore options and opportunities to develop a South SPA year-round emergency shelter and homeless resources center.
Helping homeless persons (especially chronically homeless individuals and families, families with children, veterans and their families, and unaccompanied youth) make the transition to permanent housing and independent living, including shortening the peri od of time that individuals and families experience homelessness, facilitating access for homeless individuals and families to affordable housing units, and preventing individuals and families who were recently homeless from becoming homeless again.
According to current HUD directives, the OC -CoC has established a coordinated entry system whereby a homeless individual or family seeking shelter and services is directed to a streamlined system that facilitates access to appropriate housing and services. The system screens applicants for eligibility for services, such as homelessness prevention, emergency shelter, rapid rehousing, permanent supportive housing, and other interventions. The needs and strengths of each household are assessed to determine Item: 10
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which interventions will be most effective and appropriate, while also prioritizing people for assistance based on the severity of their needs. Homeless service providers presently supported by the City will be critical players in housing and servicing the City’s homeless population via the coordinated entry system.
Help low-income individuals and families avoid becoming homeless, especially extremely low- income individuals and families who are likely to become homeless after being discharged from a publicly funded institution or system of care, or who are receiving assistance from public and private agencies that address housing, health, social services, employment, education or youth needs
As indicated previously, the City homeless strategy is rooted in the proposition that it is less expensive and disruptive for a household to remain sheltered in their existing home than to be rehoused. To this end, the City uses public resources, such as CDBG, to support agencies that provide a variety of safety net services that may help prevent households from becoming homeless. Examples of safety net services include food banks, rent/utility assistance, and subsidized childcare services. The City will also participate in regional homeless planning efforts, including the OC -CoC’s Discharge Plan, which will aim to prevent individuals that are leaving institutions such as jails, prisons, and hospitals from becoming homeless.
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SP-65 Lead based paint Hazards – 91.215(i)
Actions to address LBP hazards and increase access to housing without LBP hazards
The Residential Lead -Based Paint (LBP) Hazard Reduction Act of 1992 (Title X) changed the federal approach to addressing LBP by increasing the emphasis on the prevention of childhood lead poisoning through housing-based strategies.
Lake Forest has implemented its lead -based paint reduction strategy as part of the City’s Housing Rehabilitation programs. All application packets for the City’s Housing Rehabilitation programs include a notice to educate residents about the health dangers of lead and encourages screening of children for elevated blood lead levels. Additionally, before using federal funds to improve a property, a unit must be screened for lead-based paint. If lead-based paint is identified, the hazards must be addressed per federal requirements. The use of lead-based paint is prohibited in newly constructed units.
How are the actions listed above related to the extent of lead poisoning and hazards?
The City will continue to act as necessary to reduce lead -based paint hazards per HUD regulations. As outlined above, housing units improved via the City’s housing rehabilitation programs are tested for lead- based paint, and the hazard is removed as necessary to comply with federal regulations.
How are the actions listed above integrated into housing policies and procedures?
The City will comply with lead -based requirements as part of the administration of the CDBG program.
The City’s Housing Rehabilitation programs’ policies and procedures aim to reduce the risk of lead-based paint poisoning, especially among young children.
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SP-70 Anti-Poverty Strategy – 91.215(j)
Jurisdiction Goals, Programs and Policies for reducing the number of Poverty-Level Families
According to the U.S. Census Bureau, 7.4% of the City’s population is living below the poverty level. The Census Bureau also reports that 7.4% of Lake Forest residents age 65 and older live in poverty, as are 9.3% of children age 18 years and younger.
The City has identified several activities and services it can implement to help combat poverty:
• Support rental assistance programs provided by OCHA for very low-income renters, especially for senior and disabled households, and households with children. • Continue to support homeless prevention services for individuals presently housed but are at risk of losing their residence.
• Assist those already homeless in need of emergency shelter, transitional housing, rapid rehousing, or permanent supportive housing.
• Support public services that provide a social safety net for lower-income individuals. • Continue to implement housing rehabilitation programs for lower-income homeowners, especially senior households.
• Assist agencies that provide employment training for low- and moderate-income residents. • Support programs that aid the anti-poverty strategy, such as CalWorks and the Orange County Workforce Investment Board.
How are the Jurisdiction poverty reducing goals, programs, and policies coordinated with this affordable housing plan
The activities delineated above are tied directly to the goals and objectives of the City’s Consolidated Plan.
Safety net services can provide households living in poverty with extra resources that may allow them to maintain or improve their overall financial situation. Furthermore, expanding or preserving the City’s supply of affordable housing will provide new housing opportunities to lower -income households at affordable prices, which is consistent with the housing goals of the Consolidated Plan.
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SP-80 Monitoring – 91.230
Describe the standards and procedures that the jurisdiction will use to monitor activities carried out in furtherance of the plan and will use to ensure long -term compliance with requirements of the programs involved, including minority business outreach a nd the comprehensive planning requirements
The City of Lake Forest Community Development Department has the responsibility for overall program monitoring and compliance. Staff monitors all CDBG funded agencies and City departments to ensure compliance with applicable regulations and to ensure timely implementation of all activities. The program staff conducts an on-site monitoring visit of each subrecipient biennially. The City also ensures compliance with all Federal and City contracting regulations, including procurement, Federal Labor Standards, equal opportunity (Minority Business Enterprise and Women Business Enterprise), and Section
3. While construction projects are underway, on -site compliance interviews with the workers are conducted. Additionally, the program Staff ensures compliance with the U.S. Office of Management and Budget (OMB) requirements for conducting single audits, as well as compliance with HUD reporting requirements for accomplishment in the Integrated Disbursement and Information System (IDIS).
The City of Lake Forest will continue to reach out to small businesses and minority and women -owned businesses when conducting procurements for supplies, equipment, construction, and services for CDBG- funded activities.
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Expected Resources
AP-15 Expected Resources – 91.220(c)(1,2)
Introduction
Fluctuations in annual CDBG allocations make it difficult to determine anticipated resources for a five -year period; however, based on recent allocations, the City expects to receive approximately $500,000 annually in CDBG funding, for a five-year total of $2,500,000. The City uses CDBG funds for housing preservation activities, public improvements, public services, and administrative costs. In addition, approximately $300,000 of program income will be generated annually from the Housing Rehabilitation Loan Program loan payoffs for an additional $1,500,000 dedicated for housing activities through the revolving loan fund.
The City will receive $518,662 in CDBG funds for Fiscal Year 2025-2026. Additional resources for the year include prior year carryover funds totaling $180,764 and program income in the amount of $121,422 received during the fiscal year generated by the repayment of previously funded housing rehabilitation loans. Both amounts vary from year to year. The City anticipates that the County of Orange will continue to administer the federal rental assistance program in Lake Forest, assisting approximately 200 households per year. The City will continue efforts to leverage CDBG funds with other federal, state, and local funds.
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Anticipated Resources
Program Source Uses of Funds Expected Amount Available Year 1 Expected Narrative Description of Funds Annual Program Prior Year Total: Amount
Allocation: $ Income: $ Resources: $ $ Available
Remainder of
ConPlan
$
CDBG public -
federal
Acquisition
Admin and
Planning
Economic
Development
Housing
Public
Improvements
Public Services
$518,662.00
$121,422.00
$180,764.00
$820,848.00
$1,679,152.00
Annual CDBG
allocation, prior year
funds, and estimated
revolving loan
resources
Table 54 - Expected Resources – Priority Table
Explain how federal funds will leverage those additional resources (private, state and local funds), including a description of how matching requirements will be satisfied
The City has identified other resources that may be available to carry out activities that address the goals of the Consolidated Plan:
• OCHA reports that as of April of 2025, 203 Lake Forest households receive rental assistance. The City anticipates that OCHA will provide rental assistance to 200 Lake Forest households annually over the five-year Consolidated Plan cycle. • The City does not have an inclusionary housing program; however, the Housing Element indicates the City will encourage develo pers to include a minimum of 15% affordable units within their housing projects. As an alternative, developers may pay an in-lieu fee instead of constructing affordable units within their development. The City will negotiate an agreement with a developer to ensure units are built, or the in-lieu fee is collected.
CDBG does not require matching funds.
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If appropriate, describe publicly owned land or property located within the jurisdiction that may be used to address the needs identified in the plan The City of Lake Forest Housing Authority holds assets formerly held by the Lake Forest Redevelopment Agency. As of April 2025, there are limited assets remaining, no physical property is owned.
Discussion
Funding resources to implement the City’s Consolidated Plan are limited. The City anticipates that fluctuations in CDBG funding will continue. HUD has begun to invest additional resources into housing assistance vouchers and certificates, and OCHA has aggr essively pursued these new resources. The City will support OCHA’s efforts to secure new rental assistance resources. As other resources (e.g., Housing Authority) become available, the City will explore opportunities to expend these funds to support the goals and objectives of the Consolidated Plan.
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Annual Goals and Objectives
AP-20 Annual Goals and Objectives
Goals Summary Information
Sort
Order
Goal Name Start
Year
End
Year
Category Geographic
Area
Needs Addressed Funding Goal Outcome Indicator
1 Affordable
Housing
2020 2024 Affordable
Housing
Citywide Affordable
Housing
CDBG:
$359,318.12
Homeowner Housing
Rehabilitated: 8 Household
Housing Unit
2 Public Social
Services
2020 2024 Non-Homeless
Special Needs
Citywide Public Services CDBG:
$77,799.00
Public service activities other
than Low/Moderate Income
Housing Benefit: 1873 Persons
Assisted
3 Homeless
Continuum of Care
2020 2024 Homeless Citywide Homeless Support
Services and
Housing
CDBG: $.00
4 Economic
Opportunities
2020 2024 Non-Housing
Community
Development
Citywide Economic
Opportunities
CDBG: $.00
5 Program
Administration
2020 2024 Administration Citywide Administration
and Planning
CDBG:
$103,732.00
Other: 74 Other
6 Community
Facilities and
Infrastructure
2025 2029 Non-Housing
Community
Development
CDBG
TARGET
AREAS
Public
Improvements
CDBG:
$280,000.00
Public Facility or Infrastructure
Activities other than
Low/Moderate Income Housing
Benefit: 8500 Persons Assisted
Table 55 – Goals Summary
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Goal Descriptions
1 Goal Name Affordable Housing
Goal
Description
Improve or expand the supply of housing affordable to lower-income households. Loans and grants to improve owner- occupied housing or expand the supply of housing affordable to lower-income households 2 Goal Name Public Social Services
Goal
Description
Provide or improve access to public social services for low- and moderate-income persons and persons with special needs 3 Goal Name Homeless Continuum of Care
Goal
Description
A continuum of supportive and housing services for the homeless and households at risk of homelessness 4 Goal Name Economic Opportunities
Goal
Description
Grants and other forms of assistance to create or expand for employment opportunities for lower-income individuals 5 Goal Name Program Administration
Goal
Description
CDBG program oversight and coordination including fair housing services 6 Goal Name Community Facilities and Infrastructure
Goal
Description
Improve and expand public infrastructure and facilities that benefit low- and moderate-income neighborhoods and residents
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Projects
AP-35 Projects – 91.220(d)
Introduction
The activities to be undertaken during FY 2025-2026 are summarized below. All activities identified are expected to be completed by June 30, 2026.
Projects
# Project Name
1 CDBG Administration
2 Housing Rehabilitation Loans
3 Paint Program Grants
4 Age Well Senior Services
5 Camino Health Center
6 Fair Housing Council of OC
7 Families Forward
8 Family Assistance Ministry
9 South County Outreach
10 ADA Ramp Improvements Phase 15
11 Audible Pedestrian Signals
12 Boys & Girls Club of Laguna Beach
Table 56 – Project Information
Describe the reasons for allocation priorities and any obstacles to addressing underserved needs
The City recognizes that special needs populations (i.e., seniors, disabled, and households with extremely low-income) are more likely to become homeless because they have limited income or other issues that require supportive housing or services; therefore, the City considers supportive services a high priority.
The City anticipates that the greatest obstacle to meeting the underserved needs of these special needs populations will be a lack of financial resources for both supportive services and housing. A common need reported by service providers is affordable housing. Increasing rents, and reductions to the Housing Choice Voucher Program and other housing programs, can impact the City's ability to support affordable housing opportunities for extremely low- and very low-income households.
The CARES Act of 2020 waived the CDBG program 15% cap for public service grant expenditures. This waiver provides the City a unique one-time opportunity to support programs that respond to the impacts of the Coronavirus. The City is allocating approximately 38% of available CDBG funds for safety net services such as expanded senior services, healthcare, and fair housing counseling. Additionally, funding Item: 10
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for foodbanks and housing/utility assistance will be made available to households that are financially impacted by stay-at-home orders.
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AP-38 Project Summary
Project Summary Information
1 Project Name CDBG Administration
Target Area Citywide
Goals Supported Program Administration
Needs Addressed Administration and Planning
Funding CDBG: $95,624.00
Description CDBG program oversight and coordination
Target Date 6/30/2026
Estimate the number and type of
families that will benefit from the
proposed activities
N/A
Location Description 100 Civic Center, Lake Forest CA (City Hall) Planned Activities CDBG program oversight and coordination, including public service grant management, preparation of reports, and IDIS management
2 Project Name Housing Rehabilitation Loans
Target Area Citywide
Goals Supported Affordable Housing
Needs Addressed Affordable Housing
Funding CDBG: $224,180.12
Description Housing rehabilitation loans for owner-occupied housing units Target Date 6/30/2026
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Estimate the number and type of
families that will benefit from the
proposed activities
10 low- and moderate-income households
Location Description Citywide
Planned Activities Loans to rehabilitate owner-occupied housing units funded with entitlement funds and program income received during the year
3 Project Name Paint Program Grants
Target Area Citywide
Goals Supported Affordable Housing
Needs Addressed Affordable Housing
Funding CDBG: $135,138.00
Description Grants to assist homeowners in painting the exterior of their home Target Date 6/30/2026
Estimate the number and type of
families that will benefit from the
proposed activities
5 low- and moderate-income homeowners
Location Description Citywide
Planned Activities Grants to homeowners to paint the exterior of their home 4 Project Name Age Well Senior Services
Target Area Citywide
Goals Supported Public Social Services
Needs Addressed Public Services
Funding CDBG: $6,487.00
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Description Meals on Wheels
Target Date 6/30/2026
Estimate the number and type of
families that will benefit from the
proposed activities
100 Seniors and frail elderly
Location Description Citywide
Planned Activities Case management and in-home support services for home-bound seniors and frail elderly
5 Project Name Camino Health Center
Target Area Citywide
Goals Supported Public Social Services
Needs Addressed Public Services
Funding CDBG: $11,892.00
Description Low-cost medical services
Target Date 6/30/2026
Estimate the number and type of
families that will benefit from the
proposed activities
2,400 Individuals
Location Description 22481 Aspen St., Suite A, Lake Forest CA Planned Activities Reduced cost medical services for low- and moderate-income persons 6 Project Name Fair Housing Council of OC
Target Area Citywide
Goals Supported Public Social Services
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Needs Addressed Public Services
Funding CDBG: $8,108.00
Description Program Administration
Target Date 6/30/2026
Estimate the number and type of
families that will benefit from the
proposed activities
34 households
Location Description Citywide
Planned Activities Fair housing outreach, education, and enforcement services to address impediments to fair housing.
7 Project Name Families Forward
Target Area Citywide
Goals Supported Public Social Services
Homeless Continuum of Care
Needs Addressed Public Services
Homeless Support Services and Housing
Funding CDBG: $18,338.00
Description Support services for at-risk and homeless families with children Target Date 6/30/2026
Estimate the number and type of
families that will benefit from the
proposed activities
27 Individuals At-Risk Homeless
Location Description Citywide
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Planned Activities Case management for homeless families with children and families with children that are at risk of becoming homeless
8 Project Name Family Assistance Ministry
Target Area Citywide
Goals Supported Public Social Services
Homeless Continuum of Care
Needs Addressed Public Services
Homeless Support Services and Housing
Funding CDBG: $11,892.00
Description Housing and services for households at risk of homelessness or that are homeless Target Date 6/30/2026
Estimate the number and type of
families that will benefit from the
proposed activities
50 At-Risk Homeless individuals
Location Description Citywide
Planned Activities Case management, suppportive services and rent/utility assistance for lower-income residents at risk of eviction or termination of utility services. 9 Project Name South County Outreach
Target Area Citywide
Goals Supported Public Social Services
Homeless Continuum of Care
Needs Addressed Public Services
Homeless Support Services and Housing
Funding CDBG: $21,622.00
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Description Homelessness prevention assistance
Target Date 6/30/2026
Estimate the number and type of
families that will benefit from the
proposed activities
20 At-Risk Homeless individuals
Location Description 7 Whatney St. B, Irvine, CA
Planned Activities Foodbank services, including case management - services also include emergency rent and utility assistance to prevent eviction or termination of services 10 Project Name ADA Ramp Improvements Phase 15
Target Area CDBG TARGET AREAS
Goals Supported Community Facilities and Infrastructure Needs Addressed Public Improvements
Funding CDBG: $230,000.00
Description ADA Ramp Improvements Phase 15 will include curb cuts and ramp installation in the eligible areas.
Target Date 6/30/2026
Estimate the number and type of
families that will benefit from the
proposed activities
Approximately 8,500 disabled residents.
Location Description Throughout the city at street intersections, as necessitated by conditions and current federal standards.
Planned Activities Implement improvements to comply with current ADA regulations.
Project Name Audible Pedestrian Signals
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11 Target Area CDBG TARGET AREAS
Citywide
Goals Supported Community Facilities and Infrastructure Needs Addressed Public Improvements
Funding CDBG: $50,000.00
Description Funds will be provided to the Public Works Department to install accessible Pedestrian Signals at the intersections of El Toro/Serrano, El Toro/Trabucco, Jeronimo/Cherry, and Trabucco/Cherry.
Target Date 6/30/2026
Estimate the number and type of
families that will benefit from the
proposed activities
Approximately 2,288 disabled residents in the improved census tracts.
Location Description Funds will be provided to the Public Works Department to install accessible Pedestrian Signals at the intersections of El Toro/Serrano, El Toro/Trabucco, Jeronimo/Cherry, and Trabucco/Cherry. Census Tracts are 320.14 Block Group 2; 320.27 Block Group 1; 524.16 Block Group 1; and 524.24 Block Group 1.
Planned Activities Funds will be provided to the Public Works Department to install accessible Pedestrian Signals at the intersections of El Toro/Serrano, El Toro/Trabucco, Jeronimo/Cherry, and Trabucco/Cherry.
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12 Project Name Boys & Girls Club of Laguna Beach
Target Area Citywide
Goals Supported Public Social Services
Needs Addressed Public Services
Funding CDBG: $7,568.00
Description Childcare services
Target Date 6/30/2026
Estimate the number and type of
families that will benefit from the
proposed activities
After School childcare for 32 low-income families.
Location Description Mountain View, 24551 Raymond Way, Lake Forest, CA 92630 Planned Activities After school childcare
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AP-50 Geographic Distribution – 91.220(f)
Description of the geographic areas of the entitlement (including areas of low -income and minority concentration) where assistance will be directed For FY 2025-2026, CDBG funds will support activities on a citywide basis, that is, for households that are income-eligible or eligible due to a unique characteristic (e.g., adults with disabilities and seniors) regardless of where they live in Lake Forest.
Geographic Distribution
Target Area Percentage of Funds
CDBG TARGET AREAS 28
Citywide 72
Table 57 - Geographic Distribution
Rationale for the priorities for allocating investments geographically
The City does not allocate CDBG funds on a geographic basis; instead, funding is allocated in a manner that best meets the needs of lower income households regardless of where they reside in the City. The City prioritizes the use of its CDBG funding for the preservation of housing that is affordable to lower - income households (via rehabilitation), and that helps prevent homelessness or assist those already homeless. These activities are carried out on a citywide basis.
CDBG-funded infrastructure and facility improvements are usually located within Low - and Moderate- Income areas as identified by HUD (see Figure 1 LMA MAP). Some infrastructure/facility improvement projects may be undertaken in areas outside of Low - and Moderate-Income areas. Such projects are typically limited to those that address ADA regulations.
Discussion
CDBG funds will fund programs that serve lower -income Lake Forest residents regardless of where they live. For FY 2025-2026, CDBG funds will benefit residents on a citywide basis, with the exception of the ADA Ramp Improvement project that will benefit primarily low- and moderate-income residential areas.
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Affordable Housing
AP-55 Affordable Housing – 91.220(g)
Introduction
Although the Consolidated Plan and Action Plan focus on affordable housing needs of the community, the City's only HUD funding source is CDBG. HUD regulations prohibit the use of CDBG for the construction of new housing; however, the City will allocate funds to preserve existing housing that is affordable to lower-income homeowners.
One Year Goals for the Number of Households to be Supported Homeless 0
Non-Homeless 0
Special-Needs 0
Total 0
Table 58 - One Year Goals for Affordable Housing by Support Requirement
One Year Goals for the Number of Households Supported Through Rental Assistance 0
The Production of New Units 0
Rehab of Existing Units 0
Acquisition of Existing Units 0
Total 0
Table 59 - One Year Goals for Affordable Housing by Support Type Discussion
The 2025-2026 Action Plan allocates CDBG public to a local agency that will provide transitional housing to an estimated 11 individual. The City's CDBG -funded affordable housing strategy is to maintain the affordable housing stock through housing rehabilitation programs and supporting rental assistance programs like the Housing Choice Voucher (administered by the OCHA). The City anticipates eight homeowners will participate in the City’s housing rehabilitation program, and 200 Lake Forest renter households will receive rental assistance during FY 2025-2026.
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AP-60 Public Housing – 91.220(h)
Introduction
The City of Lake Forest does not own or operate public housing.
Actions planned during the next year to address the needs to public housing
Not applicable
Actions to encourage public housing residents to become more involved in management and participate in homeownership
Not applicable
If the PHA is designated as troubled, describe the manner in which financial assistance will be provided or other assistance
Not applicable
Discussion
The City of Lake Forest does not own or operate public housing.
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AP-65 Homeless and Other Special Needs Activities – 91.220(i) Introduction
The City recognizes the importance of assisting the homeless and near-homeless with a continuum of care approach that not only addresses a homeless person’s immediate shelter needs, but also provides access to transitional and permanent housing, support services, and employment opportunities to break the cycle of homelessness.
Describe the jurisdictions one -year goals and actions for reducing and ending homelessness including
Reaching out to homeless persons (especially unsheltered persons) and assessing their individual needs
The City collaborates and relies on nonprofit partners to reach out to homeless persons (especially unsheltered persons). The City will allocate CDBG funds to four agencies that will provide services for homeless individuals. Each agency has an outreach component used to engage and assess clients. Mercy House will receive CDBG funding in support of its street outreach and engagement program. Funds are available to provide motel and transportation vouchers to homeless individuals engaged by the Mercy House Street Outreach Team and the OC Sheriff.
Addressing the emergency shelter and transitional housing needs of homeless persons
In past years, the City used CDBG funds to assist nonprofits in acquiring eight condominium units located in the community to provide transitional housing. For FY 2025 -2026, Families Forward’s “Housing Program” is recommended for CDBG funding. This program offers interim (i.e., transitional) housing for up to 25 individuals (i.e., families with children). The City did not receive any requests for emergency shelter programs.
Helping homeless persons (especially chronically homeless individuals and families, families with children, veterans and their families, and unaccompanied youth) make the transition to permanent housing and independent living, including shortening the peri od of time that individuals and families experience homelessness, facilitating access for homeless individuals and families to affordable housing units, and preventing individuals and families who were recently homeless from becoming homeless again
The Orange County Continuum of Care coordinates a system that incorporates several evidence -based practices, including a Housing First approach that involves moving persons directly from the streets into permanent housing accompanied by home-based supportive services. This approach has been effective Item: 10
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with chronically homeless persons and families.
In past years Lake Forest used CDBG and local redevelopment funding to expand permanent housing opportunities for the formerly homeless. In 2015, the City’s Housing Authority (former redevelopment agency) sold a four -unit apartment to Families Forward. These units provide permanent housing opportunities for lower-income households, including formerly homeless families.
In addition to Rapid Rehousing, the OC-CoC will address the housing needs of homeless households with unique situations. The Family Redirection Program aims to keep homeless families with children off the streets by prioritizing shelter and housing resources for families. HUD has also significantly increased the number of rental assistance vouchers for homeless Veterans (i.e., Veterans Affairs Supportive Housing or VASH vouchers). In addition to receiving rental assistance, veterans with a history of severe mental health illness, substance use disorder, or physical disabilities receive case management and appropriate support services from the Department of Veterans Affairs. Currently, 486 VASH vouchers are in place throughout Orange County (13 in Lake Forest). For unaccompanied youth, there are several residential/supportive services programs available in Orange County designed specifically for youths. Services offered include crisis intervention, drug abuse counseling, and case management.
The City will not allocate FY 2025-2026 CDBG funds for rapid rehousing or permanent supportive housing.
Helping low-income individuals and families avoid becoming homeless, especially extremely low-income individuals and families and those who are: being discharged from publicly funded institutions and systems of care (such as health care facilities, mental health facilities, foster care and other youth facilities, and corrections programs and institutions); or, receiving assistance from public or private agencies that address hou sing, health, social services, employment, education, or youth needs
For FY 2025 -2026, the City will allocate CDBG funds to Family Assistance Ministry and South County Outreach for an array of services to assist the near-homeless and those already homeless. These agencies operate food bank programs, which provide an entry point into the regional CoC. Program applicants undergo an assessment by case managers who determine if additional services are needed and who will make appropriate referrals. CDBG resources are used by these agencies to assist households who are at risk of eviction or the termination of utilities due to financial hardships, especially in the post -COVID-19 environment. The City will also continue to participate in regional homeless planning efforts, including the OC CoC’s Discharge Plan, which aims to prevent individuals from leaving institutions such as jails and hospitals, from becoming homeless.
Discussion
The programs identified above to address the needs of homeless persons indicate that serving the homeless is a complex issue requiring a network of service providers. The City will allocate CDBG resources to support a network of agencies that will address the needs of the community’s homeless and those at Item: 10
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risk of becoming homeless.
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AP-75 Barriers to affordable housing – 91.220(j)
Introduction:
The Strategic Plan provides detailed information regarding barriers to affordable housing and actions to overcome these barriers. The efforts to address these barriers during FY 2025 -2026 are summarized below.
Actions it planned to remove or ameliorate the negative effects of public policies that serve as barriers to affordable housing such as land use controls, tax policies affecting land, zoning ordinances, building codes, fees and charges, growth limitations, and policies affecting the return on residential investment
Affordable housing development faces several challenges, including the cost of construction, financing, and development regulations. The 2021–2029 Housing Element notes that the City can encourage and facilitate affordable housing through financial assistance, removal of regulatory constraints, and administrative support. It offers the following actions to promote affordable housing production with limited available funding.
• The City will monitor new neighborhood developments for compliance with development agreements that include an Affordable Housing Implementation Plan. • The City will collaborate with affordable housing developers to identify potential sites, write letters of support to help secure governmental and private -sector funding, and offer technical assistance related to the application of State density bonus provisions. • Work with developers on a case-by-case basis to provide State-mandated regulatory concessions and incentives to assist with the development of affordable and senior housing. State-mandated regulatory concessions and incentives could include but are not limited to, density bonuses, parking reductions, fee reductions or deferral, expedited permit processing, and modified or waived development standards.
• If available, provide financial subsidies to help reduce the cost of development in exchange for the reservation of units for lower-income households.
Discussion:
The Strategic Plan includes an extensive narrative regarding barriers to affordable housing and actions the City can take to mitigate identified obstacles to the development of affordable housing. As outlined above, the City provides an expedited development review process for affordable housing projects to help reduce holding costs and the overall cost of development. The City has little control over market forces such as the cost of land, building materials, and labor. If resources are available, the City may provide gap financing to help reduce overall development costs as an incentive to develop affordable housing. There are no growth limit initiatives in Lake Forest.
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AP-85 Other Actions – 91.220(k)
Introduction:
There are several constraints to meeting the needs of low-income residents; the primary obstacle is a lack of funding to address all needs adequately. Demand for services has forced many nonprofits to reduce services at a time when governmental entities are also decreasing resources. In response to the level of need, the City has maintained its commitment to utilize and leverage resources efficiently and effectively to meet priority community needs.
Actions planned to address obstacles to meeting underserved needs
The City recognizes that special needs populations face challenges due to low income, the unique conditions that they face, and that they are more likely to become homeless as a result of these factors.
Special needs populations often require unique housing and supportive services. The City considers supportive services and housing for special needs populations as a high priority. In FY 2025-2026, the City will fund public service agencies that assist underserved populations such as the homeless, seniors, the disabled, and low-income families with children.
Actions planned to foster and maintain affordable housing
The City's strategies related to CDBG -funded affordable housing efforts are focused on maintaining the housing stock through its housing rehabilitation programs, supporting rental assistance programs like the Housing Choice Voucher, and helping to ensure individuals have access to housing free of discrimination due to race, gender, disability, and other personal or household characteristics.
Actions planned to reduce lead-based paint hazards
As previously discussed, the Residential Lead -Based Paint (LBP) Hazard Reduction Act of 1992 changed the federal strategy to addressing LBP by increasing the emphasis on the prevention of childhood lead poisoning through housing -based approaches. For example, lead -based paint hazard reduction as an eligible activity in the City’s housing rehabilitation programs.
All application packets for the City’s housing rehabilitation programs include a notice to educate residents about the health dangers of lead and encourage screening of children for elevated blood-lead levels.
Additionally, before the use of federal funds, housing units are screened for lead-based paint.
Housing units identified with lead-based paint hazards are treated, so the lead-based paint is abated per current federal requirements. The use of lead-based paint is prohibited in newly constructed units.
Actions planned to reduce the number of poverty-level families
The City will leverage limited CDBG funds to address the needs of poverty-level families by partnering with Item: 10
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nonprofit agencies that primarily focus services to these households. Specifically, the City will fund programs that provide safety net services such as food banks, limited financial assistance to prevent eviction, low-cost medical and dental care, and fair housing education/enforcement services.
Actions planned to develop institutional structure
The City of Lake Forest will continue efforts to eliminate institutional gaps and enhance coordination of programs with all segments of the community. For example, the City will partner with nonprofit entities to deliver public services. City departments will continue to work together to evaluate programs and projects that may be funded in whole or in part with CDBG funds that address priority needs. The City will assist OCHA by participating in the Cities Advisory Committee – a quarterly meeting of cities and OCHA to discuss issues related to federal rental housing assistance and general housing issues. As a member of the OC-CoC Community Forum, the City will continue to provide information to the regional CoC as it prepares the County’s annual Continuum of Care Homeless Assistance grant application. The City will also continue to participate in the development of the County’s Ten -Year Plan to end chronic homelessness and the regional discharge plan.
Actions planned to enhance coordination between public and private housing and social service agencies
The City will continue to participate in regional coordination of services by participating in the Cities Advisory Committee - the quarterly meeting of cities and OCHA to discuss issues related to federal rental housing assistance and as a member of the OC -Co C Community Forum. On an annual basis, the City meets with service providers to discuss service needs and ways to improve service to residents. Another example of enhanced coordination is the preparation of the county-wide Analysis of Impediments to Fair Housing. The City participated in the development of this document, which required significant jurisdictional coordination.
Discussion:
As previously outlined, HUD regulations require that the City prepare an Analysis of Impediments to Fair Housing choice (Al) every five years. In addition to identifying impediments, the AI includes a strategy to overcome barriers and action steps to implement on an annual basis. The City reports AI accomplishments in the annual year -end report. The City of Lake Forest joined other Orange County jurisdictions to fund the preparation of a county -wide AI. The AI evaluates existing demographic data, past fair housing enforcement activity for each partner community, mortgage lender data, and existing housing and land use public policies. Based on an analysis of this data, plus the input of residents, a list of impediments to fair housing choice for the County has been developed. A corresponding set of action steps to address these barriers has also been prepared. A summary of the of 2025-2029 Orange County AI is incorporated into the Consolidated Plan as Appendix A – the entire AI is available for review on the City’s website. The specific action steps the City will take during FY 2025-2026 to address impediments to fair housing can also be found in Appendix A.
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Program Specific Requirements
AP-90 Program Specific Requirements – 91.220(l)(1,2,4)
Introduction:
The program-specific requirements that apply to the City are those for the CDBG program.
Community Development Block Grant Program (CDBG)
Reference 24 CFR 91.220(l)(1)
Projects planned with all CDBG funds expected to be available during the year are identified in the Projects Table. The following identifies program income that is available for use that is included in projects to be carried out.
1. The total amount of program income that will have been received before the start of the next program year and that has not yet been reprogrammed 460,598
2. The amount of proceeds from section 108 loan guarantees that will be used during the year to address the priority needs and specific objectives identified in the grantee's strategic plan. 0
3. The amount of surplus funds from urban renewal settlements 0
4. The amount of any grant funds returned to the line of credit for which the planned use has not been included in a prior statement or plan 0
5. The amount of income from float-funded activities 0
Total Program Income: 460,598
Other CDBG Requirements
1. The amount of urgent need activities 0
2. The estimated percentage of CDBG funds that will be used for activities that benefit persons of low and moderate income. Overall Benefit - A consecutive period of one, two or three years may be used to determine that a minimum overall benefit of 70% of CDBG funds is used to benefit persons of low and moderate income. Specify the years covered that include this Annual Action Plan/
80.50%
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1. If applicable to a planned HOME TBRA activity, a description of the preference for persons with special needs or disabilities. (See 24 CFR 92.209(c)(2)(i) and CFR 91.220(l)(2)(vii)).
The City will meet the 70% low- and moderate-income Overall Benefit requirement for the use of CDBG funds over each of the five Consolidated Plan program years, and specifically for current Program Year 2025. Approximately 19.5% of available CDBG funds (minus administration), may be used for Urgent Need activities; however, no such need has been determined at this time.
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Attachments
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Grantee Unique Appendices
Appendix - Alternate/Local Data Sources
1 Data Source Name
Vacant Units
List the name of the organization or individual who originated the data set.
City of Lake Forest
Provide a brief summary of the data set.
Information regarding vacant properties
What was the purpose for developing this data set?
Provide information regarding vacant properties
How comprehensive is the coverage of this administrative data? Is data collection concentrated in one geographic area or among a certain population?Data limited to City of Lake Forest What time period (provide the year, and optionally month, or month and day) is covered by this data set? 2021-2029 Housing Element
What is the status of the data set (complete, in progress, or planned)? Complete.
2 Data Source Name
OC Continuum of Care
List the name of the organization or individual who originated the data set.
OC-211
Provide a brief summary of the data set.
2024 Orange County homeless Point-In-Time Survey
What was the purpose for developing this data set?
Homeless survey
How comprehensive is the coverage of this administrative data? Is data collection concentrated in one geographic area or among a certain population?
Countywide with some local data
What time period (provide the year, and optionally month, or month and day) is covered by this data set? January 2024
What is the status of the data set (complete, in progress, or planned)? Complete
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City of Lake Forest, CA
Citizen Participation Plan
Approved - May 6, 2025
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5190701 - PHNCC09-17-2024 - Page1 of 3
1920 Main St. Suite 225
Irvine, California 92614
714) 796- 2209
legals@inlandnewspapers. com
LAKE FOREST, CITY OF
100 CIVIC CENTER DR
LAKE FOREST, California 92630
Account Number: 5190701
Ad Order Number: 0011688562
Customer' s Reference/ PO Number:
Publication: Saddleback Valley News
Publication Dates: 09/ 05/ 2024
Total Amount:$ 815. 50
Payment Amount:$ 0.00
Amount Due:$ 815. 50
Notice ID: iJtkXkOWOjNjB2PY3uZs
Invoice Text:[ https:// res. cloudinary. com/ dgqq2xsfd/ image/ upload/ enotice- production/ exports/ 1724365468849/ image001. png] PUBLIC NOTICE PUBLIC
REVIEW PERIOD AND PUBLIC HEARING TO BE HELD BY THE CITY OF LAKE
FOREST CITY COUNCIL CDBG CONSOLIDATED ANNUAL PERFORMANCE EVALUATION REPORT FOR THE PERIOD OF JULY 1, 2023 THROUGH JUNE 30, 2024 NOTICE IS HEREBY GIVEN: The City of Lake Forest has completed its draft Consolidated Annual Performance Evaluation Report (" CAPER") for Program Year 2023/ 2024. The CAPER describes the use of Community Development Block Grant CDBG) and Community Development Block Grant- Coronavirus ( CDBG- CV) funds received from the U.S. Department of Housing and Urban Development ( HUD) and expended by the City of Lake Forest between July 1, 2023 and June 30, 2024 Program Year 2023/ 2024). Specifically, CDBG funds were expended for the following activities: · Social Services · Housing Rehabilitation Programs · Program Administration and Fair Housing Advocacy · Public Infrastructure and Facility Improvements · COVID- related Assistance · COVID- related facility improvements All activities undertaken by the City are consistent with HUD national program objectives of providing decent housing, fair housing opportunities, public services, and other community development activities that primarily benefit low- and moderate- income persons. CDBG- CV funds have been used to prevent, prepare for, or respond to local impacts of the Coronavirus pandemic. All persons interested in reviewing the draft 2023/ 2024 CAPER may do so from September 3, 2024 through September 18, 2024, online at www. lakeforestca. gov/ 854/ Community- Development- Block- Grant or at Lake Item: 10
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5190701 - PHNCC09-17-2024 - Page1 of 3
See Proof on Next Page
Saddleback Valley News
1920 Main St. Suite 225
Irvine, California 92614
714) 796- 2209
100 CIVIC CENTER DR, ATTN: CITY CLERK
LAKE FOREST, California 92630
AFFIDAVIT OF PUBLICATION
STATE OF CALIFORNIA
County of Orange County
I am a citizen of the United States and a resident of the County aforesaid; I am over the age of eighteen years, and not a party to or interested in the above- entitled matter. I am the principal clerk of the Saddleback Valley News, a newspaper that has been adjudged to be a newspaper of general circulation by the Superior Court of the County of Orange County, State of California, on December 7, 1976, Case No. A- 86742 in and for the City of Irvine, County of Orange County, State of California; that the notice, of which the annexed is a true printed copy, has been published in each regular and entire issue of said newspaper and not in any supplement thereof on the following dates, to wit:
09/ 05/ 2024
I certify ( or declare) under the penalty of perjury under the laws of the State of California that the foregoing is true and correct:
Executed at Anaheim, Orange County, California, on
Date: Sep 5, 2024.
Signature
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5190701 - PHNCC09-17-2024 - Page2 of 3
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5190701 - PHNCC09-17-2024 - Page3 of 3
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PUBLIC NOTICE
PUBLIC REVIEW PERIOD AND
PUBLIC HEARING TO BE HELD BY
THE CITY OF LAKE FOREST CITY COUNCIL
CDBG CONSOLIDATED ANNUAL PERFORMANCE EVALUATION REPORT
FOR THE PERIOD OF JULY 1, 2023 THROUGH JUNE 30, 2024
NOTICE IS HEREBY GIVEN: The City of Lake Forest has completed its draft Consolidated Annual Performance Evaluation Report ("CAPER") for Program Year 2023/2024. The CAPER describes the use of Community Development Block Grant (CDBG) and Community Development Block Grant-Coronavirus (CDBG-CV) funds received from the U.S. Department of Housing and Urban Development (HUD) and expended by the City of Lake Forest between July 1, 2023 and June 30, 2024 (Program Year 2023/2024).
Specifically, CDBG funds were expended for the following activities:
• Social Services • Housing Rehabilitation Programs
• Program Administration and Fair Housing
Advocacy
• Public Infrastructure and Facility
Improvements
• COVID-related Assistance • COVID-related facility improvements
All activities undertaken by the City are consistent with HUD national program objectives of providing decent housing, fair housing opportunities, public services, and other community development activities that primarily benefit low- and moderate-income persons. CDBG-CV funds have been used to prevent, prepare for, or respond to local impacts of the Coronavirus pandemic.
All persons interested in reviewing the draft 2023/2024 CAPER may do so from September 3, 2024 through September 18, 2024, online at www.lakeforestca.gov/854/Community- Development-Block-Grant or at Lake Forest City Hall, located at 100 Civic Center Drive, during regular business hours. Written comments or requests for additional information should be directed to Adrian Grijalva, Economic Development/Housing Manager, 100 Civic Center Drive, Lake Forest, CA 92630, or [email protected] by 4:00 PM September 18, 2024.
NOTICE IS FURTHER GIVEN: The City Council will hold a Public Hearing to consider the draft CAPER.
Hearing Date: September 17, 2024
Hearing Time: 6:30 PM
Hearing Location: City of Lake Forest City Council Chambers 100 Civic Center Drive, Lake Forest, CA
Environmental Documentation: The activity is not subject to the California Environmental Quality Act (“CEQA”) pursuant to Sections 15060(c)(2) because the activity, which involves approval of an annual report, will not result in a direct or reasonably foreseeable indirect physical change in the environment; and 15060(c)(3) because the activity is not a project as defined in Section 15378 of the CEQA Guidelines, California Code of regulations, Title 14, Chapter 3, because it has no potential for resulting in physical change to the environment, directly or indirectly.
All persons either favoring or opposing this proposal are invited to present their views before or at this hearing. It is requested that any supportive documents and/or written comments be submitted prior to the public hearing.
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Agenda on the Internet: The meeting Agenda will be available on the City website at https://lakeforestca.gov/129/Agendas. You can access the document on the Friday before the meeting. The meeting will also be livestreamed on the City website.
Agenda Document Review: The full Agenda including all back up information will be available at City Hall, 100 Civic Center Drive, Lake Forest, California, on the Friday before the meeting.
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 the City 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.
Public Comment prior to 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 at meeting: Members of the public may provide in-person, verbal comments for any item during the meeting. Those wishing to provide comments will be asked to fill out a speaker card and provide it to the City Clerk prior to the commencement of the meeting.
Any petition for judicial review of a decision of the Lake Forest City Council is controlled by the statute of limitations provisions set forth in Sections 2.50.010 and 2.50.020 of the Lake Forest Municipal Code (“LFMC”) and Sections 1094.5 and 1094.6 of the California Code of Civil Procedure. Any action or proceeding to attack, review, set aside, or void any decision of the Lake Forest City Council is controlled by Section 2.50.010 and Section 2.50.020 of the LFMC.
Any such action or proceeding that seeks judicial review of, attacks, or seeks to set aside or void any decision of the Lake Forest City Council shall be limited to those issues raised at the hearing described in this notice or in written correspondence delivered to the City Clerk, at, or prior to, the public hearing described in this notice, and must be commenced within the time limits specified in Chapter 2.50 of the LFMC.
WHO TO CONTACT FOR INFORMATION - For additional information, please contact Adrian Grijalva, at (949) 461-3449 or via e-mail at [email protected]
If you need special assistance to participate in this meeting, please contact the City Clerk at (949) 461-3420. Notification at least 48 hours prior to the meeting will enable the City to make reasonable arrangements to ensure accessibility to this meeting.
/s/ Lisa Berglund, MPA
City Clerk
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5190701 - Con Plan/AAP Public Notice 25-26 - Page 1 of 3 1920 Main St. Suite 225
Irvine, California 92614
(714) 796-2209
[email protected]
LAKE FOREST, CITY OF
100 CIVIC CENTER DR
LAKE FOREST, California 92630
Account Number: 5190701
Ad Order Number: 0011724418
Customer's Reference/PO Number:
Publication: Saddleback Valley News
Publication Dates: 03/20/2025
Total Amount: $940.70
Payment Amount: $0.00
Amount Due: $940.70
Notice ID: YLUrM6YgXz0Bammd9rFL
Invoice Text:
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5190701 - Con Plan/AAP Public Notice 25-26 - Page 1 of 3 See Proof on Next Page
Saddleback Valley News
1920 Main St. Suite 225
Irvine, California 92614
(714) 796-2209
100 CIVIC CENTER DR, ATTN: CITY CLERK
LAKE FOREST, California 92630
AFFIDAVIT OF PUBLICATION
STATE OF CALIFORNIA
County of Orange County
I am a citizen of the United States and a resident of the County aforesaid; I am over the age of eighteen years, and not a party to or interested in the above-entitled matter. I am the principal clerk of the Saddleback Valley News, a newspaper that has been adjudged to be a newspaper of general circulation by the Superior Court of the County of Orange County, State of California, on December 7, 1976, Case No. A-86742 in and for the City of Irvine, County of Orange County, State of California; that the notice, of which the annexed is a true printed copy, has been published in each regular and entire issue of said newspaper and not in any supplement thereof on the following dates, to wit:
03/20/2025
I certify (or declare) under the penalty of perjury under the laws of the State of California that the foregoing is true and correct:
Executed at Anaheim, Orange County, California, on
Date: Mar 20, 2025.
______________________________
Signature
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5190701 - Con Plan/AAP Public Notice 25-26 - Page 2 of 3 Newspaper page size: Width: 9.89 in., Height: 20.00 in.
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5190701 - Con Plan/AAP Public Notice 25-26 - Page 3 of 3 Newspaper page size: Width: 9.89 in., Height: 20.00 in.
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ATTACHMENT 2
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DRAFT
FY 2025-2026
CONSOLIDATED ANNUAL
PERFORMANCE EVALUTATION
REPORT
(CAPER)
September 17, 2026
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Table of Contents
CR-05 - Goals and Outcomes .............................................................................................. 1 CR-10 - Racial and Ethnic composition of families assisted .................................................. 5 CR-15 - Resources and Investments 91.520(a) ..................................................................... 7 CR-20 - Affordable Housing 91.520(b) ............................................................................... 10 CR-25 - Homeless and Other Special Needs 91.220(d, e); 91.320(d, e); 91.520(c) ............... 12 CR-30 - Public Housing 91.220(h); 91.320(j)....................................................................... 14 CR-35 - Other Actions 91.220(j)-(k); 91.320(i)-(j) ............................................................... 15 CR-40 - Monitoring 91.220 and 91.230 .............................................................................. 18 CR-58 – Section 3 ............................................................................................................. 20
Appendix A – IDIS Reports
Attachment B – Public Notice and Summary of Public Comments Item: 10
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CAPER 1
OMB Control No: 2506-0117 (exp. 09/30/2021)
CR-05 - Goals and Outcomes
Progress the jurisdiction has made in carrying out its strategic plan and its action plan.
91.520(a)
This could be an overview that includes major initiatives and highlights that were proposed and executed throughout the program year.
The City of Lake Forest adopted its FY 2025–2030 Five-Year Consolidated Plan on May 6, 2025. The Consolidated Plan established the following goals for the City’s Community Development Block Grant program:
• Preserve and improve housing affordable to lower-income households; • Improve public facilities and infrastructure benefiting low- and moderate-income residents; • Provide public services for low- and moderate-income persons and persons with special needs; • Support housing and services for persons experiencing or at risk of homelessness; • Expand economic opportunities for lower-income residents; and • Provide program administration, planning, and fair housing services.
During FY 2025–26, the first year of the five-year cycle, the City made progress toward several of these goals through the following activities:
• Provided housing rehabilitation and preservation assistance to 23 owner-occupied housing units, exceeding the annual goal of eight units;
• Funded safety-net public service programs that assisted 2,416 Lake Forest residents, exceeding the annual goal of 1,873 persons. Services included senior assistance, healthcare, childcare, food assistance, case management, and homelessness prevention; and • Completed the Accessible Pedestrian Signals project, which benefited approximately 2,454 residents with disabilities. Funds originally allocated to ADA Ramp Improvements Phase 15 were reallocated to cover the additional costs needed to complete the signal project. The ADA ramp project remains underway and will continue into FY 2026–27.
The City also continued CDBG program administration, subrecipient oversight, fair housing services, and required HUD planning and reporting activities. No economic development activities were funded during the year.
The City had $1,048,443.25 available during FY 2025–26, consisting of $518,662 in entitlement funds, $340,699.49 in unexpended prior-year funds, and $189,081.76 in revolving-loan-fund program income received from housing rehabilitation loan repayments. The City expended $858,743.24, or approximately 81.91% percent of the funds available.
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CAPER 2
OMB Control No: 2506-0117 (exp. 09/30/2021)
Comparison of the proposed versus actual outcomes for each outcome measure submitted with the consolidated plan and explain, if applicable, why progress was not made toward meeting goals and objectives. 91.520(g)
Categories, priority levels, funding sources and amounts, outcomes/objectives, goal outcome indicators, units of measure, targets, actual outcomes/outputs, and percentage completed for each of the grantee’s program year goals.
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CAPER 3
OMB Control No: 2506-0117 (exp. 09/30/2021)
Goal Category Source /
Amount
Indicator Unit of
Measure
Expected
–
Strategic
Plan
Actual –
Strategic
Plan
Percent
Complete
Expected
–
Program
Year
Actual –
Program
Year
Percent
Complete
Affordable
Housing
Affordable
Housing
CDBG:
$359,318
Homeowner Housing
Rehabilitated
Household
Housing
Unit
40 23 57.50% 15 23 153.33%
Public Social
Services
Non-Homeless
Special Needs
Low &
Moderate-
income
Households
CDBG:
$77,799
Public service
activities other than
Low/Moderate
Income Housing
Benefit
Persons
Assisted 8000 2416 30.20% 2629 2416 91.90%
Economic
Opportunities
Non-Housing
Community
Development
CDBG:
$0 Businesses assisted Businesses
Assisted 50 0 0.00% 0 0 0.00%
Homeless
Continuum of Care Homeless CDBG:
$0
Public service
activities other than
Low/Moderate
Income Housing
Benefit
Persons
Assisted 2500 0 0.00% 0 0 0.00%
Homeless
Continuum of Care Homeless CDBG:
$0
Tenant-based rental
assistance / Rapid
Rehousing
Households
Assisted 50 0 0.00% 0 0 0.00%
Homeless
Continuum of Care Homeless CDBG:
$0
Homelessness
Prevention
Persons
Assisted 250 0 0.00% 0 0 0.00%
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CAPER 4
OMB Control No: 2506-0117 (exp. 09/30/2021)
Infrastructure and
Facility
Improvements
Non-Housing
Community
Development
CDBG:
$280,000
Public Facility or
Infrastructure
Activities other than
Low/Moderate
Income Housing
Benefit
Persons
Assisted 7500 2454 28.87% 10,788 2454 22.75%
Program
Administration Administration CDBG:
$103,732 Other Other 450 99 22.00% 34 99 291.18%
Table 1 - Accomplishments – Program Year & Strategic Plan to Date
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CAPER 5
OMB Control No: 2506-0117 (exp. 09/30/2021)
Assess how the jurisdiction’s use of funds, particularly CDBG, addresses the priorities and specific objectives identified in the plan, giving special attention to the highest priority activities identified.
The City’s housing rehabilitation and preservation programs assisted 23 low- and moderate-income homeowners, exceeding the annual goal of eight units. These programs helped maintain the City’s existing supply of affordable owner-occupied housing.
CDBG-funded public service programs assisted 2,416 Lake Forest residents, exceeding the annual goal of 1,873 persons. Services included senior assistance, healthcare, childcare, food assistance, case management, and homelessness prevention.
The City also completed the Accessible Pedestrian Signals project, which benefited approximately 2,454 residents with disabilities. Funds originally allocated to ADA Ramp Improvements Phase 15 were moved to the signal project to cover the additional costs needed for completion. The ADA ramp project remains in progress and will continue into FY 2026–27.
Funds were also used for CDBG program administration, subrecipient oversight, fair housing services, and required HUD planning and reporting. No economic development activities were funded during the year, so no progress was made toward that objective.
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CAPER 6
OMB Control No: 2506-0117 (exp. 09/30/2021)
CR-10 – Racial and Ethnic composition of families assisted Describe the families assisted (including the racial and ethnic status of families assisted).
91.520(a)
CDBG
White 2,952
Black/African American 34
Asian 439
American Indian/Alaska Native 108
Native Hawaiian/Pacific Islander 17
American Indian/Alaska Native & White 0
Asian & White 0
Black/African American & White 2
American Indian/Alaska Native & Black 1
Other Multi-Racial 1339
Total 4,892
Hispanic 2,019
Not Hispanic 2,873
Table 2 – Table of assistance to racial and ethnic populations by source of funds Narrative
According to the 2024 American Community Survey Five-Year Estimates, White residents represent the largest racial group in Lake Forest at 48.2% of the population. Asian residents account for 20.0% of the City’s population and are among the City’s most prominent minority populations.
Based on the data reported in Table 2, 60.3% of CDBG program participants were White, while 41.3% identified as Hispanic or Latino. Activity-level accomplishment data indicate that many of the clients receiving housing, food, and medical assistance were lower-income Hispanic or Latino households.
Accomplishment data also indicate that nearly half of CDBG program beneficiaries were extremely low- income. During FY 2025–26, 47% of the beneficiaries assisted had household incomes at or below 30% of the area median income.
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CAPER 7
OMB Control No: 2506-0117 (exp. 09/30/2021)
CR-15 - Resources and Investments 91.520(a)
Identify the resources made available
Source of Funds Source Resources Made
Available
Amount Expended
During Program Year
CDBG public - federal $1,048.443 $858,743
Table 3 - Resources Made Available
Narrative
During FY 2025–26, the City had $1,048,443.25 in CDBG resources available. This included $518,662 in entitlement funds, $340,699.49 in unexpended prior-year funds, and $189,081.76 in revolving-loan-fund program income received from housing rehabilitation loan repayments.
The City expended $858,743.24, or approximately 81.91% percent of the funds available during the program year.
The PR26 CDBG Financial Summary Report provides additional information regarding the City’s CDBG resources and expenditures and is included in the appendix.
Identify the geographic distribution and location of investments Target Area Planned Percentage of
Allocation
Actual Percentage of
Allocation
Narrative Description
CDBG TARGET AREAS 0 17 Park and Sidewalk Projects
Citywide 100 83 Citywide
Table 4 – Identify the geographic distribution and location of investments
Narrative
During FY 2025–26, the City used 83 percent of its CDBG resources for activities carried out on a citywide basis. These included housing rehabilitation and preservation, public services, homelessness prevention, fair housing services, and program administration. These activities assisted eligible Lake Forest residents regardless of where they lived in the City.
The remaining 17 percent supported infrastructure improvements within the City’s CDBG Target Areas.
This included the Accessible Pedestrian Signals project at the intersections of El Toro Road and Serrano Road, El Toro Road and Trabuco Road, Jeronimo Road and Cherry Avenue, and Trabuco Road and Cherry Avenue, as well as work on ADA Ramp Improvements Phase 15.
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CAPER 8
OMB Control No: 2506-0117 (exp. 09/30/2021)
The amount invested in the CDBG Target Areas was lower than planned because funds were moved from the ADA ramp project to cover additional costs needed to complete the Accessible Pedestrian Signals project. Although some funds were spent on the ADA ramp pr oject during the year, the project was not completed and will continue into FY 2026 –27. Attachment 2 provides a map of the City’s CDBG Target Areas.
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CAPER 9
OMB Control No: 2506-0117 (exp. 09/30/2021)
Leveraging
Explain how federal funds leveraged additional resources (private, state and local funds), including a description of how matching requirements were satisfied, as well as how any publicly owned land or property located within the jurisdiction that were use d to address the needs identified in the plan.
The City continued to seek opportunities to leverage CDBG funds with other available resources. However, no additional private, state, or local funds were used during the reporting period. CDBG funds do not require a local match, and no publicly owned land or property was used to address the needs identified in the Consolidated Plan.
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CAPER 10
OMB Control No: 2506-0117 (exp. 09/30/2021)
CR-20 - Affordable Housing 91.520(b)
Evaluation of the jurisdiction's progress in providing affordable housing, including the number and types of families served, the number of extremely low-income, low-income, moderate-income, and middle-income persons served.
One-Year Goal Actual
Number of Homeless households to be
provided affordable housing units 0 0
Number of Non-Homeless households to be
provided affordable housing units 8 23
Number of Special-Needs households to be
provided affordable housing units 0 0
Total 8 23
Table 5 – Number of Households
One-Year Goal Actual
Number of households supported through
Rental Assistance 0 0
Number of households supported through
The Production of New Units 0 0
Number of households supported through
Rehab of Existing Units 8 23
Number of households supported through
Acquisition of Existing Units 0 0
Total 8 23
Table 6 – Number of Households Supported
Discuss the difference between goals and outcomes and problems encountered in meeting these goals.
Although most of the City’s programs exceeded their planned goals during the reporting period, the housing rehabilitation program may face increased demand in future years. Home prices in Lake Forest remain high, and elevated mortgage interest rates may ca use more homeowners to remain in and improve their existing homes rather than purchase another home. This may place additional demand on the limited CDBG funds available for housing rehabilitation.
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CAPER 11
OMB Control No: 2506-0117 (exp. 09/30/2021)
Discuss how these outcomes will impact future annual action plans.
Although the City exceeded its annual housing rehabilitation goal, continued demand for assistance will be considered in future Annual Action Plans. Approximately 5 percent of the City’s housing stock consists of mobile homes, many of which are occupied by lower-income homeowners with limited incomes. Of the 23 housing units rehabilitated during FY 2025–26, nine were mobile homes.
The City will continue to prioritize housing rehabilitation and evaluate future funding based on program demand and available resources. Because the number of contractors specializing in mobile home rehabilitation is limited, the City will also continue its effort s to recruit qualified contractors, including outreach to minority- and women-owned businesses.
Include the number of extremely low -income, low -income, and moderate -income persons served by each activity where information on income by family size is required to determine the eligibility of the activity.
Number of Households Served CDBG Actual HOME Actual
Extremely Low-income 12 0
Low-income 1 0
Moderate-income 10 0
Total 23 0
Table 7 – Number of Households Served
Narrative Information
Table 7 provides information regarding the households that received housing rehabilitation assistance during FY 2025-2026.
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CAPER 12
OMB Control No: 2506-0117 (exp. 09/30/2021)
CR-25 - Homeless and Other Special Needs 91.220(d, e); 91.320(d, e); 91.520(c) Evaluate the jurisdiction’s progress in meeting its specific objectives for reducing and ending homelessness through:
Reaching out to homeless persons (especially unsheltered persons) and assessing their individual needs
During FY 2025-2026 Lake Forest did not allocate CDBG funds for homeless outreach.
Addressing the emergency shelter and transitional housing needs of homeless persons During the FY 2025-2026 reporting period, the City did not fund emergency shelter or transitional housing programs.
Helping low-income individuals and families avoid becoming homeless, especially extremely low-income individuals and families and those who are: likely to become homeless after being discharged from publicly funded institutions and systems of care (such as health care facilities, mental health facilities, foster care and other youth facilities, and corrections programs and institutions); and, receiving assistance from public or private agencies that address housing, health, social services, employment, education, or youth needs The City’s homeless strategy identified in the Consolidated Plan includes providing safety-net services to help individuals and families remain housed. During FY 2025 –26, the City provided CDBG funding to Families Forward, Family Assistance Ministries, and South County Outreach to assist households that were homeless or at risk of becoming homeless. Collectively, these agencies assisted 80 lower -income Lake Forest residents through case management, rent and utility assistance, food assistance, and other supportive services.
The City also continued to participate in regional homeless planning efforts through the Orange County Continuum of Care, including discharge planning intended to help prevent individuals leaving publicly funded institutions from becoming homeless.
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CAPER 13
OMB Control No: 2506-0117 (exp. 09/30/2021)
Helping homeless persons (especially chronically homeless individuals and families, families with children, veterans and their families, and unaccompanied youth) make the transition to permanent housing and independent living, including shortening the peri od of time that individuals and families experience homelessness, facilitating access for homeless individuals and families to affordable housing units, and preventing individuals and families who were recently homeless from becoming homeless again
The City did not undertake a similar activity during the FY 2025-2026 reporting period.
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CAPER 14
OMB Control No: 2506-0117 (exp. 09/30/2021)
CR-30 - Public Housing 91.220(h); 91.320(j)
Actions taken to address the needs of public housing
The City of Lake Forest does not own or manage public housing.
Actions taken to encourage public housing residents to become more involved in management and participate in homeownership
Not applicable.
Actions taken to provide assistance to troubled PHAs
Not applicable.
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CAPER 15
OMB Control No: 2506-0117 (exp. 09/30/2021)
CR-35 - Other Actions 91.220(j)-(k); 91.320(i)-(j)
Actions taken to remove or ameliorate the negative effects of public policies that serve as barriers to affordable housing such as land use controls, tax policies affecting land, zoning ordinances, building codes, fees and charges, growth limitations, and policies affecting the return on residential investment. 91.220 (j); 91.320 (i) During FY 2025 –26, the City continued to implement programs identified in its 2021 –2029 Housing Element to reduce governmental constraints to housing development. The City maintained provisions for streamlined and ministerial review of eligible affordable housing projects and contin ued to provide developers with information regarding State density bonus provisions and related incentives.
The City also maintained online access to zoning information, development standards, fees, submittal requirements, and accessory dwelling unit resources. Staff continued to monitor federal and State housing legislation and update City regulations as needed. There are no growth -limit initiatives in Lake Forest.
Land, construction, labor, and financing costs remain barriers that are largely outside the City’s control.
Actions taken to address obstacles to meeting underserved needs. 91.220(k); 91.320(j) The City recognizes that lower-income households, seniors, persons with disabilities, families with children, and persons who are homeless or at risk of becoming homeless may face barriers to obtaining housing and needed services. During FY 2025–26, the City funded public service agencies that provided senior assistance, reduced-cost healthcare, after-school childcare, food assistance, case management, rent and utility assistance, and homelessness prevention services. These activities assisted 2,416 lower- income Lake Forest residents.
The City also assisted with the rehabilitation of 23 owner-occupied housing units, including nine mobile homes, and completed the Accessible Pedestrian Signals project, which benefited approximately 2,454 residents with disabilities. These activities helped preserve existing housing, improve accessibility, and provide services to underserved residents.
Actions taken to reduce lead-based paint hazards. 91.220(k); 91.320(j) During FY 2025 –26, the City continued to address lead -based paint hazards through its housing rehabilitation programs. Program applicants received information regarding the health risks associated with lead-based paint and the importance of screening children for elevated blood-lead levels.
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CAPER 16
OMB Control No: 2506-0117 (exp. 09/30/2021)
For CDBG-assisted rehabilitation of housing constructed before 1978, the City applied federal lead-based paint requirements as applicable based on the scope of work and level of assistance. When lead -based paint was identified or presumed to be present, the City required appropriate safe work practices, hazard- reduction measures, and clearance in accordance with federal requirements. These requirements were applied, as applicable, to the 23 housing units rehabilitated during the reporting period.
Actions taken to reduce the number of poverty-level families. 91.220(k); 91.320(j) According to data from the U.S. Census Bureau (2024: American Community Survey 5 -Year Estimates – Table S1701), approximately 7.8% of Lake Forest residents have incomes below poverty. Specifically,
14.6% of City residents aged 65 and older and 13.1% of children under 18 have a household income below poverty. The Consolidated Plan and Annual Action Plan indicated that the City would support social services and housing activities for households living below the poverty line.
During FY 2025–26, the City used CDBG funds to support programs that helped lower-income households meet basic needs and maintain housing stability. Funded services included senior meals and in -home support, reduced-cost healthcare, after -school childcare, food assistance, case management, rent and utility assistance, and homelessness prevention. These public service activities assisted 2,416 lower - income Lake Forest residents.
The City also assisted with the rehabilitation of 23 owner -occupied housing units, helping lower-income homeowners preserve their homes and address needed repairs. While these activities do not directly measure changes in poverty status, they helped reduce househo ld expenses and the risk of housing instability.
Actions taken to develop institutional structure. 91.220(k); 91.320(j) During FY 2025–26, the City maintained its CDBG program delivery structure through coordination among City staff, other City departments, and nonprofit subrecipients. The City partnered with seven nonprofit agencies to provide public services and fair housing assistance to lower -income residents. City staff administered the subrecipient agreements, reviewed performance and reimbursement information, and provided technical assistance as needed.
CDBG staff also coordinated with the Public Works Department on the Accessible Pedestrian Signals and ADA ramp projects and with housing program staff on the City’s housing rehabilitation activities. This coordination helped ensure that funded activities a ddressed Consolidated Plan priorities and complied with applicable CDBG requirements.
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CAPER 17
OMB Control No: 2506-0117 (exp. 09/30/2021)
Actions taken to enhance coordination between public and private housing and social service agencies. 91.220(k); 91.320(j)
During FY 2025–26, the City continued to coordinate with public and private agencies to provide housing and social services to Lake Forest residents. The City maintained its partnership with the Orange County Housing Authority, which administers the Housing Choice Voucher program for eligible City residents.
The City also coordinated with the County and National CORE Renaissance on the 50 -unit Aspan Court affordable housing development, including 15 project -based Housing Choice Vouchers. In addition, the City partnered with seven nonprofit agencies to provide public services and fair housing assistance to lower-income residents. City staff maintained regular contact with these agencies through grant administration, performance reporting, and program oversight.
Identify actions taken to overcome the effects of any impediments identified in the jurisdictions analysis of impediments to fair housing choice. 91.520(a) Consolidated Plan regulations require CDBG recipients to (1) examine and attempt to alleviate housing discrimination within their jurisdiction; (2) promote fair housing choice for all persons; (3) provide opportunities for all persons to reside in any give n housing development, regardless of race, color, religion, sex, disability, familial status, or national origin; (4) promote housing that is accessible to and usable by persons with disabilities; and (5) comply with the non -discrimination requirements of the Fair Housing Act. HUD encourages jurisdictions to consult with one another and initiate countywide fair housing planning.
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CAPER 18
OMB Control No: 2506-0117 (exp. 09/30/2021)
CR-40 - Monitoring 91.220 and 91.230
Describe the standards and procedures used to monitor activities carried out in furtherance of the plan and used to ensure long -term compliance with requirements of the programs involved, including minority business outreach and the comprehensive planning requirements During FY 2025 –26, the City monitored CDBG-funded activities through the review of reimbursement requests, supporting documentation, accomplishment reports, and project status information.
Subrecipients were required to carry out activities in accordance with their agreements and ma intain records supporting program eligibility, expenditures, and accomplishments. City staff also provided guidance regarding CDBG requirements and followed up on performance or administrative issues as needed.
Under the City’s monitoring procedures, subrecipients are generally subject to on -site monitoring every two years. New subrecipients and programs with identified performance or compliance concerns may be monitored more frequently.
City staff also worked with other City departments to ensure that applicable federal requirements were incorporated into CDBG -funded activities and agreements, including procurement, labor standards, Section 3, and equal opportunity requirements, as applicable. The City’s procurement procedures provide opportunities for small, minority -owned, and women -owned businesses to participate in CDBG -funded contracting opportunities.
The City’s Citizen Participation Plan ensures that community input is considered before submitting a substantial amendment or an annual update to HUD. It also allows residents to review and comment on yearly performance. Construction, professional service, and sub -recipient agreements have been prepared to ensure compliance with applicable federal regulations. Additionally, the City has implemented an open procurement process that encourages bidding from minor ity and women-owned businesses.
Citizen Participation Plan 91.105(d); 91.115(d)
Describe the efforts to provide citizens with reasonable notice and an opportunity to comment on performance reports.
The City published a notice in the Saddleback Valley News on September 2, 2026, announcing a 15 -day public comment period and City Council meeting to encourage resident participation. The FY 2025 -2026 CAPER was available for public review and comment from September 2, 2026, through September 17, Item: 10
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CAPER 19
OMB Control No: 2506-0117 (exp. 09/30/2021)
2026, online and at Lake Forest City Hall, located at 100 Civic Center. The Lake Forest City Council accepted additional public comments at its September 17, 2026, meeting. A copy of this notice and a summary of public comments is provided in the appendix.
CR-45 - CDBG 91.520(c)
Specify the nature of, and reasons for, any changes in the jurisdiction’s program objectives and indications of how the jurisdiction would change its programs as a result of its experiences.
No. FY 2025-2026 Action Plan changes were undertaken during the reporting period.
Does this Jurisdiction have any open Brownfields Economic Development Initiative (BEDI) grants?
No
[BEDI grantees] Describe accomplishments and program outcomes during the last year.
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CAPER 20
OMB Control No: 2506-0117 (exp. 09/30/2021)
CR-58 – Section 3
Identify the number of individuals assisted and the types of assistance provided Total Labor Hours CDBG HOME ESG HOPWA HTF
Total Number of Activities 0 0 0 0 0
Total Labor Hours
Total Section 3 Worker Hours
Total Targeted Section 3 Worker Hours
Table 8 – Total Labor Hours
Qualitative Efforts - Number of Activities by Program CDBG HOME ESG HOPWA HTF Outreach efforts to generate job applicants who are Public Housing Targeted Workers
Outreach efforts to generate job applicants who are Other Funding Targeted Workers.
Direct, on-the job training (including apprenticeships).
Indirect training such as arranging for, contracting for, or paying tuition for, off-site training.
Technical assistance to help Section 3 workers compete for jobs (e.g., resume assistance, coaching).
Outreach efforts to identify and secure bids from Section 3 business concerns.
Technical assistance to help Section 3 business concerns understand and bid on contracts.
Division of contracts into smaller jobs to facilitate participation by Section 3 business concerns.
Provided or connected residents with assistance in seeking employment including: drafting resumes, preparing for interviews, finding job opportunities, connecting residents to job placement services.
Held one or more job fairs.
Provided or connected residents with supportive services that can provide direct services or referrals.
Provided or connected residents with supportive services that provide one or more of the following: work readiness health screenings, interview clothing, uniforms, test fees, transportation.
Assisted residents with finding child care.
Assisted residents to apply for, or attend community college or a four year educational institution.
Assisted residents to apply for, or attend vocational/technical training.
Assisted residents to obtain financial literacy training and/or coaching.
Bonding assistance, guaranties, or other efforts to support viable bids from Section 3 business concerns.
Provided or connected residents with training on computer use or online technologies.
Promoting the use of a business registry designed to create opportunities for disadvantaged and small businesses.
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CAPER 21
OMB Control No: 2506-0117 (exp. 09/30/2021)
Outreach, engagement, or referrals with the state one-stop system, as designed in Section 121(e)(2) of the Workforce Innovation and Opportunity Act.
Other.
Table 9 – Qualitative Efforts - Number of Activities by Program Narrative
N/A
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APPENDIX 1 – IDIS Reports
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APPENDIX 2 – Proof of Publication and Public Comments
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ATTACHMENT 3
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RESOLUTION NO. 2026-______
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE
FOREST, CALIFORNIA, APPROVING THE FY 2025-26
CONSOLIDATED ANNUAL PERFORMANCE EVALUATION
REPORT FOR THE CITY’S COMMUNITY DEVELOPMENT
BLOCK GRANT PROGRAM
WHEREAS, the City of Lake Forest (“City”) is an entitlement grantee participating in the Federal Community Development Block Grant (“CDBG”) program; and
WHEREAS, the City is required to annually submit a Consolidated Annual Performance Evaluation Report (“CAPER”) to the U.S. Department of Housing and Urban Development (“HUD”), and the purpose of the CAPER is to provide a detailed accounting of the City’s progress on CDBG funded activities for that given program year; and
WHEREAS, the City received $518,662 in CDBG funds for program year 2025-26 and has or will spend the funds in accordance with the City’s approved Action Plan, which the City Council approved in May 2025.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF LAKE FOREST AS FOLLOWS:
SECTION 1. The foregoing recitals are true and correct and are incorporated herein and made an operative part of this Resolution.
SECTION 2. The City Council finds that this Resolution is not subject to the California Environmental Quality Act (“CEQA”) pursuant to Section 15061(b)(3) of the CEQA Guidelines, as the activity is covered by the general rule that CEQA applies only to projects which have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA.
SECTION 3. The City of Lake Forest prepared a CAPER for program year 2025-26 and made it available for public review and comment for 15 days prior to Council review.
SECTION 4. The City of Lake Forest City Council reviewed the CAPER at a duly noticed public meeting held on September 17, 2026, and provided the opportunity for public comment.
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SECTION 5. The City of Lake Forest City Council hereby approves the City’s 2025-26 CAPER on September 17, 2026.
SECTION 6. If any provision of this Resolution is held invalid, the remainder of this Resolution shall not be affected by such invalidity, and the provisions of this Resolution are severable.
SECTION 7. This Resolution shall become effective upon its adoption.
SECTION 8. The Mayor shall sign this Resolution and the City Clerk shall certify the adoption thereof.
PASSED, APPROVED AND ADOPTED this 17th 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 17th day of September 2026, by the following vote, to wit:
AYES: COUNCIL MEMBERS:
NOES: COUNCIL MEMBERS:
ABSTAIN: COUNCIL MEMBERS:
ABSENT: COUNCIL MEMBERS:
_____________________________
THY MERRITT,
CITY CLERK
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 9/17/2026
DEPARTMENT: Finance
SUBJECT:
FEE STUDY FOLLOW-UP: ENCROACHMENT PERMIT DEPOSITS FOR
PUBLIC UTILITIES
RECOMMENDED ACTION(S):
City Council Discretion.
EXECUTIVE SUMMARY:
At its September 1, 2026, meeting, the City Council adopted the updated Master Fee Schedule and requested additional information regarding the application of encroachment permit deposits to public utility projects, including whether public utilities should be exempt from the deposit requirement (Attachment 1). The Audit Committee reviewed this information at its September 8, 2026, meeting and received and filed the report. This report provides information regarding the calculation, application, and historical use of encroachment permit deposits.
DISCUSSION:
A general encroachment permit is required for any work performed within the public right-of-way. The permit may be charged on either a fixed-fee or deposit basis depending on the anticipated duration, complexity, and inspection needs of the work. These requirements apply to all applicants, including public utilities.
The fee schedule provides for a deposit when work is expected to last more than two days. In practice, however, many public utility projects can continue to be charged using the fixed daily rate when the work is routine and the utility can reliably estimate the number of workdays. Public utilities generally perform this type of work efficiently and have substantial experience estimating project schedules. Applying the fixed daily rate in these circumstances is typically more cost-effective than tracking and billing all actual City and inspection costs against a deposit.
A deposit is generally used for extended or more complex projects requiring additional traffic-control review, plan check, testing, inspection, or when the required level of City involvement cannot be reasonably determined in advance.
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The deposit is applied toward the City’s actual costs. City staff provides monthly statements detailing the costs incurred and requests additional funds if the remaining deposit is insufficient to complete the project. Any unused balance is refunded to the applicant upon completion of the project.
Under the prior fee schedule, the initial deposit was $825, which was less than the $1,110 fixed fee for a typical three-day permit. The updated Master Fee Schedule increased the initial deposit to $1,500 to better reflect the cost of City staff and the rising cost of outsourced inspection services. The initial deposit may be increased based on the anticipated scope, duration, and inspection needs of a project. Deposit-based permits are reconciled to the City’s actual costs.
As shown in Table 1, public utilities received 59 fixed-fee permits and five deposit-based permits during FY 2025-26. The fixed-fee permits generated $70,337, while $75,000 was collected for deposit-based permits. Of the amount collected, $52,618 had been applied toward actual City costs through June 30, 2026. The remaining $22,382 will be applied to future costs for ongoing projects or refunded upon project completion.
Table 1: Encroachment Permits Activity for Selected Public Utilities – FY2025-26 Public Utility Fixed-
Fee
Permits
Fixed-
Fee
Amount
Paid
Deposit
Based
Permits
Deposit
Paid
Amount
Actual
Costs
Applied
Cox Communications - - 1 $30,000 $17,450
El Toro Water District - - 1 $10,000 $5,375
Irvine Ranch Water
District
- - 1 $25,000 $25,000
Southern California
Edison
45 $60,835 1 $5,000 -
The Gas Company 14 $9,502 1 $5,000 $4,793
The deposit-based permits issued to Southern California Edison and The Gas Company were associated with extended, multi-month projects. Southern California Edison’s deposit relates to a streetlight project that had not yet begun, while The Gas Company’s deposit relates to a project scheduled from June through November 2026. These projects were processed on a deposit basis due to their anticipated duration and inspection requirements. If project costs exceed the initial deposit, the utility will be required to provide additional funds. Any unused balance will be refunded upon completion of the project.
Encroachment permit deposits allow the City to recover the actual cost of reviewing and inspecting larger or extended projects, regardless of the type of applicant performing the work. Exempting public utilities would shift these costs Item: 11
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to the General Fund. Based on this review, staff does not recommend an exemption for public utilities or any change to the adopted fee schedule.
The September 1, 2026, Fee Study staff report (Attachment 2) and Comprehensive User Fee Study (Attachment 3) are attached. Inasmuch as the City Council requested this item, any further action is at the discretion of the City Council.
FISCAL IMPACT:
Fiscal impact is dependent upon City Council action.
ATTACHMENTS:
1. September 1, 2026, Meeting Minutes
2. September 1, 2026, City Council Staff Report
3. Comprehensive User Fee Study
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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Attachment 1
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DRAFT MINUTE EXCERPT
LAKE FOREST SPECIAL CITY COUNCIL MEETING
September 1, 2026
______________________________________________________________________
13. USER AND REGULATORY FEES UPDATE
Mayor Pequeño opened the public hearing. City Manager Rose introduced this item and invited Assistant Director of Finance Lewis who along with David Schroeder with Clear Choice Financial Consulting provided a presentation. Public Affairs Manager with Southern California Gas Company Juan Gonzales offered public comment requesting Council consider exempting public utilities from encroachment permit fees and adding language to the fee schedule stating so.
Clarifying questions were asked and answered. Mayor Pequeño closed the public hearing.
MOTION: It was moved by Council Member Tettemer, seconded by Council Member Voigts, to: 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. 3. Bring the item back for further discussion on exempting public utility companies from encroachment permits fees. The motion was carried by a vote of 5-0.
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Attachment 2
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 9/01/2026
DEPARTMENT: Finance
SUBJECT
:
USER AND RE
GULATORY FEES UPDATE
RECOMMEND
ED ACTION(S):
1. Conduct the noticed public hearing.
2. Ad
opt 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 S
UMMARY:
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.
Attachment 1
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BACKGR
OUND:
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.
U
ser 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.
Se
rvices 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.
In
dustry 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.
O
ngoing 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 an d
mod
ifications to existing structures;
2. Planning, including entitlement review and review for compliance with the City'
s zoning requirements;
Attachment 1
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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
Attachment 1
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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.
Attachment 1
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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.
$185,000
combined
annual
increase1 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.
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.
Minimal
revenue
impact
Culture,
Leisure &
Recreation
Facility rental rates and user classifications updated; certain deposits and rental provisions revised.
Minimal
revenue
impact
Community
Preservation Group Home Permit added.
Minimal
revenue
impact
1Total annual fee revenue is estimated to increase from approximately $3.9 million to $4.1 million, or 4.7%.
Attachment 1
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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
Attachment 1
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Attachment 3
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Illustration of Current and Proposed Fees
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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
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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
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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: 11
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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
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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.
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%. 4 Item: 11
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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
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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: 11
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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
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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: 11
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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: 11
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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: 11
482
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: 11
483
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: 11
484
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: 11
485
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: 11
486
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: 11
487
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: 11
488
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: 11
489
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: 11
490
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: 11
491
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: 11
492
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: 11
493
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: 11
494
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: 11
495
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: 11
496
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: 11
497
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: 11
498
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: 11
499
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: 11
500
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: 11
501
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: 11
502
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: 11
503
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
32 Item: 11
504
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
33 Item: 11
505
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: 11
506
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 - 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.
35 Item: 11
507
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 - 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: 11
508
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.
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. 37 Item: 11
509
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: 11
510
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.
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. 39 Item: 11
511
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: 11
512
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: 11
513
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: 11
514
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: 11
515
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: 11
516
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: 11
517
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: 11
518