Agenda packet — Placentia City Council, February 6, 2024 (part 1 of 4)

Mayor Jeremy B. Yamaguchi
District 3
Mayor Pro Tem Kevin Kirwin
District 2
Rhonda Shader
Councilmember
District 1
Ward L. Smith
Councilmember
District 5
Chad P. Wanke
Councilmember
District 4
Robert S. McKinnell
City Clerk
Kevin A. Larson
City Treasurer
Damien R. Arrula
City Administrator
Christian L. Bettenhausen
City Attorney
City of Placentia
401 E. Chapman Avenue
Placentia, CA 92870
Phone: (714) 993-8117
Fax: (714) 961-0283
Email:
[email protected]
Website: www.placentia.org
Regular Meeting Agenda
February 6, 2024
Placentia City Council
Placentia City Council Acting as Successor Agency to the Placentia Redevelopment Agency
Placentia Industrial Commercial Development Authority
Placentia Public Financing Authority
Mi4siork,Statement
The/City Coi ncil'14-comnitted'to keep Pla.centtaaipleasant place/ by provCdin,g•waafvfa.wnilyatno-phere, superiorpul>i+cbevvtces-and poL�cfe� that promote the hCg-heft ata nda rd *- o f comes kuuty lid VC4,CovvStatement
The/ City of Placentta will ntiainta.Lw an/ opevi, han.e/st reaponm:ve, a.n.& innm.avatwe goverwntie nt that deliverk quality Uty service - itti cv fair and/ equ.ita.Ule wna.wn.er while/ optuni0v, availab-le/ repo w'ces:

Copies of all agenda materials are available for public review in the Office of the City Clerk, online at www.placentia.org , and at the Placentia Library Reference Desk.

Persons who have questions concerning any agenda item may call the City Clerk's Office, (714) 993-8231, to make inquiry concerning the nature of the item described on the agenda.

Procedures for Addressing the Council/Board Members
Any person who wishes to speak regarding an item on the agenda or on a subject within the City's jurisdiction during the "Oral Communications" portion of the agenda should fill out a "Speaker Request Form" and give it to the City Clerk BEFORE that portion of the agenda is called. Testimony for Public Hearings will only be taken at the time of the hearing. Any person who wishes to speak on a Public Hearing item should fill out a "Speaker Request Form" and give it to the City Clerk BEFORE the item is called.

The Council and Board members encourage free expression of all points of view. To allow all persons the opportunity to speak, please keep your remarks brief. If others have already expressed your position, you may simply indicate that you agree with a previous speaker. If appropriate, a spokesperson may present the views of an entire group. To encourage all views, the Council and Board discourage clapping, booing or shouts of approval or disagreement from the audience.

PLEASE SILENCE ALL PAGERS, CELL PHONES, AND OTHER ELECTRONIC EQUIPMENT WHILE COUNCIL AND BOARD MEMBERS ARE IN SESSION.

Special Accommodations
In compliance with the Americans with Disabilities Act, if you need special assistance to participate in this meeting, please contact the City Clerk's Office at (714) 993-8231.

Notification 48 hours prior to the meeting will generally enable City Staff to make reasonable arrangements to ensure accessibility.
(28 CFR 35.102.35.104 ADA Title II)
In compliance with California Government Code § 54957.5, any writings or documents provided to a majority of the City Council regarding any item on this agenda that are not exempt from disclosure under the Public Records Act will be made available for public inspection at the City Clerk's Office at City Hall, 401 East Chapman Avenue, Placentia, during normal business hours.

Study Sessions are open to the public and held in the City Council Chambers or City Hall Community Room. Executive Sessions are held in the Council Caucus Room. While the public may be in attendance during oral announcements preceding Executive Sessions, Executive Sessions are not open to the public.

Placentia City Council/Successor Agency/ICDA/PPFA Agenda, February 6, 2024

Page 1 of 6 ends

PLACENTIA CITY COUNCIL

PLACENTIA CITY COUNCIL ACTING AS SUCCESSOR AGENCY TO THE

PLACENTIA REDEVELOPMENT AGENCY

PLACENTIA INDUSTRIAL COMMERCIAL DEVELOPMENT AUTHORITY

PLACENTIA PUBLIC FINANCING AUTHORITY

REGULAR MEETING AGENDA - CLOSED SESSION
February 6, 2024
5:30 p.m. - City Council Chambers
401 E. Chapman Avenue, Placentia, CA
CALL TO ORDER:

ROLL CALL:

Councilmember/Board Member Shader
Councilmember/Board Member Smith
Councilmember/Board Member Wanke
Mayor Pro Tem/Board Vice Chair Kirwin
Mayor/Board Chair Yamaguchi
ORAL COMMUNICATIONS:

At this time, the public may address the City Council and Boards of Directors concerning any items on the Closed Session Agenda only. There is a five (5) minute time limit for each individual addressing the City Council and Boards of Directors.

The City Council and Boards of Directors will recess to the City Council Caucus Room for the purpose of conducting their Closed Session proceedings.

1. Pursuant to Government Code Section 54957(b)(1):

PUBLIC EMPLOYEE PERFORMANCE EVALUATION
Title: City Administrator
RECESS: The City Council and Boards of Directors will recess to their 7:00 p.m. Regular Meeting.

Placentia City Council/Successor Agency/ICDA/PPFA Agenda, February 6, 2024 Page 2 of 6

PLACENTIA CITY COUNCIL

PLACENTIA CITY COUNCIL ACTING AS SUCCESSOR AGENCY TO THE

PLACENTIA REDEVELOPMENT AGENCY

PLACENTIA INDUSTRIAL COMMERCIAL DEVELOPMENT AUTHORITY

PLACENTIA PUBLIC FINANCING AUTHORITY

REGULAR MEETING AGENDA
February 6, 2024
7:00 p.m. — City Council Chambers
401 E. Chapman Avenue, Placentia, CA
CALL TO ORDER:

ROLL CALL:

Councilmember/Board Member Shader
Councilmember/Board Member Smith
Councilmember/Board Member Wanke
Mayor Pro Tem/Board Vice Chair Kirwin
Mayor/Board Chair Yamaguchi
INVOCATION: Chaplain Tony Mercado
PLEDGE OF ALLEGIANCE: Officer Herman Flores
PRESENTATION:

Placentia Public Safety Communications Center's recognition by The International Academies of Emergency Dispatch as an Accredited Center of Excellence (ACE) for emergency medical dispatching
Recipients: Stefanie Acosta -Reyes, Communications Manager and the Communications Center Dispatching Team
Presenters: Mayor Yamaguchi and Members of the City Council CLOSED SESSION REPORT:

CITY ADMINISTRATOR REPORT:

ORAL COMMUNICATIONS:

At this time, the public may address the City Council and Boards of Directors concerning any agenda item, which is not a public hearing item, or on matters within the jurisdiction of the City Council and Boards of Directors. There is a five (5) minute time limit for each individual addressing the City Council and Boards of Directors.

CITY COUNCIL/BOARD MEMBER COMMENTS:

1. CONSENT CALENDAR (Items 1.a. through 1.e.):

All items on the Consent Calendar are considered routine and are enacted by one motion approving the recommended action listed on the Agenda. Any Member of the City Council and Boards of Directors or City Administrator may request an item be removed from the Consent Calendar for discussion. All items removed shall be considered immediately following action on the remaining items.

1.a.

Consideration to Waive Reading in Full of all Ordinances and Resolutions Fiscal Impact: None
Recommended Action: Approve

1.b. City Fiscal Year 2023-24 Registers for February 6, 2024 Check Register
Fiscal Impact: $1,503,968.75
Electronic Disbursement Register
Fiscal Impact: $ 868,334.86
Recommended Action: It is recommended that the City Council:
1) Receive and file
Placentia City Council/Successor Agency/ICDA/PPFA Agenda, February 6, 2024 Page 3 of 6

1.c.

Acceptance of Construction Work and Notice of Completion for the 2022-2023 Concrete Repair Project, City Project No. 1302
Fiscal Impact:

Expense:
$ 97,500.00
$ 9,744.00
S 2,665.50
$109,909.50
$ 1,617.29
S 7,740.00
$119,266.79 Total Project Cost
Budget:

Construction Contract (Grigolla)
Approved Change Order No. 1
Balancing Change Order No. 2
Total Construction Cost
Arborist Inspections (Dudek)
Tree Removals (WCA)
5119,723.56 Total FY 22-23 CIP Budcet
$119,723.56 Measure U Fund (791302-6740)
Recommended Action: It is recommended that the City Council:
1) Authorize the City Administrator to approve Balancing Contract Change Order No. 2 with Grigolla & Sons Construction Co. Inc, in the amount of $2,665.50; and 2) Accept the work performed by Grigolla & Sons Construction Co. Inc, for construction of the 2022-2023 Concrete Repairs Project, City Project No. 1302 for a grand total amount of $109,909.50; and
3) Authorize the City Administrator to file a Notice of Completion with the Orange County Clerk -Recorder's Office for the Project; and
4) Authorize the City Administrator to release retention funds in accordance with the terms of the contract.

1.d. Approve Amendment No. 3 to Professional Services Agreement with Totum Corporation for Construction Management and Inspection Services for the Placentia Public Safety Center Project
Fiscal Imoact:

Expense: $ 470,000 Total Construction Management &
Inspection Contract Amount
Available Budget: $ 1,832,148 Fiscal Year 2023-24 CIP Budget (105213-6850 JL# 229999-6850)
Recommended Action: It is recommended that the City Council:
1) Approve Amendment No. 3 to a professional services agreement with Totum Corp for project construction management and inspection services in the amount of $470,000 and extend the Agreement term an additional two -years to May 18, 2026; and 2) Authorize the City Administrator to approve the agreement in a form approved by the City Attorney.

1.e.

Revise the Defined Contribution Plan for Designated Miscellaneous Employees Participating in the 2.0% at 60 or 2.0% at 62 Retirement Formula under CaIPERS
Fiscal Impact: $35,000 in one lump sum. Ongoing Annual increase of $14,000 for the entire program.

Recommended Action: It is recommended that the City Council:

Approve a revised Defined Contribution Plan administered by Mission Square Retirement Solutions (Mission Square).

2. PUBLIC HEARINGS:

2.a. Public Hearing Regarding General Plan Amendment No. GPA 2021-02, 2021-2029 Housing Element Update (Amendment to the Adopted 2021-2029 Housing Element to address additional California Department of Housing and Community Development (HCD) Comments)
Fiscal Impact: None
Recommended Action: It is recommended that the City Council:
1) Open the public hearing concerning General Plan Amendment No. GPA 2021-02; and Placentia City Council/Successor Agency/ICDA/PPFA Agenda, February 6, 2024 Page 4 of 6

2) Receive the Staff report and Staff presentation, and consider all public testimony and Planning Commission recommendations; and
3) Adopt Resolution R-2024-06, a Resolution of the City Council of the City of Placentia, California, finding that adoption of the Housing Element is exempt from the California Environmental Quality Act (CEQA) pursuant to CEQA Section 15061(b)(3) and approving and adopting General Plan Amendment No. GPA 2021-02, an amendment to the City of Placentia General Plan Housing Element, including any additional revisions required by the California Department of Housing and Community Development (HCD); and
4) Authorize the Director of Development Services or designee to file all documents with the California Department of Housing and Community Development (HCD) on behalf of the City.

2.b. Public Hearing Regarding General Plan Amendment No. GPA 2023-01, Zone Change No. ZCA 2023-01, and Supplemental Initial Study/Mitigated Negative Declaration No. EA 2023-01 Expanding the City's Existing Transit Oriented Development (TOD) Packing House District Zoning and Land Use Designation to Include Approximately 11.5 Acres Located South of Crowther Avenue and West of South Melrose Street and Approximately Three (3) Acres along Cameron Street South of Crowther Avenue
Fiscal Impact: Potential for significant increase in annual sustainable revenue (property tax, transient occupancy tax, sales tax) and approximately $8-$10 million in one-time revenue including development impact fees. Infrastructure costs associated with TOD District will be funded by impact fees and annual assessments. No General Fund dollars will be utilized for the proposed District.

Recommended Action: It is recommended that the City Council:
1) Open the Public Hearing concerning General Plan Amendment No. GPA 2023-01 and Zone Change No. ZCA 2023-01; and
2) Receive the Staff Report and consider all Public Testimony; and 3) Close the Public Hearing; and
4) Adopt Resolution No. R-2024-07, a Resolution of the City Council of the City of Placentia, California, adopting Supplemental Initial Study/Mitigated Negative Declaration (EA 2023-01) to a previously adopted Initial Study/Mitigated Negative Declaration of Environmental Impacts for GPA 2023-01 and ZCA 2023-01, prepared in full compliance with the California Environmental Quality Act ("CEQA"), California Public Resources Code §§ 21000, et seq., and the Environmental Guidelines of the City of Placentia; and adopting General Plan Amendment No. GPA 2023-01 to change the current land use designation from Industrial to Transit Oriented Development (TOD) for the approximately 14.5 acre project area; and
5) Waive full reading, by title only, and introduce for first reading Ordinance No. O-2024- 01, an Ordinance of the City Council of the City of Placentia, California Approving Zone Change No. ZCA 2023-01, expanding the Transit Oriented Development (TOD) Zone for the approximately 14.5 -acre project area.

3. REGULAR AGENDA:

3.a. Verbal Progress Report on Senior Center/Community Center Recommended Action: It is recommended that the City Council:
1) Receive and file the report and provide policy direction to Staff.

CITY COUNCIL/BOARD MEMBERS REQUESTS:

Council/Board Members may make requests or ask questions of Staff. If a Council/Board Member would like to have formal action taken on a requested matter, it will be placed on a future Council or Board Agenda.

ADJOURNMENT:

The City Council/Successor Agency/ICDA/PPFA Board of Directors will adjourn to a regular City Council meeting on Tuesday, February 20, 2024 at 5:30 p.m.

Placentia City Council/Successor Agency/ICDA/PPFA Agenda, February 6, 2024 Page 5 of 6

TENTATIVE AGENDA FORECAST
The Tentative Agenda Forecast is subject to change up until the posting of the Agenda for the Council Meeting listed below:
• NOC: Urban Forest Planting Project
• NOC: Fire Station Roof Replacement Project
• NOC: Public Safety Collaborative
• Mitigation Fee Update
• Amendment to Agreement with HF&H for Waste Handling and SB 1383 Contract Negotiations • Amendment to Put Option Agreement with Mercy Housing - 325 Baker Street • Development Agreement and Related Ground Lease Agreement for Mercy Housing • Update to Policy No. 620 - Streetlights on Arterial Highways • Second Reading: Ordinance No. O-2024-01, Approving Zone Change No. ZCA 2023-01, expanding the Transit Oriented Development (TOD) project area • Mid -Year Budget
• Committee and Commission Manual

CERTIFICATION OF POSTING
I, Carole M. Wayman, Deputy City Clerk of the City of Placentia and Assistant Secretary of the Industrial Commercial Development Authority, the Successor Agency, and the Placentia Public Financing Authority hereby certify that the Agenda for the February 6, 2024 meetings of the City Council, Successor Agency, Industrial Commercial Development Authority, and the Placentia Public Financing Authority was posted on February 1, 2024.

Carole M. Wayman
Deputy City Clerk
Placentia City Council/Successor Agency/ICDA/PPFA Agenda, February 6, 2024 Page 6 of 6

Type Vendor Name/ID Description
City of Placentia
Check Register
For 02/06/2024
Account/Description
Batch ID Amount Invoice#
PO # Check # Check Date
Check Totals by ID
AP 1,503,968.75
EP
IP
OP

0.00 0.00

0.00 Fund Name
101 -General Fund (0010)
117 -Measure U Fund (0079)
205 -State Gas Tax (0017)
208-Sccssr Agncy Ret Oblg (0054)
210 -Measure M (0018)
211 -PEG Fund (0058)
215 -Air Quality Management (0019)
231 -Placentia Reg Nav Cent(0078)
233 -Gen Plan Update Fees (0074)
234 -Technology Impact Fees (0075)
242 -Police Impact Fee (0067)
246-TOD Traffic Impact Fees (0070)
247-TOD Sewer Impact Fees (0071)
248-TOD Strscape Impct Fee (0072)
249-TOD District CFD (0080)
265 -Landscape Maintenance (0029)
275 -Sewer Maintenance (0048)
280-Misc Grants Fund (0050)
401 -City Capital Projects (0033)
501 -Refuse Administration (0037)
605 -Risk Management (0040)
701 -Special Deposits (0044)
Check Totals by Fund
777,656.35
321,940.35
2,911.77

49.03 10,126.64
1,888.00
2,53L66
269,760.81
42,534.38
173.88
8,425.50
560.00
27,642.59
560.00
190.52
6,276.94
795.15
6,354.05
7,604.45
2,768.25
8,527.58
4,690.85
Check Total: 1,503,968.75
Grand Total: 1,503,968.75
Void Total:

Check Total:

Funds will be transferred from the Cash Basis Fund as needed to fund the warrants included on this warrant register

0.00 1,503,968.75

1.b.

Feb 06, 2024
User: Gabiiela Calin
Report: AP 1400M : AP: Warrant List - Machine
01/30/2024 :Date
17:13:48 :Time

City of Placentia
Check Register
For 01/30/2024
Type Vendor Name/ID Description
Account/Description
Batch ID Amount Invoice# PO # Check # Check Date
MW OH ALLSTAR FIRE EQUIPMENT FIRE FIGHTING FOAM 103066-6301 V011950 Special Department Expenses

MW OH AMAZON CAPITAL SERVICESIR- OFFICE SUPPLIES
V012336

MW OH AMAZON CAPITAL SERVICES)FFICE SUPPLIES
V012336

MW OH AMAZON CAPITAL SERVICEOFFICE SUPPLIES
V012336
MW OH AMAZON CAPITAL SERVICE3'IME & DATE STAMP
V012336
MW OH AT & T 12/27-1/26 POWELL BLDG INT.

V008736
101512-6315
Office Supplies
102531-6315
Office Supplies
102532-6315
Office Supplies
103040-6315
Office Supplies
109595-6215
Telephone/Internet
MW OH AUDI NORTH OC DEC PLACENTIA VH REBATE PROG 101534-6363 V012263 Resident Vehicle Rebate Prog
MW OH BESTWAY LAUNDRY FS1 - DRAIN PUMP REPLACEMENT 103066-6137 V011658 Repair Maint/Equipment
MW OH BUENA PARK PLAQUE & CITIZENS ACADEMY PLAQUES 103040-6301 V011364 Special Department Expenses

MW OH CALIFORNIA FORENSIC DEC BLOOD DRAWS
V000232
103040-6055
Medical Services
MW OH CALIFORNIA MARKETING COMMUNITY SERVICES PROMOS 104071-6301 AP011624 2,325.87 252770 00129809 01/18/2024
Check Total: 2,325.87
AP011624 282.47 17FF-NQ69- 00129810 01/18/2024
AP011624 52.18 1G6N-QRX- 00129810 01/18/2024
AP011624 143.01 1G6N-QRX- 00129810 01/18/2024
AP011624 30.42 1P11-QJ4C-XT47 00129810 01/18/2024
Check Total: 508.08
AP011624 85.60 24 -JAN 00129811 01/18/2024
Check Total: 85.60
AP011624 1,500.00 DEC, 2023 00129812 01/18/2024
Check Total: 1,500.00
AP011624 234.00 1313304 00129813 01/18/2024
Check Total: 234.00
AP011624 31.19 30026 00129814 01/18/2024
Check Total: 31.19
AP011624 798.00 2461 P12976 00129815 01/18/2024
Check Total: 798.00
AP011624 601.59 93683 00129816 01/18/2024
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 1
01/30/2024 :Date
17:13:48 :Time

City of Placentia
Check Register
For 01/30/2024
Type
Vendor Name/ID
Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date
V009347

MW OH CALIFORNIA MARKETING COMMUNITY SERVICES PROMOS
V009347

MW OH CALIFORNIA YELLOW CAB
V003323

SENIOR TRANSPORT SVS

SENIOR TRANSPORT SVS
MW OH CAMACHO, KASSANDRA FALL 2023 - TUITION REIMB.

V012599

MW OH COUNTY OF ORANGE
V007152

MW OH COUNTY OF ORANGE
V008881

MW OH CRISTANDO HOUSE INC
V010371
MW OH DATA TICKET INC.

V006119

MW OH DEROTIC EMERGENCY
2023/24 PROPERTY TAX

RADIO REPAIRS

JAN AFIS SERVICES

CIVILIAN POLICE LDRSP-REG

NOV CITATION PROCESSING
T2 REPAIRS
Special Department Expenses
104071-6301
Special Department Expenses
194071-6401
Community Programs
184071-6401
Community Programs
109595-5150
Tuition Reimbursement
484356-6122
Sewer User Fees
103041-6137
Repair Maint/Equipment
103040-6290
Dept. Contract Services
103043-6250
Staff Training
102533-6290
Dept. Contract Services
103066-6134
Check Total:

AP011624
Check Total:

APO 11624
APO 11624
Check Total:
443.47 93687
00129816 01/18/2024
1,045.06
2,531.66 12487023 P13106 00129817 01/18/2024
10,126.64 12487023 P13106 00129817 01/18/2024
12,658.30
AP011624 2,423.23 22-26 00129818 01/18/2024
2,423.23
AP011624 616.16 2023-24-2A 00129819 01/18/2024
Check Total:
616.16
AP011624 69.50 STTM001707 00129820 01/18/2024
AP011624 1,858.00 SH 67437 P12980 00129820 01/18/2024
Check Total: 1,927.50
AP011624 240.00 CRISTANDO192 00129821 01/18/2024
P13114 00129822 01/18/2024
00129823 01/18/2024
Check Total:

AP011624
Check Total:

APO 11624
240.00
1,367.14 159723
1,367.14
843.29 SO -4094
User: Gabriela Calin
Report: AP 1400M : AP: Warrant List - Machine
Page: 2
01/30/2024 :Date
17:13:48 :Time

City of Placentia
Check Register
For 01/30/2024
Type Vendor Name/ID Description
Account/Description
Batch ID Amount Invoice#
PO # Check # Check Date
V011295 Vehicle Repair & Maintenance
MW OH DEROTIC EMERGENCY T2 REPAIRS 103066-6134 AP011624 454.27 SO -4133 00129823 01/18/2024 V011295 Vehicle Repair & Maintenance
MW OH DEROTIC EMERGENCY E2 PARTS & SERVICES 103066-6134 AP011624 1,532.55 SO -4046 P13248 00129823 01/18/2024 V011295 Vehicle Repair & Maintenance
Check Total: 2,830.11
MW OH DIAMOND ENVIRONMENTAIRESTROOM/SINK RENT - TAMALE F. 104073-6299 / 79398-6299 AP011624 3,986.40 0005088215 P13271 00129824 01/18/2024 V004152 Other Purchased Services
Check Total: 3,986.40
MW OH DJE SOUND & LIGHTING INCSOUND SVS - TREE LIGHTING 104071-6099 / 79394-6099 AP011624 15,340.81 INV-00609 P13269 00129825 01/18/2024 V011877 Professional Services
MW OH DJE SOUND & LIGHTING INCSOUND SVS - TAMALE FEST 104073-6099 AP011624 10,568.86 INV-00620 P13269 00129825 01/18/2024 V011877 Professional Services
MW OH DJE SOUND & LIGHTING INCSOUND SVS - HERITAGE FEST 104078-6099 AP011624 7,842.08 INV00582 P13269 00129825 01/18/2024 V011877 Professional Services
Check Total: 33,751.75
MW OH FIFTH AVENUE CLEANERS NOV PD DRY CLEANING SVS 103040-6290 AP011624 587.18 DECEMBER 23 00129826 01/18/2024 V010431 Dept. Contract Services
Check Total: 587.18
MW OH FIS NOV CREDIT CARD TRANS. FEES 102020-6025 AP011624 2,274.88 34719622 00129827 01/18/2024 V008518 Third Party Administration
Check Total: 2,274.88
MW OH GALLS LLC PD UNIFORM NAMETAG - SERVIN 103041-6360 AP011624 14.55 026662460 00129828 01/18/2024 V000438 Uniforms
Check Total: 14.55
MW OH GOVERNMENT FINANCE CERT OF ACHIEVEMENT REVIEW '22102020-6301 AP011624 610.00 15824 00129829 01/18/2024 V000450 Special Department Expenses
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 3
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City of Placentia
Check Register
For 01/30/2024
Type
Vendor Name/ID
Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date

MW OH GST GOLDEN STAR
V009410

MW OH HALO CONFIDENTIAL
V011712

DEC MANAGED SERVICES

DEC PD TRAINING MGMT

DEC BACKGROUND SVS
101523-6290
Dept. Contract Services
103040-6290
Dept. Contract Services
103040-6290
Dept. Contract Services
MW OH HEALTHPOINTE MEDICAL DEC PRE -EMPLOYMENT SCREENINGR11512-6099 V010713 Professional Services

MW OH HEREDIA, MEGAN
V012750

TRAINING MEAL, MILEAGE

MW OH HINDERLITER DE LLAMAS &OCT-DEC TRANS TAX AUDIT SVS V000465

MW OH HINDERLITER DE LLAMAS &OCT-DEC SALES TAX AUDIT SVS V000465

MW OH HR GREEN PACIFIC INC
V010735

MW OH IMPERIAL SPRINKLER
V006506

MW OH IMPERIAL SPRINKLER

DEC ENG & LANDSCAPE DESIGN

SPRINKLER SUPPLIES

SPRINKLER SUPPLIES
101515-6250
Staff Training
102020-6099
Professional Services
102020-6099
Professional Services
Check Total:
610.00
AP011624 20,475.00 INV96238 P13185 00129830 01/18/2024
Check Total: 20,475.00
AP011624 1,150.00 0225T
AP011624 1,350.00 0226
Check Total:

AP011624
Check Total:
2,500.00
1,048.00 30601-4200379
1,048.00
AP011624 341.87 121223
Check Total:

AP011624
AP011624
P12939
P12939
341.87
2,232.61 SIN033921 P13141
300.00 SIN034667 P13141
Check Total: 2,532.61
109202-6770/229999-6770 AP011624 43,391.77 170707
Infrastructure - Major Studies
799202-6770 / 229999-6770 AP011624 42,294.98 170707
Infrastructure - Major Studies
104076-6139
Repair/Maint - Parks & Fields
104076-6139
Check Total: 85,686.75
APO 11624
APO 11624
00129831 01/18/2024
00129831 01/18/2024
00129832 01/18/2024
00129833 01/18/2024
00129834 01/18/2024
00129834 01/18/2024
P13078 00129835 01/18/2024
P13078 00129835 01/18/2024
205.83 0013472431-001P13272 00129836 01/18/2024
121.91 0013519178-001P13272 00129836 01/18/2024
User: Gabriela Calin
Report: AP1400M : AP: Wan -ant List - Machine
Page: 4
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City of Placentia
Check Register
For 01/30/2024
Type
Vendor Name/ID
Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date
V006506

MW OH IMPERIAL SPRINKLER SPRINKLER SUPPLIES
V006506

MW OH INFRASTRUCTURE
V012600

MW OH JIMMYS BUFFET
V012596
MW OH
MW OH
MW OH
MW OH
MW OH
MW OH
MW OH

JONES & MAYER
V009822

DEC PM SERVICES

DEC PM SERVICES
7/20 ENTERTAINER

LITIGATION SERVICES

LITIGATION SERVICES - CREDIT

LITIGATION SERVICES - CREDIT
Repair/Maint - Parks & Fields
104076-6139
Repair/Maint - Parks & Fields
104076-6139
Repair/Maint - Parks & Fields
AP011624
AP011624
Check Total:
331801-6740/331801-6740 AP011624
Infrastructure - Streets
713101-6750/713101-6750 AP011624
Infrastructure - Sewer
Check Total:
104074-6299
Other Purchased Services
101005-6006
Litigation
101005-6006
Litigation
101005-6005
Legal Services
101005-6006
Litigation
101005-6006
Litigation
101005-6005
Legal Services
101005-6005
Legal Services
AP011624
Check Total:
504.73 0013573767-001 P13272 00129836 01/18/2024

89.53 0013607717-001 P13272 00129836 01/18/2024
922.00
7,090.86 466
2,685.14 466
9,776.00
1,600.00 07202023A
1,600.00
AP011624 26.25 119208
AP011624 1,076.41 119543
AP011624 6,661.29 119545
AP011624 288.79 119546
AP011624 682.58 119550
AP011624 -43.10 119551
AP011624 -54.37 119553
P12987 00129837 01/18/2024
P12987 00129837 01/18/2024
00129838 01/18/2024
00129839 01/18/2024
00129839 01/18/2024
00129839 01/18/2024
00129839 01/18/2024
00129839 01/18/2024
00129839 01/18/2024
00129839 01/18/2024
User: Gabriela Calin
Report: AP 1400M : AP: Warrant List - Machine
Page: 5
01/30/2024 :Date
17:13:48 :Time

City of Placentia
Check Register
For 01/30/2024
Type
Vendor Name/ID
Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date
MW OH
MW OH
MW OH
MW OH
MW OH
MW OH
MW OH
MW OH
MW OH

JONES & MAYER
V009822

LITIGATION SERVICES

LEGAL SERVICES - CREDIT

LITIGATION SERVICES

LITIGATION SERVICES - CREDIT

RETAINER

RETAINER CREDIT

MW OH KAYLEY PARTY SUPPLY TAMALE FEST - JUMPER
V012424

MW OH IUMLEY-HORN AND
V012601

MW OH KIMLEY-HORN AND
V012601

NOV DRAFT HOUSING ELEMENT

DEC DRAFT HOUSING ELEMENT
MW OH KOA HILLS CONSULTING LLQ2/29-1/5 CONSULTING SVS
101005-6006
Litigation
101005-6006
Litigation
101005-6006
Litigation
101005-6005
Legal Services
101005-6005
Legal Services
101005-6005
Legal Services
101005-6005
Legal Services
101005-6005
Legal Services
101005-6005
Legal Services
104073-6299
Other Purchased Services
749102-6017/749102-6017
Special Studies
PREPI9102-6017 / 749102-6017
Special Studies
102020-6099
AP011624 577.57 119554
AP011624 420.07 119557
AP011624 105.02 119558
AP011624 7,501.59 119561
AP011624 -50.62 119951
AP011624 341.31 119952
AP011624 -75.00 119955
AP011624 34,294.40 119956
AP011624 -1,249.40 119956CR
Check Total: 50,502.79
AP011624 245.00 12-07-23-01
00129839 01/18/2024
00129839 01/18/2024
00129839 01/18/2024
00129839 01/18/2024
00129839 01/18/2024
00129839 01/18/2024
00129839 01/18/2024
00129839 01/18/2024
00129839 01/18/2024
00129840 01/18/2024
Check Total: 245.00
AP011624 7,262.50 26678878 P13121 00129841 01/18/2024
AP011624 11,545.00 26833536 P13121 00129841 01/18/2024
Check Total: 18,807.50
AP011624 4,068.75 13360 P13026 00129842 01/18/2024
User: Gabriela Calin
Report: AP 1400M : AP: Warrant List - Machine
Page: 6
01/30/2024 :Date
17:13:48 :Time

City of Placentia
Check Register
For 01/30/2024
Type
Vendor Name/ID
Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date
V011519
Professional Services
MW OH KRONOS SAASHR INC. NOV KRONOS SUBSCRIPTION 101512-6099 V012554 Professional Services
MW OH LEAGUE OF CALIFORNIA 2024 - MEMBERSHIP DUES
V000565

MW OH LIEBERT CASSIDY
V000597

MW OH LN CURTIS & SONS
V011267

MW OH LOS ALTOS TROPHY CO
V000584

MW OH LYNCH EMS
V011542

MW OH MARK COMPANY
101001-6255
Dues & Memberships
NOV PPROFESSIONAL SVS 101512-6255
Dues & Memberships
NOV PROFESSIONAL SVS 101512-6255
Dues & Memberships
PD UNIFORMS - SERVIN 103041-6360
Uniforms
HERITAGE MEDALS 104078-6301
Special Department Expenses
PONY BASEBALL MEDALS 104071-6301
Special Department Expenses
HERITAGE AWARDS NAME PLATES 104078-6301
Special Department Expenses
JAN EMT SERVICE 101516-6290
Dept. Contract Services
NOV CONSTRUCTION SVS 719800-6740 / 24101-6740
Check Total:

Check Total:
4,068.75
AP011624 6,817.69 12173179 P13211 00129843 01/18/2024
6,817.69
AP011624 20,135.00 11888-T2X7S7 00129844 01/18/2024
Check Total:

AP011624
AP011624
Check Total:
20,135.00
7,960.50 255653 00129845 01/18/2024
609.50 256558
8,570.00
00129845 01/18/2024
AP011624 157.13 INV778833 P13019 00129846 01/18/2024
Check Total:

AP011624
AP011624
APO 11624
Check Total:
157.13
150.08 93669

91.35 93885

58.73 93886
300.16
AP011624 88,784.06 24-165
Check Total: 88,784.06
AP011624 24,957.45 35493
00129847 01/18/2024
00129847 01/18/2024
00129847 01/18/2024
P12935 00129848 01/18/2024
P13123 00129849 01/18/2024
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 7
01/30/2024 :Date
17:13:48 :Time

City of Placentia
Check Register
For 01/30/2024
Type Vendor Name/ID Description
Account/Description
Batch ID Amount Invoice#
PO # Check # Check Date
V012657 Infrastructure - Streets
MW OH MCKESSON MEDICAL- EMERGENCY MEDICAL SUPPLY 103066-6362 V012321 Emergency Medical Supples
Check Total: 24,957.45
AP011624 778.26 21525676
Check Total: 778.26
00129850 01/18/2024
MW OH MENDOZA, SERGIO PD TRAINING MEALS, MILEAGE 103041-6250 AP011624 30.86 MENDOZA1112 00129851 01/18/2024 V012220 Staff Training
MW OH MENDOZA, SERGIO PD TRAINING MEALS, MILEAGE 103041-6250 AP011624 31.53 MENDOZAI 152 00129851 01/18/2024 V012220 Staff Training
Check Total: 62.39
MW OH MICHAEL BAKER OCT SDMP CONSULTING SVS 794201-6751 / 794201-6751 AP011624 2,170.25 1199544 P13062 00129852 01/18/2024 V010699 Infrastructure - Storm Drain
Check Total: 2,170.25
MW OH NAPA AUTO PARTS CITY VEHICLE PARTS 103658-6134 AP011624 107.74 112633A 00129853 01/18/2024 V011456 Vehicle Repair & Maintenance
MW OH NAPA AUTO PARTS CITY VEHICLE PARTS 103658-6134 AP011624 122.82 113159A 00129853 01/18/2024 V011456 Vehicle Repair & Maintenance
MW OH NAPA AUTO PARTS CITY VEHICLE PARTS 103658-6134 AP011624 114.90 114667A 00129853 01/18/2024 V011456 Vehicle Repair & Maintenance
Check Total: 345.46
MW OH NAPA AUTO PARTS CITY VEHICLE PARTS 103658-6134 AP011624 47.37 847729A 00129854 01/18/2024 V012662 Vehicle Repair & Maintenance
MW OH NAPA AUTO PARTS CITY VEHICLE PARTS 103658-6134 AP011624 350.06 847732A 00129854 01/18/2024 V012662 Vehicle Repair & Maintenance
MW OH NAPA AUTO PARTS CITY VEHICLE PARTS 103658-6134 AP011624 123.29 849937A 00129854 01/18/2024 V012662 Vehicle Repair & Maintenance
MW OH NAPA AUTO PARTS CITY VEHICLE PARTS 103658-6134 AP011624 62.44 853176A 00129854 01/18/2024 V012662 Vehicle Repair & Maintenance
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 8
01/30/2024 :Date
17:13:48 :Time

City of Placentia
Check Register
For 01/30/2024
Type Vendor Name/ID Description
Account/Description
Batch ID Amount Invoice#
PO # Check # Check Date

MW OH ORTCO INC
Check Total: 583.16
WAGNER - ADA RAMP/CONCRETE 797203-6760 / 797203-6760 AP011624 3,550.00 2023-306 P13270 00129855 01/18/2024 V010660 Infrastructure - Parks

MW OH PATH
V011455

CR FOR ELECTRIC BILL

DEC NAV CTR MGMT SVS

JAN NAV CTR MGMT SVS
0078-1227
Accts Rec/Grants
784070-6290
Dept. Contract Services
784070-6290
Dept. Contract Services
Check Total: 3,550.00
AP011624 -4,905.85 CR ELECTRIC 00129856 01/18/2024
AP011624 137,333.33 800-23.12 P12993 00129856 01/18/2024 AP011624 137,333.33 800-24.01 P12993 00129856 01/18/2024 Check Total: 269,760.81
MW OH PBK-WLC ARCHITECTS NOV PSC - ARCHITECT. & ENG SVS 105213-6850 / 105213-6850 AP011624 5,250.00 000000000025 P13047 00129857 01/18/2024 V012022 Building & Facilities
Check Total: 5,250.00
MW OH PINEDA, YESENIA REFUND PERMIT CHARGE -R3428 104071-4385 AP011624 100.00 2003786.002 00129858 01/18/2024 V012108 Facility Rental
Check Total: 100.00
MW OH PRIORITY DISPATCH CORP COURSE TRAINING & CERT 101515-6250 AP011624 550.00 SIN359862 00129859 01/18/2024 V011406 Staff Training
Check Total: 550.00
MW OH QUADIENT FINANCE USA INaDD POSTAGE - MAILING MACHINE 109595-6325 AP011624 4,431.88 12/18/2023 00129860 01/18/2024 V011439 Postage
Check Total: 4,431.88
MW OH QUALITY CODE PUBLISHIN(ECODE360 ANNUAL MAINTENANCE 101513-6299 AP011624 1,435.00 GC00123716 00129861 01/18/2024 V010866 Other Purchased Services
Check Total: 1,435.00
MW OH RODRIGUEZ, SARAH PD TRAINING MEAL, MILEAGE 103041-6250 AP01 1624 353.44 RODRIGUEZ182 00129862 01/18/2024 User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 9
01/30/2024 :Date
17:13:48 :Time

City of Placentia
Check Register
For 01/30/2024
Type
Vendor Name/ID
Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date
V012714

MW OH RUBALCAVA, OSBALDO
V012739

MW OH SELBERT PERKINS DESIGN
V012172
MW 01-1 SELBERT PERKINS DESIGN
V012172

MW OH SESAC INC
V008428

MW OH SHADER, RHONDA
V010255

MW OH SOUTHERN CALIFORNIA
V009955

MW OH SOUTHERN CALIFORNIA
V009955
Staff Training
WALKING CHALLENGE PRIZE REIMH.09595-6999
Other Expenditure

NOV WAYFINDING DESIGN SVS

NOV WAYFINDING DESIGN SVS
2024 MUSIC LICENSE RENEWAL

TRAVEL EXPENSES

DEC NEWSPAPER PUBLICATIONS

MW OH STRATEGIC OPERATIONS INPD TMT COURSE REGISTRATION V012748
MW OH SVA ARCHITECTS INC.

V012625
MW OH SVA ARCHITECTS INC.

DEC ARCHITECTURAL/ ENG SVS

DEC ARCHITECTURAL/ ENG SVS
709201-6770/709201-6770
Infrastructure - Major Studies
729201-6770/729201-6770
Infrastructure - Major Studies
581573-6290
Dept. Contract Services
101001-6245
Meetings & Conferences
101002-6225
Advertising/Promotional
799800-6760
Infrastructure - Parks
103041-6250
Staff Training
109800-6850/105208-6850
Building & Facilities
799800-6850/795208-6850
Check Total:

AP011624
353.44
148.67 011024
00129863 01/18/2024
Check Total: 148.67
AP011624 160.00 20231199 P13083 00129864 01/18/2024
AP011624 160.00 20231199 P13083 00129864 01/18/2024
Check Total: 320.00
AP011624 1,888.00 747215-2024
Check Total:
1,888.00
AP011624 260.62 11124
Check Total:

AP011624
AP011624
Check Total:
260.62
818.24 579827
00129865 01/18/2024
00129866 01/18/2024
00129867 01/18/2024
417.12 579827 00129867 01/18/2024
1,235.36
AP011624 2,500.00 NAEMTO 10424
Check Total:
2,500.00
AP011624 5,414.03 61495
AP011624 5,201.72 61495
00129868 01/18/2024
P13031 00129869 01/18/2024
P13031 00129869 01/18/2024
User: Gabriela Calin
Report: AP 1400M : AP: Warrant List - Machine
Page: 10
01/30/2024 :Date
17:13:48 :Time

City of Placentia
Check Register
For 01/30/2024
Type
Vendor Name/ID
Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date
V012625

MW OH THE PAPER DEPOT
V012197
MW OH THINKSUPPLIES.COM
V007047
1/20 SHREDDING EVENT

OFFICE SUPPLIES - ENVELOPES
MW OH TOWNSEND PUBLIC AFFAIRS\UG CONSULTING SVS
V004165

MW OH TREJO, DANIELA
V012221

PD TRAINING MEALS, MILEAGE
Building & Facilities
374386-6299
Other Purchased Services
109595-6315
Office Supplies
101005-6001
Management Consulting Servics
103041-6250
Staff Training
PD TRAINING MEAL, MILEAGE 103041-6250
Staff Training

MW OH TURNOUT MAINTENANCE TURNOUTS
V011543

MW OH UNIQUE PRINTING
V010259

MW OH VERDIN, LYDIA
V010478
MW OH 5 STAR ROOFING
V012756

PD UNIFORM EMBROIDERY
103066-6361
Personal Protection Equipment
103041-6360
Uniforms
DAMAGE DEPOSIT REFUND R3435 104071-4385
Facility Rental

ROOFING BOND REFUND
0044-2033
Construction & Demo Deposit
Check Total:

AP011624
Check Total:

AP011624
10,615.75
500.00 012024
500.00
244.21 70389
244.21
5,500.00 20284
Check Total: 5,500.00
AP011624 30.86 TREJO11124
AP011624 31.53 TREJO11524
Check Total: 62.39
AP011624 119.63 27862
Check Total:

AP011624
Check Total:

APO 11624
Check Total:

AP012224
119.63

48.94 45584

48.94 158.00 2003794.002
158.00
1,800.00 30-23-414
00129870 01/18/2024
00129871 01/18/2024
P12998 00129872 01/18/2024
00129873 01/18/2024
00129873 01/18/2024
00129874 01/18/2024
00129875 01/18/2024
00129876 01/18/2024
00129878 01/25/2024
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 11
01/30/2024 :Date
17:13:48 :Time

City of Placentia
Check Register
For 01/30/2024
Type
Vendor Name/ID
Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date

MW OH AIM TD LLC
V012426

MW OH ALL CITY MANAGEMENT
V000005

MW OH ALLIANCE BUSINESS
V011660
MW O1-1 AMAZON CAPITAL SERVICEBIRE ST. SUPPLIES
V012336
MW OH AMAZON CAPITAL SERVICEBIRE ST. SUPPLIES
V012336
MW OH AMAZON CAPITAL SERVICEHIRE ST. SUPPLIES
V012336
MW OH AMAZON CAPITAL SERVICE®FFICE SUPPLIES
V012336

MW OH AMAZON CAPITAL SERVICEDFFICE SUPPLIES
V012336

MW OH AMAZON CAPITAL SERVICEOFFICE SUPPLIES
TRAFFIC STUDY 24H
11/26-12/9 CROSSING GUARD SVS
12/10-23 CROSSING GUARD SVS
V012336
JAN FIBER LINES FOR FDI&2
MW OH AQS MECHANAL INC. PERMIT B23-2977- 50% REFUND
V012753
103590-6290
Dept. Contract Services
103047-6290
Dept. Contract Services
103047-6290
Dept. Contract Services
109595-6215
Telephone/Internet
103066-6134
Vehicle Repair & Maintenance
103065-6301
Special Depattnient Expenses
103066-6301
Special Department Expenses
103066-6315
Office Supplies
103067-6315
Office Supplies
103065-6315
Office Supplies
102532-4164
Electrical Permits
Check Total:
1,800.00
APO 12224 296.00 I5473B
Check Total:
296.00
AP012224 4,412.40 89835
AP012224 4,431.60 90279
Check Total:

AP012224
Check Total:

APO 12224
AP012224
AP012224
AP012224
APO 12224
AP012224
Check Total:

APO 12224
Check Total:
8,844.00
1,452.39 3177072
1,452.39
239.17 1H3T-CJCN-

90.20 IH3T-CJCN-
287.68 1 H3T-CJCN-
122.13 1 H3T-CJCN-

34.39 1 H3T-CJCN-

51.44 1 H3T-CJCN-
825.01

85.00 B23-2977

85.00 00129879 01/25/2024
P12977 00129880 01/25/2024
P12977 00129880 01/25/2024
00129881 01/25/2024
00129882 01/25/2024
00129882 01/25/2024
00129882 01/25/2024
00129882 01/25/2024
00129882 01/25/2024
00129882 01/25/2024
00129883 01/25/2024
User: Gabriela Calin
Report: AP 1400M : AP: Warrant List - Machine
Page: 12
01/30/2024 :Date
17:13:48 :Time

City of Placentia
Check Register
For 01/30/2024
Type
Vendor Name/ID
Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date
MW OH ARAMARK REFRESHMENT 401 E CHAPMAN -COFFEE/WATER
V000081
MW OH ARAMARK REFRESHMENT 401 E CHAPMAN -COFFEE/WATER
V000081
MW OH ARAMARK REFRESHMENT 401 E CHAPMAN -COFFEE/WATER
V000081
MW OH ARAMARK REFRESHMENT 401 E CHAPMAN -COFFEE/WATER
V000081
MW OH ARAMARK REFRESHMENT 120 S BRADFORD -COFFEE/WATER
V000081
MW OH ARAMARK REFRESHMENT 401 E CHAPMAN-COFFEE/WATER
V000081
MW OH ARAMARK REFRESHMENT 401 E CHAPMAN -COFFEE/WATER
V000081
MW OH ARAMARK REFRESHMENT 401 E CHAPMAN -COFFEE/WATER
V000081
MW OH ARAMARK REFRESHMENT WATER FILTER - 201 BRADFORD
V000081
MW OH ARAMARK REFRESHMENT WATER FILTER - 143 S BRADFORD V000081
MW OH ARAMARK REFRESHMENT WATER FILTER - 120 S BRADFORD V000081
MW OH ARAMARK REFRESHMENT 1701 ATWOOD - COFFEE/WATER
V000081
MW OH 1701 ATWOOD - COFFEE/WATER
MW OH ARAMARK REFRESHMENT 120 S BRADFORD -COFFEE/WATER
V000081
MW OH ARAMARK REFRESHMENT 1701 ATWOOD - COFFEE/WATER

ARAMARK REFRESHMENT
V000081
109595-6301
Special Department Expenses
109595-6301
Special Department Expenses
109595-6301
Special Department Expenses
109595-6301
Special Department Expenses
109595-6301
Special Department Expenses
109595-6301
Special Department Expenses
109595-6301
Special Department Expenses
109595-6301
Special Department Expenses
109595-6301
Special Department Expenses
109595-6301
Special Department Expenses
109595-6301
Special Department Expenses
109595-6301
Special Department Expenses
109595-6301
Special Department Expenses
109595-6301
Special Department Expenses
109595-6301
AP012224
AP012224
APO 12224
AP012224
APO 12224
AP012224
AP012224
AP012224
AP012224
APO 12224
APO 12224
AP012224
AP012224
AP012224
AP012224
612.02 105821720
444.24 105823124
520.56 105823919
530.96 105824926
246.08 105824928
1,534.39 105826621

23.72 105826622
478.57 105826623
148.44 3421977

81.65 3422059

10.86 3439791_1

85.08 3468408
247.13 7288220

19.99 7307236-1

12.00 7307276
00129884 01/25/2024
00129884 01/25/2024
00129884 01/25/2024
00129884 01/25/2024
00129884 01/25/2024
00129884 01/25/2024
00129884 01/25/2024
00129884 01/25/2024
00129884 01/25/2024
00129884 01/25/2024
00129884 01/25/2024
00129884 01/25/2024
00129884 01/25/2024
00129884 01/25/2024
00129884 01/25/2024
User: Gabriela Calin
Report: AP 1400M : AP: Warrant List - Machine
Page: 13
01/30/2024 :Date
17:13:48 :Time

City of Placentia
Check Register
For 01/30/2024
Type
Vendor Name/ID
Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date
V000081

MW OH ARAMARK REFRESHMENT
V000081

MWOH AT&T
V008736

MW OH AT&T
V008736

MW OH AT&T
1701 ATWOOD - COFFEE/WATER
1701 ATWOOD - COFFEE/WATER
401 E CHAPMAN -COFFEE/WATER
900 S MELROSE -COFFEE/WATER
143 S BRADFORD -COFFEE/WATER
110 S BRADFORD -COFFEE/WATER
1530 VALENCIA -COFFEE/WATER
2999 E LA JOLLA -COFFEE/WATER
120 S BRADFORD -COFFEE/WATER
1701 ATWOOD - COFFEE/WATER
201 S BRADFORD -COFFEE/WATER
12/14-1/13 PD FIRSTNET SVS
12/14-1/13 FD FIRSTNET SVS
1/1-31 PD YARD INTERNET
Special Department Expenses
109595-6301
Special Department Expenses
109595-6301
Special Department Expenses
109595-6301
Special Department Expenses
109595-6301
Special Department Expenses
109595-6301
Special Department Expenses
109595-6301
Special Department Expenses
109595-6301
Special Department Expenses
109595-6301
Special Department Expenses
109595-6301
Special Department Expenses
109595-6301
Special Department Expenses
109595-6301
Special Department Expenses
109595-6215
Telephone/Internet
109595-6215
Telephone/Internet
109595-6215
AP012224 40.00 7530672
AP012224 40.00 7727706
AP012224 365.00 80057898
AP012224 75.00 8009992
AP012224 75.00 8009993
AP012224 75.00 8009995
AP012224 75.00 8009996
AP012224 75.00 8009998
AP012224 70.00 8010059
AP012224 40.00 8010106
AP012224 40.00 8010107
Check Total: 5,965.69
AP012224 4,949.02 22540323
AP012224 408.02 22540323
AP012224 53.50 JAN 24
00129884 01/25/2024
00129884 01/25/2024
00129884 01/25/2024
00129884 01/25/2024
00129884 01/25/2024
00129884 01/25/2024
00129884 01/25/2024
00129884 01/25/2024
00129884 01/25/2024
00129884 01/25/2024
00129884 01/25/2024
00129885 01/25/2024
00129885 01/25/2024
00129885 01/25/2024
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 14
01/30/2024 :Date
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City of Placentia
Check Register
For 01/30/2024
Type Vendor Name/ID Description
Account/Description
Batch ID Amount Invoice#
PO # Check # Check Date
V008736 Telephone/Internet
MW OH AT &T UNDERGROUND AERIAL CABLES 331801-6740
V012754 Infrastructure - Streets

MW OH AT&T
V004144

MW OH AT&T
V011189

MW OH AT&T MOBILITY
V011025

MW OH BADGE FRAME INC
Check Total: 5,410.54
APO 12224 500.00 CWO-28832
Check Total: 500.00
DEC -JAN PHONE CHARGES 109595-6215 APO 12224 2,719.21 011724 Telephone/Internet
DEC -JAN PHONE CHARGES 109595-6215 / 21008-6215 AP012224 12.17 011724 Telephone/Internet
DEC -JAN PHONE CHARGES 296561-6215
Telephone/Internet
CELL PHONE TRACKING - DR23-040 103042-6290
Dept. Contract Services
12/11-1/10 PW INTERNET 109595-6215
Telephone/Internet
12/11-1/10 PW OUTST. INT 109595-6215
Telephone/Internet
12/11-1/10 CS MOBILE INT. 109595-6215
Telephone/Internet
12/11-1/10 ADMIN INTERNET 109595-6215
Telephone/Internet
PD ORG. CHART NAMES 103040-6301
V010144 Special Department Expenses
MW OH BEAR ELECTRICAL OCT TS ROUTINE MAINTENANCE 103590-6099 AP012224 740.96 011724
Check Total: 3,472.34
AP012224 875.00 493148
Check Total: 875.00
AP012224 1,437.60 22533445
AP012224 40.24 22533445
AP012224 400.73 22533445
AP012224 80.48 22533445
Check Total: 1,959.05
AP012224 76.00 611585
Check Total: 76.00
00129886 01/25/2024
00129887 01/25/2024
00129887 01/25/2024
00129887 01/25/2024
00129888 01/25/2024
00129889 01/25/2024
00129889 01/25/2024
00129889 01/25/2024
00129889 01/25/2024
00129890 01/25/2024
AP012224 3,212.45 20813 P13120 00129891 01/25/2024
User: Gabriela Calin
Report: AP 1400M : AP: Warrant List - Machine
Page: 15
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City of Placentia
Check Register
For 01/30/2024
Type
Vendor Name/ID
Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date
V010997

MW OH BEAR ELECTRICAL
V010997

MW OH BORDIN SEMMER LLP
V012114

MW OH BRENNAN ESTIMATING
V011259

MW OH CARL WARREN & CO
V008011

MW OH CFCIA
V012473

MW OH CONSOLIDATED OFFICE
V000245

OCT TS ROUTINE MAINTENANCE

LITIGATION FEES

DEC FIRE & SECURITY ALARM

JAN FIRE & SECURITY ALARM

DEC PROFESSIONAL SVS

MEMBERSHIP RENEW - FLOOD
Professional Services
103590-6099/21009-6099
Professional Services
103590-6099/21010-6099
Professional Services
103590-6099/21011-6099
Professional Services
404582-6006
Litigation
404582-6006
Litigation
404582-6006
Litigation
103654-6127
Alarm Monitoring
103654-6127
Alarm Monitoring
404582-6025
Third Party Administration
103042-6255
Dues & Memberships
WORKSTATIONS - TRAFFIC BUREAU675308-6850 / 675308-6850
Building & Facilities
AP012224 247.50 20813
AP012224 120.05 20813
AP012224 85.00 20813
Check Total: 3,665.00
AP012224 2,369.38 11-05223
AP012224 1,713.70 12-092723
AP012224 2,734.50 13-112823
Check Total: 6,817.58
AP012224 360.00 11281
AP012224 360.00 11392
Check Total: 720.00
AP012224 1,710.00 CWC-2039196
Check Total:
1,710.00
AP012224 25.00 1/16/2024
Check Total:

25.00 AP012224 8,425.50 31214
P13120
P13120
P13120
00129891 01/25/2024
00129891 01/25/2024
00129891 01/25/2024
00129892 01/25/2024
00129892 01/25/2024
00129892 01/25/2024
P13006 00129893 01/25/2024
P13006 00129893 01/25/2024
00129894 01/25/2024
00129895 01/25/2024
P13126 00129896 01/25/2024
User: Gabriela Colin
Report: AP1400M : AP: Warrant List - Machine
Page: 16
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City of Placentia
Check Register
For 01/30/2024
Type Vendor Name/ID Description
Account/Description
Batch ID Amount Invoice#
PO # Check # Check Date

MW OH COUNTY OF ORANGE
Q3 -800 MHZ CCCS - PD 76% 103043-6137
V000715 Repair Maint/Equipment

MW OH COUNTY OF ORANGE
Q-3 800 MHZ CCCS - FD 24% 103066-6137
V000715 Repair Maint/Equipment
MW OH CSG CONSULTANTS INC SEP BUILDING INSP SVS 102532-6290 V011609 Dept. Contract Services
MW OH CSG CONSULTANTS INC OCT BUILDING INSP SVS 102532-6290 V011609 Dept. Contract Services
MW OH DEROTIC EMERGENCY E2 PARTS & SERVICES 103066-6134 V011295 Vehicle Repair & Maintenance
MW OH DIAMONDS SPORTS FIELD DEC FIELD MAINTENANCE 104076-6139 V011978 Repair/Maint - Parks & Fields
MW OH DIVISION OF THE STATE Q-4 2023 - SB1186 & SB1379 0044-2032 V008904 SB 1186 BL State Fee
MW OH DIVISION OF THE STATE Q-4 2023 - SBI 186 & SB1379 100000-4101 V008904 Business License Fees
MW OH DLW CONSULTING & BACKGROUND CHECK - IT TECH 101512-6295 V011427 City Admin Services

MW OH ENTERPRISE FLEET JAN LEASE CHARGE
V003312
103041-6165
Vehicle Lease
MW OH ENTERPRISE FLEET JAN LEASE CHARGE 103042-6165
Check Total: 8,425.50
AP012224 20,507.27 STCS002132 P12937 00129897 01/25/2024 AP012224 6,475.98 STCS002132 P12937 00129897 01/25/2024 Check Total: 26,983.25
AP012224 7,947.25 53718 P13169 00129898 01/25/2024
AP012224 21,908.25 53812 P13169 00129898 01/25/2024
Check Total: 29,855.50
AP012224 330.00 SO -4110 P13248 00129899 01/25/2024
Check Total: 330.00
AP012224 1,500.00 6367 P13235 00129900 01/25/2024
Check Total: 1,500.00
AP012224 2,852.00 12224 00129901 01/25/2024
AP012224 -2,566.80 12224 00129901 01/25/2024
Check Total: 285.20
AP012224 1,500.00 PFLS 2023 -14 00129902 01/25/2024
Check Total: 1,500.00
AP012224 6,736.78 FBN4931612 P13005 00129903 01/25/2024 AP012224 6,736.77 FBN4931612 P13005 00129903 01/25/2024 User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 17
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City of Placentia
Check Register
For 01/30/2024
Type
Vendor Name/ID
Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date
V003312

MW OH EVERYTABLE PBC
V012738

MW OH FACTORY MOTOR PARTS
V010842

MW OH FACTORY MOTOR PARTS
V010842
MW O1 -I FACTORY MOTOR PARTS
V010842

MW OH FACTORY MOTOR PARTS
V010842

MW OH FACTORY MOTOR PARTS

DEC SMART FRIDGE FEE

PARTS/SUPPLIES FOR VH MAINT

PARTS/SUPPLIES FOR VH MAINT
Vehicle Lease
Check Total: 13,473.55
503040-6301/233004-6301 AP012224 200.00 SI031430
Special Department Expenses
103658-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
103658-6134
Check Total:

APO 12224
APO 12224
APO 12224
AP012224
APO 12224
AP012224
AP012224
APO 12224
AP012224
APO 12224
AP012224
AP012224
200.00

6.24 102-200272

24.76 102-200576

18.10 102-200639
123.08 102-200962

30.49 102-201045

94.27 102-201103

54.20 102-201160

8.00 102-201209

39.36 102-201387

25.26 102-201430

39.43 102-201505
113.61 102-201558
P13045
P13045
P13045
P13045
P13045
P13045
P13045
P13045
P13045
P13045
P13045
P13045
00129904 01/25/2024
00129905 01/25/2024
00129905 01/25/2024
00129905 01/25/2024
00129905 01/25/2024
00129905 01/25/2024
00129905 01/25/2024
00129905 01/25/2024
00129905 01/25/2024
00129905 01/25/2024
00129905 01/25/2024
00129905 01/25/2024
00129905 01/25/2024
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 18
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City of Placentia
Check Register
For 01/30/2024
Type Vendor Name/ID
Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date
MW OH
MW OH
MW OH
MW OH
MW OH
MW OH
MW OH
MW OH
MW OH
MW OH
MW OH
MW OH
MW OH
MW OH
V010842

FACTORY MOTOR PARTS PARTS/SUPPLIES FOR VH MAINT

FACTORY MOTOR PARTS PARTS/SUPPLIES FOR VII MAINT

FACTORY MOTOR PARTS PARTS/SUPPLIES FOR VH MAINT

FACTORY MOTOR PARTS PARTS/SUPPLIES FOR VH MAINT
V010842
V010842
V010842
V010842
V010842
V010842
V010842
V010842
V010842
V010842
V010842
V010842
V010842
V010842
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
AP012224
AP012224
APO 12224
APO 12224
AP012224
APO 12224
AP012224
AP012224
AP012224
APO 12224
AP012224
AP012224
APO 12224
APO 12224
231.96 102-201609

19.78 102-202604
113.61 102-202740
203.52 12-5635729
732.70 12-5637956

69.63 12-5639146
135.81 12-5639211
227.40 12-5639828

28.42 12-5644766

58.64 12-5646236
816.26 12-5653237

62.15 12-5655258

72.80 12-5670207
754.02 12-5670973
P13045
P13045
P13045
P13045
P13045
P13045
P13045
P13045
P13045
P13045
P13045
P13045
P1304.5
P13045
00129905 01/25/2024
00129905 01/25/2024
00129905 01/25/2024
00129905 01/25/2024
00129905 01/25/2024
00129905 01/25/2024
00129905 01/25/2024
00129905 01/25/2024
00129905 01/25/2024
00129905 01/25/2024
00129905 01/25/2024
00129905 01/25/2024
00129905 01/25/2024
00129905 01/25/2024
User: Gabriela Calin
Report: AP 1400M : AP: Warrant List - Machine
Page: 19
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City of Placentia
Check Register
For 01/30/2024
Type
Vendor Name/ID
Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date

MW OH FACTORY MOTOR PARTS
V010842

MW OH FACTORY MOTOR PARTS
V0 10842

MW OH FAIRWAY FORD
V000376

MW OH FIREMAN'S GRAPHIC'S
V011955

MW OH FRANCHISE TAX BOARD
V000404
PARTS/SUPPLIES FOR VH MAINT 103658-6134
PARTS/SUPPLIES FOR VH MAINT 103658-6134
PARTS/SUPPLIES FOR VH MAINT 103658-6134
PARTS/SUPPLIES FOR VH MAINT 103658-6134
Vehicle Repair & Maintenance
Vehicle Repair & Maintenance
Vehicle Repair & Maintenance
Vehicle Repair & Maintenance
PARTS/SUPPLIES FOR VH MAINT 103658-6134
PARTS/SUPPLIES FOR VH MAINT 103658-6134
PARTS/SUPPLIES FOR VH MAINT 103658-6134
Vehicle Repair & Maintenance
Vehicle Repair & Maintenance
Vehicle Repair & Maintenance
VEHICLE REPAIR -RADIATOR 103658-6134
Vehicle Repair & Maintenance

HELMENT NAME STICKERS
FTB PE 1/6 PD 1/24
MW OH GLASBY MAINT. SUPPLY COJANITORIAL SUPPLIES
V000445

MW OH GOLDEN BELL PRODUCTS GRAFFITI REMOVER
103066-6361
Personal Protection Equipment
0010-2196
Garnishments W/H
103654-6301
Special Department Expenses
103658-6301
AP012224
AP012224
AP012224
AP012224
AP012224
AP012224
APO 12224
Check Total:

AP012224
Check Total:

APO 12224
Check Total:

AP012224
Check Total:

APO 12224

49.85 12-5675293

64.35 12-5675387
204.21 12-5675479

78.16 12-5677558

94.99 12-5677908

21.52 12-5679565
181.86 12-5706829
4,798.44
342.20 284018
342.20

41.73 102323

41.73 7.73 PR2401001

7.73 1,171.58 338528A
1,171.58
240.61 185557
P13045 00129905 01/25/2024
P13045 00129905 01/25/2024
P13045 00129905 01/25/2024
P13045 00129905 01/25/2024
P13045 00129905 01/25/2024
P13045 00129905 01/25/2024
P13045 00129905 01/25/2024
00129907 01/25/2024
00129908 01/25/2024
00129909 01/25/2024
00129910 01/25/2024
00129911 01/25/2024
User: Gabriela Cahn
Report: AP1400M : AP: Warrant List - Machine
Page: 20
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City of Placentia
Check Register
For 01/30/2024
Type
Vendor Name/ID
Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date
V005233

MW OH GOLDEN STATE WATER
V000928

MW OH GROOM AND BOARD
V012189

MW OH GST GOLDEN STAR
V009410

MW OH H&S ENERGY LLC
V010680

MW OH HALO CONFIDENTIAL
V011712

MW OH HASA INC
V005203

MW OH HASA INC

DEC -JAN WATER CHARGES

BL REFUND - DUPLICATE PMT
Special Department Expenses
109595-6335
Water
296561-6335
Water
100000-4101
Business License Fees
BL REFUND - DUPLICATE PMT 0044-2032
SB 1186 BL State Fee

IT INFRASTRUCTURE/COMPUTER

NOV MANAGED SERVICES

NOV CAR WASH SVS
Check Total: 240.61
AP012224 5,870.85 011724
AP012224 4,131.89 011724
Check Total: 10,002.74
AP012224 112.20 11724
AP012224 4.00 11724
Check Total: 116.20
796302-6364 / 241502-6364 AP012224 250,552.17 INV93694A Computer Hardware
796302-6364 / 241502-6364 AP012224 17,754.11 INV94213A
Computer Hardware
101523-6290
Dept. Contract Services
103658-6142
Vehicle Detailing
JAN BACKGROUND SCREENING SVS103040-6290
Dept. Contract Services
DEC FOUNTAIN MAINT - LIBRARY 103654-6290 / 21008-6290
Dept. Contract Services
DEC FOUNTAIN MAINT.
103654-6290
AP012224 20,475.00 INV952561A
Check Total: 288,781.28
AP012224 560.00 12.19.23
Check Total:

AP012224
Check Total:

APO 12224
APO 12224
560.00
867.00 0227
867.00
291.20 934935
408.80 934935
00129912 01/25/2024
00129912 01/25/2024
00129913 01/25/2024
00129913 01/25/2024
00129914 01/25/2024
00129914 01/25/2024
00129914 01/25/2024
P13187 00129915 01/25/2024
P12939 00129916 01/25/2024
P13046 00129917 01/25/2024
P13046 00129917 01/25/2024
User: Gabriela Calin
Report: AP 1400M : AP: Warrant List - Machine
Page: 21
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City of Placentia
Check Register
For 01/30/2024
Type
Vendor Name/ID
Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date
V005203

MW OH INGLIS IMPORTS INC
V012485

MW OH INTERNATIONAL
V011100

MW OH JOHN HANCOCK USA -PARS
V010625

MW OH JOHN HANCOCK USA -PARS
V010625
K9 DOG FOOD
2024 IACP MEMBERSHIP - ANDERSO
2024 IACP MEMBERSHIP - MILLSAP
2024 IACP MEMBERSHIP - MCELHIN
2024 IACP MEMBERSHIP - PERRY
2024 IACP MEMBERSHIP - BUTTS
PARS FT -ER PE 1/6 PD 1/12
PARS FT -ER PE 1/6 PD 1/12
PARS FT -ER PE 1/6 PD 1/12
PARS FT -ER PE 1/6 PD 1/12
PARS FT -ER PE 1/6 PD 1/12
PARS FT -ER PE 1/6 PD 1/12
Dept. Contract Services
103041-6301
Special Department Expenses
103040-6255
Dues & Memberships
103040-6255
Dues & Memberships
103040-6255
Dues & Memberships
103040-6255
Dues & Memberships
103040-6255
Dues & Memberships
0048-2131
Employer PARS/ARS Payable
0054-2131
Employer PARS/ARS Payable
0054-2131
Employer PARS/ARS Payable
0048-2131
Employer PARS/ARS Payable
0010-2131
Employer PARS/ARS Payable
0029-2131
Employer PARS/ARS Payable
Check Total:

APO 12224
Check Total:

APO 12224
APO 12224
APO 12224
AP012224
APO 12224
Check Total:

APO 12224
APO 12224
APO 12224
AP012224
APO 12224
APO 12224
700.00

54.52 IPHS001022

54.52 190.00 0313690
190.00 0313692
190.00 0313850
190.00 0326795
190.00 0326796
950.00

54.63 PR2401001

43.71 PR2401001

4.91 PR2401001
112.43 PR2401001
675.91 PR2401001

19.46 PR2401001
00129918 01/25/2024
00129919 01/25/2024
00129919 01/25/2024
00129919 01/25/2024
00129919 01/25/2024
00129919 01/25/2024
00129920 01/25/2024
00129920 01/25/2024
00129920 01/25/2024
00129920 01/25/2024
00129920 01/25/2024
00129920 01/25/2024
User: Gabriela Calin
Report: AP 1400M : AP: Warrant List - Machine
Page: 22
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City of Placentia
Check Register
For 01/30/2024
Type Vendor Name/ID Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date
MW OH JOHN HANCOCK USA -PARS PARS FT -ER PE 1/6 PD 1/12 V010625
MW OH JOHN HANCOCK USA -PARS PARS FT -ER PE 1/6 PD 1/12 V010625
MW OH JOHN HANCOCK USA -PARS PARS FT -ER PE 1/6 PD 1/12 V010625
MW OH JOHN HANCOCK USA -PARS PARS FT -ER PE 1/6 PD 1/12 V010625
MW OH
MW OH
MW OH
MW OH
MW OH
MW OH
MW OH
MW OH
MW OH

JONES & MAYER
V009822

MW OH JONES & MAYER
V009822

LITIGATION FEES

LEGAL SERVICES

LITIGATION FEES

LEGAL SERVICES

LITIGATION FEES

LEGAL SERVICES

LITIGATION FEES

LITIGATION FEES
0037-2131
Employer PARS/ARS Payable
0037-2131
Employer PARS/ARS Payable
0010-2131
Employer PARS/ARS Payable
0010-2131
Employer PARS/ARS Payable
101005-6006
Litigation
101005-6005
Legal Services
101005-6006
Litigation
101005-6005
Legal Services
101005-6006
Litigation
101005-6005
Legal Services
101005-6005
Legal Services
101005-6006
Litigation
101005-6006
Litigation
101005-6006
Litigation
AP012224
APO 12224
APO 12224
APO 12224
236.73 PR2401001

76.48 PR2401001
848.64 PR2401001
917.81 PR2401001
Check Total: 2,990.71
AP012224 4,148.12 119209
AP012224 420.06 119210
AP012224 146.50 119212
AP012224 6,841.30 119213
AP012224 3,675.54 119217
AP012224 708.84 119218
AP012224 761.36 119223
AP012224 288.79 119224
AP012224 78.76 119225
AP012224 2,914.19 119226
00129920 01/25/2024
00129920 01/25/2024
00129920 01/25/2024
00129920 01/25/2024
00129921 01/25/2024
00129921 01/25/2024
00129921 01/25/2024
00129921 01/25/2024
00129921 01/25/2024
00129921 01/25/2024
00129921 01/25/2024
00129921 01/25/2024
00129921 01/25/2024
00129921 01/25/2024
User: Gabriela Calin
Report: AP 1400M : AP: Warrant List - Machine
Page: 23
01/30/2024 :Date
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JONES & MAYER
V009822

JONES & MAYER

LITIGATION FEES

LEGAL SERVICES

RETAINER

LITIGATION FEES

LEGAL SERVICES

LITIGATION FEES

LEGAL SERVICES

LITIGATION FEES

LEGAL SERVICES

LEGAL SERVICES
101005-6006
Litigation
101005-6005
Legal Services
101005-6005
Legal Services
101005-6006
Litigation
101005-6006
Litigation
101005-6005
Legal Services
101005-6006
Litigation
101005-6005
Legal Services
101005-6006
Litigation
101005-6006
Litigation
101005-6006
Litigation
101005-6006
Litigation
101005-6006
Litigation
101005-6005
Legal Services
101005-6005
AP012224
AP012224
APO 12224
APO 12224
APO 12224
APO 12224
AP012224
AP012224
APO 12224
APO 12224
APO 12224
AP012224
AP012224
AP012224
APO 12224
236.29 119227
16,461.25 119230
22,833.35 119373
1,470.22 120115
210.03 120117
6,500.00 120118

88.12 120122
262.54 120123
1,181.40 120128
15,47 120129
315.05 120130
1,533.98 120131
105.02 120132
14,456.77 I20134
5,558.41 120137
00129921 01/25/2024
00129921 01/25/2024
00129921 01/25/2024
00129921 01/25/2024
00129921 01/25/2024
00129921 01/25/2024
00129921 01/25/2024
00129921 01/25/2024
00129921 01/25/2024
00129921 01/25/2024
00129921 01/25/2024
00129921 01/25/2024
00129921 01/25/2024
00129921 01/25/2024
00129921 01/25/2024
User: Gabriela Calin
Report: AP 1400M : AP: Warrant List - Machine
Page: 24
01/30/2024 :Date
17:13:48 :Time

City of Placentia
Check Register
For 01/30/2024
Type Vendor Name/ID Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date
V009822

MW OH JONES & MAYER
V009822

MW OH KAPPE TERRACINA LLC
V012436

RETAINER
JAN BALANCE -166 LA JOLLA
MW O1 -I KAPPE TERRACINA LLC FEB LEASE - 166 LA JOLLA
V012436

MW OH KOSMONT TRANSACTIONS DEC PORTFOLIO MGMT SVS
V011935
MW OH KRONOS SAASHR INC.

V012554
MW OH LSA ASSOCIATES INC.

V000604

MW OH LYNCH EMS
V011542
DEC KRONOS SUBSCRIPTION 101512-6099
Professional Services
DEC CEQA DOCUMENTATION - TOD 742531-6099
Professional Services

DEC FUEL COST

MW OH MARIPOSA LANDSCAPES IN NOV CROWTHER MEDIAN & PKWY V000647

MW OH MARIPOSA LANDSCAPES INMEDIANS & PKWY MAINTENANCE
V000647
MW OH MARIPOSA LANDSCAPES INC:NOV LIBRARY MAINTENANCE SVS V000647
MW OH MARIPOSA LANDSCAPES [Nt OV CALTRANS SLOPE ON 57 F\VY Legal Services
101005-6005
Legal Services
AP012224 25,883.65 120371
00129921 01/25/2024
Check Total: 117,095.01
103043-6160 AP012224 350.93 012224 00129922 01/25/2024
Facility Rental
103043-6160 AP012224 39,479.00 FEBRUARY 24 00129922 01/25/2024 Facility Rental
Check Total: 39,829.93
102020-6099 AP012224 2,052.43 2307.6-006 P13139 00129923 01/25/2024 Professional Services
Check Total: 2,052.43
AP012224 6,349.69 12188121 P13211 00129924 01/25/2024
Check Total: 6,349.69
AP012224 23,543.88 191604 P13159 00129925 01/25/2024
Check Total: 23,543.88
103658-6345 AP012224 790.86 12/23 FUEL 00129926 01/25/2024 Gasoline & Diesel Fuel
Check Total: 790.86
800000-6115 AP012224 28.22 105684 P13264 00129927 01/25/2024 Landscaping
103655-6115 AP012224 590.82 105684 P13264 00129927 01/25/2024 Landscaping
103655-6115/21008-6115 AP012224 321.16 105684 P13264 00129927 01/25/2024 Landscaping
103655-6115/243601-6115 AP012224 28.22 105684 P13264 00129927 01/25/2024 User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 25
01/30/2024 :Date
17:13:48 :Time

City of Placentia
Check Register
For 01/30/2024
Type
Vendor Name/ID
Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date
V000647

MW OH MARIPOSA LANDSCAPES INIMEDIANS & PKWY MAINTENANCE V000647

MW OH MARIPOSA LANDSCAPES IN(IOV LMD MAINTENANCE SVS
V000647

MW OH MCKESSON MEDICAL -
V012321

MW OH METROPOLITAN
V011879

MW OH MINUTEMAN PRESS -
V007449

MW OH MS CONSTRUCTION
V012613

MW OH ORANGE COUNTY
V000699

MW OH ORANGE COUNTY
V000699
Landscaping
173555-6115
Landscaping
296561-6115
Landscaping
EMERGENCY MEDICAL SUPPLIES 103066-6362
Emergency Medical Supples

STREET SAVER - SUBSCRIPTION
103551-6365
Computer Software
CITY LOGO ENGRAVING - TUMBLERS09595-6301
Special Department Expenses

DEC CONSTRUCTION SVS
OCEA PE 1/6 PD 1/12
OCEA PE 1/6 PD 1/12
OCEA PE 1/6 PD 1/12
OCEA PE 1/6 PD 1/12
OCEA PE 1/6 PD 1/12
AP012224 1,931.77 105684
AP012224 1,212.20 105684
Check Total: 4,112.39
AP012224 443.43 21588325
Check Total:

APO 12224
Check Total:
443.43
2,000.00 4926-AR13257
2,000.00
AP012224 2,577.38 39446
Check Total:
2,577.38
101206-6730 / 101206-6730 AP012224 82,650.00 PLS-03
Improvements Othr Thn Bldgs
0054-2176
PCEA/OCEA Assoc Dues
0048-2176
PCEA/OCEA Assoc Dues
0037-2176
PCEA/OCEA Assoc Dues
0033-2176
PCEA/OCEA Assoc Dues
0029-2176
PCEA/OCEA Assoc Dues
Check Total:

AP012224
AP012224
AP012224
AP012224
AP012224
82,650.00

0.38 PR2401001

10.97 PR2401001

16.14 PR2401001

12.51 PR2401001

9.00 PR2401001
P13264 00129927 01/25/2024
P13264 00129927 01/25/2024
00129928 01/25/2024
00129929 01/25/2024
P13281 00129930 01/25/2024
P13003 00129931 01/25/2024
00129932 01/25/2024
00129932 01/25/2024
00129932 01/25/2024
00129932 01/25/2024
00129932 01/25/2024
User: Gabriela Calin
Report: AP 1400M : AP: Warrant List - Machine
Page: 26
01/30/2024 :Date
17:13:48 :Time

City of Placentia
Check Register
For 01/30/2024
Type
Vendor Name/ID
Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date

MW OH ORANGE COUNTY
V000699

MW OH PCEA C/O NORTH
V000679

MW OH PCEA C/O NORTH
V000679
OCEA PE 1/6 PD 1/12
ORANGE CREEA PE 1/6 PD 1/12
ORANGE CECEA PE 1/6 PD 1/12
ORANGE CkEEA PE 1/6 PD 1/12
ORANGE CINBEA PE 1/6 PD 1/12
ORANGE CkEEA PE 1/6 PD 1/12
ORANGE COMA PE 1/6 PD 1/12

MW OH PETE'S ROAD SERVICE INC TIRES FOR FIRE TRUCK
V000767

MW OH PLACEWORKS
V012423

MW OH PRUDENTIAL OVERALL
V000836

DEC PROFESSIONAL SVS
12/06 UNIFORM CLEANING SVS
12/13 UNIFORM CLEANING SVS
12/20 UNIFORM CLEANING SVS
0010-2176
PCEA/OCEA Assoc Dues
0037-2176
PCEA/OCEA Assoc Dues
0033-2176
PCEA/OCEA Assoc Dues
0029-2176
PCEA/OCEA Assoc Dues
0010-2176
PCEA/OCEA Assoc Dues
0054-2176
PCEA/OCEA Assoc Dues
0048-2176
PCEA/OCEA Assoc Dues
103066-6134
Vehicle Repair & Maintenance
509104-6017/509104-6017
Special Studies
103650-6360
Uniforms
103650-6360
Uniforms
103650-6360
Uniforms
AP012224
Check Total:

AP012224
AP012224
AP012224
APO 12224
APO 12224
AP012224
Check Total:

APO 12224
Check Total:

AP012224
APO 12224
APO 12224
513.95 PR2401001
562.95

1.40 PR2401001

1.08 PR2401001

0.77 PR2401001

44.36 PR2401001

0.03 PR2401001

0.96 PR2401001

48.60 1,732.84 23-0715823-00
1,732.84
6,154.05 83080
6,154.05
163.29 62868545 P12973
163.29 62870581 P12973
165.05 62872362 P12973
00129932 01/25/2024
00129933 01/25/2024
00129933 01/25/2024
00129933 01/25/2024
00129933 01/25/2024
00129933 01/25/2024
00129933 01/25/2024
00129934 01/25/2024
P13054 00129935 01/25/2024
00129936 01/25/2024
00129936 01/25/2024
00129936 01/25/2024
User: Gabriela Calin
Report: AP 1400M : AP: Warrant List - Machine
Page: 27
01/30/2024 :Date
17:13:48 :Time

City of Placentia
Check Register
For 01/30/2024
Type
Vendor Name/ID
Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date

MW OH PRUDENTIAL OVERALL
V000836

MW OH PVP COMMUNICATIONS
V010610

MW OH PYROCOP INC
V012136

MW OH RYDIN DECAL
V005931
01/03 UNIFORM CLEANING SVS
01/10 UNIFORM CLEANING SVS
103650-6360
Uniforms
103650-6360
Uniforms
PD MOTORCYCLE HELMET EMBLEMR 3047-6360
Uniforms
FIRE INVEST. - 1030 ECICENRODE 103066-6290
Dept. Contract Services
2024 PARKING PERMIT DECALS
103047-6230
Printing & Binding
MW OH SAFETY-KLEEN SYSTEMS INUETECTOR TUBES/PARTS WASHER 103658-6301 V011477 Special Department Expenses

MW OH SANTA ANA COLLEGE
V002875

MW OH SELBERT PERKINS DESIGN
V012172

MW OH SOUTHERN CALIFORNIA
V000910

MW OH SOUTHERN CALIFORNIA

WELLNESS PROGR - REG

DEC WAYFINDING DESIGN SVS

DEC -JAN ELECTRICAL CHARGES

DEC -JAN ELECTRICAL CHARGES
103066-6250
Staff Training
709201-6770/709201-6770
Infrastructure - Major Studies
729201-6770/729201-6770
Infrastructure - Major Studies
109595-6330
Electricity
109595-6330/21010-6330
Check Total:

AP012224
APO 12224
Check Total:

Check Total:

APO 12224
AP012224
Check Total:

APO 12224
Check Total:

APO 12224
Check Total:
822.06
269.38 133818
167.14 62876178 P12973 00129936 01/25/2024
163.29 62878266 P12973 00129936 01/25/2024
00129937 01/25/2024
269.38
1,788.94 2023-0081 P12989 00129938 01/25/2024
00129939 01/25/2024
1,788.94
605.12 PS-INV114124
605.12
APO 12224 325.07 92399466
325.07
AP012224 2,184.00 26855
2,184.00
400.00 20240034
400.00 20240034
800.00
AP012224 23,777.98 011824
AP012224 14.63 011824
00129940 01/25/2024
00129941 01/25/2024
P13083 00129942 01/25/2024
P13083 00129942 01/25/2024
00129943 01/25/2024
00129943 01/25/2024
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 28
01/30/2024 :Date
17:13:48 :Time

City of Placentia
Check Register
For 01/30/2024
Type
Vendor Name/ID
Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date
V000910

MW OH SOUTHERN CALIFORNIA
V000910

MW OH STERICYCLE
V000905

MW OH T -MOBILE
V004339

MW OH TESLA ENERGY
V012749

DEC -JAN ELECTRICAL CHARGES

AUG SHREDDING SVS

OCT SHREDDING SVS
Electricity
109595-6330/21011-6330
Electricity
109595-6330/21009-6330
Electricity
296561-6330
Electricity
800000-6330
Electricity
374386-6299
Other Purchased Services
374386-6299
Other Purchased Services
11/21-12/20 HVAC CTRL INTERNET 109595-6215
Telephone/Internet
OPERATIONBERMIT B23-1194- 50% REFUND
OPERATIONBERMIT B23-1194- 50% REFUND
OPERATIONBERMIT B23-1194- 50% REFUND
OPERATIONBERMIT B23-1194- 50% REFUND
OPERATIONBERMIT B23-1194- 50% REFUND
740000-4302
General Plan Update Fee
102532-4164
Electrical Permits
750000-4303
Technology Fee
0044-2036
CBSC State Fee
0044-2049
Health & Safety Collection
APO 12224
APO 12224
AP012224
APO 12224
Check Total:
190.75 011824

93.04 011824
162.66 011824
162.30 011824
24,401.36
AP012224 186.24 8002315357BAL
AP012224 1,751.26 8005234574
Check Total:

APO 12224
Check Total:

APO 12224
APO 12224
AP012224
APO 12224
AP012224
1,937.50
591.09 DEC -23
591.09

54.00 B23-1194

14.00 B23-1194

31.50 B23-1194

1.00 B23-1194

2.50 B23-1194
00129943 01/25/2024
00129943 01/25/2024
00129943 01/25/2024
00129943 01/25/2024
00129944 01/25/2024
00129944 01/25/2024
00129945 01/25/2024
00129946 01/25/2024
00129946 01/25/2024
00129946 01/25/2024
00129946 01/25/2024
00129946 01/25/2024
User: Gabriela Calin
Report: AP1400M : Al': Warrant List - Machine
Page: 29
01/30/2024 :Date
17:13:48 :Time

City of Placentia
Check Register
For 01/30/2024
Type
Vendor Name/ID
Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date
MW OH TESLA ENERGY OPERATIONBERMIT B23-1194- 50% REFUND V012749

MW OH TESLA ENERGY
V012749

MW OH TESLA ENERGY
V012749
OPERATIONBERMIT B23-1194- 50% REFUND
OPERATIONBERMIT B23-130
OPERATIONBERMIT B23-130
OPERATIONBERMIT B23-130
OPERATIONBERMIT B23-130
0- 50% REFUND
0- 50% REFUND
0- 50% REFUND
0- 50% REFUND
OPERATIONBERMIT B23-130
OPERATIONBERMIT B23-130
OPERATIONBERMIT B23-130
OPERATIONBERMIT B23-148
OPERATIONBERMIT B23-148
0- 50% REFUND
0- 50% REFUND
OPERATIONBERMIT B23-148
OPERATIONBERMIT B23-148
MW OH TESLA ENERGY OPERATIONBERMIT B23-148
V012749
0- 50% REFUND
0- 50% REFUND
0- 50% REFUND
0- 50% REFUND
0- 50% REFUND
0- 50% REFUND
MW OH TESLA ENERGY OPERATIONBERMIT B23-1480- 50% REFUND 102532-4160
Building Permits
0044-2030
Strong Motion Fees/Res.
0044-2030
Strong Motion Fees/Res.
0044-2049
Health & Safety Collection
102532-4160
Building Permits
0044-2036
CBSC State Fee
750000-4303
Technology Fee
740000-4302
General Plan Update Fee
102532-4164
Electrical Permits
750000-4303
Technology Fee
102532-4164
Electrical Permits
102532-4160
Building Permits
740000-4302
General Plan Update Fee
0044-2049
Health & Safety Collection
0044-2030
AP012224
AP012224
AP012224
APO 12224
AP012224
APO 12224
AP012224
AP012224
AP012224
APO 12224
AP012224
AP012224
APO 12224
AP012224
APO 12224
146.00 B23-1194

2.34 B23-1194

2.73 B23-1300

2.50 B23-1300
146.00 B23-1300

1.00 B23-1300

36.75 B23-1300

63.00 B23-1300

52.00 B23-1300

30.63 B23-1480

14.00 B23-1480
146.00 B23-1480

52.50 B23-1480

2.50 B23-1480

2.78 B23-1480
00129946 01/25/2024
00129946 01/25/2024
00129946 01/25/2024
00129946 01/25/2024
00129946 01/25/2024
00129946 01/25/2024
00129946 01/25/2024
00129946 01/25/2024
00129946 01/25/2024
00129946 01/25/2024
00129946 01/25/2024
00129946 01/25/2024
00129946 01/25/2024
00129946 01/25/2024
00129946 01/25/2024
User: Gabriela Calin
Report: AP 1400M : AP: Warrant List - Machine
Page: 30
01/30/2024 :Date
17:13:48 :Time

City of Placentia
Check Register
For 01/30/2024
Type Vendor Name/ID Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date
V012749

MW OH TESLA ENERGY
V012749

MW OH TESLA ENERGY
V012749
MW OH

TESLA ENERGY
V012749

OPERATIONBERMIT

OPERATIONBERMIT
B23-1480- 50% REFUND
B23-2065- 50% REFUND
B23-2065- 50% REFUND
B23-2065- 50% REFUND
B23-2065- 50% REFUND
B23-2065- 50% REFUND
B23-2065- 50% REFUND
B23-2382- 50% REFUND
B23-2382- 50% REFUND
B23-2382- 50% REFUND
B23-2382- 50% REFUND
B23-2382- 50% REFUND
B23-2382- 50% REFUND
B23-2382- 50% REFUND
Strong Motion Fees/Res.
0044-2036
CBSC State Fee
0044-2036
CBSC State Fee
0044-2030
Strong Motion Fees/Res.
0044-2049
Health & Safety Collection
102532-4160
Building Permits
740000-4302
General Plan Update Fee
750000-4303
Technology Fee
750000-4303
Technology Fee
740000-4302
General Plan Update Fee
102532-4164
Electrical Permits
102532-4160
Building Permits
0044-2049
Health & Safety Collection
0044-2036
CBSC State Fee
0044-2030
Strong Motion Fees/Res.

AP012224 1.00 B23-1480
APO 12224 1.00 B23-2065
AP012224 2.00 B23-2065
AP012224 2.50 B23-2065
AP012224 190.00 B23-2065
AP012224 4.50 B23-2065
APO 12224 25.00 B23-2065
AP012224 25.00 B23-2382
AP012224 4.50 B23-2382
AP012224 53.50 B23-2382
AP012224 113.50 B23-2382
AP012224 2.50 B23-2382
AP012224 1.00 B23-2382
AP012224 2.00 B23-2382
00129946 01/25/2024
00129946 01/25/2024
00129946 01/25/2024
00129946 01/25/2024
00129946 01/25/2024
00129946 01/25/2024
00129946 01/25/2024
00129946 01/25/2024
00129946 01/25/2024
00129946 01/25/2024
00129946 01/25/2024
00129946 01/25/2024
00129946 01/25/2024
00129946 01/25/2024
User: Gabriela Calin
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Page: 31
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City of Placentia
Check Register
For 01/30/2024
Type Vendor Name/ID
Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date

MW OH TESLA ENERGY
V012749

MW OH TESLA ENERGY
V012749
MW OH

TESLA ENERGY
V012749

MW OH THE BEE MAN
V000117

MW OH THE TINT PROS
V012751
OPERATIONBERMIT B23-2850- 50% REFUND
OPERATIONBERMIT B23-2850- 50% REFUND
OPERATIONBERMIT B23-2850- 50% REFUND
OPERATIONBERMIT B23-2850- 50% REFUND
OPERATIONBERMIT B23-2850- 50% REFUND
OPERATIONBERMIT B23-2850- 50% REFUND
OPERATIONBERMIT B23-2850- 50% REFUND
0044-2030
Strong Motion Fees/Res.
0044-2036
CBSC State Fee
0044-2049
Health & Safety Collection
102532-4160
Building Permits
102532-4164
Electrical Permits
740000-4302
General Plan Update Fee
750000-4303
Technology Fee
BEE REMOVAL SVS - UNDERHILL DR103654-6301
Special Department Expenses

DRAIN PUMP REPAIR
MW OH THINKSUPPLIES.COM OFFICE SUPPLIES
V007047
PAPER
PAPER
MW OH THINKSUPPLIES.COM
V007047
MW OH THINKSUPPLIES.COM
V007047
103066-6301
Special Depaitiuent Expenses
103650-6315
Office Supplies
109595-6315
Office Supplies
109595-6315
Office Supplies
APO 12224
AP012224
AP012224
APO 12224
APO 12224
APO 12224
APO 12224

2.00 B23-2850

1.00 B23-2850

2.50 B23-2850
113.50 B23-2850

53.50 B23-2850

4.50 B23-2850

25.00 B23-2850
Check Total: 1,433.73
AP012224 225.00 125233
Check Total:

APO 12224
Check Total:

APO 12224
APO 12224
APO 12224
Check Total:
225.00
1,487.00 1472
1,487.00

80.52 70344
271.82 70390
217.46 70400
569.80
00129946 01/25/2024
00129946 01/25/2024
00129946 01/25/2024
00129946 01/25/2024
00129946 01/25/2024
00129946 01/25/2024
00129946 01/25/2024
00129947 01/25/2024
00129948 01/25/2024
00129949 01/25/2024
00129949 01/25/2024
00129949 01/25/2024
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 32
01/30/2024 :Date
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City of Placentia
Check Register
For 01/30/2024
Type
Vendor Name/ID
Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date
MW OH TRAFFIC MANAGEMENT PW SUPPLIES - ROADMAX PAINT 103652-6301 V008463

MW OH TREJO, DANIELA
V012221

DRONE TEST/LICENSE FEES
MW OH TRILLIUM CNG (1720) NOV CNG FUEL
V007952
MW OH TURBO DATA SYSTEMS INC PARKING CIT. ENVELOPES
V001238
Special Department Expenses
103041-6250
Staff Training
103658-6345
Gasoline & Diesel Fuel
103047-6290
Dept. Contract Services
MW OH TURBO DATA SYSTEMS INC DEC PARKING CITATION SVS 103047-6290 V001238 Dept. Contract Services

MW OH UNIQUE PRINTING
V010259

PD BUSINESS CARDS
MW OH US BANK PARS #6746022400 PARS PT EE/ER PE1/6 PD1/12 V008781
MW OH US BANK PARS #6746022400 PARS PT EE/ER PE1/6 PD1/12 V008781
MW OH WEST COAST ARBORISTS INC2/1-15 TREE TRIMMING SVS
V001124
MW OH WEST COAST ARBORISTS INC2/1-15 TREE TRIMMING SVS
V001124
103041-6230
Printing & Binding
0010-2126
Employee PARS/ARS W/H
0010-2131
Employer PARS/ARS Payable
103655-6116
Tree Maintenance
173555-6116
Tree Maintenance
MW OH YAZDANSHENAS, ALIYAR MAY HEALTH & WELLNESS REIMB. 109595-6999 AP012224 1,166.22 06-103827
Check Total: 1,166.22
AP012224 175.00 TREJO11724
Check Total:

APO 12224
Check Total:

AP012224
APO 12224
Check Total:
175.00
253.57 231661731
253.57

52.50 40466A
1,063.38 41868
1,115.88
/0012224 138.11 45609
Check Total: 138.11
AP012224 744.63 PR2401001
AP012224 744.63 PR2401001
Check Total: 1,489.26
AP012224 980.00 209017
AP012224 980.00 209017
Check Total: 1,960.00
AP012224 140.06 011824
00129950 01/25/2024
00129951 01/25/2024
00129952 01/25/2024
00129953 01/25/2024
P13052 00129953 01/25/2024
00129954 01/25/2024
00129955 01/25/2024
00129955 01/25/2024
P13061 00129956 01/25/2024
P13061 00129956 01/25/2024
00129957 01/25/2024
User: Gabriela Calin
Report: AP 1400M : AP: Warrant List - Machine
Page: 33
01/30/2024 :Date
17:13:48 :Time

City of Placentia
Check Register
For 01/30/2024
Type Vendor Name/ID
Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date
V012757

MW OH YORBA LINDA WATER
V001148

MW OH ZAVADIL, DANIEL
V012752

NOV-DEC WATER CHARGES

EXPENSES REIMBURSEMENT

EXPENSES REIMBURSEMENT
Other Expenditure
109595-6335
Water
102532-6315
Office Supplies
101001-6245
Meetings & Conferences
Check Total:

AP012224
140.06
261.17 011784
Check Total: 261.17
AP012224 171.83 010924
AP012224 22.84 010924
Check Total: 194.67
Type Total: 1,503,968.75
Check Total: 1,503,968.75
00129958 01/25/2024
00129959 01/25/2024
00129959 01/25/2024
User: Gabriela Calin
Report AP 1400M : AP: Warrant List - Machine
Page: 34
01/30/2024 :Date
17:13:48 :Time

Type Vendor Name/ID Description
City of Placentia
ACH Check Register
For 02/06/2024
Account/Description
Batch ID Amount Invoice#
PO # Check # Check Date
Check Totals by ID
AP 274,855.98
EP 0.00
IP 0.00
OP 0.00
Fund Name
101 -General Fund (0010)
208-Sccssr Agncy Ret Oblg (0054)
231 -Placentia Reg Nay Cent(0078)
265 -Landscape Maintenance (0029)
275 -Sewer Maintenance (0048)
401 -City Capital Projects (0033)
501 -Refuse Administration (0037)
601 -Employee Health & Wlfre (0039)
605 -Risk Management (0040)
Check Totals by Fund
201,499.21
538.47
1,173.83
481.65
2,921.73
3,349.92
2,193.56
61,407.71
1,289.90
Check Total: 274,855.98
ACH Payroll Direct Deposit for 01/26/2024: 593,478.88
Electronic Disbursement Total: 868,334.86
Grand Total: 274,855.98
Void Total:

Check Total:

Funds will be transferred from the Cash Basis Fund as needed to fund the warrants included on this warrant register

0.00 274,855.98
User: Gabriela Cahn
Report: AP 1400M : AP: Warrant List - Machine
01/30/2024 :Date
17:15:25 :Time

City of Placentia
Check Register
For 01/30/2024
Type
Vendor Name/ID
Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date

MW OH PLACENTIA POLICE
V000839
PPFMA PE 1/6 PD 1/12
MW OH PLACENTIA FIREFIGHTERS PFFA PE 1/6 PD 1/12
V011878

MW OH PLACENTIA POLICE
V003519

MW OH CALIFORNIA STATE
V004813

MW OH EMPLOYMENT
V010052

MW OH EMPLOYMENT
V010052
PPOA PE 1/6 PD 1/12
PPOA PE 1/6 PD 1/12
CA GARN PE 1/6 PD 1/12
CA GARN PE 1/6 PD 1/12
CA GARN PE 1/6 PD 1/12
CA GARN PE 1/6 PD 1/12
PAYROLL PE 1/6 PD 1/12
PAYROLL PE 1/6 PD 1/12
PAYROLL PE 1/6 PD 1/12
PAYROLL PE 1/6 PD 1/12
0010-2180
Police Mgmt Assn Dues
0010-2178
Placentia Police Assoc Dues
0010-2178
Placentia Police Assoc Dues
0078-2178
Placentia Police Assoc Dues
0010-2196
Garnishments W/H
0029-2196
Garnishments W/H
0037-2196
Garnishments W/H
0048-2196
Garnishments W/II
0010-2135
Calif Income Tax W/H
0029-2135
Calif Income Tax W/H
0033-2135
Calif Income Tax W/H
0040-2135
Calif Income Tax W/H
ACH011724
Check Total:

0.00 PR2401001

0.00 ACH011724 800.00 PR2401001
Check Total: 800.00
ACH011724 3,246.09 PR2401001
ACI-I011724 47.66 PR2401001
Check Total: 3,293.75
ACH011824 1,272.91 PR2401001
ACH011824 9.23 PR2401001
ACH011824 69.23 PR2401001
ACH011824 46.15 PR2401001
Check Total: 1,397.52
ACH011824 37,810.88 PR2401001
ACH011824 131.36 PR2401001
ACH011824 783.31 PR2401001
ACH011824 367.02 PR2401001
00000000 01/18/2024
00018225 01/18/2024
00018226 01/18/2024
00018226 01/18/2024
00018227 01/18/2024
00018227 01/18/2024
00018227 01/18/2024
00018227 01/18/2024
00018228 01/18/2024
00018228 01/18/2024
00018228 01/18/2024
00018228 01/18/2024
User: Gabriela Cahn
Report: AP 1400M : AP: Warrant List - Machine
Page: 1
01/30/2024 :Date
17:15:25 :Time

City of Placentia
Check Register
For 01/30/2024
Type
Vendor Name/ID
Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date

MW OH EMPLOYMENT
V010052

MW OH EMPLOYMENT
V010052
MW O1-1 EMPLOYMENT
V010052

MW OH INTERNAL REVENUE
V010054

MW OH INTERNAL REVENUE
V010054
MW OH
MW OH

INTERNAL REVENUE
V010054

MW OH INTERNAL REVENUE
V010054
PAYROLL PE 1/6 PD 1/12
PAYROLL PE 1/6 PD 1/12
PAYROLL PE 1/6 PD 1/12
PAYROLL PE 1/6 PD 1/12
FED TAX PE 1/6 PD 1/12
FED TAX PE 1/6 PD 1/12
FED TAX PE 1/6 PD 1/12
FED TAX PE 1/6 PD 1/12
FED TAX PE 1/6 PD 1/12
FED TAX PE 1/6 PD 1/12
FED TAX PE 1/6 PD 1/12
FED TAX PE 1/6 PD 1/12
FED TAX PE 1/6 PD 1/12
FED TAX PE 1/6 PD 1/12
0037-2135
Calif Income Tax W/H
0054-2135
Calif Income Tax W/H
0048-2135
Calif Income Tax W/H
0078-2135
Calif Income Tax W/H
0078-2110
Federal Income Tax W/H
0010-2110
Federal Income Tax W/H
0029-2110
Federal Income Tax W/H
0033-2110
Federal Income Tax W/H
0037-2110
Federal Income Tax W/H
0040-2110
Federal Income Tax W/H
0048-2110
Federal Income Tax W/H
0054-2110
Federal Income Tax W/H
0054-2115
Employee Medicare W/H
0078-2115
Employee Medicare W/H
ACH011824 430.51 PR2401001
ACH011824 111.86 PR240100I
ACH011824 476.83 PR2401001
ACH011824 232.91 PR2401001
Check Total: 40,344.68
ACH011824 693.40 PR2401001
ACH011824 88,458.36 PR2401001
ACH011824 190.03 PR2401001
ACH011824 2,066.46 PR2401001
ACH011824 1,021.67 PR2401001
ACH011824 458.70 PR2401001
ACH011824 1,479.38 PR240100I
ACH011824 252.11 PR2401001
ACH011824 37.11 PR2401001
ACH011824 62.43 PR2401001
00018228 01/18/2024
00018228 01/18/2024
00018228 01/18/2024
00018228 01/18/2024
00018229 01/18/2024
00018229 01/18/2024
00018229 01/18/2024
00018229 01/18/2024
00018229 01/18/2024
00018229 01/18/2024
00018229 01/18/2024
00018229 01/18/2024
00018229 01/18/2024
00018229 01/18/2024
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 2
01/30/2024 :Date
17:15:25 :Time

City of Placentia
Check Register
For 01/30/2024
Type
Vendor Name/ID
Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date

MW OH INTERNAL REVENUE
V010054

MW OH INTERNAL REVENUE
FED TAX PE 1/6 PD 1/12
FED TAX PE 1/6 PD 1/12
FED TAX PE 1/6 PD 1/12
FED TAX PE 1/6 PD 1/12
FED TAX PE 1/6 PD 1/12
FED TAX PE 1/6 PD 1/12
FED TAX PE 1/6 PD 1/12
FED TAX PE 1/6 PD 1/12
FED TAX PE 1/6 PD 1/12
FED TAX PE 1/6 PD 1/12
FED TAX PE 1/6 PD 1/12
FED TAX PE 1/6 PD 1/12
FED TAX PE 1/6 PD 1/12
FED TAX PE 1/6 PD 1/12
FED TAX PE 1/6 PD 1/12
0040-2115
Employee Medicare W/H
0048-2115
Employee Medicare W/H
0037-2115
Employee Medicare W/H
0033-2115
Employee Medicare W/H
0029-2115
Employee Medicare W/H
0010-2115
Employee Medicare W/H
0010-2120
Employer Medicare Payable
0029-2120
Employer Medicare Payable
0037-2120
Employer Medicare Payable
0048-2120
Employer Medicare Payable
0040-2120
Employer Medicare Payable
0033-2120
Employer Medicare Payable
0078-2120
Employer Medicare Payable
0054-2120
Employer Medicare Payable
0010-2125
ACHO 11824
ACH011824
ACH011824
ACH011824
ACHO 11824
ACH011824
ACHO 11824
ACHO 11824
ACHO 11824
ACHO 11824
ACHO 11824
ACHO 11824
ACH011824
ACHO 11824
ACH011824

82.09 PR2401001
179.21 PR2401001
133.96 PR2401001
195.71 PR2401001

50.09 PR2401001
11,968.77 PR2401001
11,968.77 PR2401001

50.09 PR2401001
133.96 PR2401001
179.21 PR2401001

82.09 PR2401001
195.71 PR2401001

62.43 PR2401001

37.11 PR2401001

18.50 PR2401001
00018229 01/18/2024
00018229 01/18/2024
00018229 01/18/2024
00018229 01/18/2024
00018229 01/18/2024
00018229 01/18/2024
00018229 01/18/2024
00018229 01/18/2024
00018229 01/18/2024
00018229 01/18/2024
00018229 01/18/2024
00018229 01/18/2024
00018229 01/18/2024
00018229 01/18/2024
00018229 01/18/2024
User: Gabriela Calin
Report: AP 1400M : AP: Warrant List - Machine
Page: 3
01/30/2024 :Date
17:15:25 :Time

City of Placentia
Check Register
For 01/30/2024
Type
Vendor Name/ID
Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date
V010054
MW OH INTERNAL REVENUE FED TAX PE 1/6 PD 1/12
V010054
MW OH MISSION SQUARE 100091 401A PE 1/6 PD 1/12
V012393
MW OH MISSION SQUARE 301387 EE/ER CONTR PE 1/6 PD 1/12
MW OH
MW OH
MW OH
MW OH
MW OH
MW OH
MW OH
V012394
MISSION SQUARE 301387
V012394
MISSION SQUARE 301387
V012394
MISSION SQUARE 301387
V012394
MISSION SQUARE 301387
V012394
MISSION SQUARE 301387
V012394
MISSION SQUARE 301387
V012394

EE/ER CONTR

EE/ER CONTR
PE 1/6 PD 1/12
PE 1/6 PD 1/12
PE 1/6 PD 1/12
EE/ER CONTR PE 1/6 PD 1/12
EE/ER CONTR PE 1/6 PD 1/12
EE/ER CONTR PE 1/6 PD 1/12
MISSION SQUARE 301387 EE/ER CONTR PE 1/6 PD 1/12
V012394
MW OH WASHINGTON STATE WA GARN PE 1/6 PD 1/12
V011597

MW OH PLACENTIA POLICE
PPFMA PE01/16 PD 01/12
Employee Social Sec W/H
0010-2130
Employer Soc Sec Payable
0010-2170
Deferred Comp Payable - ICMA
0010-2170
Deferred Comp
0029-2170
Deferred Comp
0054-2170
Deferred Comp
0078-2170
Deferred Comp
0033-2170
Deferred Comp
0037-2170
Deferred Comp
0040-2170
Deferred Comp
0048-2170
Deferred Comp
Payable - ICMA
Payable - ICMA
Payable - ICMA
Payable - ICMA
Payable - ICMA
Payable - ICMA
Payable - ICMA
Payable - ICMA
0010-2196
Garnishments W/H
0010-2180
ACHOI 1824

18.50 PR2401001
Check Total: 120,075.85
ACH011824 10,316.25 PR2401001
Check Total: 10,316.25
ACH011824 33,303.81 301387-PY2401
ACH011824 50.85 301387-PY2401
ACH011824 100.28 301387-PY2401
ACH011824 75.00 301387-PY2401
ACH011824 108.73 301387-PY2401
ACH011824 404.23 301387-PY2401
ACH011824 300.00 301387-PY2401
ACH011824 560.95 301387-PY2401
Check Total: 34,903.85
ACH011824 823.09 PR2401001
Check Total:
823.09
ACH011924 1,493.28 PR2401001.
00018229 01/18/2024
00018230 01/18/2024
00018231 01/18/2024
00018231 01/18/2024
00018231 01/18/2024
00018231 01/18/2024
00018231 01/18/2024
00018231 01/18/2024
00018231 01/18/2024
00018231 01/18/2024
00018232 01/18/2024
00018233 01/29/2024
User: Gabriela Calin
Report: AP 1400M : AP: Warrant List - Machine
Page: 4
01/30/2024 :Date
17:15:25 :Time

City of Placentia
Check Register
For 01/30/2024
Type Vendor Name/ID Description
Account/Description
Batch ID Amount Invoice#
PO # Check # Check Date
V000839 Police Mgmt Assn Dues
MW OH ALDWIR, MAMOUN FEB MEDICAL REIMBURSEMENT 395083-5161 E000113 Health Insurance Premiums
MW OH ANDERSON, MARLA FEB MEDICAL REIMBURSEMENT 395083-5161 E000071 Health Insurance Premiums
MW OH ARMSTRONG, JOHN T FEB MEDICAL REIMBURSEMENT 395083-5161 E000046 Health Insurance Premiums
MW OH AUDISS, JAY SCOTT FEB MEDICAL REIMBURSEMENT 395083-5161 E000125 Health Insurance Premiums
MW OH BABCOCK, CHARLES A FEB MEDICAL REIMBURSEMENT 395083-5161 E000015 Health Insurance Premiums
MW OH BEALS, SHARLENE FEB MEDICAL REIMBURSEMENT 395083-5161 E000076 Health Insurance Premiums
MW OH BERMUDEZ, ALBERT FEB MEDICAL REIMBURSEMENT 395083-5161 E000124 Health Insurance Premiums
MW OH BUNNELL, DONALD FEB MEDICAL REIMBURSEMENT 395083-5161 E000062 Health Insurance Premiums
MW OH BURGNER, ARTHUR FEB MEDICAL REIMBURSEMENT 395083-5161 Check Total: 1,493.28
RETFEB24 870.44 FEB-24
Check Total: 870.44
RETFEB24 527.78 FEB-24
Check Total: 527.78
RETFEB24 1,137.00 FEB-24
Check Total: 1,137.00
RETFEB24 2,256.00 FEB-24
Check Total: 2,256.00
RETFEB24 308.00 FEB-24
Check Total: 308.00
RETFEB24 185.39 FEB-24
Check Total: 185.39
RETFEB24 547.69 MAR -24
Check Total: 547.69
RETFEB24 527.78 MAR -24
Check Total: 527.78
RETFEB24 527.78 MAR -24
00018234 01/30/2024
00018235 01/30/2024
00018236 01/30/2024
00018237 01/30/2024
00018238 01/30/2024
00018239 01/30/2024
00018240 01/30/2024
00018241 01/30/2024
00018242 01/30/2024
User: Gabriela Calin
Report: AP 1400M : AP: Warrant List - Machine
Page: 5
01/30/2024 :Date
17:15:25 :Time

City of Placentia
Check Register
For 01/30/2024
Type Vendor Name/ID Description
Account/Description
Batch ID Amount Invoice#
PO # Check # Check Date
E000074 Health Insurance Premiums
MW OH BUSSE, MICHAEL FEB MEDICAL REIMBURSEMENT 395083-5161 E000131 Health Insurance Premiums
MW OH CHANDLER, JOHN P FEB MEDICAL REIMBURSEMENT 395083-5161 E000109 Health Insurance Premiums
MW OH CHANG, ROBERT FEB MEDICAL REIMBURSEMENT 395083-5161 E000107 Health Insurance Premiums
MW OH COBBETT, GEOFFREY FEB MEDICAL REIMBURSEMENT 395083-5161 E000007 Health Insurance Premiums
MW OH COOK, ARLENE M FEB MEDICAL REIMBURSEMENT 395083-5161 E000018 Health Insurance Premiums
MW OH D'AMATO, ROBERT FEB MEDICAL REIMBURSEMENT 395083-5161 E000056 Health Insurance Premiums
MW OI-I DAVID, PRESTON FEB MEDICAL REIMBURSEMENT 395083-5161 E000112 Health Insurance Premiums
MW OH DAVIS, CAROLYN FEB MEDICAL REIMBURSEMENT 395083-5161 E000005 Health Insurance Premiums
MW OH DEAN, ANDREW FEB MEDICAL REIMBURSEMENT 395083-5161 Check Total: 527.78
RETFEB24 1,612.85 MAR -24
Check Total: 1,612.85
RETFEB24 1,879.80 MAR -24
Check Total: 1,879.80
RETFEB24 1,282.00 MAR -24
Check Total: 1,282.00
RETFEB24 527.78 MAR -24
Check Total: 527.78
RETFEB24 527.78 MAR -24
Check Total: 527.78
RETFEB24 185.39 MAR -24
Check Total: 185.39
RETFEB24 527.78 MAR -24
Check Total: 527.78
RETFEB24 527.78 MAR -24
Check Total: 527.78
RETFEB24 1,815.00 MAR -24
00018243 01/30/2024
00018244 01/30/2024
00018245 01/30/2024
00018246 01/30/2024
00018247 01/30/2024
00018248 01/30/2024
00018249 01/30/2024
00018250 01/30/2024
00018251 01/30/2024
User: Gabriela Calm
Report: AP1400M : AP: Warrant List - Machine
Page: 6
01/30/2024 :Date
17:15:25 :Time

City of Placentia
Check Register
For 01/30/2024
Type Vendor Name/ID Description
Account/Description
Batch ID Amount Invoice#
PO # Check # Check Date
E000135 Health Insurance Premiums
MW OH DELOS SANTOS, JAMIE FEB MEDICAL REIMBURSEMENT 395083-5161 E000045 Health Insurance Premiums
MW OH DICKSON, ROBERTA JO FEB MEDICAL REIMBURSEMENT 395083-5161 E000011 Health Insurance Premiums
MW OH DOWNEY, CAROL FEB MEDICAL REIMBURSEMENT 395083-5161 E000082 Health Insurance Premiums
MW OH ECKENRODE, NORMAN FEB MEDICAL REIMBURSEMENT 395083-5161 E000029 Health Insurance Premiums
MW OH ESCOBOSA, LILLIAN FEB MEDICAL REIMBURSEMENT 395083-5161 E000055 Health Insurance Premiums
MW OH ESPINOZA, ROSALINDA FEB MEDICAL REIMBURSEMENT 395083-5161 E000016 Health Insurance Premiums
MW OH FRICKE, JUERGEN FEB MEDICAL REIMBURSEMENT 395083-5161 E000075 Health Insurance Premiums
MW OH FULLER, GLENN H FEB MEDICAL REIMBURSEMENT 395083-5161 E000081 Health Insurance Premiums
MW OH GALLANT, KAREN FEB MEDICAL REIMBURSEMENT 395083-5161 Check Total: 1,815.00
RETFEB24 229.55 MAR -24
Check Total: 229.55
RETFEB24 185.39 MAR -24
Check Total: 185.39
RETFEB24 527.78 MAR -24
Check Total: 527.78
RETFEB24 527.78 MAR -24
Check Total: 527.78
RETFEB24 291.15 MAR -24
Check Total: 291.15
RETFEB24 565.00 MAR -24
Check Total: 565.00
RETFEB24 873.00 MAR -24
Check Total: 873.00
RETFEB24 873.00 MAR -24
Check Total: 873.00
RETFEB24 527.78 MAR -24
00018252 01/30/2024
00018253 01/30/2024
00018254 01/30/2024
00018255 01/30/2024
00018256 01/30/2024
00018257 01/30/2024
00018258 01/30/2024
00018259 01/30/2024
00018260 01/30/2024
User: Gabriela Cahn
Report: AP 1400M : AP: Warrant List - Machine
Page: 7
01/30/2024 :Date
17:15:25 :Time

City of Placentia
Check Register
For 01/30/2024
Type Vendor Name/ID Description
Account/Description
Batch ID Amount Invoice#
PO # Check # Check Date
E000008 Health Insurance Premiums
MW OH GARNER, JO ANN FEB MEDICAL REIMBURSEMENT 395083-5161 E000047 Health Insurance Premiums
MW OH GARNER, KITTY FEB MEDICAL REIMBURSEMENT 395083-5161 E000080 Health Insurance Premiums
MW OH GRIMM, DENNIS L FEB MEDICAL REIMBURSEMENT 395083-5161 E000042 Health Insurance Premiums
MW OH HOLTSCLAW, KATHERINE FEB MEDICAL REIMBURSEMENT 395083-5161 E000121 Health Insurance Premiums
MW OH IRVINE, SUZETTE FEB MEDICAL REIMBURSEMENT 395083-5161 E000019 Health Insurance Premiums
MW OH JENKINS, ROBERT FEB MEDICAL REIMBURSEMENT 395083-5161 E000084 Health Insurance Premiums
MW OH JOHNSON, SHARON FEB MEDICAL REIMBURSEMENT 395083-5161 E000099 Health Insurance Premiums
MW OH JONES, ROBERT FEB MEDICAL REIMBURSEMENT 395083-5161 E000053 Health Insurance Premiums
MW OH JUAREZ, JANET FEB MEDICAL REIMBURSEMENT 395083-5161 Check Total: 527.78
RETFEB24 185.39 MAR -24
Check Total: 185.39
RETFEB24 870.44 MAR -24
Check Total: 870.44
RETFEB24 308.00 MAR -24
Check Total: 308.00
RETFEB24 565.00 MAR -24
Check Total: 565.00
RETFEB24 527.78 MAR -24
Check Total: 527.78
RETFEB24 739.30 MAR -24
Check Total: 739.30
RETFEB24 185.39 MAR -24
Check Total: 185.39
RETFEB24 184.72 MAR -24
Check Total: 184.72
RETFEB24 184.72 MAR -24
00018261 01/30/2024
00018262 01/30/2024
00018263 01/30/2024
00018264 01/30/2024
00018265 01/30/2024
00018266 01/30/2024
00018267 01/30/2024
00018268 01/30/2024
00018269 01/30/2024
User: Gabriela Calin
Report: AP 1400M : AP: Warrant List - Machine
Page: 8
01/30/2024 :Date
17:15:25 :Time

City of Placentia
Check Register
For 01/30/2024
Type Vendor Name/ID Description
Account/Description
Batch ID Amount Invoice#
PO # Check # Check Date
E000134 Health Insurance Premiums
MW OH JUDD, TERRELL FEB MEDICAL REIMBURSEMENT 395083-5161 E000115 Health Insurance Premiums
MW OH KIRKLAND, RICHARD L FEB MEDICAL REIMBURSEMENT 395083-5161 E000110 Health Insurance Premiums
MW OH LITTLE, DIANE M FEB MEDICAL REIMBURSEMENT 395083-5161 E000098 Health Insurance Premiums
MW OH LOOMIS, CORINNE FEB MEDICAL REIMBURSEMENT 395083-5161 E000122 Health Insurance Premiums
MW OH LOWREY, B J FEB MEDICAL REIMBURSEMENT 395083-5161 E000041 Health Insurance Premiums
MW OH MAERTZWEILER, MICHAEL EEB MEDICAL REIMBURSEMENT 395083-5161 E000032 Health Insurance Premiums
MW OH MILANO, JAMES FEB MEDICAL REIMBURSEMENT 395083-5161 E000054 Health Insurance Premiums
MW OH MILLER, RICHARD FEB MEDICAL REIMBURSEMENT 395083-5161 E000106 Health Insurance Premiums
MW OH NAJERA, JOSEPH D. FEB MEDICAL REIMBURSEMENT 395083-5161 Check Total: 184.72
RETFEB24 870.44 MAR -24
Check Total: 870.44
RETFEB24 184.72 APR -24
Check Total: 184.72
RETFEB24 291.15 APR -24
Check Total: 291.15
RETFEB24 565.00 APR -24
Check Total: 565.00
RETFEB24 308.00 APR -24
Check Total: 308.00
RETFEB24 527.78 APR -24
Check Total: 527.78
RETFEB24 527.78 APR -24
Check Total: 527.78
RETFEB24 1,137.00 APR -24
Check Total: 1,137.00
RETFEB24 565.00 APR -24
00018270 01/30/2024
00018271 01/30/2024
00018272 01/30/2024
00018273 01/30/2024
00018274 01/30/2024
00018275 01/30/2024
00018276 01/30/2024
00018277 01/30/2024
00018278 01/30/2024
User: Gabriela Calin
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City of Placentia
Check Register
For 01/30/2024
Type Vendor Name/ID Description
Account/Description
Batch ID Amount Invoice#
PO # Check # Check Date
E000136 Health Insurance Premiums
MW OH OLEA, ARLENE J FEB MEDICAL REIMBURSEMENT 395083-5161 E000014 Health Insurance Premiums
MW OH PALMER, GEORGE FEB MEDICAL REIMBURSEMENT 395083-5161 E000094 Health Insurance Premiums
MW OH PASCARELLA, RICHARD FEB MEDICAL REIMBURSEMENT 395083-5161 E000129 Health Insurance Premiums
MW OH PASCUA, RAYNALD FEB MEDICAL REIMBURSEMENT 395083-5161 E000114 Health Insurance Premiums
MW OH PASPALL, MIHAJLO FEB MEDICAL REIMBURSEMENT 395083-5161 E000085 Health Insurance Premiums
MW OH PEREZ, ROBERT FEB MEDICAL REIMBURSEMENT 395083-5161 E000111 Health Insurance Premiums
MW OH PICHON, WALTER FEB MEDICAL REIMBURSEMENT 395083-5161 E000103 Health Insurance Premiums
MW OH PINEDA, MATEO FEB MEDICAL REIMBURSEMENT 395083-5161 E000127 Health Insurance Premiums
MW OH PISCHEL, STEPHEN FEB MEDICAL REIMBURSEMENT 395083-5161 Check Total: 565.00
RETFEB24 527.78 APR -24
Check Total: 527.78
RETFEB24 873.00 APR -24
Check Total: 873.00
RETFEB24 2,095.45 APR -24
Check Total: 2,095.45
RETFEB24 1,720.00 APR -24
Check Total: 1,720.00
RETFEB24 526.44 APR -24
Check Total: 526.44
RETFEB24 184.72 APR -24
Check Total: 184.72
RETFEB24 291.15 APR -24
Check Total: 291.15
RETFEB24 492.58 APR -24
Check Total: 492.58
RETFEB24 870.44 APR -24
00018279 01/30/2024
00018280 01/30/2024
00018281 01/30/2024
00018282 01/30/2024
00018283 01/30/2024
00018284 01/30/2024
00018285 01/30/2024
00018286 01/30/2024
00018287 01/30/2024
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City of Placentia
Check Register
For 01/30/2024
Type Vendor Name/ID Description
Account/Description
Batch ID Amount Invoice# PO # Check # Check Date
E000130 Health Insurance Premiums
MW OH POINT, ERIC FEB MEDICAL REIMBURSEMENT 395083-5161 E000133 Health Insurance Premiums
MW OH REDIFER, KIM R FEB MEDICAL REIMBURSEMENT 395083-5161 E000022 Health Insurance Premiums
MW OH RENDEN, BRIAN FEB MEDICAL REIMBURSEMENT 395083-5161 E000083 Health Insurance Premiums
MW OH REYES, ROGER T FEB MEDICAL REIMBURSEMENT 395083-5161 E000024 Health Insurance Premiums
MW OH REYNOLDS, MATTHEW FEB MEDICAL REIMBURSEMENT 395083-5161 E000132 Health Insurance Premiums
MW OH RICE, RUSSELL J FEB MEDICAL REIMBURSEMENT 395083-5161 E000059 Health Insurance Premiums
MW OH RIVERA, AIDA FEB MEDICAL REIMBURSEMENT 395083-5161 E000026 Health Insurance Premiums
MW OH ROACH, MICHAEL FEB MEDICAL REIMBURSEMENT 395083-5161 E000105 Health Insurance Premiums
MW OH ROBB, SANDRA FEB MEDICAL REIMBURSEMENT 395083-5161 Check Total: 870.44
RETFEB24 2,256.00 APR -24
Check Total: 2,256.00
RETFEB24 873.00 APR -24
Check Total: 873.00
RETFEB24 526.44 APR -24
Check Total: 526.44
RETFEB24 527.78 APR -24
Check Total: 527.78
RETFEB24 565.00 APR -24
Check Total: 565.00
RETFEB24 1,385.00 APR -24
Check Total: 1,385.00
RETFEB24 185.39 APR -24
Check Total: 185.39
RETFEB24 1,879.80 APR -24
Check Total: 1,879.80
RETFEB24 185.39 APR -24
00018288 01/30/2024
00018289 01/30/2024
00018290 01/30/2024
00018291 01/30/2024
00018292 01/30/2024
00018293 01/30/2024
00018294 01/30/2024
00018295 01/30/2024
00018296 01/30/2024
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City of Placentia
Check Register
For 01/30/2024
Type Vendor Name/ID Description
Account/Description
Batch ID Amount Invoice#
PO # Check # Check Date
E000043 Health Insurance Premiums
MW OH ROSE, RICHARD D FEB MEDICAL REIMBURSEMENT 395083-5161 E000050 Health Insurance Premiums
MW OH RUIZ, ARNULFO FEB MEDICAL REIMBURSEMENT 395083-5161 E000138 Health Insurance Premiums
MW OH SALE, LEE R FEB MEDICAL REIMBURSEMENT 395083-5161 E000031 Health Insurance Premiums
MW OH SANCHEZ, LAURA FEB MEDICAL REIMBURSEMENT 395083-5161 E000058 Health Insurance Premiums
MW OH SCHLIEDER, BEVERLY FEB MEDICAL REIMBURSEMENT 395083-5161 E000120 Health Insurance Premiums
MW OH SMITH, WARD FEB MEDICAL REIMBURSEMENT 395083-5161 E000128 Health Insurance Premiums
MW OH SOTO, PHILIP J FEB MEDICAL REIMBURSEMENT 395083-5161 E000052 Health Insurance Premiums
MW OH SPRAGUE, GARY A FEB MEDICAL REIMBURSEMENT 395083-5161 E000064 Health Insurance Premiums
MW OH STEPHEN, JEFFREY FEB MEDICAL REIMBURSEMENT 395083-5161 Check Total: 185.39
RETFEB24 870.44 APR -24
Check Total: 870.44
RETFEB24 1,287.00 APR -24
Check Total: 1,287.00
RETFEB24 527.78 APR -24
Check Total: 527.78
RETFEB24 185.39 APR -24
Check Total: 185.39
RETFEB24 870.44 MAY -24
Check Total: 870.44
RETFEB24 722.70 MAY -24
Check Total: 722.70
RETFEB24 527.78 MAY -24
Check Total: 527.78
RETFEB24 1,679.00 MAY -24
Check Total: 1,679.00
RETFEB24 870.44 MAY -24
00018297 01/30/2024
00018298 01/30/2024
00018299 01/30/2024
00018300 01/30/2024
00018301 01/30/2024
00018302 01/30/2024
00018303 01/30/2024
00018304 01/30/2024
00018305 01/30/2024
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City of Placentia
Check Register
For 01/30/2024
Type Vendor Name/ID Description
Account/Description
Batch ID Amount Invoice# PO # Check # Check Date
E000119 Health Insurance Premiums
MW OH TAYLOR, DAVID M FEB MEDICAL REIMBURSEMENT 395083-5161 E000088 Health Insurance Premiums
MW OH TAYLOR, LINDA FEB MEDICAL REIMBURSEMENT 395083-5161 E000126 Health Insurance Premiums
MW OH THOMANN, DARYLL L FEB MEDICAL REIMBURSEMENT 395083-5161 E000101 Health Insurance Premiums
MW OH TRIFOS, WILLIAM FEB MEDICAL REIMBURSEMENT 395083-5161 E000104 Health Insurance Premiums
MW OH VALENTINE, THOMAS FEB MEDICAL REIMBURSEMENT 395083-5161 E000118 Health Insurance Premiums
MW OH VERSTYNEN, WILLIAM FEB MEDICAL REIMBURSEMENT 395083-5161 E000092 Health Insurance Premiums
MW OH WAHL, KATHLEEN A FEB MEDICAL REIMBURSEMENT 395083-5161 E000030 Health Insurance Premiums
MW OH WIEST, STEPHEN FEB MEDICAL REIMBURSEMENT 395083-5161 E000079 Health Insurance Premiums
MW OH WORDEN, LARRY M FEB MEDICAL REIMBURSEMENT 395083-5161 Check Total: 870.44
RETFEB24 578.00 MAY -24
Check Total: 578.00
RETFEB24 565.00 MAY -24
Check Total: 565.00
RETFEB24 527.78 MAY -24
Check Total: 527.78
RETFEB24 873.00 MAY -24
Check Total: 873.00
RETFEB24 1,879.80 MAY -24
Check Total: 1,879.80
RETFEB24 184.72 MAY -24
Check Total: 184.72
RETFEB24 185.39 MAY -24
Check Total: 185.39
RETFEB24 527.78 MAY -24
Check Total: 527.78
RETFEB24 578.00 MAY -24
00018306 01/30/2024
00018307 01/30/2024
00018308 01/30/2024
00018309 01/30/2024
00018310 01/30/2024
00018311 01/30/2024
00018312 01/30/2024
00018313 01/30/2024
00018314 01/30/2024
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City of Placentia
Check Register
For 01/30/2024
Type Vendor Name/ID Description
Account/Description
Batch ID Amount Invoice#
PO # Check # Check Date
E000116 Health Insurance Premiums
MW OH YAMAGUCHI, BRIAN FEB MEDICAL REIMBURSEMENT 395083-5161 E000123 Health Insurance Premiums
MW OH ZINN, JOHN FEB MEDICAL REIMBURSEMENT 395083-5161
E000009 Health Insurance Premiums
Check Total: 578.00
RETFEB24 1,612.85 MAY -24
Check Total: 1,612.85
RETFEB24 1,287.00 MAY -24
Check Total: 1,287.00
Type Total: 274,855.98
Check Total: 274,855.98
00018315 01/30/2024
00018316 01/30/2024
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Placentia City Council

AGENDA REPORT
TO: CITY COUNCIL
VIA: CITY ADMINISTRATOR
FROM: DEPUTY CITY ADMINISTRATOR / PUBLIC SERVICES & INFRASTRUCTURE DATE: FEBRUARY 6, 2024
SUBJECT: ACCEPTANCE OF CONSTRUCTION WORK AND NOTICE OF COMPLETION FOR THE 2022-2023 CONCRETE REPAIR PROJECT, CITY PROJECT NO. 1302
FISCAL
IMPACT: EXPENSE:

BUDGET:

SUMMARY:
$ 97,500.00 CONSTRUCTION CONTRACT (GRIGOLLA)
$ 9,744.00 APPROVED CHANGE ORDER NO. 1
S 2,665.50 BALANCING CHANGE ORDER NO. 2
$ 109,909.50 TOTAL CONSTRUCTION COST
$ 1,617.29 ARBORIST INSPECTIONS (DUDEK)
$ 7,740.00 TREE REMOVALS 'WCA)
$119,266.79 TOTAL PROJECT COST
S119,723.56 TOTAL FY 22-23 CIP BUDGET
$119,723.56 MEASURE U FUND (791302-6740)
On May 16, 2023, the City Council awarded a construction contract to Grigolla & Sons Construction Co. Inc, (Grigolla), in the amount of $97,500.00 to address damaged sidewalk along with curb and gutter repair in neighborhoods that are not scheduled in the City's current pavement rehabilitation and maintenance schedule. During the project, one Contract Change Order (CCO) No. 1 in the amount of $9,744.00 was approved by the City Administrator, which was under his authority limit, to cover additional quantity for sidewalk replacements on Rose Drive and Linda Vista Street that was originally listed as part of this contract but was removed and then added back due to a delay in tree removals by the Broadmoor HOA.

The final Balancing Contract Change Order No. 2 in the amount of $2,665.50 reflects additional concrete repair costs to complete the contract work and includes credits for removing concrete work that was not applicable on this project. The Balancing Contract Change Order No. 2 is included as Attachment 1.

The Project has been completed to the satisfaction of the City. This action concludes the Project and authorizes filing a Notice of Completion with the Orange County Clerk -Recorder's Office in the amount of $109,909.50.

1.c.

Feb 06, 2024

City Council Agenda
February 6, 2024

Page 2 of 3 ends

RECOMMENDATION:

It is recommended that City Council take the following actions:

1. Authorize the City Administrator to approve Balancing Contract Change Order No. 2 with Grigolla & Sons Construction Co. Inc, in the amount of $2,665.50; and

2. Accept the work performed by Grigolla & Sons Construction Co. Inc, for construction of the 2022-2023 Concrete Repairs Project, City Project No. 1302 for a grand total amount of $109,909.50; and

3. Authorize the City Administrator to file a Notice of Completion with the Orange County Clerk -Recorder's Office for the Project; and

4. Authorize the City Administrator to release retention funds in accordance with the terms of the contract.

STRATEGIC PLAN STATEMENT:

There is no specific Strategic Plan Goal or Objective associated with this agenda item.

DISCUSSION:

On May 16, 2023, the City Council awarded a construction contract to Grigolla & Sons Construction Co. Inc, (Grigolla), in the amount of $97,500.00 to address damaged sidewalk, curb, and gutter in neighborhoods that are not scheduled in the City's current pavement rehabilitation and maintenance schedule.

There was a delay in issuing the Notice to Proceed (NTP) for this project, as one major location for repair, Rose Drive, needed the Broadmoor HOA to remove trees that were uplifting sidewalk panels before the Contractor could begin removals. With no action by Broadmoor HOA after three months, the decision was made to remove that area from the project and replace it with some additional locations in need of repair and complete the remaining locations as part of this project.

Before the Contractor had completed their contract obligation, Broadmoor HOA completed their tree removals, and as a result Contract Change Order (CCO) No. 1 in the amount of $9,744.00 was approved by the City Administrator, which was under his authority limit, to cover additional quantity for sidewalk replacements to add Rose Drive back into the project due to the severity of displacement at multiple locations along a heavily traveled pedestrian sidewalk.

During construction of this project, it was determined that one bid item was no longer applicable.

There were also quantity adjustments for sidewalk, curb, and gutter adjacent to SIFI performed by the Contractor, as well as additional costs to increase the size of two tree wells near Tynes Elementary School. Balancing Contract Change Order No. 2 resulted in an additional $2,665.50.

City Council Agenda
February 6, 2024

Page 3 of 3 ends

FISCAL IMPACT:

The final construction contract cost amounts to $109,909.50. This cost consists of the bid amount submitted by Grigolla & Sons Construction Co. Inc, in the amount of $97,500.00, an additional $9,744.00 in a previously approved contract change order and $2,665.50 for the balancing change order. There were also costs incurred for tree inspections ($1,617.29) and tree removals ($7,740.00) as a part of this project. A total amount of $119,723.56 was available and budgeted within the Fiscal Year (FY) 2023-24 Capital Improvement Program Budget for this project. As such, sufficient funds exist for the recommended actions.

Prepared by:
'� ' (/� C�✓ L�
Raquel Garcia, EIT
Associate Civil Engineer Deputy Director of Public Works/City Engineer Reviewed and approved:

Chris Tanio, PE
Reviewed and approved:

Reviewed a.nd appioyed:

Jennifer Lampman Luis Estevez
Director of Finance Deputy City Administrator
Reviewed and approved:

Damien -R-.- Arrula -
City Administrator
Attachments:

1. Balancing Contract Change Order No. 2

2. Notice of Completion — Grigolla & Sons Construction Co. Inc for Project No. 1302

Contract Change Order No.2
Project Title: 2022-2023 Concrete Repair Project, City Project No. 1302 Owner: City of Placentia Contractor: Grigolla & Sons Construction Co Inc You are hereby directed to make the herein described changes from the plans and specifications or to do the following described work not included in the plans and specifications on this contract:

Sidewalk Panel Removals, Additional Work required near ramp location and Balancing Quantities for Project Closeout. 1 This Change Order provides:
a) Extra work and credits identified in Exhibit A
$ 2,665.50
2 This Change Order came about from:
a)
Four raised sidewalk panels were removed to increase the size of two tree wells near Tynes School, there was additional man power required near a ramp location, and balancing bid item quantities based on bid quantity versus actual work perfomed. 3 Action to be taken:
a)
The Contractor was directed to provide a lump sum price for the panel removals and ramp work. 4 Compensation
a) Adjustment of Line Items exceeding 25%
b) Extra work
d) Credits
$ 10,827.50
$ 8,162.00
Total $ 2,665.50
5 Contract Time Extension
a) 0 days
In addition to work specified in the bid specifications, this change order includes all extra work, field adjustments and credits.

This work is an Contractor initiated change and includes all labor, equipment, materials, and supervision and Adminstration.

CHANGE TO CONTRACT COST: CHANGE TO CONTRACT TIME:

Contract Amount: $
Previous CCOs: $
97,500.00 Original Working Days: 25
9,744.00 Original Date of Completion: 11/29/2023
Adjustment of Line
Items Exceeding 25% Previous CCOs Working Days: 12
Total Extra Work $ 10,827.50 Additional Working Days: 0 Total Field Adjustments $
Total Credits $ 8,162.00 Adjusted Total of Working Days: 37 Changes in Line Items: $ 2,665.50 Adjusted Date of Completion: 12/15/2023 Current Contract price: $ 109,909.50
Prepared by:

Raquel Garcia, Project Manager, City of Placentia
Recommended:

Chris Tanio, City Engineer, City of Placentia
Recommended:

Luis Estevez, Deputy City Administrator, City of Placentia Approved by:

Damien R. Arrula, City Administrrator, City of Placentia We, the undersigned contractor, have given careful consideration to the change proposed and hereby agree, if this proposal, is approved, that we will provide all equipment, furnish all materials, except as may otherwise be noted above, and perform all services necessary for the work above specified, and will accept as full payment therefore the Accepted:

If the Contractor does not sign acceptance of this order, his attention is directed to the requirements of the specifications as to proceeding with the ordered work and filing a written protest within the time therein specified.

CCO No. 2 Exhibit 'A'
Project Title: 2022-2023 Concrete Repair Project, City Project 1302 Owner: City of Placentia
Contractor: Grigolla & Sons Construction Co Inc
No.

Description
Bid
Actual
$$
Comments
CREDIT
EXTRA
1 Sidewalk Panel Removals to Increase the Size of Two
Tree Wells at Tynes School as well as Additional Work
Required at Ramp Area on Melrose
LS
$2,420.00
$2,420.00
2 Adjustment to Contract Amount (Originial plus CCO1) for Bid Item #2 (Sidewalk) Actual Quantity
4696
4563
SF
$14.00
(1,862.00)
$0.00
3 Adjustment to Contract Amount for Bid Item #3 (Curb & Gutter - no SIFI) Actual Quantity
70 0
LF
$90.00
(6,300.00)
$0.00
4 Adjustment to Contract Amount for Bid Item #4 (Curb & Gutter adjacent to SIFI) Actual Quantity
250
338.5
LF
$95.00
$8,407.50
5 -
$0.00
6 $0.00
7 -
$0.00
8 -
$0.00
9 -
$0.00
10 -
$0.00
11 -
$0.00
12 $0.00
Sum of Line Item Adjustments
$ (8,162.00)
$10,827.50
Cost of Line Item adjustments
$ 2,665.50
Change in Contract Cost
$2,665.50

Das
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e

RECORDING REQUESTED BY

AND WHEN RECORDED MAIL TO
r
Name
Street
Address
City &
State
L
City Clerk
City of Placentia
401 E. Chapman Ave.

Placentia, CA 92870
J
City Council Approval:

February 6, 2024

SPACE ABOVE THIS LINE FOR RECORDER'S USE
Free Recording Per Government Code Section 27383 & 6103.

NOTICE OF COMPLETION
Deputy City Clerk
Notice pursuant to Civil Code Section 3093, must be filed within 10 days after completion. (See reverse side for Complete requirements.)
Notice is hereby given that:

1. The undersigned is owner or corporate officer of the owner of the interest or estate stated below in the property hereinafter described:

2. The full name of the owner is City of Placentia

3. The full address of the owner is 401 East Chapman Avenue Placentia, CA 92870

4. The nature of the interest or estate of the owner is: In fee.

N/A
(If other than fee, strike "In fee" and insert, for example, 'purchaser under contract of purchase," or "lessee")

5. The full names and full addresses of all persons, if any, who hold title with the undersigned as joint tenants or as tenants in common are: NAMES ADDRESSES
N/A

6. A work of improvement on the property hereinafter described was completed on December 16, 2023. The work done was:
2022-2023 Concrete Repairs, City Pro'ect #1302. This work included removal and replacement of concrete sidewalk, curb and cutter in various locations in the City.

The name of the contractor, if any, for such work of improvement was Gricolla & Sons Construction Co. Inc.

7. 627 W. Allen Avenue, San Dimas, CA 91773 5/16/2023
(If no contractor for work of improvement as a whole, insert "none".) (Date of Contract)

8. The property on which said work of improvement was completed is in the city of Placentia County of Orance , State of California, and is described as follows: 2022-2023 Concrete Repairs, City Pro'ect #1302.

9. The street address of said property is none
(If no street address has been officially assigned. insert "none".)

CITY OF PLACENTIA
Dated: February 6, 2024
Verification for Individual Owner
Signature of owner or corporate officer of owner
named in paragraph 2 or his agent

VERIFICATION
I, the undersigned, say: I am the City Administrator, Damien R. Arrula the declarant of the foregoing ("President of", "Manager of", "Owner of", etc.)
Notice of completion; I have read said notice of completion and know the contents thereof; the same is true of my own knowledge.

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

Executed on February 6
(Date of Signature.)
NOTICE OF COMPLETION - WOLCOTTS FORM 1114 - REV. 6-74
, 2024 , at Placentia , California.
(City where signed.)
(Personal signature of the individual who is swearing
that the contents of the notice of completion are
true.) -
8 pt. type or larger
ATTACHMENT 2

TO:

VIA:

FROM:

DATE:

SUBJECT:

Placentia Cit Council

GENDA REPORT

CITY COUNCIL

CITY ADMINISTRATOR

DEPUTY CITY ADMINISTRATOR / PUBLIC SERVICES & INFRASTRUCTURE FEBRUARY 6, 2024
APPROVE AMENDMENT NO. 3 TO PROFESSIONAL SERVICES AGREEMENT

WITH TOTUM CORPORATION FOR CONSTRUCTION MANAGEMENT AND

INSPECTION SERVICES FOR THE PLACENTIA PUBLIC SAFETY CENTER

PROJECT
FISCAL
IMPACT: EXPENSE: $ 470,000

AVAILABLE
BUDGET: $ 1,832,148
SUMMARY:

TOTAL CONSTRUCTION MANAGEMENT
& INSPECTION CONTRACT AMOUNT
FISCAL YEAR 2023-24 CIP BUDGET
(105213-6850 JL# 229999-6850)
The Placentia Public Safety Center project has been phased to allow the construction of the steel Butler Building, which will house the Police Department's property and evidence collection operations. This portion of the project is being constructed first due to the lease on the City's rental facility being set to expire on March 30, 2024. Phase 2 of the project includes the main building construction, which will include the shooting range and the new Emergency Operations Center.

Both projects are currently under construction with the Butler Building scheduled to be completed and occupied before the lease on the City's rented facility expires. The main building is anticipated to be completed in August 2024.

On January 10, 2023, the City Council approved Amendment No. 2 to Totum Corporation's (Totum) existing on -call professional services agreement for an amount not to exceed $338,000 to provide construction management (CM) and inspection services for the Public Safety Center project. The proposed Amendment No. 3 to this agreement is presented to the City Council for its consideration to provide added hours and fees because of the extended project duration and added special deputy inspections. The added hours and fee were anticipated prior to the project breaking ground and were incorporated into the project budget. The fee and work scope covers both project phases. Totum is overseeing and coordinating with multiple contractors and vendors to ensure the building is built per plan, providing coordination between the design and construction teams, and acting as the City's representative on the job site.

1.d.

Feb 06, 2024

City Council Agenda
February 6, 2024

Page 2 of 3 ends

RECOMMENDATION:

It is recommended that the City Council take the following actions:

1. Approve Amendment No. 3 to a professional services agreement with Totum Corp for project construction management and inspection services for a new total not -to -exceed amount of $470,000 and extend the Agreement term an additional two -years to May 18, 2026; and

2. Authorize the City Administrator to approve the agreement in a form approved by the City Attorney.

STRATEGIC PLAN STATEMENT:

This item conforms to Strategic Plan Goal 5, Implement Public Infrastructure to Meet Community Needs, and Objective 5.4, Construct the Placentia Public Safety Center.

DISCUSSION:

On March 1, 2022, the City Council selected a preferred project alternative for the Placentia Public Safety Center and directed Staff to finalize the construction drawings and bid documents to construct the facility. The new 18,000+ square foot facility will primarily house the Police Department's evidence and property storage operations and shooting range as well as a new emergency communications center and emergency operations and training center. The City currently leases a light industrial/commercial building for property and evidence storage.

Since the City's lease for its existing property and evidence building is set to expire on March 30, 2024, the project was phased to allow the construction of the Butler Building to proceed first so that it can be completed prior to the expiration of the City's current lease. Phase 1 construction of the project entails demolition, grading, subsurface utility work, and the footings and slab for the Butler Building, along with the new building itself, and extensive interior tenant improvements which are scheduled to be completed by the end of February. Phase II construction entails the construction of the main building under a separate construction contract and is scheduled to be completed in August 2024.

The City has maintained an on -call construction management (CM) and inspection services contract with Totum Corp as part of a bench list of CM/inspection consultants. The City previously worked with Totum on delivering a renovation project of the Backs Community Center lobby and restrooms, extensive renovations to the Police Station lobby, restrooms and men's locker room as well as designing and delivering the Placentia Navigation Center. On January 10, 2023, the City Council approved Amendment No. 2 to Totum's professional services agreement for an amount not to exceed $338,000 for construction management and inspection services for the Public Safety Center project. However, it was determined that prior to breaking ground on this project the phasing elements would extend the project duration time, thus requiring additional hours and fees for CM and inspection services. As such, that additional fee was built into the final project budget previously approved by the City Council. Amendment No. 2 provided sufficient

City Council Agenda
February 6, 2024

Page 3 of 3 ends

hours and fee to allow Totum to provide these services through 2023. Amendment No. 3 to the City's existing agreement with Totum for construction management and inspection services is presented to the City Council for its consideration to provide added work scope, fee, and extend the contract term to provide for full time construction management and inspection services on this project. The fee and work scope covers both project phases. Totum is managing the work provided by multiple contractors and vendors to ensure that the building is built per plan, providing coordination between the design and construction teams, and acting as the owner's representative. In addition, special deputy inspection services have also been provided to ensure welds, CMU block grout and epoxy applications have been completed per code and product performance specifications. The term of the proposed agreement amendment is also being extended through May 2026 to ensure that Totum is kept under contract during the project warranty period should any warranty -related repairs and coordination be needed.

Totum has provided pre -construction services on this project by providing constructability reviews on the various construction plans and technical specifications as well as led the contractor pre - qualification process and has functioned as the owner's representative by coordinating final design and construction elements with the City's design team and facility end -users. An amendment to the City's existing agreement with Totum is presented for City Council consideration and approval. The work scope and fee under this amendment covers both project construction phases.

FISCAL IMPACT:

The construction management and inspection costs of the Public Safety Center Project amount to $470,000 which includes $338,000 previously approved and an additional $132,000 needed to carry out the project to final completion. A total of $5,007,150 is available within the project budget to cover this added expense, which was anticipated before the project broke ground and included within the overall project budget. Accordingly, sufficient funds exist for the recommended actions.

Prepared by: Reviewed and approved:

Chris Tanio, P.E. Jennifer Lampman
Deputy Director of Public Works/City Engineer Director of Finance Reviewed and approved:

Reviewed and approved:

Luis Estevez Damien R. Arrula
Deputy City Administrator City Administrator
Attachment:

1. Amendment No. 3 with Totum Corp

AMENDMENT NO. 3 TO

PROFESSIONAL SERVICES AGREEMENT

PROVISION OF CONSTRUCTION MANAGEMENT SERVICES WITH TOTUM

CORPORATION
This Amendment No. 3 ("Amendment") to Professional Services Agreement is made and entered into effective the 6th day of February 2024, by and between the CITY OF PLACENTIA, a Charter City and Municipal Corporation ("CITY"), and Totum Corporation a California corporation (hereinafter "CONSULTANT"). CITY and CONSULTANT are sometimes hereinafter individually referred to as "Party" and or collectively referred to as the "Parties." A. Recitals.
(i). CITY and CONSULTANT entered into a Professional Services Agreement ("Agreement") effective May 18th, 2021 through which CONSULTANT has been providing professional services as more fully explained in the Scope of Services attached to the Agreement as Exhibit "A."
(ii). The Parties now seek to amend the Agreement to increase the cumulative not -to - exceed amount by $470,000 for additional construction management and inspection services in support of the Public Safety Center Project pursuant to the work scope and fee proposal attached hereto an incorporated by reference as Attachment 1.
(iii). All legal prerequisites to the making of this Amendment have occurred.

NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth herein, the Parties agree as follows:

B. Amendment to Agreement.

1. Section 2.1 of the Agreement is hereby amended to read as follows:

2.1 Compensation. Consultant shall be paid hourly in accordance with the fee schedule set forth in Attachment 1. Consultant's total compensation under this agreement shall not exceed One Million and Ninety Thousand Dollars ($1,090,000).

2. Except as specifically modified herein, all of the terms, conditions and provisions of the Agreement shall remain in full force and effect.

3. The Agreement, all amendments together with this Amendment No. 3 and all Exhibits attached thereto, constitutes the entire Agreement between the Parties and supersedes all prior negotiations, arrangements, representations, and understandings, if any, made by or between the Parties with respect to the subject matter hereof. No amendment or other modification of the Agreement, as modified by this Amendment No. 3 shall be binding unless executed in writing by both Parties hereto, or their respective successors, assigns, or grantees.

Page 1 of 2 ends

4. Section 4.1 of the Agreement is hereby amended to read as follows:

4.1. Term. This Agreement shall commence on the Effective Date and continue for a period of an additional 24 months, ending on May 18th, 2026, unless previously terminated as provided herein or as otherwise agreed to in writing by the parties. The Agreement may be extended for an additional two-year extension at the discretion of the City and contractor performance.

5. Each of the undersigned represents and warrants that he or she is duly authorized to execute and deliver this Amendment No. 3 and that such execution is binding upon the entity for which he or she is executing this document.

IN WITNESS WHEREOF, the Parties have caused Amendment No. 3 to the Consulting Services Agreement are to be executed as of the day and year first above written.

CONSULTANT CITY OF PLACENTIA
By: By:

Danny Kaye, Totum Corporation Damien R. Arrula
City Administrator
ATTEST:

By:

Robert S. McKinnell, City Clerk
APPROVED AS TO FORM:

By:

Christian L. Bettenhausen, City Attorney

Page 2 of 2 ends

TO:

VIA:

FROM:

DATE:

Placentia Cit

CITY COUNCIL

CITY ADMINISTRATOR

DIRECTOR OF HUMAN RESOURCES
FEBRUARY 6, 2024
Council
SUBJECT: REVISE THE DEFINED CONTRIBUTION PLAN FOR DESIGNATED MISCELLANEOUS EMPLOYEES PARTICIPATING IN THE 2.0% AT 60 OR

2.0% AT 62 RETIREMENT FORMULA UNDER CALPERS
FISCAL
IMPACT: $35,000 in one lump sum. Ongoing Annual increase of $14,000 for the entire program.

SUMMARY:

Over the past several years the City has worked with the City Council and employees to control various long-term liabilities, including pension costs. In an effort to proactively control future pension costs for new employees in the miscellaneous category (non -sworn personnel), in April 2012 the City Council approved a second retirement tier for new employees ("2nd Tier"). The purpose of this new tier was to lower the retirement benefit for new employees who had not previously worked for a CaIPERS agency ("New Employees") from 2%@55 to 2%@60, thereby reducing the City's long-term pension costs. In addition, the intent behind the 2nd Tier was to not affect the retirement benefit for employees being hired by Placentia from another CaIPERS member agency ("Classic Employees") at the 2%@55 formula.

Shortly thereafter the Public Employees' Pension Reform Act was implemented which created a new tier for new CaIPERS members and a tier for current CaIPERS members being hired from another CaIPERS agency (collectively "PEPRA"). The City and CaIPERS did not agree on the interpretation of the City's retirement formulas after PEPRA implementation. CaIPERS has held that the City's retirement formulas are as follows: 1) Classic Employees hired before April of 2012 fall under the Classic formula of 2%@55; 2) CaIPERS members hired by the City after April 2012 fall under the 2nd Tier formula of 2%@60; 3) New Employees who are new members under CaIPERS fall under PEPRA, which is 2%@62. Based upon said interpretation, the City has had to adjust its Classic Employees formula for those hired after April 2012 to the 2nd Tier formula of 2%@60 thus lowering the retirement that had originally been advertised and agreed to by the City and employees. In addition, the immediate unintended impact of this interpretation was the ability to recruit quality, experienced Public Agency employees who now fall under the 2nd Tier, rather than the Classic formula.

In 2016, the City entered into an agreement with Public Agency Retirement Services (PARS) to provide a defined contribution plan for those designated miscellaneous employees participating in the City's second tier retirement formula of 2.0% at 60 who were hired under the promise of the 1 .e.

Feb 06, 2024

City Council Agenda
February 6, 2024

Page 2 of 3 ends

classic 2%@55 formula. The purpose of the initial implementation was to offset the effects of the Public Employees' Pension Reform Act and bridge the difference between the two formulas for those employees that were hired under this scenario. Later, the plan was revised to also include this retirement defined contribution to include positions that were difficult to fill due to the 2nd Tier formula. Lastly, in 2019 the City revised this plan to include a Tier for PEPRA Executive Directors who were being treated differently than other Executive Directors who were receiving a lesser pension contribution than their counterparts in the Tier II or Tier I formulas.

Since the City previously worked with Shuster Advisory Group, LLC (Shuster) to review fees and investment options for the City's other defined contribution plans like Mission Square 457(b) deferred compensation and the 401(a) Fire retirement plans, Staff retained their services to also review this program and recommended transfer from PARS to Mission Square. The City Council has already approved the termination of PARS and transfer to Mission Square on November 21, 2023, Resolution R-2023-89. Staff has taken the opportunity to review the plan's agreement, intent, and eligibility.

RECOMMENDATION:

It is recommended that the City Council take the following action:

Approve a revised Defined Contribution Plan administered by Mission Square Retirement Solutions (Mission Square).

STRATEGIC PLAN STATEMENT:

This item is consistent with the City Council approved 5 -Year Strategic Goal #7 to Enhance Employee Development, under Objective #1, which is bolster ranks of city employees. This is a benefit, and recruitment and retention tool to keep stability in our Executive Director ranks.

DISCUSSION:

In 2022, the City hired the consultant Shuster Advisory Group, LLC (Shuster) to review all the City's investment plans including our 115 Trust, 457(b) deferred compensation, and the 401(a) Fire retirement plans. As a part of the consultant's review, one of the recommendations was an overall consolidation of our administration of these plans to achieve lower plan fees, competitive earnings, and ease of administration of these programs. Moving this plan from PARS to Mission Square meets this goal.

As we transitioned the plan to Mission Square, the City reviewed the plan's intent, eligible participants and cleaned up the language to meet the intent of the plan.

The program has three defined tiers:
• Tier I — employees who were hired for positions that were mistakenly advertised under the City's classic retirement formula of 2.0%@55. An annual actuarial review of the plan's performance is required to ensure plan goals. Annually, a lump sum will be deposited into each participant's account under this tier. No new members will be eligible for this plan.

City Council Agenda
February 6, 2024

Page 3 of 3 ends

• Tier II — employees who were hired into difficult to recruit for positions who fell into the City's 2nd Tier 2.0°/0@60 formula to attract and retain. Active members will be grandfathered in at the agreed contribution rate of 7.0% of base pay and clean up language defining eligible participants and decrease new participant contribution rate to 4.0% of base pay.

Deposits are made bi-weekly through payroll.
• Tier III — Executive Directors hired under the PEPRA 2.0%@62 formula to create equity among the Executive Team regarding retirement contributions. Clean up language defining eligible participants and increase contribution rate from 2.72% of base pay to 4.0% of base pay. Deposits are made bi-weekly through payroll.
• Future eligibility of this plan will only include executive miscellaneous employees.

As a part of the cleanup of the program, Staff will work with the City Attorney's Office to incorporate this program into a new or amended employment agreement for those affected participants.

FISCAL IMPACT:

The initial lump sum adjustment totals approximately $35,000 which would be paid through a contribution to Mission Square. Total annual increased costs for this program is approximately $14,000.

Pr r d_W. Reviewed and approved:
l i
Alice Burnett
Jennifer Lampman
Director of Human Resources Director of Finance
Reviewed and approved:
40 Reviewed and approved:

Rosanna Ramirez %) Damien R. Arruia
Deputy City Administrator City Administrator
Attachment:

1. Agreement

ICMA Retirement Corporation
doing business as
MissionSquare Retirement
Governmental
Money Purchase Plan
Adoption Agreement
MissicnSquare

RETIREMENT

MissionSquare Retirement
Governmental Money Purchase Plan Adoption Agreement
Plan Number 10-0417
The Employer hereby establishes a Money Purchase Plan to be known as:

City of Placentia 401(a) Plan
(the "Plan") in the form of the MissionSquare Retirement Governmental Money Purchase Plan.

New Plan or Amendment and Restatement (Check One):
❑✓ Amendment and Restatement
This Plan is an amendment and restatement of an existing defined contribution money purchase plan.

Please specify the name of the defined contribution money purchase plan which this Plan hereby amends and restates:

City of Placentia PARS Defined Contribution Plan (orig. eff. date: October 1,2016) Effective Date of Restatement. The effective date of the Plan shall be:

February 28, 2024
(Note: The effective date can be no earlier than the first day of the Plan Year in which this restatement is adopted.

If no date is provided, by default, the effective date will be the first day of the Plan Year in which the restatement is adopted.)
❑ New Plan
Effective Date of New Plan. The effective date of the Plan shall be the first day of the Plan Year during which the Employer adopts the Plan, unless an alternate effective date is hereby specified:
(Note: An alternate effective date can be no earlier than the first day of the Plan Year in which the Plan is adopted.) I. EMPLOYER: City of Placentia
(The Employer must be a governmental entity under Internal Revenue Code § 414(d)) II. SPECIAL EFFECTIVE DATES
Please note here any elections in the Adoption Agreement with an effective date that is different from that noted above.
(Note: provision and effective date.)
III. PLAN YEAR
The Plan Year will be:
❑ January 1 - December 31 (Default)
❑✓ The 12 -month period ending: June
30 Month Day
MissionSquare Retirement Governmental Money Purchase Plan Adoption Agreement 2

IV. Normal Retirement Age shall be age 55 (not less than 55 nor in excess of 65).

Important Note to Employers: Normal Retirement Age is significant for determining the earliest date at which the Plan may allow for in-service distributions. Normal Retirement Age also defines the latest date at which a Participant must have a fully vested right to his/her Account. There are IRS rules that limit the age that may be specified as the Plan's Normal Retirement Age. The Normal Retirement Age cannot be earlier than what is reasonably representative of the typical retirement age for the industry in which the covered workforce is employed.

In 2016, the Internal Revenue Service proposed regulations that would provide rules for determining whether a governmental pension plan's normal retirement age satisfies the Internal Revenue Code's qualification requirements. A normal retirement age that is age 62 or later is deemed to be not earlier than the earliest age that is reasonably representative of the typical retirement age for the industry in which the covered workforce is employed. Whether an age below 62 satisfies this requirement depends on the facts and circumstances, but an Employer's good faith, reasonable determination will generally be given deference. A special rule, however, says that a normal retirement age that is age 50 or later is deemed to be not earlier than the earliest age that is reasonably representative of the typical retirement age for the industry in which the covered workforce is employed if the participants to which this normal retirement age applies are qualified public safety employees (within the meaning of section 72(t)(10)(B)).

These regulations are proposed to be effective for employees hired during plan years beginning on or after the later of: (1) January 1, 2017; or (2) the close of the first regular legislative session of the legislative body with the authority to amend the plan that begins on or after the date that is 3 months after the final regulations are published in the Federal Register. In the meantime, however, governmental plan sponsors may rely on these proposed regulations.

In lieu of age -based Normal Retirement Age, the Plan shall use the following age and service -based Normal Retirement Age
Important Note to Employers: Before using a Normal Retirement Age based on age and service, a plan sponsor should review the proposed regulations (81 Fed. Reg. 4599 (Jan. 27, 2016)) and consult counsel.

V. COVERED EMPLOYMENT CLASSIFICATIONS

1. The following group or groups of Employees are eligible to participate in the plan:
❑ All Employees
❑ All Full Time Employees
❑ Salaried Employees
❑ Non-union Employees
❑ Management Employees
❑ Public Safety Employees
❑ General Employees
✓❑ Other Employees (Specify the group(s) of eligible Employees below. Do not specify Employees by name. Specific positions are acceptable.) See addendum The group specified must correspond to a group of the same designation that is defined in the statutes, ordinances, rules, regulations, personnel manuals, or other material in effect in the state or locality of the Employer. The eligibility requirements cannot be such that an Employee becomes eligible only in the Plan Year in which the Employee terminates employment.

Note: As stated in Sections 4.08 and 4.09, the Plan may, however, provide that Final Pay Contributions or Accrued Leave Contributions are the only contributions made under the Plan.

MissionSquare Retirement Governmental Money Purchase Plan Adoption Agreement 3

2. Period of Service required for participation
❑✓ N/A — The Employer hereby waives the requirement of a Period of Service for participation.

Employees are eligible to participate upon employment. ("N/A" is the default provision under the Plan if no selection is made.)
❑ Yes. The required Period of Service shall be months (not to exceed 12 months.) The Period of Service selected by the Employer shall apply to all Employees within the Covered Employment Classification.

3. Minimum Age (Select One) - A minimum age requirement is hereby specified for eligibility to participate.
❑ Yes. Age (not to exceed age 21.)
❑✓ N/A — No minimum age applies ("N/A" is the default provision under the Plan if no selection is made.)
VI. CONTRIBUTION PROVISIONS

1. The Employer shall contribute as follows: (Choose all that apply, but at least one of Options A or B.

If Option A is not selected, Employer must pick up Mandatory Participant Contributions under Option B.)
Fixed Employer Contributions With or Without Mandatory Participant Contributions. (If Option B is chosen, please complete section C.)
✓❑ A. Fixed Employer Contributions. The Employer shall contribute on behalf of each Participant addendum % of Earnings or $ for the Plan Year(subjectto the limitations of Article V of the Plan).

Mandatory Participant Contributions
❑ are required © are not required
to be eligible for this Employer Contribution.
❑ B. Mandatory Participant Contributions for Plan Participation.

Recuired Mandatory Contributions. A Participant is required to contribute (subject to the limitations of Article V of the Plan) the specified amounts designated in items (i) through (iii) of the Contribution Schedule below:

CI Yes No
Employee Oat -In Mandatory Contributions. To the extent that Mandatory Participant Contributions are not required by the Plan, each Employee eligible to participate in the Plan shall be given the opportunity when first eligible to participate in the Plan or any other plan or arrangement of the Employer described in Code section 219(g)(5)(A), to irrevocably elect to contribute Mandatory Participant Contributions by electing to contribute the specified amounts designated in items (i) through (iii) of the Contribution Schedule below for each Plan Year (subject to the limitations of Article V of the Plan):
❑ Yes ❑ No
MissionSquare Retirement Governmental Money Purchase Plan Adoption Agreement 4

Contribution Schedule. (Any percentage or dollar amount entered below must be greater than 0%or$0.)
% of Earnings,
ii. $ , or
iii. a whole percentage of Earnings between the range of (insert range of percentages between 1% and 20% inclusive (e.g., 3%, 6%, or 20%; 5% to 7%)), as designated by the Employee in accordance with guide- lines and procedures established by the Employer for the Plan Year as a condition of participation in the Plan. A Participant must pick a single percentage and shall not have the right to discontinue or vary the rate of such contributions after becoming a Plan Participant.

Employer "Pick up". The Employer hereby elects to "pick up" the Mandatory Participant Contributions1 (pick up is required if Option A is not selected). ❑ Yes ❑ No
("Yes" is the default provision under the Plan if no selection is made.) ❑ C. Election Window (Complete if Option B is selected:) Newly eligible Employees shall be provided an election window of days (no more than 60 calendar -days) from the date of initial eligibility during which they may make the election to participate in the Mandatory Participant Contribution portion of the Plan. Participation in the Mandatory Participant Contribution portion of the Plan shall begin the first of the month following the end of the election window.

An Employee's election is irrevocable and shall remain in force until the Employee terminates employment or ceases to be eligible to participate in the Plan. In the event of re-employment to an eligible position, the Employee's original election will resume. In no event does the Employee have the option of receiving the pick- up contribution amount directly.

2. The Employer may also elect to make Employer Matching Contributions as follows:
❑ Fixed Employer Match of After -Tax Voluntary Participant Contributions. (Do not complete this section unless the Plan permits after-tax Voluntary Participant Contributions under Section VI.3 of the Adoption Agreement.).

The Employer shall contribute on behalf of each Participant % of Earnings for the Plan Year (subject to the limitations of Article V of the Plan) for each Plan Year that such Participant has contributed % of Earnings or $ . Under this option, there is a single, fixed rate of Employer Contributions, but a Participant may decline to make the Voluntary Participant Contributions in any Plan Year, in which case no Employer Contribution will be made on the Participant's behalf in that Plan Year. 1 Neither an IRS opinion letter nor a determination /etter issued to an adopting Employer is a ruling by the Internal Revenue Service that Participant contributionsthat are "picked up" by the Employer are not includable in the Participant's gross income for federal income tax purposes. Pick-up contributions are not mandated to receive private letter rulings; however, if an adopting Employer wishes to receive a ruling on pick-up contributions, they may request one in accordance with Revenue Procedure 2012-4 (or subsequent guidance).

MissionSquare Retirement Governmental Money Purchase Plan Adoption Agreement 5

❑ Variable Employer Match of After -Tax Voluntary Participant Contributions. (Do not complete this section unless the Plan permits after-tax Voluntary Participant Contributions under section VI.3 of the Adoption Agreement.)
The Employer shall contribute on behalf of each Participant an amount determined as follows (subject to the limitations of Article V of the Plan):
% of the Voluntary Participant Contributions made by the Participant for the Plan Year (not including Voluntary Participant Contributions exceeding % of Earnings or $ );
PLUS % of the contributions made by the Participant for the Plan Year in excess of those included in the above paragraph (but not including Voluntary Participant Contributions exceeding in the aggregate % of Earnings or $ ).

Employer Matching Contributions on behalf of a Participant for a Plan Year shall not exceed $ or % of Earnings, whichever is ❑ more or ❑ less
❑ Fixed Employer Match of Participant 457(b) Plan Deferrals. The Employer shall contribute on behalf of each Participant % of Earnings for the Plan Year (subject to the limitations of Article V of the Plan) for each Plan Year that such Participant has deferred % of Earnings or $ to the Employer's 457(b) deferred compensation plan. Under this option, there is a single, fixed rate of Employer Contributions, but a Participant may decline to make the required 457(b) deferrals in any Plan Year, in which case no Employer Contribution will be made on the Participant's behalf in that Plan Year. ❑ Variable Employer Match of Participant 457(b) Plan Deferrals.

The Employer shall contribute on behalf of each Participant an amount determined as follows (subject to the limitations of Article V of the Plan):
% of the elective deferrals made by the Participant to the Employer's 457(b) plan for the Plan Year (not including Participant contributions exceeding % of Earnings or $ );
PLUS % of the elective deferrals made by the Participant to the Employer's 457(b) plan for the Plan Year in excess of those included in the above paragraph (but not including elective deferrals made by a Participant to the Employer's 457(b) plan exceeding in the aggregate % of Earnings or $ ).

Employer Matching Contributions on behalf of a Participant for a Plan Year shall not exceed $ or % of Earnings, whichever is ❑ more or ❑ less

3. Each Participant may make a Voluntary Participant Contribution, subject to the limitations of Section

4.06 and Article V of the Plan:
❑ Yes 0 No ("No" is the default provision under the Plan if no selection is made.)

4. Employer contributions for a Plan Year shall be contributed to the Trust in accordance with the following payment schedule (no later than the 15th day of the tenth calendar month following the end of the calendar year or fiscal year (as applicable depending on the basis on which the Employer keeps its books) with or within which the particular Limitation Year ends, or in accordance with applicable law):
❑ Weekly ❑✓ Biweekly ❑ Monthly ❑ Annually in:

Specify Month
MissionSquare Retirement Governmental Money Purchase Plan Adoption Agreement 6

5. Participant contributions for a Plan Year shall be contributed to the Trust in accordance with the following payment schedule (no later than the 15th day of the tenth calendar month following the end of the calendar year or fiscal year (as applicable depending on the basis on which the Employer keeps its books) with or within which the particular Limitation Year ends, or in accordance with applicable law):
❑ Weekly ❑ Biweekly ❑ Monthly ❑ Annually in:

Specify Month

6. In the case of a Participant performing qualified military service (as defined in Code section 414(u)) with respect to the Employer:

A. Plan contributions will be made based on differential wage payments:

O Yes E No ("Yes" is the default provision under the Plan if no selection is made.) B. Participants who die or become disabled will receive Plan contributions with respect to such service:
❑ Yes ✓❑ No ("No" is the default provision under the Plan if no selection is made.) VII. EARNINGS
Earnings, as defined under Section 2.09 of the Plan, shall include:

1. Overtime
O Yes ❑ No ("No" is the default provision under the Plan if no selection is made.)

2. Bonuses
O Yes ❑ No ("No" is the default provision under the Plan if no selection is made.)

3. Other Pay (specifically describe any other types of pay to be included below) VIII. ROLLOVER PROVISIONS

1. The Employer will permit Rollover Contributions in accordance with Section 4.13 of the Plan:
▪ Yes ❑ No ("Yes" is the default provision under the Plan if no selection is made.) MissionSquare Retirement Governmental Money Purchase Plan Adoption Agreement 7

IX. LIMITATION ON ALLOCATIONS
If the Employer maintains or ever maintained another qualified plan in which any Participant in this Plan is (or was) a participant or could possibly become a participant, the Employer hereby agrees to limit contributions to all such plans as provided herein, if necessary in order to avoid excess contributions (as described in Section 5.02 of the Plan).

1. If the Participant is covered under another qualified defined contribution plan maintained by the Employer, the provisions of Section 5.02(a) through (e) of the Plan will apply unless another method has been indicated below.

E Other Method. (Provide the method under which the plans will limit total Annual Additions to the Maximum Permissible Amount, and will properly reduce any Excess Amounts, in a manner that precludes Employer discretion.)

2. The Limitation Year is the following 12 consecutive month period:

X. VESTING PROVISIONS
The Employer hereby specifies the following vesting schedule, subject to (1) the Code's vesting requirements in effect on September 1, 1974 and (2) the concurrence of the Plan Administrator. (For the blanks below, enter the applicable percentage — from 0 to 100 (with no entry after the year in which 100% is entered), in ascending order.)
The following vesting schedule may apply to a Participant's interest in his/her Employer Contribution Account. The vesting schedule does not apply to Mandatory Participant Contributions, Rollover Contributions, Voluntary Participant Contributions, Deductible Employee Contributions, Employee Designated Final Pay Contributions, and Employee Designated Accrued Leave Contributions, and the earnings thereon.

Period of Service Completed
Zero
One
Two
Three
Four
Five
Six
Seven
Eight
Nine
Ten
Percent Vested
100
MissionSquare Retirement Governmental Money Purchase Plan Adoption Agreement 8

XI. WITHDRAWALS AND LOANS

1. In-service distributions are permitted under the Plan after a Participant attains (select one of the below options):
❑ Normal Retirement Age
E Age 701/2 ("701/2" is the default provision under the Plan if no selection is made.) ❑ Alternate age (after Normal Retirement Age):
❑ Not permitted at any age

2. A Participant shall be deemed to have a severance from employment solely for purposes of eligibility to receive distributions from the Plan during any period the individual is performing service in the uniformed services for more than 30 days.
▪ Yes ❑ No ("Yes" is the default provision under the Plan if no selection is made.)

3. Tax-free distributions of up to $3,000 for the direct payment of Qualified Health Insurance Premiums for Eligible Retired Public Safety Officers are available under the Plan. ❑ Yes D No ("No" is the default provision under the Plan if no selection is made.)

4. In-service distributions of the Rollover Account are permitted under the Plan, as provided in Section

9.07. © Yes ❑ No ("No" is the default provision under the Plan if no selection is made.)

5. Loans are permitted under the Plan, as provided in Article XIII of the Plan:
▪ Yes ❑ No ("No" is the default provision under the Plan if no selection is made.) XII. SPOUSAL PROTECTION
The Plan will provide the following level of spousal protection (select one):
❑ 1. Participant Directed Election. The normal form of payment of benefits under the Plan is a lump sum. The Participant can name any person(s) as the Beneficiary of the Plan, with no spousal consent required.
© 2. Beneficiary Spousal Consent Election (Article XII of the Plan will apply if option 2 is selected). The normal form of payment of benefits under the Plan is a lump sum. Up -on death, the surviving spouse is the Beneficiary, unless he or she consents to the Participant's naming another Beneficiary. ("Beneficiary Spousal Consent Election" is the default provision under the Plan if no selection is made.)
❑ 3. QJSA Election (Article XVII). The normal form of payment of benefits under the Plan is a 50% qualified joint and survivor annuity with the spouse (or life annuity, if single). In the event of the Participant's death prior to commencing payments, the spouse will receive an annuity for his or her lifetime. (If option 3 is selected, the spousal consent requirements in Article XII of the Plan also will apply.)
MissionSquare Retirement Governmental Money Purchase Plan Adoption Agreement 9

XIII. FINAL PAY CONTRIBUTIONS
(Under the Plan's definitions, Earnings automatically include leave cashouts paid by the later of 2' months after severance from employment or the end of the calendar year. If the Plan will provide additional contributions based on the Participant's final paycheck attributable to Accrued Leave, please provide instructions in this section. Otherwise, leave this section blank.) The Plan will provide for Final Pay Contributions if either 1 or 2 below is selected. The following group of Employees shall be eligible for Final Pay Contributions:
❑ 1. Employees within the Covered Employment Classification identified in section V of the Adoption Agreement.
❑ 2. Other.
(This must be a subset of the Covered Employment Classification identified in section V of the Adoption Agreement)
Final Pay shall be defined as (select one):
❑ A. Accrued unpaid vacation
RI B. Accrued unpaid sick leave
❑ C. Accrued unpaid vacation and sick leave
❑ D. Other (insert definition of Final Pay — must be leave that Employee would have been able to use if employment had continued and must be bona fide vacation and/or sick leave):
❑ 1. Employer Final Pay Contribution. The Employer shall contribute on behalf of each Participant % of their Final Pay to the Plan (subject to the limitations of Article V of the Plan).

O 2. Employee Designated Final Pay Contribution. Each Employee eligible to participate in the Plan shall be given the opportunity at enrollment to irrevocably elect to contribute (insert fixed percentage of Final Pay to be contributed) or up to 100 % (insert maximum percentage of Final Pay to be contributed) of Final Pay to the Plan (subject to the limitations of Article V of the Plan).

Once elected, an Employee's election shall remain in force and may not be revised or revoked.

XIV. ACCRUED LEAVE CONTRIBUTIONS
The Plan will provide for unpaid Accrued Leave Contributions annually if either 1 or 2 is selected below.

The following group of Employees shall be eligible for Accrued Leave Contributions:
❑ 1. Employees within the Covered Employment Classification identified in section V of the Adoption Agreement.
❑ 2. Other.
(This must be a subset of the Covered Employment Classification identified in section V of the Adoption Agreement.)
MissionSquare Retirement Governmental Money Purchase Plan Adoption Agreement 10

Accrued Leave shall be defined as (select one):
❑ A. Accrued unpaid vacation
❑ B. Accrued unpaid sick leave
❑ C. Accrued unpaid vacation and sick leave
❑ D. Other (insert definition of Accrued Leave that is bona fide vacation and/or sick leave):
❑ 1. Employer Accrued Leave Contribution. The Employer shall contribute as follows (choose one of the following options):
❑ For each Plan Year, the Employer shall contribute on behalf of each eligible Participant the unused Accrued Leave in excess of (insert number of ❑ hours ❑ days ❑ weeks (check one)) to the Plan (subject to the limitations of Article V of the Plan). ❑ For each Plan Year, the Employer shall contribute on behalf of each eligible Participant % of unused Accrued Leave to the Plan (subject to the limitations of Article V of the Plan).
❑ 2. Employee Designated Accrued Leave Contribution.

Each eligible Participant shall be given the opportunity at enrollment to irrevocably elect to annually contribute % (insert fixed percentage of unpaid Accrued Leave to be contributed) or up to % (insert maximum percentage of unpaid Accrued Leave to be contributed) of Accrued Leave to the Plan (subject to the limitations of Article V of the Plan). Once elected, an Employee's election shall remain in force and may not be revised or revoked.

XV. The Employer hereby attests that it is a unit of state or local government or an agency or instrumentality of one or more units of state or local government.

XVI. The Employer understands that this Adoption Agreement is to be used with only the MissionSquare Retirement Governmental Money Purchase Plan. This MissionSquare Retirement Governmental Money Purchase Plan is a restatement of a previous plan, which was submitted to the Internal Revenue Service for approval on December 31, 2018 and received approval on June 30, 2020.

The Plan Administrator will inform the Employer of any amendments to the Plan made pursuant to Section 14.05 of the Plan or of the discontinuance or abandonment of the Plan. The Employer understands that an amendment(s) made pursuant to Section 14.05 of the Plan will become effective within 30 days of notice of the amendment(s) unless the Employer notifies the Plan Administrator, in writing, that it disapproves of the amendment(s). If the Employer so disapproves, the Plan Administrator will be under no obligation to act as Administrator under the Plan.

XVII. The Employer hereby appoints the ICMA Retirement Corporation, doing business as MissionSquare Retirement, as the Plan Administrator pursuant to the terms and conditions of the MISSIONSQUARE RETIREMENT GOVERNMENTAL MONEY PURCHASE PLAN.

The Employer hereby agrees to the provisions of the Plan.

MissionSquare Retirement Governmental Money Purchase Plan Adoption Agreement 11

XVIII. The Employer understands that it must complete a new Adoption Agreement upon first adoption of the Plan. Additionally, upon any modifications to a prior election, making of new elections, or restatements of the Plan, a new Adoption Agreement must be completed. The Employer hereby acknowledges it understands that failure to properly fill out this Adoption Agreement may result in disqualification of the Plan.

XIX. An adopting Employer may rely on an Opinion Letter issued by the Internal Revenue Service as evidence that the Plan is qualified under section 401 of the Internal Revenue Code only to the extent provided in Rev. Proc. 2017-41. The Employer may not rely on the Opinion Letter in certain other circumstances or with respect to certain qualification requirements, which are specified in the Opinion Letter issued with respect to the Plan and in Rev. Proc. 2017-41.

In Witness Whereof, the Employer hereby causes this Money Purchase Plan Adoption Agreement to be executed.

EMPLOYER SIGNATURE & DATE
Signature of Authorized Plan Representative:

Print Name: ROSANNA RAMERIZ
Title: DEPUTY CITY ADMINISTRATOR
Attest: ALICE BURNETT, DIRECTOR OF HUMAN RESOURCES
Date: 02 /
06 / 2024
Month Day Year
For inquiries regarding adoption of the plan, the meaning of plan provisions, or the effect of the Opinion Letter, contact:

MissionSquare Retirement
777 N. Capitol St. NE Suite 600
Washington, DC 20002
800-326-7272
52582-0621-W1303
MissionSquare Retirement Governmental Money Purchase Plan Adoption Agreement 12

The People are the City
Mayor
JEREMY B. YAMAGUCHI
Mayor Pro Tem

KEVIN KIRWIN
Councilmembers:

RHONDA SHADER
WARD L. SMITH
CHAD P. WANKE

PLACENTIA
401 East Chapman Avenue - Placentia, California 92870
Addendum to the
MissionSquare Retirement Money Purchase Plan
City of Placentia 401(a) Plan, Plan Number 100417
Section V. Covered Employee Classifications:

1. City Clerk:

ROBERT S. MCKINNELL
City Treasurer
KEVIN A. LARSON
City Administrator
DAMIEN R. ARRULA
The following group or groups of Employees are eligible to participate in the plan:

Tier I: (Note: Tier 1 is closed to any new entrants)
i. Police Services Officer
ii. City Administrator
Tier II:
i. Any active employee currently participating in Tier II as of 12/31/23 is "gra ndfathered"
ii. Miscellaneous Executive Director Employee
iii. Placentia Miscellaneous 2nd Tier participating in the 2% at 60 CaIPERS iv. is not eligible to participate under Tier I
Tier III :
i. Miscellaneous Executive Director Employee
ii. CaIPERS Miscellaneous PEPRA and participates in the 2% at 62 CaIPERS Section VI. Contribution Provisions
A. Fixed Employer Contributions.

Tier l: - Annually indexed
i. Police Services Officer — 7% of comp
ii. City Administrator — 9.23% of comp
Tier II:
i. "Grandfathered" participants — 7% of comp
ii. "Non-Grandfathered" — 4% of comp
Tier III:
i. 2.72% of comp prior to January 31, 2024
ii. 4.00% of comp effective February 1, 2024
Name
Signature
Title
Date

MissionSquare Retirement
Governmental Money Purchase Plan
Trust Agreement
The Employer hereby adopts and designates this Trust ("the Trust" ) to receive and hold the assets of the MissionSquare Retirement Governmental Money Purchase Plan ("the Plan"). The Trust is adopted and designated in accordance with Section 2.22 of the Plan. The Trust shall hold all of the assets of the Plan derived from Employer and Employee contributions under the Plan, plus any income and gains thereon, less any losses, expenses and distributions to Participants and Beneficiaries. All capitalized terms in this instrument shall be interpreted consistent with Article II of the Plan.

I. Trust. A trust is hereby created to hold all of the assets of the Plan for the exclusive benefit of Participants and Beneficiaries, except that taxes and expenses may be paid from the Trust as provided in Section III below. The trustee shall be the Employer or such other person which agrees to act in that capacity hereunder.

II. Investment Powers. The trustee or the Plan Administrator, acting as agent for the trustee, shall have the powers listed in this Section II with respect to investment of the Trust assets, except to the extent that the investment of the Trust assets is controlled by Participants, pursuant to Sections 6.01 and 13.03 of the Plan.
(a) To invest and reinvest the Trust without distinction between principal and income in common or preferred stocks, shares of regulated investment companies and other mutual funds, bonds, notes, debentures, mortgages, certificates of deposit, contracts with insurance companies including but not limited to insurance, individual or group annuity, deposit administration, guaranteed interest contracts, and deposits at reasonable rates of interest at banking institutions including but not limited to savings accounts and certificates of deposit. Assets of the Trust may be invested in securities that involve a higher degree of risk than investments that have demonstrated their investment performance over an extended period of time. (b) To invest and reinvest all or any part of the assets of the Trust in any common, collective or commingled trust fund that is maintained by a bank or other institution and that is available to employee plans qualified under section 401 of the Code, or any successor provisions thereto, and during the period of time that an investment through any such medium shall exist, to the extent of participation of the Plan, the declaration of trust of such common, collective, or commingled trust fund shall constitute a part of the Plan. (c) To invest and reinvest all or any part of the assets of the Trust in any group annuity, deposit administration or guaranteed interest contract issued by an insurance company or other financial institution on a commingled or collective basis with the assets of any other plan or trust qualified under section 401(a) of the Code or any other plan described in section 401(a)(24) of the Code, and such contract may be held or issued in the name of the Plan Administrator, or such custodian as the Plan Administrator may appoint, as agent and nominee for the Employer.

During the period that an investment through any such contract shall exist, to the extent of participation of the Plan, the terms and conditions of such contract shall constitute a part of the Plan.
(d) To hold cash awaiting investment and to keep such portion of the Trust in cash or cash balances, without liability for interest, in such amounts as may from time to time be deemed to be reasonable and necessary to meet obligations under the Plan or otherwise to be in the best interests of the Plan.

(e) To hold, to authorize the holding of, and to register any investment to the Trust in the name of the Plan, the Employer, or any nominee or agent of any of the foregoing, including the Plan Administrator, or in bearer form, to deposit or arrange for the deposit of securities in a qualified central depository even though, when so deposited, such securities may be merged and held in bulk in the name of the nominee of such depository with other securities deposited therein by any other person, and to organize corporations or trusts under the laws of any jurisdiction for the purpose of acquiring or holding title to any property for the Trust, all with or without the addition of words or other action to indicate that property is held in a fiduciary or representative capacity but the books and records of the Plan shall at all times show that all such investments are part of the Trust.
(f)
(g)
(h)
Upon such terms as may be deemed advisable by the Employer or the Plan Administrator, as the case maybe, for the protection of the interests of the Plan or for the preservation of the value of an investment, to exercise and enforce by suit for legal or equitable remedies or by other action, or to waive any right or claim on behalf of the Plan or any default in any obligation owing to the Plan, to renew, extend the time for payment of, agree to a reduction in the rate of interest on, or agree to any other modification or change in the terms of any obligation owing to the Plan, to settle, compromise, adjust, or submit to arbitration any claim or right in favor of or against the Plan, to exercise and enforce any and all rights of foreclosure, bid for property in foreclosure, and take a deed in lieu of foreclosure with or without paying consideration therefor, to commence or defend suits or other legal proceedings whenever any interest of the Plan requires it, and to represent the Plan in all suits or legal proceedings in any court of law or equity or before any body or tribunal.

To employ suitable consultants, depositories, agents, and legal counsel on behalf of the Plan.

To open and maintain any bank account or accounts in the name of the Plan, the Employer, or any nominee or agent of the foregoing, including the Plan Administrator, in any bank or banks. (i) To do any and all other acts that may be deemed necessary to carry out any of the powers set forth herein.

III. Taxes and Expenses. All taxes of any and all kinds whatsoever that may be levied or assessed under existing or future laws upon, or in respect to the Trust, or the income thereof, and all commissions or acquisitions or dispositions of securities and similar expenses of investment and reinvestment of the Trust, shall be paid from the Trust. Such reasonable compensation of the Plan Administrator, as may be agreed upon from time to time by the Employer and the Plan Administrator, and reimbursement for reasonable expenses incurred by the Plan Administrator in performance of its duties hereunder (including but not limited to fees for legal, accounting, investment and custodial services) shall also be paid from the Trust. However, no person who is a fiduciary within the meaning of section 3(21)(A) of ERISA and regulations promulgated thereunder, and who receives full-time pay from the Employer may receive compensation from the Trust, except for expenses properly and actually incurred.

IV. Payment of Benefits. The payment of benefits from the Trust in accordance with the terms of the Plan may be made by the Plan Administrator, or by any custodian or other person so authorized by the Employer to make such disbursement. Benefits under the Plan shall be paid only if the Plan Administrator, custodian or other person, or the Employer if directing such person, decides in his/her discretion that the applicant is entitled to them. The Plan Administrator, custodian or other person shall not be liable with respect to any distribution of Trust assets made at the direction of the Employer.

V. Valuation of Accounts. As of each Accounting Date, the Plan assets held in each investment fund offered shall be valued at fair market value and the investment income and gains or losses for each fund shall be determined. Such investment income and gains or losses shall be allocated proportionately among all Account balances on a fund -by -fund basis. The allocation shall be in the proportion that each such Account balance as of the immediately preceding Accounting Date bears to the total of all such Account balances, as of that Accounting Date. For purposes of this Trust, all Account balances include the Account balances of all Participants and Beneficiaries.

VI. Participant Loan Accounts. Participant Loan Accounts shall be invested in accordance with Section 13.03 of the Plan. Such Accounts shall not share in any investment income and gains or losses of the investment funds described in Section 6.01.

SIGNATURE & DATE
Employer & Trustee: City of Placentia ("the Employer")
Signature of Authorized Plan Representative:

Print Name:

Title:

Attest:

Date: / /
(M) (D) (Y)
52582-0621-W2777

MissionSquare

RETIREMENT
SECURE ACT 2.0 and 1.0 Election Form I Page 1 of 2
Use this form to adopt any of the provisions made available by The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE 1.0), SECURE 2.0 Act of 2022, and related legislation. If you would like to add these provisions to more than one plan, please complete one form per plan.

I. SECURE 2.4 Provisions
A. ROTH Provisions
While not technically a SECURE 2.0 provision, 401(k), 457(b), and 403(b) plans must adopt the Roth Contribution Provision to continue to permit age -50 catch-up contributions starting in 2024. Roth is not available in 401(a) Profit sharing plans without the 401(k) feature, and is not available in 401(a) Money Purchase plans.

If your plan does not offer Roth Contributions, check hereto add this provision: ❑ The plan will permit in -plan Roth Conversions.
❑ Yes ❑ No
The Roth account will be an available source for loans. ['Yes ❑ No
Note: to adopt the Roth features, 401(k) plans will need to also review an Adoption Agreement and 457(b) plans will need to review an Optional Provision Election Form. Our plan design team will reach out to you with prepopulated versions of the applicable materials upon receipt of this form.

B. Eliminate the' first date of the month° rule for 457(b) deferral changes. The plan will permit all deferral initiation and change requests to transpire as soon as administratively feasible, but no later than on the earliest sate the deferrals can reasonably be segregated from the employer's general assets, rather than the first pay period of the following month. ❑ Yes ❑ No ('No' is the default provision under the Plan if no selection is made.) II. SECURE 1.0 and Related Legislation Provisions
C. In -Service Distributions at Age 59.5 (Available in 457(b), 403(b), and 401(a) Money Purchase Plans) The Plan will permit in-service withdrawals at age 59.5 {NOTE: Not applkable to 401(a) Profit Sharing Plans, as this provision is already available in your plan. You can change the in-service distribution age by submitting a revised Adoption Agreement.) ❑ Yes El No (No' is the default provision under the Plan if no selection is made.) D. Qualified Birth and Adoption (Available in 457(b), 403(b), 401(a) Money Purchase, 401(a) Profit Sharing Plans) The plan will permit participants to receive, upon written request, a distribution of up to $5,000 per qualifying birth or adoption (notto exceed $5,000 across all retirement accounts of the participant. (Note to 401(a) Money Purchase Plan Sponsors: such a withdrawal can only be undertaken if the participant meets the plan's existing in-service withdrawal criteria.) Such a distribution is exempt from the 10% early distribution tax penalty and is exempt from the mandatory20% withholding; and can be repaid into the account within 3years without regard to the usual60-day time limit for rollovers if elected. A qualified adoption distribution would be limited to the adoption of children who are under age 18 or who are physically or mentally incapable of self-support. © Yes D No ('No' is the default provision under the Plan if no selection is made.) Note: If you electto offer this provision, your plan may need to offerthe ability for participants to roll assets into the plan.

E. MissionSquare Retirement I ncomeAdvantage In -Service Distribution (NOTE: only applicable to 457(b), 401(a) Money Purchase, 401(a) Profit Sharing Plans that have the MissionSquare Retirement IncomeAdvantage as an available investment option).

In the event the Mission5quare Retirement IncomeAdvantage Fund is no longer an investment option under the plan, a Participant shall, upon written request, be permitted to roll these assets to another plan. Such a distribution can be undertaken regardless of the participants eligibility pertaining to in-service distributions.
❑ Yes © No ('No' is the default provision under the Plan if no selection is made.)

MissionSquare
RETIREMENT SECURE ACT 2.0 and 1.0 Election Form I Page 2 of 2 By signing below, we intend to amend the plan to allow these provisions as of the date below or as soon as administratively feasible. Please submit one form per plan number.

Employer Plan Number: 100417 Employer Plan Name: City of Placentia Signature of Authorized Plan Representative:

Print Name: ROSANNA RAMIREZ Title: DEPUTY CITY ADMINISTRATOR Date: 02 j06 j 2024 [MMIDD/Y Y) Email Address: [email protected] Phone Number: 714-993-8171 This form can be returned by secure message, fax, or mail using the information below.

Online: Submit through secure messaging to:
www.employers.msgplanservices.arg
Fax to: MissionSquare Plan Services
(844) 677-3297
Marl to:

MissionSquare Plan Services
P.O. Box 219320
Kansas City, M0 64121-9320
MissionSquare Plan Services I P.O. Box 219320 I Kansas City, MO 64121-9320 I Fax to: (844) 677-3297 61397-0623-W2624

MissionSquare

RETIREMENT
457(b) 401(a) 1 403(b) Plan Sponsors
Loan Implementation Package

TABLE OF CONTENTS
Introduction and Summary Instructions 2
Basic information and instructions for implementing your plan's loan program.

Loan Guidelines Agreement Instructions 3
Important information and instructions for completing the Loan Guidelines Agreement Loan Guidelines Agreement 7
Complete this agreement to establish the guidelines for your plan's loan program.

Maximum Loan Amount Worksheet 13
Use this worksheet to calculate the maximum loan amount that a participant is eligible to receive.

Suggested Resolution 14
For use by plans whose governing body requires that a resolution be passed. 457(b) Plan Loan Administration Agreement 15
457(b) Plans Only. If you have multiple 457(b) plan providers, you must complete and return this document to MissionSquare Retirement.

Loan Amendment — 401(a) Plans Only 16
401(a) Plans Only. If you are amending your existing plan to add a loan program, you must complete and return this document to MissionSquare.

Loan Amendment — 403(b) Plans Only 17
403(b) Plans Only. If you are amending your existing plan to add a loan program, you must complete and return this document to MissionSquare.

MissionSquare Plan Services P.O. Box 219320 Kansas City, MO 64121-9320 (800)326-7272 www.missionsq.org Fax (844)677-3297 1 62255-1023-489

MissionSquare

RETIREMENT
457(b) 401(a) 1 403(b) Plan Sponsors
Loan Implementation Package
INTRODUCTION AND SUMMARY INSTRUCTIONS FOR 457(b), 401(a), AND 403(b) PLAN SPONSORS Making a loan program available in your retirement plan will provide eligible plan participants with the ability to borrow money from their accounts.

As the administrator of your loan program, MissionSquare Retirement will attempt to minimize the amount of resources you need to devote to the program. However, there are administrative and fiduciary responsibilities associated with offering loans which, as a practical matter, cannot be delegated to MissionSquare.

Please review all of the information in this packet carefully prior to submitting the applicable forms to implement the loan program in your plan.

The below instructions provide you with easy -to -follow steps to implement a loan program in your MissionSquare 457(b) or 401(a) plan.

STEP 1: Review the Loan Guidelines Agreement Instructions carefully prior to returning the required forms to implement your plan's loan program.

STEP 2: Complete the Loan Guidelines Agreement.

STEP 3: Determine whether any formal action is required by your legislative body and/or plan administrative committee to implement a loan program.

If formal action is required, you may want to use the suggested resolution in this packet.

STEP 4: Complete the following documents (if applicable) • 457(b) Plan Loan Administration Agreement — If you have multiple 457(b) plan providers, you must complete and return this document to MissionSquare.
• Loan Amendment [401(a)/403(b) Plans Only] — If you are amending your existing 401(a)/403(b) plan to add loan provisions, you must complete and return this document to MissionSquare.

STEP 5: Return copies of the following documents to MissionSquare (please be sure to submit all pages and retain the originals for your records):
• Loan Guidelines Agreement
• Loan Amendment to the 401(a) Plan Adoption Agreement (if applicable) • 457(b) Plan Loan Administration Agreement (if applicable) • Suggested Resolution (if applicable)
Fax: MissionSquare Plan Services
(844) 677-3297
Mail: MissionSquare Plan Services
P.O. Box 219320
Kansas City, MO 64121-9320
STEP 6: Please allow 5-7 business days for MissionSquare to establish your plan's loan program.

Online: Submit through secure messaging to:
www.employers.msgplanservices.org
Please retain original copies of any documents you return to MissionSquare for your records.

If you have any questions relating to the adoption process, please contact your MissionSquare PlanServices team at 800-326-7272.

MissionSquare Plan Services P.O. Box 219320 Kansas City, MO 64121-9320 (800)326-7272 www.missionsq.org Fax (844)677-3297 2 62255-1023-489

MissionSquare

RETIREMENT
457(b) 401(a) 1 403(b) Plan Sponsors
Loan Guidelines Agreement Instructions
The information in this packet is intended to assist you with implementing a loan program within your MissionSquare Retirement 457(b), 401(a), or 403(b) plan(s). The packet provides an overview of the issues and complexities of establishing and maintaining a loan program under the most common types of retirement plan arrangements. It is not intended to be all inclusive. Special situations and/or solutions not discussed in this document will need to be reviewed on a case -by -case basis.

The instructions contain information that will help you understand the decisions you will need to make when you establish your loan program and help you complete the Loan Guidelines Agreement. Please carefully review the information in this section and complete all applicable sections of the Loan Guidelines Agreement.

Here are a few of the elections that you will need to make:
• Will loans be available for all purposes or only in other purposes designated by you, The Employer?
• How many loans will participants be allowed to have outstanding at one time? (up to five)
• How long will participants have to repay a loan used to purchase a new primary residence? (up to 30 years)
- How will participants repay their loans? (payroll deduction, ACH payments from their bank accounts, or both)
In order to offer loans within your retirement plan, the Internal Revenue Code requires that you establish written guidelines that govern the Plan's loan program. You may elect to use the Loan Guidelines Agreement to serve this purpose for your Plan.

If you have any questions relating to the process of implementing a loan program, please contact your MissionSquare Plan Services team at 800-326-7272.

Section 1: Employer Plan Information
Enter the name of your employer plan. Also specify the plan type and your MissionSquare plan number.

Section 2: Eligibility & Loan Source
Loans are available to all active employees, except those with an existing loan in default.

Loan Source — Use this section to specify the sources that will be available for participant loans.

Section 3: Loan Purpose
Specify whether loans may be taken for (A) All Purposes or (B) Other Purposes (You will be responsible for approval of all loan requests.). (A) All Purposes
(B) Other Purposes
Employers have the ability to make their plan's loan program more restrictive under both of the above options.

Section 4: Application Process
No action is required in this section. The application process available to participants will vary depending on the option you select in Section III (Loan Purpose).

Section 5: Maximum Number of Loans
Specify whether participants may have only one (1) or up to five (5) loans outstanding at one time. The option you choose in this section will have a significant impact on the number of loans made from your plan.

Regardless of your election, a participant may receive a maximum of one (1) loan per calendar year.

Note: If you select Payroll Deduction as a repayment option for your participants in Section VIII, each loan repayment for each pay period must be accounted for separately. As such, repayments of multiple loans are a much larger burden on your payroll system (and personnel) than a repayment of a single loan.

Section 6: Loan Amount
No action is required in this section. The Maximum Loan Amount Worksheet includes instructions you can use to calculate the maximum loan amount for a participant. The loan modeling option on MissionSquare's Account Access website can also be used to calculate a participant's maximum loan amount.

Section 7: Length of Loan
Loans must be repaid in substantially equal installments of principal and interest over a period that does not exceed five (5) years. However, if the participant will be using the loan to purchase a principal residence, the five (5) year time limit may not apply. In this section of the form, you specify the maximum repayment period for principal residence loans, with 30 years being the maximum term.

In determining the maximum repayment period for residential loans, you should be mindful that the loan term may extend beyond the period the participant is employed by you. If you allow employees to continue to pay their loans after they separate from service (see the Acceleration section), repayments would continue by the participant, through you, for the entire term of the loan (e.g., 30 years). Every payroll period, the participant (former employee) will be required to give you a check for the periodic loan repayment amount. You then include this amount with your next contribution submittal to MissionSquare. Loan repayments may not be made directly to MissionSquare by the participant, unless you choose ACH debit as a repayment option in Section VIII.

MissionSquare Plan Services P.O. Box 219320 Kansas City, MO 64121-9320 (800)326-7272 www.missionsq.org Fax (844)677-3297 3 62255-1023-489

Section 8: Loan Repayment Process
Specify the repayment method(s) and repayment frequency your plan will use.

Repayment Method — You can allow repayments to be made via payroll deduction and/or ACH payments from a participant's bank account. (1) Payroll Deduction — With this option, you will include the loan repayment detail when you remit contribution detail to MissionSquare via the EZLink website.

Initiating Payroll Deduction
Payroll deduction should begin within two payroll cycles following the date the loan is processed by MissionSquare. Employees using this method must notify the Employer immediately so that repayments will begin as soon as practicable, on a date determined by the Employer's payroll cycle. Failure to begin payroll deduction in a timely manner could lead to the employee's loan entering delinquency status.
(2) Automated Clearing House (ACH) — With this option, participants authorize MissionSquare to debit loan repayments directly from the participant's bank account via ACH. This feature frees you of the burden of establishing and monitoring loan repayments via payroll deduction. The ACH repayment options are bi-weekly and monthly.

Additional Loan Repayments and Early Pay -Off
A participant may pay off all of the principal and interest early without penalty or additional fee. If a loan is paid in full prior to the end of the term of the loan, no further interest will accrue. Please note that no payment date may be "skipped" even if the employee has made a large payment or submitted multiple payments.

Section 9: Loan Interest Rate
No action is required in this section. It simply describes the interest rate that will be used for participant loans.

Section 10: Security/Collateral
No action is required in this section. It simply describes the amount that will be used as collateral for participant loans.

Section 11: Acceleration
Specify whether participants who have separated from service will be able to continue loan repayments until they have withdrawn their entire account balance from the plan, or if outstanding loans will be due and payable at the time participants separate from service.

You should consider the options in this section carefully, since your election will impact when outstanding loans become taxable to participants. If a participant does not repay the outstanding loan amount at the time it is due, the loan is "foreclosed," and the outstanding loan amount must be reported by MissionSquare as a taxable distribution in the year of the foreclosure.

Given the burdens associated with collecting loan repayments from former employees, you may not wish to maintain a potentially long term "relationship" with former employees (especially in the case of residential loans).

Section 12: Reamortization
No action is required in this section. It simply provides information related to the reamortization of participant loans.

Section 13: Refinance
No action is required in this section. It simply provides information related to the refinancing of participant loans.

Section 14: Reduction of Loan
No action is required in this section. It simply describes how outstanding loans will be handled in the event of a participant's death.

Section 15: Deemed Distributions
No action is required in this section. However you should familiarize yourself with this information and note that loan repayments must be made in accordance with the plan document, plan loan guidelines, and as reflected in the promissory note signed by the participant. Failure to make loan repayments according to the loan terms will result in the outstanding loan balance being deemed distributed and taxable to the participant.

Timing
A loan will be deemed distributed when a scheduled payment is still unpaid at the end of the calendar quarter following the calendar quarter in which the payment was due. For example, if a participant does not make a loan payment that was scheduled to be made on February 1, the maximum cure period for the repayment is June 30. If the total amount of all delinquent payments is not received by the end of the cure period, the loan is deemed distributed.

Consequences of Deemed Distributed Loans (Employers)
Employers who do not ensure proper loan repayment practices in their retirement loan programs risk not only having individual participant loans being deemed distributed, but also potentially jeopardize the tax - favored status of the entire plan. In the extreme, plans with mismanaged loan programs — a high occurrence of deemed distributed loans, and/ or program participants in default, for example — may be disqualified (in the case of 401(a)/403(b) plans) or classified as ineligible (for 457(b) plans) by the IRS. Disqualification results in the loss of tax -deferred status for all contributions and a possible increase in the taxable income for participating employees.

It is a plan sponsor's fiduciary obligation to properly manage the retirement plan and its benefits. Mismanagement of a loan program may be considered failure to meet this fiduciary obligation and may expose a plan sponsor to litigation, in addition to being in violation of applicable laws and regulations.

Employers, as plan sponsors and fiduciaries, have an obligation to comply with plan document and loan guideline requirements applicable to participant loans. In this regard, loan payments must be made in accordance with the plan document, plan loan guidelines, and as reflected in the promissory note signed by the participant. Employers retain this obligation if there is a loan program associated with their retirement plan, regardless of the provisions governing the loan program.

MissionSquare Plan Services P.O. Box 219320 Kansas City, MO 64121-9320 (800)326-7272 www.missionsq.org Fax (844)677-3297 4 62255-1023-489

Consequences of Deemed Distributed Loans (Participants) The principal balance, in addition to any accrued interest, is reported as a distribution to the IRS. However, the taxable distribution is not the only event in conjunction with a deemed distribution. The following negative consequences occur as a result of deemed distribution.
• The deemed distribution is a taxable event. However, it is not an actual distribution and therefore remains an asset of the participant's account.

The outstanding loan balance and accrued interest continue to be reported on the participant's account statements.
• Repayment of a deemed distribution will not change or reverse the taxable event.
• The loan continues to be considered outstanding until it is repaid or "offset" using the participant's account balance. An offset can occur only if the participant is eligible to receive a distribution from the plan as outlined in your plan document.
• Participants are required to repay any outstanding deemed distributed loan before they can become eligible for a new loan. The deemed distributed loan and any interest accrued since the date it became a taxable event is taken into account when determining the maximum amount available for a new loan.
• A participant who has had a prior deemed distribution must make repayments to a new loan through payroll deduction, or provide proof of adequate security.

Section 16: Fees
No action is required in this section. It simply provides that fees may be charged for various services associated with the application for and issuance of loans. Participants should review the Annual Service and Fee Disclosure notice(s) for your plan for more information on the applicable fees.

Section 17: Signatures
Please have an authorized plan representative sign and date this section of the agreement.

SPECIAL CIRCUMSTANCES
Emergency Withdrawals I 457(b) Plans Only
457(b) Plans: Loans must be coordinated with unforeseeable emergency withdrawals. The emergency withdrawal regulations under Section 457(b) of the Code require that an emergency withdrawal be a resource of the "last resort." If the participant is able to take a loan or refinance a current loan from your MissionSquare 457(b) plan or any other plan you sponsor, the participant has resources available to meet, or partially meet, the financial need. Therefore, a participant will be required to take or refinance a loan before taking an emergency withdrawal.

Many emergency withdrawals are not approved because the financial need, while serious, may not meet the conditions itemized in the 457(b) regulations. The ability to take a loan allows participants to have access to money that is not otherwise available. And the repayment process for loans ensures that participants replenish their accounts, thereby preserving their retirement savings.

Qualified Joint and Survivor Annuity I Applies to Some
401(a)/403(b) Plans Only
If your plan uses the Qualified Joint and Survivor Annuity as the default form of payment, married participants must obtain spousal consent prior to obtaining a loan. The employee's spouse must consent, in writing, to the loan and the consent must be witnessed by a plan representative or notary public. Such consent must be received in writing by MissionSquare no more than ninety (90) days before the loan request is submitted through Account Access. In the case of the Direct Loan Application, spousal consent should be sent along with the application.

Please be advised, that some states recognize a status, such as a civil union or registered domestic partnership, to carry the same rights and obligations as marriage under state law.

Multiple Plans/Providers
If you have more than one retirement plan which offers loans, including "co -administered" or "co -provider" plans, MissionSquare will administer your loan program in your plan(s) with MissionSquare, but you will have to perform some loan verification activities. You will need to perform these activities if loans are available to your employees from several like retirement plans, such as two separate qualified plans, or if you have different types of retirement plans (e.g. Section 457(b) deferred compensation, 403(b) and section 401(a) qualified plan). The degree of your involvement will depend on your situation.

1. Multiple Plans
The Code sets a maximum on the aggregate of all loans from all retirement plans in which the employee participates. If you offer retirement plans through multiple plan providers, no provider will be able to calculate, by itself, the maximum amount that a participant may borrow at any point in time. Since only you, the employer, can determine the current outstanding loan balance and the highest outstanding loan balance in the past 12 months from all loans from any retirement plans, you will have to calculate the maximum amount that may be borrowed. This will involve obtaining all loan amounts currently outstanding and repaid in the last 12 months.

Please refer to the Maximum Loan Amount Worksheet for instructions you can use to calculate the maximum loan amount for a participant.

MissionSquare Plan Services P.O. Box 219320 Kansas City, MO 64121-9320 (800)326-7272 www.missionsq.org Fax (844)677-3297 5 62255-1023-489

Participants are asked to input all outstanding loan balances in their online worksheet so that the program can properly calculate the maximum amount. Participants are on the "honor system" when they enter other loan amounts; MissionSquare is unable to verify any loan amounts associated with plans administered by other providers. However, if there are any outstanding loans in other plans administered by MissionSquare, our online program will take them into account.

2. Single Retirement Plan/Multiple Providers
If you have adopted a single retirement plan with one master plan document under which MissionSquare and your other administrator(s) must operate, then you may ultimately have to self-administer your loan program, unless you require:
• that the maximum that may be borrowed from any provider is 50 percent of the balance with that provider and
• that the loan must be repaid only to the provider from which the loan was made.

3. Multiple Types of Retirement Plans/Multiple Providers If you make loans available to your employees from all of your retirement plans (e.g. Section 457(b) deferred compensation plan, 403(b) and Section 4O1(a) qualified plan), no administrator will be able to calculate, by itself, the maximum amount that a participant may borrow at any point in time. This is because the Code sets a maximum on the aggregate of all loans from all 401(a), 403(b), and 457(b) plans in which the participant participates. Since only you, the employer, can determine the current outstanding loan balance and the highest outstanding loan balance in the past 12 months from all loans from any 401(a), 4O3(b), or 457(b) plans, you will have to calculate the maximum amount that may be borrowed.

This will involve obtaining all loan amounts currently outstanding and repaid in the last 12 months. Please refer to the Maximum Loan Amount Worksheet for instructions you can use to calculate the maximum loan amount for a participant.

MissionSquare Plan Services P.O. Box 219320 Kansas City, MO 64121-9320 (800)326-7272 www.missionsq.org Fax (844)677-3297 6 62255-1023-489

MissionSquare Loan Guidelines Agreement PAGE 1OF6

RETIREMENT
• The purpose of this agreement is to establish the terms and conditions under which the Employer will grant loans to participants. You should consider each option carefully before making your selections because your selections will apply to all loans made while the selection is in effect. If you later change any provision, the changes will apply only to loans made after the change is adopted. Loans in existence at the time of any future changes will continue to operate under the guidelines that were in effect at the time the loan was originally made. • Please read the instructions and carefully complete all sections of this agreement. • New Loan Program OR ❑ Amendment to Loan Program City of Placentia

O EMPLOYER PLAN INFORMATION
Name of Plan (Enter the complete Employer name, including state): City of Placentia, California Plan Type: ❑ 457(b) Deferred Compensation Plan • 401(a) Money Purchase Plan ❑ 401(a) Profit -Sharing Plan ❑ 403(b) Retirement Plan MissionSquare Plan Number(s): 100417

ELIGIBILITY & LOAN SOURCE
Loans are available to all active employees, except those with an existing loan in default. 401(a)/403(b) Plans — If your 401(a)/403(b) plan is funded by a combination of Employer and Employee contributions, you must specify whether one or both of the following can be used as a source for participant loans. (Select one or both options below) • Employer Contribution Account (vested balances only)
❑■ Participant Contribution Accounts (pre- and post -tax, if applicable, including Employee Mandatory, Employee Voluntary, Employer Roll -In, and Portable Benefits Accounts, but excluding the Deductible Employee Contribution/Qualified Voluntary Employee Contribution Account) Roth Assets (ifapplicable) — If your 457(b), 403(b), or 401(a)(k) plan allows Roth contributions, a participant's Designated Roth Account balance will be included when calculating the amount a participant is eligible to borrow. However, you must specify whether or not a participant's Designated Roth Account can be used as a source for participant loans. (Select one option below) ❑ A participant's Designated Roth Account will not be available as a source for loans under the plan (default option) ❑ A participant's Designated Roth Account will be available as a source for loans under the Plan.

Note: If Roth assets are available as a source for loans, a loan that is deemed distributed will not satisfy the requirements for a qualified (tax-free) distribution of Roth assets. This may result in participants paying taxes on assets that would otherwise be available tax-free. © LOAN PURPOSE
Loans are available for the following purposes and must be requested in the corresponding method (select one):
• All Purposes — With this option, participants can request a loan for any reason. Participants will be able to request new loans or refinance existing loans using the Online Loans option.
❑ Other Purposes — With this option, loans shall only be granted for reasons that are defined and approved by the plan. Participants will be able to request new loans or refinance existing loans using the Online Loans option. Please define purposes below and attach additional pages if needed.

MissionSquare Plan Services P.O. Box 219320 Kansas City, MO 64121-9320 (800)326-7272 www.missionsq.org Fax (844)677-3297 7 62255-1023-489

MissionSquare Loan Guidelines Agreement PAGE 2 OF 6

RETIREMENT

APPLICATION PROCESS
The loan application process will vary depending on the option you selected in Section 3 above (Loan Purpose). (A) All Purposes
• Participants can request a new loan or to refinance an existing loan using the MissionSquare website at: www.icmarc.org • The participant agrees to the terms of the loan during the online loan request process. • MissionSquare sends the loan documents and the loan proceeds (via check or ACH) to the participant. (B) Other Purposes
• Participants can request a new loan or to refinance an existing loan using the MissionSquare website at: www.icmarc.org • The participant agrees to the terms of the loan during the online loan request process. • The Employer must review and approve the loan via EZLink. • If approved, MissionSquare sends the loan documents and the loan proceeds (via check or ACH) to the participant.

The loan amount will generally be redeemed from the employee's account on the same day as either MissionSquare receipt of a loan request/application (complete and in good order), if it is submitted prior to market close on a business day. If not, the loan amount will be redeemed on the next business day following submission. The loan proceeds for an all purpose loan is generally issued on the next business day following redemption, and will be sent to the participant based on their option during the loan application process.

MAXIMUM NUMBER OF LOANS (SELECT ONE)
Participants may receive one loan per time period defined in the plan document (e.g., calender or plan year). Please specify whether participants may have only one (1) or up to five (5) loans outstanding at one time. Maximum number of loans is one (1) by default. If you want to allow a different amount, enter a value of 1 through 5 in the Other Section.
❑■ One (1). Participants may have only one (1) outstanding loan at a time (default). ❑ Other. Participants may have up to (enter2, 3, 4, or5) loans outstanding at one time. ❑ Other 403(b) ONLY. Participants with outstanding legacy loans may have one outstanding loan other than the legacy loans.

LOAN AMOUNT
Maximum: The maximum amount of all loans to a participant from the Plan and all other plans of the Employer that are either eligible deferred compensation plans described in section 457(b)(b) of the Code or qualified employer plans under Section 72(p)(4) of the Code (e.g., 401(a)/403(b) plans) shall not exceed the lesser of:
1) $50,000 reduced by the highest outstanding balance over the last 12 months (if any) 2) One half of the value of the nonforfeitable account balance reduced by any outstanding loan balance.

Minimum: The minimum loan amount is $1,000.

A loan cannot be issued for more than the maximum amount. The participant's requested loan amount is subject to downward adjustment without notice due to market fluctuation between the time of application and the time the loan is issued.

Loan amounts will be taken pro -rata from all of a participant's investments.

MissionSquare Plan Services P.O. Box 219320 Kansas City, MO 64121-9320 (800)326-7272 www.missionsq.org Fax (844)677-3297 8 62255-1023-489

MissionSquare Loan Guidelines Agreement PAGE 3 OF 6

RETIREMENT

LENGTH OF LOAN
Loans must be repaid in substantially equal installments of principal and interest over a period that does not exceed five (5) years.

Principal Residence Loans
If the participant will be using the loan to purchase a principal residence, the five (5) year time limit may not apply. Participants can repay a principal residence loan over a period of up to 30 years. Please specify the maximum repayment period for principal residence loans from your plan below.

Maximum repayment period for principal residence loans = 30 (Entera number of years, up to 30)

LOAN REPAYMENT PROCESS
Specify the repayment method(s) and repayment frequency your plan will use. Note that loan amounts plus interest, minus applicable fees paid to MissionSquare, are repaid to participant accounts and not to MissionSquare. You can allow repayments to be made via payroll deduction or ACH payments from a participant's bank account. Loan repayments must be made at least monthly [457(b)] or quarterly [401(a)/403(b)].

Repayment Method (Select One):

For 457(b) and 401(a) or (k) plans: ❑■ ACH OR ❑ Payroll Deduction 403(b) plans loan repayments can only be paid by ACH.*
*ACH Payment Rejected Fee — If a loan repayment scheduled to be paid via ACH debit is rejected due to insufficient funds, invalid bank account information, or account closure, a fee will be charged to the participant's account. The fee is $20 for the first occurrence and $50 for each subsequent occurrence.

Repayment Frequency:

For Payroll Deduction: Repayments through payroll deduction will be sent via check, wire or ACH debit by the Employer to MissionSquare on the following cycle (Select One):
❑ Weekly (52 per year) ❑ Bi-weekly (26 per year) ❑ Semi-monthly (24 per year) ❑ Monthly (12 per year) ❑ Quarterly (4 per year) —Available to 401(a) only.

For ACH (Select One): ❑■ Monthly (12 per year) ❑ Bi-weekly (26 per year) Next two payroll dates: MM/DD/YYYV 03/08/2024 and MM/DD/YYYy 03/22/2024 Initiating Repayments: ACH debits from the employee's designated bank account will begin approximately one month following the date the loan is processed by MissionSquare.

Payroll deduction should begin within two payroll cycles following the date the loan is processed by MissionSquare. Employees using this method must notify the Employer immediately so that repayments will begin as soon as practicable, on a date determined by the Employer's payroll cycle. Failure to begin payroll deduction in a timely manner could lead to the employee's loan entering delinquency status.

Investment of Loan Repayments: All loan repayments are invested according to the instructions the participant has on file for the investment of contributions to his/her account.

Additional Loan Repayments and Early Pay -Off: A participant may pay off all of the principal and interest early without penalty or additional fee. If a loan is paid in full prior to the end of the term of the loan, no further interest will accrue. Please note that no payment date may be "skipped" even if the employee has made a large payment or submitted multiple payments.

Loans in Default: Participants using the ACH repayment option may default on their loans for lack of repayment more frequently than those using the payroll deduction method. For this reason, you may choose to require that certain participants use the payroll deduction repayment method.

Multiple Loans: If a participant has multiple loans outstanding from the plan, each loan repayment must be separately reported to MissionSquare.

MissionSquare Plan Services P.O. Box 219320 Kansas City, MO 64121-9320 (800)326-7272 www.missionsq.org Fax (844)677-3297 9 62255-1023-489

MissionSquare Loan Guidelines Agreement PAGE 4 OF 6

RETIREMENT

LOAN REPAYMENT PROCESS (CONTINUED)
Former Employees and Leave of Absence: Former employees and employees on a leave of absence must repay their loans on the same schedule that would have applied had they continued employment.

Your plan may allow terminated employees to continue to repay their loans either through ACH, or by giving/sending you a check each repayment period (see the Acceleration section). If you allow terminated employees to repay loans by giving/sending you a check, you will include the repayment amounts in your next regular employee contribution remittance to MissionSquare.

In certain situations, employers may suspend loan repayments for a period of time for employees on a leave of absence or military leave. Please refer to Treasury Regulation section 1.72(p)-1, Q&A-9 for more information.

Repayments Must Continue: In implementing a loan program you should be aware that some employers have had to contend with the inability of some participants to repay their loan(s). You should be aware that you may not stop taking loan repayments from the employee's paycheck — even if the employee asks that repayments be stopped. Failure to payroll -deduct loan repayments on schedule could both jeopardize the eligibility or qualification of the entire plan as well as create a taxable event for the participant. Likewise, if an employee is repaying the loan through ACH debit of his/her bank account, and the employee fails to make payments, this could jeopardize the eligibility of your retirement plan. Employers are ultimately responsible for ensuring that loans are repaid according to the loan terms.

MissionSquare will notify both you and the employee if a payment has not been received.

LOAN INTEREST RATE
The loan interest rate is set for all loans at the prime rate plus 0.5%. The interest rate for new loans will change when the prime rate changes.

When a new loan is approved, the interest rate is locked in and remains constant throughout the life of the loan. 10 SECURITY/COLLATERAL
At the time a loan is taken, 50 percent of the participant's account balance or the amount of the loan, whichever is less, will be used as collateral for the loan. m ACCELERATION (SELECT ONE)
Please specify whether participants who have separated from service will be able to continue loan repayments until they have withdrawn their entire account balance from the plan, or if outstanding loans will be due and payable at the time the participant separates from service.

All outstanding loans shall be due and payable by a participant upon:
❑ Separation from service. All loan repayments must stop following an employee separating from service. • Distribution of his/her entire account balance. Employees can continue making loan repayments until they have withdrawn their entire account balance.

Outstanding loan balances that are not repaid will be reported as distributions to the participant. See the Deemed Distributions section for additional information.

MissionSquare Plan Services P.O. Box 219320 Kansas City, MO 64121-9320 (800)326-7272 www.missionsq.org Fax (844)677-3297 10 62255-1023-489

MissionSquare Loan Guidelines Agreement PAGE 5 OF 6

RETIREMENT

REAMORTIZATION
Reamortization changes the terms of an outstanding loan (e.g., repayment period, interest rate, frequency of repayments). Any outstanding loan may be reamortized.

Reamortization cannot extend the repayment period beyond five (5) years from the date the loan was originally issued. Or, in the case of Principal Residence Loans, beyond (the number of years specified in Section 7) years from the date the loan was originally issued.

Participants can use a loan reamortization form to request that an outstanding loan be reamortized. Upon processing the request, a new disclosure statement will be sent to the employer for endorsement by the participant and approval by the employer. The executed disclosure statement must be returned to the plan administrator within 10 calendar days from the date it is signed. The new disclosure statement is considered an amendment to the original promissory note; therefore a new promissory note will not be required.

Note: A loan reamortization will not be considered a new loan for purposes of calculating the number of loans outstanding or the one loan per calendar year limit. ® REFINANCE
Refinancing involves a new loan replacing an employee's outstanding loan. The refinanced loan must be repaid over a period that does not exceed five (5) years from the date when the original loan was issued.

Actively employed participants may elect to refinance an outstanding loan for an additional amount, subject to the loan amount limitations outlined in Section 6, provided that the participant has not yet taken out a loan during the calendar year. Participants no longer employed are not eligible to refinance an existing loan.

Note: Principal residence loans are not eligible for refinance. m REDUCTION OF LOAN
If a participant dies prior to full repayment of the outstanding loan(s), the outstanding loan balance(s) will be deducted from the account prior to distribution to the beneficiary(ies). The unpaid loan amount is a taxable distribution and may be subject to early withdrawal penalties. The participant's estate is responsible for taxes and penalties on the unpaid loan amount, if any. A beneficiary is responsible for taxes due on the amount he or she receives. A Form 1099 will be issued to both the beneficiary and the estate for tax reporting purposes. ® DEEMED DISTRIBUTIONS
1 A loan will be deemed distributed when a scheduled payment is still unpaid at the end of the calendar quarter following the calendar quarter in which the payment was due. When a loan is deemed distributed, the principal balance and any accrued interest is reported to the IRS as a taxable distribution.

However, since the participant received the loan amount previously, no money is actually paid to the participant as part of a deemed distribution.

The loan is deemed distributed for tax purposes, but it is not an actual distribution and therefore remains an asset of the participant's account. Interest continues to accrue. The outstanding loan balance and accrued interest are reported on the participant's account statements.

Repayment of a deemed distribution will not change or reverse the taxable event.

The loan continues to be outstanding, and to accrue interest, until it is repaid or offset using the participant's account balance. An offset can occur only if the participant is eligible to receive a distribution from the plan as outlined in the plan document. Participants are required to repay any outstanding loan which has been deemed distributed before they can be eligible for a new loan. The deemed distribution and any interest accrued since the date it became a taxable event is taken into account when determining the maximum amount available for a new loan. New loans must be repaid through payroll deduction.

Important Note: The employer is obligated by federal regulation to comply with the loan guideline requirements applicable to participant loans, and to ensure against deemed distribution by monitoring loan repayments, regardless of the method of repayment, and by advising employees if loans are in danger of being deemed distributed.

The tax -qualified status or eligibility of the entire plan may be revoked in cases of frequent repayment delinquency or deemed distribution.

To assist plan sponsors whose plan options include loans, MissionSquare will provide reports of participants with payments delinquent by 30 to 89 days, 90 or more days but not yet deemed, and those whose loans have been deemed distributed. MissionSquare is committed to supporting employers who request assistance with their loan programs in order to reduce the number of delinquent loans and decrease the occurrence of deemed distributions.

MissionSquare Plan Services P.O. Box 219320 Kansas City, MO 64121-9320 (800)326-7272 www.missionsq.org Fax (844)677-3297 11 62255-1023-489

MissionSquare Loan Guidelines Agreement PAGE 6 OF 6

RETIREMENT
in FEES
Fees may be charged for various services associated with the application for and issuance of loans. All applicable fees will be debited from the participant's account balance and/or from the participant's loan repayments prior to crediting the repayment of principal and interest to the participant's account.
m SIGNATURES
The Employer has the right to set other terms and conditions as it deems necessary for loans from the plan in order to comply with any legal requirements. Employer certifies that all terms and conditions will be administered in a uniform and non-discriminatory manner.

In Witness Whereof, the employer hereby caused these Guidelines to be executed this (Day of the Month) 6TH

EMPLOYER
By: ROSANNA RAMIREZ
day of (Month) FEBRUARY
Title: DEPUTY CITY ADMINISTRATOR
Attest: ALICE BURNETT, HR DIRECTOR
, 20 24 (Year).

MissionSquare Plan Services P.O. Box 219320 Kansas City, MO 64121-9320 (800)326-7272 www.missionsq.org Fax (844)677-3297 12 62255-1023-489

TO:

VIA:

FROM:

DATE:

SUBJECT:

Placentia City Council

AGENDA REPORT

CITY COUNCIL

CITY ADMINISTRATOR

DIRECTOR OF DEVELOPMENT SERVICES
FEBRUARY 6, 2024

PUBLIC HEARING REGARDING GENERAL PLAN AMENDMENT
NO. GPA 2021-02, 2021-2029 HOUSING ELEMENT UPDATE (AMENDMENT TO THE ADOPTED 2021-2029 HOUSING ELEMENT TO ADDRESS ADDITIONAL

CALIFORNIA DEPARTMENT OF HOUSING AND COMMUNITY DEVELOPMENT (HCD) COMMENTS)
FISCAL
IMPACT: None
SUMMARY:

The City of Placentia General Plan was comprehensively updated in October 2019, with the exception of the Housing Element which was adopted in 2014. State planning law mandates that jurisdictions review and update their Housing Elements every eight years in order to remain relevant and useful, and to reflect the community's changing housing needs via their Regional Housing Needs Assessment (RHNA). The 2021-2029 Housing Element will be the "Sixth Cycle" Housing Element addressing the planning period from October 2021 to October 2029. On October 19, 2021, the City Council reviewed the draft Housing Element for the Sixth Cycle and directed Staff to transmit the draft Element to the California Department of Housing and Community Development (HCD) for review. Staff obtained comments from the HCD, and on January 18, 2022, this item was heard by City Council and direction was given to Staff regarding strategies for creating additional housing capacity to accommodate the RHNA over the next eight years. The item was continued to March 15, 2022, and at that time, the Housing Element was adopted. On May 16, 2022, HCD issued a findings letter stating that revisions were still necessary to comply with State Housing Element Law. Staff resubmitted several versions of revised Housing Elements in August 2023, November 2023 and in January 2024. Staff anticipates receiving a finding of substantial compliance from HCD regarding the Housing Element within the next few weeks to meet the February 29, 2024 HCD deadline to avoid jeopardizing emergency shelter (Navigation Center) funds. However, prior to State certification, Staff recommends City Council adopt the latest version of the Housing Element,

RECOMMENDATION
It is recommended that the City Council take the following actions:

1. Open the public hearing concerning General Plan Amendment No. GPA 2021-02; and

2.a.

Feb 06, 2024

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2. Receive the staff report and Staff presentation, and consider all public testimony and Planning Commission recommendations; and

3. Adopt Resolution R-2024-06, a Resolution of the City Council of the City of Placentia, California, finding that adoption of the Housing Element is exempt from the California Environmental Quality Act (CEQA) pursuant to CEQA Section 15061(b)(3) and approving and adopting General Plan Amendment No. GPA 2021-02, an amendment to the City of Placentia General Plan Housing Element, including any additional revisions required by the California Department of Housing and Community Development (HCD); and

4. Authorize the Director of Development Services or designee to file all documents with the California Department of Housing and Community Development (HCD) on behalf of the City.

STRATEGIC PLAN STATEMENT:

This item is consistent with the City Council approved 5 -Year Strategic Goal to achieve:

Implementation of Housing Element Strategies, Objective Number 3.10. This agenda item will specifically create opportunities for the development of more housing in the City, including a mix of housing at various price points.

BACKGROUND:

Every 8 years, each city within the Southern California Association of Governments ("SCAG") region is required to prepare an update to the Housing Element of the City's General Plan. The current update is referred to as the "6th planning cycle" which spans the 2021-2029 period. The City commenced the 6th cycle Housing Element update effort in 2021, and the following public meetings have been conducted to review Housing Element requirements and issues in Placentia:
• June 8, 2021
• August 24, 2021
• September 14, 2021
• September 16, 2021
• September 21, 2021
• October 12, 2021
• October 19, 2021
• January 11, 2022
• January 18, 2022
• March 8, 2022
• March 15, 2022
• January 23, 2024
• February 6, 2024
Planning Commission meeting
Public workshop
Planning Commission meeting
Public workshop
City Council meeting
Planning Commission meeting
City Council meeting
Planning Commission public hearing
City Council public hearing
Planning Commission public hearing
City Council public hearing
Planning Commission public hearing
City Council public hearing
An important difference between the Housing Element and other elements of the General Plan is the extent of State oversight. Under California law, land use and development are generally within

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the authority of cities through the adoption of policies and regulations in General Plans and municipal codes. However, State law establishes many specific limitations and requirements on city land use authority with regard to housing.

The State legislature has also declared an adequate supply of housing to be a matter of statewide importance and has delegated authority to the California Department of Housing and Community Development ("HCD") to review local government Housing Elements and issue opinions regarding their compliance with State law. Cities must submit Housing Elements to HCD for review both prior to and after final adoption by the City Council. A finding of Housing Element compliance by HCD is referred to as "certification" of the Housing Element. Certification is important to enhance cities' eligibility for grant funds and also to support local land use authority. Recent amendments to State law allow HCD and the California Attorney General to file litigation against cities on the grounds of Housing Element non-compliance, and courts are also authorized to impose fines on non -compliant cities and order land use changes or limit the issuance of building permits.

HCD COMMENTS AND PROPOSED RESPONSES TO HCD
On October 21, 2021 the City's draft Housing Element was submitted to HCD for review, and on December 20, 2021 HCD issued its findings letter finding that the draft element addressed many statutory requirements; however, HCD indicated revisions were still necessary to comply with State Housing Element Law.

In January 2022, the Planning Commission and City Council conducted duly noticed public hearings to review HCD's findings, receive public testimony, and discuss potential strategies to address HCD's findings. The focus of those meetings were to identify appropriate land use strategies for creating additional capacity for housing development to accommodate the City's assigned share of regional housing need. Staff completed a revised draft Housing Element incorporating Planning Commission comments and City Council direction. The City Council adopted a revised version of the City of Placentia 2021-2029 Housing Element Update on March 15, 2022 and resubmitted to HCD for review on March 17, 2022. On May 16, 2022, HCD issued its findings letter (Attachment 3) finding that the draft Housing Element addressed many statutory requirements; however, revisions were still necessary to comply with State Housing Element Law.

The City revised the 2021-2029 Housing Element Update and resubmitted to HCD for review on August 29, 2023. On October 27, 2023, HCD issued its review letter (Attachment 4) finding that the draft Housing Element addressed most statutory requirements; however, revisions were still necessary to comply with State Housing Element Law.

The City revised the 2021-2029 Housing Element Update and resubmitted to HCD for review on November 28, 2023. HCD provided informal feedback on November 29, 2023. The City submitted a revised draft with supplemental revisions on January 19, 2024 (Attachment 2). The supplemental draft was posted on the City's website on January 19, 2024 and was made available for public review as required.

Subsequent to the latest draft Element being submitted for HCD review, the City received a findings letter on January 26, 2024 (Attachment 5). This correspondence mostly includes

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comments that Staff and the City's consultant had already anticipated (in working closely with HCD) and had incorporated into the latest draft Element. Prior to and as late as January 30, 2024, Staff and the consultant have been coordinating closely with HCD to finalize any outstanding items and we continue to meet with HCD to finalize any outstanding items and we continue to meet with HCD to achieve State certification no later than February 29, 2024. Findings have been inserted into the Staff recommendation and to the approving Resolution (Attachment 1) to authorize the Director of Development Services to make any additional revisions required by HCD and to file all necessary documents with HCD on behalf of the City to achieve State certification.

Latest Responses To HCD
During recent HCD formal and informal reviews, a variety of issues have been addressed, including:
• Clarifications on methodology for identifying adequate sites • Additional justification for the use of infill parcels HCD has indicated they can make a finding of substantial compliance and provide a final certification letter once the 2021-2029 Housing Element and TOD Zone expansion are formally adopted by the City Council.

The revised draft Housing Element shows changes to the draft that was submitted to HCD in strikeout/underline (or redline) format (Attachment 2).

Many of HCD's comments required only clerical or technical revisions to the data and analysis in the Housing Element, while other comments involve more substantive policy issues. Some of the most significant comments from HCD involve how the City will accommodate future housing needs as assigned through the RHNA process. Because of the exceptionally high RHNA allocations in this Housing Element cycle, many Orange County cities including Placentia do not currently have sufficient land zoned for housing to fully accommodate the RHNA. As noted in previous meetings, Placentia's 6th cycle RHNA allocation is 4,398 units compared to 492 units in the prior cycle. Under State law, if a city's land use plans and zoning do not demonstrate adequate capacity to accommodate the RHNA, zoning must be amended to create additional capacity.

LAND USE POLICY OPTIONS
The revised draft Housing Element (see Table B-1, below) estimates that there is currently a shortfall of approximately 1,137 potential housing units as compared to the RHNA based upon current zoning. The Housing Element must identify land use strategies and potential sites that could be rezoned to bridge this shortfall.

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Table B-1: Residential Sites Summary
Income Category
Very Low
Low
Moderate
Above
Moderate
Total
Approved Pro'ects (Table B-2)
-
252
-
774
1,026
Vacant Sites ,Table B-3)
-
-
394
65 459
Underutilized Sites (Table B-4)
698
404
371
247
1,720
ADUs
14 24
17 1
56 Total Capacity
712
680
782
1,087
3,196
RHNA
1,243
680
782
1,693
4,398
Surplus (Shortfall)
(531)
-
-
(606)
(1,137)
Source: City of Placentia, 2021
A key policy question considered by the Planning Commission and City Council at previous meetings was the most appropriate land use strategies for increasing potential housing capacity.

Based on that discussion, the draft Housing Element has been revised to include the following rezoning strategies:

Strategy
Description

1. TOD Zone
Expansion
The TOD zoning district currently allows up to 95 units/acre in some subareas.

This stratecy would expand the boundaries of the TOD district.

2. Increase R-3
density
The current R-3 maximum density is 25 units/acre. Under State law, a density of 30 units/acre is considered sufficient to accommodate lower -income housing. Increasing the allowable density from 25 to at least 30 units/acre would accomplish 2 things: 1) create additional housing capacity; and 2) allow R3 properties to accommodate lower -income housing for RHNA purposes.

Strategy 2 above has already been implemented as the allowable R-3 density has been increased in late 2022 when City Council adopted a Zoning Code Amendment and General Plan Amendment. Strategy 1 is in process and is anticipated to be completed no later than February 29, 2024. In addition to these land use amendments, the following Zoning Code amendments are necessary to address HCD comments and comply with changes in State law:

Emergency Shelters: Program 1.4 has been revised to include an amendment to emergency shelter parking requirements consistent with AB 139 (Government Code Sec 65583(a)(4)(A)).

Employee housing: Program 1.4 has been revised to include a Code amendment consistent with current law regarding agricultural employee housing.

Permanent supportive housing: Program 1.4 has been revised to demonstrate consistency with Government Code section 65651 regarding supportive housing.

Off-street parking: Program 1.17 has been revised to include a Code amendment to reduce required parking for studio and 1 -bedroom units in the R-3 district to 1 space in either a garage or a carport.

City Council Agenda
February 6, 2024

Page 6 of 6 ends

PLANNING COMMISSION RECOMMENDATION:

On January 23, 2024, the Planning Commission conducted a public hearing concerning General Plan Amendment No. GPA 2021-02. The Planning Commission concluded the public hearing and unanimously adopted Resolution PC 2024-02 recommending that City Council find that adoption of the Housing Element update is exempt from the California Environmental Quality Act (CEQA) pursuant to CEQA Section 15061(b)(3) and recommending that City Council approve an amendment to the previously adopted City of Placentia 2021-2029 Housing Element.

CEQA COMPLIANCE:

Adoption of the Housing Element update would not approve any development project, zoning amendment, or any other physical change to the environment; therefore, it is covered by the "common sense" exemption (CEQA Guidelines Sec. 15061(b)(3)) which provides that CEQA applies only to projects that have the potential for causing a significant effect upon the environment. Subsequent to adoption of the Housing Element, amendments to the Zoning Ordinance will be necessary in order to implement Housing Element programs, and appropriate CEQA analysis will be prepared in connection with those amendments.

NEXT STEPS:

HCD has indicated they can make a finding of substantial compliance and provide a final certification letter once the 2021-2029 Housing Element and remaining TOD Zone expansion (re- zoning action) are formally adopted by the City Council. Both of these actions are scheduled to be completed no later than February 20, 2024.

Prepared by:

Reviewed and approved:

Joseph M. Lambert Damien R. Arrula
Director of Development Services City Administrator
Attachments:

1. Resolution R-2024-06 — Adopting Housing Element

2. Latest Revised Draft 2021-2029 Housing Element January 2024

3. HCD review letter dated May 16, 2022

4. HCD review letter dated October 27, 2023

5. HCD review letter dated January 26, 2024

RESOLUTION NO. R-2024-06

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

PLACENTIA, CALIFORNIA, FINDING THAT ADOPTION OF

THE HOUSING ELEMENT IS EXEMPT FROM THE

CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA)
PURSUANT TO CEQA SECTION 15061(B)(3) AND

APPROVING AND ADOPTING GENERAL PLAN
AMENDMENT NO. GPA 2021-02, AN AMENDMENT TO

THE CITY OF PLACENTIA GENERAL PLAN HOUSING

ELEMENT, INCLUDING ANY ADDITIONAL REVISIONS

REQUIRED BY THE CALIFORNIA DEPARTMENT OF

HOUSING AND COMMUNITY DEVELOPMENT (HCD)
A. Recitals.

Whereas, every 8 years, each city within the Southern California Association of Governments ("SCAG") region is required to prepare an update to the Housing Element of the City's General Plan. The current update is referred to as the "6th planning cycle" which spans the 2021-2029 period. The City of Placentia ("City") has undertaken a review and update of the City's Housing Element of the General Plan as part of the "6th planning cycle" which spans the 2021-2029 period; and
Whereas, on January 23, 2024, the Planning Commission of the City of Placentia conducted, and concluded, a duly noticed public hearing, as required by law, to review and make a recommendation to the City Council regarding General Plan Amendment (GPA 2021-02): an update to the City of Placentia General Plan to adopt the amended 2021-2029 General Plan Housing Element Update; and
Whereas, on February 6, 2024, the City Council of the City of Placentia conducted, and concluded, a duly noticed public hearing, as required by law, to review and take action on General Plan Amendment (GPA 2021-02): an update to the City of Placentia General Plan to adopt the 2021-2029 General Plan Housing Element Update; and Whereas, on December 20, 2021, May 16, 2022, October 27, 2023, and January 26, 2024 HCD provided written correspondence indicating that the draft Element addressed many statutory requirements; however, revisions will be necessary to comply with State Housing Element Law (Article 10.6 of the Government Code); and Whereas, the Draft Housing Element has been revised to address HCD's comments from correspondence dated December 20, 2021 as described in the City Council staff reports dated January 18, 2022, March 15, 2022, and February 6, 2024 in compliance with State law; and
Whereas, the City as Lead Agency determined that the proposed General Plan Amendment (Housing Element update) is covered by the common sense CEQA exemption (CEQA Guidelines Sec. 15061(b)(3)) which provides that CEQA applies only to projects which have the potential for causing a significant effect on the environment.

Since no development project or other physical change to the environment would be approved by the adoption of the Housing Element, it can be seen with certainty that there Resolution No. R-2024-06 ATTACHMENT 1

Page 1 of 6 ends

is no possibility that Housing Element adoption may have a significant effect on the environment, and therefore is not subject to CEQA; and
Whereas, City staff is recommending changes to the General Plan as a result of the public input and comments that were received; and
Whereas, the Planning Commission is responsible for reviewing updates to the General Plan and forwarding a recommendation to the City Council on the adoption; and Whereas, the Planning Commission and City Council have reviewed and considered information from a variety of sources, including, but not limited to, City staff, outside agencies, and the recommendations of the and members of the public; and Whereas, the City of Placentia provided notice of public hearing in accordance with California Government Code Section 65090 and the City of Placentia Municipal Code by ad publication in a local newspaper at least 10 days prior to the public hearing; and Whereas, the City Council authorizes City of Placentia Staff to make subsequent revisions or modifications to the draft 2021-2029 Housing Element to comply with State law as requested by the California Department of Housing and Community Development (HCD); and
Whereas, all other legal prerequisites to the adoption of this Ordinance have occurred.

B. Resolution.

NOW, THEREFORE, the City Council of the City of Placentia does hereby find, determine, and resolve as follows:

SECTION 1. In all respects, as set forth in the Recitals, Part A, of this Resolution.

SECTION 2. The City Council finds that the proposed General Plan Amendment (Housing Element update, GPA 2021-02) is exempt from CEQA pursuant to the common sense CEQA exemption (CEQA Guidelines Sec. 15061(b)(3)) which provides that CEQA applies only to projects which have the potential for causing a significant effect on the environment. Since no development project or other physical change to the environment would be approved by the adoption of the Housing Element, it can be seen with certainty that there is no possibility that Housing Element adoption may have a significant effect on the environment, and therefore is not subject to CEQA.

SECTION 3. The City Council hereby approves and adopts an amendment to the City of Placentia General Plan Housing Element (GPA 2021-02) as described in Exhibit "A" of this Resolution, and also described as Attachment 2 to the City Council Staff Report dated February 6, 2024 and by this reference incorporated as though fully set forth herein, which contains a thorough and adequate treatment of housing and all required components of a State compliant Housing Element.

Resolution No. R-2024-06 ATTACHMENT 1

Page 2 of 6 ends

SECTION 4. Based upon the evidence presented, the City Council makes the following findings of fact for the 2021-2029 Housing Element as described in Exhibit "A" of this Resolution, and also described as Attachment 2 to the City Council Staff Report dated February 6, 2024, which updates and replaces the 2013-2021 Housing Element:
a. The proposed amendment is internally consistent with the General Plan. The 2021-2029 Housing Element complies with the policies of the City of Placentia General Plan and is internally consistent with the Land Use Element and other Elements of the Placentia General Plan.
b. The proposed amendment would not be detrimental to the public interest, health, safety, convenience, or welfare of the City. The 2021-2029 Housing Element will not be detrimental to the public interest, health, safety, convenience, or welfare of the City.
c. The subject properties have been substantially evaluated and are physically suitable for the requested zoning designation(s) and the anticipated land use development(s). The 2021-2029 Housing Element substantially complies with Housing Element Law, as evidenced in the technical analysis conducted in the document and does not involve the development of any specific property. The 2021-2029 Housing Element reflects the latest requirements of State law for Housing Elements and is consistent with sound planning principles in that the proposed policies and proposed implementing regulation are compatible and ensures that the goals and policies of the General Plan can be adequately implemented to achieve the community's vision.
d. The proposed General Plan amendment ensures development of desirable character which will be compatible with existing and proposed development. The 2021-2029 Housing Element substantially complies with Housing Element Law and does not involve the development of any specific property. The 2021-2029 Housing Element reflects the latest requirements of State law for housing elements and is consistent with sound planning principles in that the proposed policies and proposed implementing regulation are compatible and ensures that the goals and policies of the General Plan can be adequately implemented to achieve the community's vision.

SECTION 5. The City Council finds, pursuant to Government Code Section 65583.2(g)(2) and based on substantial evidence set forth in Appendix B of the 2021- 2029 Housing Element, that any existing uses on sites identified to accommodate affordable housing are likely to and assumed to be discontinued during the planning period, and therefore do not constitute an impediment to additional residential development during the period covered by the 2021-2029 Housing Element. Any sites identified to accommodate 2021-2029 RHNA need that have existing structures, improvements and/or activities demonstrate a likelihood for redevelopment during the 2021-2029 planning period. Parcels with existing uses or activities that were not likely to be discontinued during the planning period were generally removed if they had conditions suggesting continued use or activity during the planning period.

SECTION 6. The City Council finds, recognizes, and agrees that, Government Code §65583.2(h) requires jurisdictions to permit owner -occupied and rental multifamily Resolution No. R-2024-06 ATTACHMENT 1

Page 3 of 6 ends

residential uses by -right for developments in which at least 20 percent of the units are affordable to lower -income households. The City Council hereby directs City Staff to adhere to and apply all requirements related to Government Code §65583.2(h) for any development in which at least 20 percent of the units are affordable to lower -income households.

SECTION 7. The City Council finds, pursuant to Government Code §65583.2 that sites identified in prior planning periods shall comply with all requirements related to Government Code §65583.2, including all non -vacant sites identified in Appendix B of the 2021-2029 Housing Element that are also listed in the previous Housing Element's sites inventory, or vacant sites that were listed in two previous consecutive sites inventories. In these cases, residential development are allowed by -right when a housing project provides at least 20 percent of the units affordable to lower -income households in compliance with Government Code §65583.2.

SECTION 8. The proposed General Plan Amendment has been prepared in accordance with the California Government Code, and in accordance with the provisions of the California Environmental Quality Act.

SECTION 9. If any section, subsection, sentence, clause, or phrase of this resolution and/or the documents in support of this resolution is/are for any reason held to be invalid or unconstitutional by the decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining portions of this resolution.

SECTION 10. Prior to taking this action, the City Council reviewed, considered and has exercised its independent judgment based on substantial evidence regarding this decision and all of the information and data in the administrative record, all oral and written testimony received and finds that the proposed General Plan Amendment (Housing Element update, GPA 2021-02) is exempt from CEQA pursuant to the common sense CEQA exemption (CEQA Guidelines Sec. 15061(b)(3)), and therefore, GPA 2021- 02 is in full compliance with the California Environmental Quality Act.

SECTION 11. If any section, subsection, sentence, clause, or phrase of this resolution and/or the documents in support of this resolution is/are for any reason held to be invalid or unconstitutional by the decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining portions of this resolution.

SECTION 12. The City Clerk shall certify to the adoption of this Resolution PASSED, ADOPTED AND APPROVED this 6t" day of February 2024.

Jeremy Yamaguchi, Mayor
Attest:

Robert S. McKinnell, City Clerk
Resolution No. R-2024-06 ATTACHMENT 1

Page 4 of 6 ends

STATE OF CALIFORNIA

COUNTY OF ORANGE
I, Robert S. McKinnell, City Clerk of the City of Placentia, do hereby certify that the foregoing Resolution was adopted at a regular meeting of the City Council of the City of Placentia, held on the 6th day of February 2024 by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

Councilmember:

Robert S. McKinnell, City Clerk
APPROVED AS TO FORM:

Christian L. Bettenhausen, City Attorney
Resolution No. R-2024-06 ATTACHMENT 1

Page 5 of 6 ends

Exhibit A:
2021-2029 GENERAL PLAN HOUSING ELEMENT UPDATE

EXHIBIT A
GPA 2021-02, 2021-2029 amended Housing Element Update:
https://www.placentia.orq/DocumentCenter/View/11226/City-of-Placentia---Housing- Element-2021-2029
Resolution No. R-2024-06 ATTACHMENT 1

Page 6 of 6 ends

City of Placentia
Housing Element
2021-2029

PLACENTIA
Rich iIcritage, Bright Future
November 2023
City Council Resolution No. R-2022-16

Chapter 1: Introduction
This Housing Element provides the identification and analysis of existing and projected housing needs and articulates the City's official policies for the preservation, conservation, improvement, and production of housing within the City of Placentia for the 2021-2029 planning period.
1 1 Purpose and Content
The City of Placentia's Housing Element addresses adequate housing opportunities for present and future residents through 2029 and provides the primary policy guidance for local decision -making related to housing.

California Government Code §65583 requires a jurisdiction's Housing Element include the following components:
• A review of the previous Element's goals, policies, objectives and programs to ascertain the effectiveness of each of these components, as well as the overall effectiveness of the Housing Element;
• An assessment of housing need and an inventory of resources and constraints related to meeting these needs;
• A statement of goals, policies and quantified objectives related to the maintenance, preservation, improvement and development of housing; and • A policy program that provides a schedule of actions that the City is undertaking or intends to undertake implementing the policies set forth in the Housing Element.

1.2 Housing Element Update Process
The California State Legislature has identified the attainment of a decent home and suitable living environment for every Californian as the state's main housing goal.

Recognizing the important part that local planning programs play in pursuit of this goal, the Legislature has mandated that all cities and counties prepare a Housing Element as part of their comprehensive General Plans (California Government Code §65302(c)).

This Housing Element update covers the planning period from October 2021 to October 2029. State planning law mandates that jurisdictions review and update their Housing Elements every 8 years in order to remain relevant and useful and reflect the community's changing housing needs.
1-1 November 2023

1.3 State Law and Local Planning
Consistency with State Law
The Housing Element is one of the seven General Plan elements required by the State of California, as articulated in §65580 to §65589.8 of the California Government Code. It is the only General Plan Element that requires review by the State of California. State law requires that each jurisdiction's Housing Element consist of "an identification and analysis of existing and projected housing needs and a statement of goals, policies, quantified objectives, and scheduled program actions for the preservation, improvement, and development of housing." The Housing Element plans for the provision of housing for all segments of the population.

Section 65583 of the Government Code sets forth specific requirements regarding the scope and content of each Housing Element. Table 1-1 summarizes these requirements and identifies the applicable sections in the Housing Element where these requirements are addressed.

Table 1-1 — State Housing Element Requirements
Required Housing Element Component
Reference
A. Housing Needs Assessment

1. Analysis of population trends in Placentia in relation to countywide trends Chapter 2

2. Analysis of employment trends in Placentia in relation to regional trends Chapter 2

3. Projections and quantification of Placentia's existing and projected housing needs for all income groups
Chapter 2

4. Analysis and documentation of the city's housing characteristics, including:
a. Level of housing cost compared to ability to pay
Chapter 2
b. Overcrowding
Chapter 2
c. Housing stock condition
Chapter 2

5. An inventory of land suitable for residential development including vacant sites and having redevelopment potential and an analysis of the relationship of zoning, public facilities and services to these sites
Appendix B

6. Analysis of potential and actual governmental constraints upon the maintenance, improvement, or development of housing for all income levels Chapter 3

7. Analysis of potential and actual nongovernmental constraints upon the maintenance, improvement, or development of housing for all income levels Chapter 3

8. Analysis of special housing need: elderly, persons with disabilities, large families, farm workers, and families with female heads of household
Chapter 2

9. Analysis of housing needs for families and persons in need of emergency shelter Chapter 2

10. Analysis of opportunities for energy conservation with respect to residential development Chapter 3

11. Analysis of assisted housing developments that are eligible to convert from lower -income housing to market rate housing during the next 10 years Chapter 2
B. Goals and Policies

12. Identification of goals, quantified objectives and policies relative to maintenance, improvement and development of housing
Chapter 4
C. Implementation Program
1-2
November 2023

Table 1-1 — State Housing Element Requirements
Required Housing Element Component
Reference

13. Identify adequate sites which will be made available through appropriate action with required public services and facilities for a variety of housing types for all income levels Appendix B

14. Programs to assist in the development of adequate housing to meet the needs of Extremely Low, Very Low, Low and Moderate -Income households.

Chapter 4

15. Address, and where appropriate and legally possible, remove governmental constraints to the maintenance, improvement, and development of housing Chapter 4

16. Remove constraints to or provide reasonable accommodations for housing for persons with disabilities
Chapter 4

17. Conserve and improve the condition of the existing affordable housing stock in Placentia Chapter 4

18. Promote housing opportunities for all persons
Chapter 4

19. Identify programs to address the potential conversion of assisted housing development to market -rate housing
Chapter 4

20. Program actions to identify zones where emergency shelters are permitted without a conditional use or other discretionary permit and with the capacity to meet the needs of individuals and persons needing emergency shelter.

Chapter 4
General Plan Consistency
The California Government Code requires internal consistency among the various elements of a General Plan. Section 65300.5 of the Government Code states that the General Plan's various Elements shall provide an integrated and internally consistent and compatible statement of policy. The City has reviewed the other elements of the General Plan and has determined that this Housing Element provides consistency with the other Elements of the General Plan. The City will maintain this consistency as future General Plan amendments are processed by evaluating proposed amendments for consistency with all elements of the General Plan.

Relationship to Other Plans and Programs
The Housing Element identifies goals, objectives, policies, and action programs for the next eight years that directly address the housing needs of Placentia. Other City plans and programs that work to implement the goals and policies of the Housing Element include the City's Municipal Code, Specific Plans, Capital Improvement Program and the annual budget process.

1.4 Housing Element Organization
The Housing Element is organized into four sections:
• Chapter 1: Introduction describes the purpose, organization and requirements of the Housing Element;
• Chapter 2: Housing Profile analyzes the demographic, economic and housing trends in Placentia and describes the housing needs of the city; 1-3 November 2023

• Chapter 3: Resources and Constraints Analysis analyzes the governmental and non -governmental constraints to and resources for housing; and, • Chapter 4: Housing Policy Program provides goals and policy actions for the construction, conservation, rehabilitation, and preservation of housing in Placentia.

Supporting background material is included in the following appendices:
• Appendix A: Community Outreach
• Appendix B: Residential Land Inventory
• Appendix C: Review of Housing Element
• Appendix D: Affirmatively Furthering Fair Housing
• Appendix E: Glossary

1.5 Citizen Participation
This Housing Element was developed through the combined efforts of City staff, the Planning Commission, the City Council, and the City's residents and stakeholders.

Citizen input was received through website postings, public workshops and public hearings conducted by City staff, the Planning Commission and City Council. The notices for these workshops and hearings were sent directly to a list of interested parties, published in a local newspaper, on the City's website and prominently posted at City Hall and other public facilities. Throughout the process, organizations that represent the interests of lower -income and special needs households, or are otherwise involved in the development of housing, were invited to participate in the preparation and review of the Housing Element. The list of stakeholders who were invited to participate in the Housing Element update process is provided in Appendix A.

Comments received through the City's outreach activities have been considered in the development of the Housing Policy Program provided in Chapter 4 of this Housing Element. Additional information regarding the public participation process is provided in Appendix A.
1-4 November 2023

Chapter 2: Housing Needs Assessment
Chapter 2: Housing Needs Assessment

2.1 Introduction
When preparing the Housing Element, jurisdictions must evaluate existing and future housing needs for all income groups.

This section analyzes demographic and housing characteristics that influence the demand for and availability of housing. The analyses form a foundation for establishing programs and policies that seek to address identified housing needs.

Housing needs are identified according to income, tenure, and special needs groups.

Finally, the City's projected housing growth needs based on the 2021-2029 Regional Housing Needs Assessment (RHNA) are examined.

Primary data sources include the U.S. Census, the California Department of Finance, the Southern California Association of Governments, and other relevant data sources. These data sources are the most reliable for assessing existing conditions and provide a basis for comparison with historical trends.

It is important to note that different data may appear inconsistent for a variety of reasons. Some data reflect a "snapshot in time" while other such as Census American Community Survey ("ACS") estimates are based on a sample survey conducted over a period of several years. Also, many data sources are based on self -reporting, which can lead to variations. Because of these factors, statistics reported in this chapter should be viewed as estimates rather than precise counts.

2.2 Community Profile
Population Trends and Characteristics
Housing needs are generally influenced by population and employment trends. This section provides a summary of population characteristics in Placentia.

Historical, Existing and Forecast Growth
The City of Placentia is one of the 34 cities within Orange County. Placentia had an estimated 2020 total population of 51,494 including 337 living in group quarters according to the California Department of Finance (DOF). Figure 2-1 shows population trends in Placentia from 2000 to 2020. Over this period Placentia had an annual growth rate of about 0.5% compared to 0.7% for the region. 2-1 November 2023

Chapter 2: Housing Needs Assessment
Figure 2-1 — Population Growth— 2000-2020, Placentia vs. SCAG Region Thousands

53.0 52.0
510

50.0 49.0

48.0 47.0
46D

45.0 44.0

43.0 Placentia
-SCAG
2005

49.037
17,541,873
2000
46,488
16,516,703
CA DOF E-5 Population and Housing Unit Estimates
2010
50,598
18,051,534
2015

52.314
18,731,901
2020
51,494
19,021,787

19.5 19-0

18.5 18.0

17.5 17.0

16.5 16.0

15.5 15.0
Age Composition
Housing needs are influenced by the age characteristics of the population. Different age groups require different accommodations based on lifestyle, family type, income level, and housing preference. According to recent Census estimates the population of Placentia is approximately 49.3% male and 50.7% female (Figure 2-2). The share of the population of Placentia under 18 years of age is 23.7%, which is higher than the regional share of 23.4%. Placentia's seniors (65 and above) make up 14.5% of the population, which is higher than the regional share of 13%.

Figure 2-2 - Population by Age and Gender, Placentia
2,500
2,000

1.500
1,000
500
0 500
1O00
1,500
2,000
2,500
i
i
i
i
1 25-29
r
30-34
■
1 35-39
•
1 45-49
f
Il
1 55-59
• _
1 60-64
■ Male • Female
American Community Survey 2014-2018 5 -year estimates
Employment Trends
Current employment and projected job growth have a significant influence on housing needs during this planning period. Recent employment estimates reported that Placentia has 26,456 workers living within its borders who work across 13 major industrial sectors (Figure 2-3). The most prevalent industry is Education & Social Services with 5,550 employees (21% of total) and the second most prevalent industry is Manufacturing with 3,305 employees (12.5% of total). 2-2 November 2023

Chapter 2: Housing Needs Assessment
Figure 2-3 - Employment by Industry, Placentia
Agriculture
Construction
Manufacturing
Wholesale Rrade
Retail Trade
Transportation
Information
Finance
Professional Services
Education &Social Services
Arts, Entertainment, Recreation
Other
Public Admin irrstration
0 136
521
926
926
X202
7,371
1,729
7 2,465
5,306
3 ,159
3,179
1,000 2,D00 3,000 4.030 .C•v3 G.04G
Amerimrr Community Survey 2014-2012 5 -year estimates using groupings of 2 -digit NAJCS codes.

The most prevalent occupational category in Placentia is Management, in which 10,653 (40.3% of total) employees work. The second -most prevalent type of work is in Sales, which employs 6,690 (25.3% of total) in Placentia (Figure 2-4).

Figure 2-4 — Employment by Occupation, Placentia

45.0%

40.0%

35.0%
300%
250%

20.0%

15.0%
100%

5.0%

0.0%
10,653
.616.827
Management
• Placentia 403%
• SCAG 34.2%

6.690
1 743 617

4.662 1,500,551

1.118.977
675.894 2,743
1uIuI-...

Services Sales Natural Resources Production
17 6% 253% 6.5% 1D 4%

19.6% 22.8% 8.8% 14.6%
• Placentia • SCAG
American Community Survey 2014-2018 5 -year estimates using groupings of SOC codes.

Household Characteristics
This section describes Placentia's household characteristics, which are important indicators of the type and size of housing needed in the city. The U.S. Census Bureau defines a "household" as all persons living in a single housing unit, whether or not they are related. One person living alone is considered a household, as is a group of unrelated people living in a single housing unit. Persons in group quarters, such as dormitories, retirement or convalescent homes, or other group living situations are included in population totals but are not considered households. The U.S. Census Bureau defines a family as "a group of two people or more (one of whom is the householder) related by birth, marriage, or adoption and residing together; all such people (including related subfamily members) are considered as members of one family."
2-3 November 2023

Chapter 2: Housing Needs Assessment
Household Size and Overcrowding
Figure 2-5 shows recent estimates of household size for Placentia. The most commonly occurring household size is two people (28.4%) and the second -most commonly occurring household is three people (21%). Placentia has a lower share of single -person households than the SCAG region overall (18% vs. 23.4%) and a lower share of 7+ person households than the SCAG region overall (2.3% vs. 3.1%).

The special needs of large families are discussed in the Special Needs section later in this chapter).

Figure 2-5 — Household Size, Placentia

35.0%
m 30.0%
D
v 25.0%

20.0%
S 5.0%
T
0_D%
co
1 2
American Community Survey 2014-2018 5 -year estimates.
3 4 5
Number of People per Household
■ Renter ■ Owner ■ Total
6 7+
Overcrowding is defined as households having more than one person per room, excluding bathrooms and kitchens, with severe overcrowding when there are more than 1.5 occupants per room. Overcrowding can affect the health and well-being of residents, reduce the quality of the physical environment and contribute to physical deterioration of housing units.

Figure 2-6 summarizes recent Census estimates of overcrowding in Placentia compared to the SCAG region as a whole. In Placentia, 266 owner -occupied and 855 renter -occupied households had more than 1.0 occupants per room, while 90 owner -occupied households and 289 renter -occupied households had more than

1.5 occupants per room.

The problems of overcrowding are addressed in the Housing Plan through efforts to facilitate production and preservation of affordable housing (see Program 1.3:

Pursue County, State, and Federal Housing Funds, Program 1.8: Adequate Sites for Housing Development, Program 1.10: Encourage Development of Housing for Extremely -Low -Income Households, Program 1.11: Density Bonus Ordinance, Program 1.13: Development of Housing for Larger Families, Program 2.2: Section 8 Rental Assistance, Program 2.4: Comprehensive Housing Resource Directory, Program 3.5: Monitor and Preserve At -Risk Units, Program 4.1: Partnerships with the Housing Industry).
2-4 November 2023

Chapter 2: Housing Needs Assessment
Figure 2-6 — Overcrowding, Placentia vs. SCAG Region
Percent of Total Households

18.0%

16.0%

14.0%

12.0%

10.0%

8.0%

6.0% 4.9%

4.0% 2.5%

2.0% 0 8% 1.3%
0-0%

1.0+/room 1.5+/room
Owner Owner
• Placentia • SCAG
American Community Survey 2014-2018 5 -year estimates.

14.7%

15.6%

1.0+/room
Renter

6.4%

5.0%

1.5+/room
Renter
Overpayment
Housing cost burden, or overpayment, is most commonly measured as the percentage of gross income spent on housing, with 30% a usual threshold for 'cost burden' and 50% the threshold for "severe cost burden." However, a lower -income household spending the same percent of income on housing as a higher -income household will likely experience more true "cost burden." Figure 2-7 shows HUD estimates of the number of households in Placentia by tenure, income category and share of income spent on housing. This data shows that households in the lower income categories, especially renters, typically spend a higher portion of their incomes for housing.

The problems of overpayment are addressed in the Housing Plan through efforts to facilitate production and preservation of affordable housing (see Program 1.3:

Chapter 2: Housing Needs Assessment
Figure 2-7 — Overpayment by Income Category and Tenure, Placentia Income by Cast Burden (Renters only)
° burden
> 30%
Cost burden >
50%
T taI
Household Income less -than or= 30°6 HAMFI
845
785
1,015
Household Income >30% to less -than or= 50%
HAMFI
C50
465
1,015
Household Income >50% to Tess -than or= 80%
HAMFI
870
195
1,360
Household Income >80% to less -than or= 100%
HAMFI
295
855
Household Income >100% HAMFI
80 1,575
Total
2,940
1,445
5,825
Income by Cast Burden (Owners only)
Cost burden
> 30%
Gust burden
50%
Total
Household Income less -than or= 30% HAMFI
6D5
400
865
Household Income >30% to less -than or= 50%
HAMFI
345
170
695
Household Income >50% to less -than or= 80%
HAMFI
87D
345
1,750
Household Income n80% to less -than or= 100%
HAMFI
465
65 1,115
Household Income >100% HAMF I
975
30 6,320
Total
3,264
1,010
1D,750
Extremely -Low -Income Households
Extremely -low-income (ELI) households are defined as households with incomes less than 30 percent of median family income (MFI). State law requires quantification and analysis of existing and projected housing needs of ELI households. As noted in Figure 2-7 above, recent Census data estimated that approximately 1,965 Placentia households were within the ELI category. As noted in Figure 2-8 below, approximately 19 percent of renters were ELI and about 8 percent of owners were ELI. The race/ethnicity with the highest share of extremely - low -income households in Placentia is Hispanic (19.7% compared to 12.1% of total population). ELI households often have other housing problems such as overcrowding due to insufficient incomes to afford large enough dwellings. As seen in Figure 2-7, 845 ELI renter households and 605 ELI owner households were paying more than 30% of income for housing. In addition, 785 ELI renter households and 400 ELI owner households were paying over 50% of income for housing.
2-6 November 2023

Chapter 2: Housing Needs Assessment
Figure 2-8 — Extremely -Low -Income Households by Race and Tenure, Placentia Total
Households
Households
below 30%
HAMFI
Share
below 30%
HAMFI
White, non -Hispanic
8,870
830

9.4%
Black, non -Hispanic
169
30 17.8%
Asian and other, non -Hispanic
2,978
260

8.7%
Hispanic
4,435
875

19.7%
TOTAL
16,452
1,995

12.7.%
Renter -occupied
5,680
1400
19A%
Owner -occupied
10,780
905
8A%
TOTAL —
16,460
2,005

12.2%
HUD CHAS, 2012-2016. HAMFI refers to Housing Urban Development Area Median Family Income, The projected needs of ELI households are discussed below as part of the Future Housing Needs analysis.

Housing Inventory and Market Conditions
This section describes the housing stock and market conditions in the City of Placentia.

Housing Stock Profile
Figure 2-9 provides recent estimates of the housing stock in Placentia, which has a total of approximately 17,184 housing units. The most prevalent housing type in Placentia is single-family detached with about 59% of all units. The share of all single-family units, including condos, in Placentia is 70.4%, which is higher than the

61.7% share in the SCAG region. The estimated total vacancy rate in the city is 2.8% while the average household size (as expressed by the population to housing unit ratio) is about 3.1 persons.
2-7 November 2023

Chapter 2: Housing Needs Assessment
Figure 2-9 — Housing by Type, Placentia vs. SCAG Region C
o
o
C
d
U
a
100%
90%
80%
70%
60%
50%
40%
30%
20%
10%
0%
• Placentia (%)
■ SCAG (%)
10,179
Single -Family
Detached

59.2%

54.4%
1,926
MM
Single -Family
Attached

11.2%

7.2%
CA DOF E-5 Population and Housing Unit Estimates
1,393
Multifamily, 2-4
Units

8.1%

7.5%
3■
Multifamily, 5+ Units

18.0%

27.3%
586
Mobile Homes

3.4%

3.5%
Approximately 65 percent of Placentia's housing units were owner -occupied and 35 percent of the units were renter -occupied. As shown in Figure 2-10, the percentage of owner -occupied units in Placentia is higher than in the SCAG region as a whole.

Figure 2-10 - Housing by Tenure, Placentia vs. SCAG Region

70.0% 64.8%
TO 40.0%
o
I
5 30.0%

20.0%
a)
a 10.0%

0.0%
352%

52.5%

47.5%
Placentia SCAG
• Owner (%) • Renter (%)
American Community Survey 2014-2018 5 -year estimates.

As shown in Figure 2-11, Placentia residents under age 35 are more likely to be renters than those in older age groups.
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Chapter 2: Housing Needs Assessment
Figure 2-11— Housing Tenure by Age of Householder, Placentia

3.000
2,500
m 2,000
0 w 1.500
o
I 1,000
5000
_. a [ L L I. L .
15-24 25-34 35-44 45-54 55-59 60-64 65-74 75-84 85+
■ Owner 24 786 1,636 2.493 1,286 1136 1,654 1,286 449
• Renter 282 1.392 1,377 1.112 451 407 423 236 147
American Community Survey 2014-20I8 5 -year estimates.

Housing Age and Conditions
The age of a housing unit is often an indicator of housing conditions. Housing units without proper maintenance can deteriorate over time. Housing units built before 1970 are the most likely to need rehabilitation and to have lead -based paint in deteriorated condition. Lead -based paint becomes hazardous to children under age six and to pregnant women when it peels off walls or is pulverized by windows and doors opening and closing.

Housing over 50 years old is considered aged and is more likely to exhibit a need for major repairs. Additionally, older units may not be built to current building standards for fire and earthquake safety.

The age of housing units in Placentia compared to the SCAG region as a whole is shown in Figure 2-12. Nearly two-thirds of Placentia's housing units were constructed prior to 1980 and are now more than 40 years old. These findings suggest that there may be a substantial need for maintenance and rehabilitation, including remediation of lead -based paint. Based upon field observations of City building inspectors and code enforcement staff, it is estimated there are more than 200 substandard housing units currently in the City, which are primarily concentrated in the La Jolla and Santa Fe areas. Less than 5% of those (10 units) may have structural problems that are not feasible to repair and therefore are in need of total replacement. Housing programs to assist lower -income households with needed repairs are described in Chapter 4.
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Chapter 2: Housing Needs Assessment
Figure 2-12 — Housing by Year Built, Placentia vs. SCAG Region Percent of Total Units
35%
30%
25%
20%
.1
L iht!! IJ
2014 & 2010- 2000- 1990- 1980- 1970- 1960- 1950- 1940- 1939 & Later 2013 2009 1999 1989 1979 1969 1959 1949 Earlier
Placentia (%) 02% 13% 8.5% 14.4% 112% 28.6% 25.0% 6.6% 13% 28% SCA6 (%) 1 O% 1.5% 10.1% 9.5% 15.0% 16.3% 14.5% 15.9% 6.9% 93% ■ Placentia (%) ■ SCAG (%)
American Community Survey 2014-2018 5 -year estimates.

Housing Costs and Affordability
This section evaluates housing cost and affordability in Placentia.

1. Housing Affordability Criteria
State law establishes five income categories for purposes of housing programs based on the area (i.e., county) median income (AMI): extremely -low (30% or less of AMI), very -low (31%-50% of AMI), low (51%-80% of AMI), moderate (81-120% of AMI) and above moderate (over 120% of AMI). Housing affordability is based on the relationship between household income and housing expenses. According to HUD and the California Department of Housing and Community Development', housing is considered "affordable" if the monthly payment is no more than 30% of a household's gross income. In some areas, such as Orange County, these income limits may be increased to adjust for high housing costs.

Table 2-1 shows affordable rent levels and estimated affordable purchase prices for housing in all areas of Orange County2 by income category. Based on State standards, the maximum affordable monthly rent (including utilities) for extremely - low -income households is $1,009, while the maximum affordable rent for very -low- income households is $1,681. The maximum affordable rent for low-income households is $2,689, while the maximum for moderate -income households is $3,201.

Maximum purchase prices are more difficult to determine due to variations in factors such as mortgage interest rates, qualifying procedures, down payments, special tax assessments, homeowner association fees, and property insurance rates.

With this caveat, the maximum home purchase prices by income category shown in Table 2-1 have been estimated based on typical conditions. ' HCD memo of 2/1/2012 ( http://www.hcd.ca.gov/hpd/hrc/rep/state/incNote.html) 2 Affordable rent and purchase prices are based on county median income. 2-10 November 2023

Chapter 2: Housing Needs Assessment
Table 2-1 — Income Categories and Affordable Housing Costs, 2021 - Orange County Income Category
Maximum Income
Affordable Rent
Affordable Price (est.)
Extremely Low
$40,350
$1,009 *
Very Low
$67,250
$1,681
Low
$107,550
$2,689
*
Moderate
$128,050
$3,201
$500,000
Above moderate
Over $128,050
Over $3,201
Over $500,000
Assumptions: Based on a family of 4 and 2021 State income limits; 30% of gross income for rent or principal, interest, taxes & insurance; 5% down payment, 4% interest, 1.25% taxes & insurance, $350 H0A dues *For -sale affordable housing is typically at the moderate income level Source: Cal. HCD; JHD Planning LLC

2. Home Price Trends
Between 2000 and 2018, median home sales prices in Placentia increased 150% while prices in the SCAG region increased 151%. 2018 median home sales prices in Placentia were $655,500 and the highest experienced since 2000 was $655,500 in 2018. Prices in Placentia have ranged from a low of 105.1% of the SCAG region median in 2007 and a high of 141.9% in 2010 (Figure 2-13). The most common monthly cost for homeowners in Placentia is $2,000-3,000 (Figure 2-14).

Figure 2-13— Median Sale Price for Existing Homes, Placentia vs. SCAG Region $700,044
$600,444
$500,444
$400,000
$344,040
$200,440
$100,000
ef' 30
ry6" day 6' Lard od'
Co
Placentia 54G — — — Placentia Percentage of SCAG Pnce
SCAG lanai Popes, Core Logic/nom Quirk_ SCAG median home sales prrre calculated as household -weighted overage of eaanty medians_ 164.0'9'.
144.0'x.
120.0%
100.0%

80.0%

60.0%

40.096

20.096
O.O%
2-1 1 November 2023

Chapter 2: Housing Needs Assessment
Figure 2-14- Monthly Owner Cost for Mortgage Holders, Placentia vs. SCAG Region Pct. of mortgage holders
40%
35%
30%
25%
20%
15%
10%
5%
0%

19.6%

0.8%0.5%

5.1%
2 6%
■

13.7% 13.1
7 6%

36.0%

27.4%
15A%
12 6%2.3%
11 $4000
Mortgage - Monthly Payment
• Placentia ■SCAG
American Community Survey 2014-2018 5 -year estimates.

3. Rental Cost
About 55% of Placentia renters spend 30% or more of gross income on housing, which is similar to the SCAG region as a whole (Figure 2-15). About 26% of renter households in Placentia spend 50% percent or more of gross income on housing, compared to 29% in the SCAG region as a whole. According to recent Census estimates the median rent in Placentia is approximately $1,792 per month.

Figure 2-15— Rental Cost, Placentia
Number of Households
1,6CC
1,409
1,000
800
600
400
200
0 845
724 713
1 d8t 1305
65 ■
50% Not
Computed
Percent of Income Spent on Rent
(Figure 2-16) shows that renters in the lower income categories typically spend a much higher percentage of their incomes on housing expenses compared to those with higher incomes.
2-12 November 2023

Chapter 2: Housing Needs Assessment
Figure 2-16 - Rental Cost by Income Category, Placentia Number of Renter Households
100%
90%
80%
70%
60%
50%
40%
30%
20%
10%
0%
Less than $20,000 to $35,000 to $50,000 to $75,000 to $100,000 or $20.000 $34.999 $49,999 $74.999 $99.999 more
■ >50% 496 668 294 58 0 0
■ 30-49% 76 87 514 699 210 106
■ 20-29% 30 12 86 281 553 607
■ 50%
■ 30-49%
• 20-29%
• <20%
Special Needs Groups
Certain segments of the population may have more difficulty in finding affordable and suitable housing due to special needs. This section identifies the needs for elderly persons, large households, female -headed households, persons with disabilities, persons who are homeless, and farmworkers.

Elderly Persons
Elderly persons are considered a special needs group because they are more likely to have fixed incomes and often have special needs related to housing location and construction. Because of limited mobility, elderly persons may need convenient access to services (e.g., medical and shopping) and public transit. Federal housing data define a household type as 'elderly family' if it consists of two persons with either or both age 62 or over. Recent Census estimates (Figure 2-17) reported that about 19% of elderly households in Placentia have incomes less than 30% of median, (compared to 24% in the SCAG region as a whole), while about 36% of Placentia's senior households earn less than 50% of the median income (compared to 31% in the region).

While sometimes viewed as a homogeneous group, seniors have a wide variety of circumstances and needs. For example, senior homeowners often have more financial resources and stable housing expenses than renters. Younger seniors under age 75 generally have fewer disability issues than those who are older and may require residential care or supportive housing options. As homeowners age, many may have difficulty maintaining their homes.

As shown in Figure 2-21, among seniors 65 and older the most common disability was ambulatory, experienced by about 18% of Placentia's seniors (and 23% of seniors in the entire SCAG region). The installation of grab bars and other features may be necessary to address mobility issues.
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Chapter 2: Housing Needs Assessment
The California Community Care Licensing Division identifies 48 licensed residential care homes for the elderly with a total of 940 beds in Placentia. Most of these are small facilities for up to 6 persons, although there are five larger facilities.

As discussed in Chapter 3, City regulations encourage a range of housing options to address the diverse needs of the growing senior population, including the residential care facilities, supportive housing, accessory dwelling units and reasonable accommodation for persons with disabilities. Program 1.12 in the Housing Plan also includes efforts to encourage development of additional senior housing.

Figure 2-17 — Elderly Households by Income and Tenure, Placentia Owner
Renter
Total
Percent of Total Elderly
Households:

Income category, relative 100% HAMFI
1,145
65 1,210

28.3%
TOTAL
3,385
895
4,280
d
HUD CHAS, 2012-2016. HAMFI refers to Housing Urban Development Area Median Family Income.

Large Households
Large households are defined as having five or more persons living within the same housing unit. Large households are considered a special needs group because they require more space and more bedrooms. Large households are vulnerable to overcrowding, particularly among renters, due to the relatively small percentage of apartments with 3 or more bedrooms. As noted previously in the analysis of household size (Figure 2-5) about 1,046 renter households (18%) and 1,405 owner households (13%) in Placentia had at least five persons - a total of 2,451 households. According to recent Census estimates there are approximately 11,000 housing units with 3+ bedrooms (65%) and of those, about 5,957 (35%) had at least 4 bedrooms). In terms of the total housing stock, there appears to be a sufficient number of larger homes to meet the needs of large households, but many of those households may not have sufficient financial resources to afford a large enough home to avoid overcrowding. The needs of large households are addressed through City efforts (see Program 1.13 in the Housing Plan) to facilitate production of housing with 3 or more bedrooms as well as through State and Federal programs such as Section 8 and affordable housing subsidies such as Low Income Housing Tax Credits.
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Chapter 2: Housing Needs Assessment
Female -Headed Households
Female -headed households are a special needs group due to comparatively low rates of homeownership, lower incomes, and higher poverty rates experienced by this group. According to recent Census data (Figure 2-18), 12.6% of Placentia households are female -headed (compared to 14.3% in the SCAG region), 5.8% are female -headed and with children (compared to 6.6% in the SCAG region), and 0.4% are female -headed and with children under 6 (compared to 1.0% in the SCAG region).

Figure 2-18— Female Headed Households, Placentia
FHH yd./children under 6 10.4%; 65
FHH w{children 5.8%; 957
Total FHH 12696; 2454
Total Households 16517
d 2404 4000 6040 8004 10000 12000 14000 16000 18000
Percent of total househods; Number of households
Amerimn Community Survey 20]4-2018 5 -year estimates.

Approximately 5% of Placentia's households are experiencing poverty, compared to 8% in the SCAG region as a whole. Poverty thresholds vary by household type. In 2018, a single individual under 65 was considered in poverty with an income below $13,064/year while the threshold for a family consisting of 2 adults and 2 children was $25,465/year. Figure 2-19 shows recent estimates of poverty status for female - headed households in Placentia.

The needs of female -headed households are addressed through City programs to facilitate affordable housing development as well as through State and Federal programs such as Section 8 and affordable housing subsidies such as Low Income Housing Tax Credits.
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Chapter 2: Housing Needs Assessment
Figure 2-19— Households by Poverty Status, Placentia
Female -leaded with 3 or more children
Female -headed with children
Fema le -headed
Total households in poverty
a7%; 120
13%; 797
18%;302
47%; 778
0 100 200 300 400 506 600 700 800 900
Percent of total households; Number of households
American Community Survey 202¢2018 5 -year estimates.

Persons with Disabilities
A disability is defined as a long-lasting condition that impairs an individual's mobility, ability to work, or ability to care for them self. Persons with disabilities include those with physical, mental, or emotional disabilities. Access and affordability are the two major housing needs for persons with disabilities. This often requires specially designed dwelling units typically not found in market -rate housing, or supportive housing that also provides personal services and assistance with daily activities. Additionally, locating near public facilities and public transit is important for this special needs group.

According to recent ACS estimates (Figure 2-20), the most commonly occurring disabilities for Placentia residents are ambulatory and independent living. Among seniors 65 and older the most common disability was ambulatory, experienced by about 18% of Placentia's seniors (and 23% of seniors in the entire SCAG region).

To assist persons with disabilities the City has adopted reasonable accommodation procedures to allow modifications to regulations to accommodate the needs of persons with disabilities (see Program 2.3 in the Housing Plan). The City also continues to expand accessible housing options to persons living with disabilities by including accessibility features in new developments, and Program 1.4 includes amendments to City regulations for supportive housing.
2-16 November 2023

Chapter 2: Housing Needs Assessment
Figure 2-20— Disabilities by Type, Placentia
Independent Lying
Self -care
Ambulatory
Cognitive
Vision
Hearing
1,148
1,585
659-
0 500 1,000
American Community Survey 2014-201.3 5 -year estimates. 1,371
1,336
1,500
2,211

2.CGC 2,540
Figure 2-21— Disabilities by Type for Seniors 65+, Placentia vs. SCAG Region

25.C.
8 2a_a %
$ 15.4% 14.2%
13 1%
5 14.0% —

5.0% —

4.0%
i
Haring

22.9%

17.7%

6.6%
45%
175%
Vision Cognitive Ambulatory
• Placentia Percent ■SCAG Region Percent
American Community Survey 201¢2018 5 -year estimates.

12.6%
Self -care Independent Living
Developmental Disabilities
As defined by federal law, "developmental disability" means a severe, chronic disability of an individual that:
• Is attributable to a mental or physical impairment or combination of mental and physical impairments;
• Is manifested before the individual attains age 22;
• Is likely to continue indefinitely;
• Results in substantial functional limitations in three or more of the following areas of major life activity: a) self -care; b) receptive and expressive language; c) learning; d) mobility; e) self -direction; f) capacity for independent living; or g) economic self-sufficiency; • Reflects the individual's need for a combination and sequence of special, interdisciplinary, or generic services, individualized supports, or other 2-17 November 2023

Chapter 2: Housing Needs Assessment
forms of assistance that are of lifelong or extended duration and are individually planned and coordinated.

The Census does not record developmental disabilities. According to the U.S.

Administration on Developmental Disabilities, an accepted estimate of the percentage of the population that can be defined as developmentally disabled is 1.5 percent. Many developmentally disabled persons can live and work independently within a conventional housing environment. More severely disabled individuals require a group living environment where supervision is provided. The most severely affected individuals may require an institutional environment where medical attention and physical therapy are provided. Because developmental disabilities exist before adulthood, the first issue in supportive housing for the developmentally disabled is the transition from the person's living situation as a child to an appropriate level of independence as an adult.

The California Department of Developmental Services (DDS) currently provides community -based services to persons with developmental disabilities and their families through a statewide system of 21 regional centers, four developmental centers, and two community -based facilities. The Regional Center of Orange County (RCOC) is one of 21 regional centers in the State of California that provides point of entry to services for people with developmental disabilities. The RCOC is a private, non-profit community agency that contracts with local businesses to offer a wide range of services to individuals with developmental disabilities and their families.

Any resident of Orange County who has a developmental disability that originated before age 18 is eligible for services. Services are offered to people with develop- mental disabilities based on Individual Program Plans and may include: Adult day programs; advocacy; assessment/consultation; behavior management programs; diagnosis and evaluation; independent living services; infant development programs; information and referrals; mobility training; prenatal diagnosis; residential care; respite care; physical and occupational therapy; transportation; consumer, family vendor training; and vocational training. RCOC also coordinates the state -mandated Early Start program, which provides services for children under age three who have or are at substantial risk of having a developmental disability.

Figure 2-22 shows recent DDS data for persons with developmental disabilities in Placentia.
2-18 November 2023

Chapter 2: Housing Needs Assessment
Figure 2-22 — Developmental Disabilities, Placentia
Placentia
By Residence:

Home of Parent/Family/Guardian
349
Independent/Supported Living
5 Community Care Facility
5 Intermediate Care Facility
17 Foster/Family Home
11 Other
5 By Age:

O - 17 Years
392
18+ Years
224
TOTAL
1008
CA DDS consumer count by CA ZIP, age group and residence type for the end of June 2019.

Data available in 161/197 SCAG jurisdictions.

The mission of the Dayle McIntosh Center is to advance the empowerment, equality, integration and full participation of people with disabilities in the community. The Center is not a residential program, but instead promotes the full integration of disabled persons into the community. Dayle McIntosh Center is a consumer -driven organization serving all disabilities. Its staff and board are composed of over 50% of people with disabilities. Its two offices service over 500,000 people in Orange County and surrounding areas with disabilities. The Center's main office is located in Garden Grove, approximately 7 miles south of Placentia.

Homeless Population and Transitional Housing
The Orange County homeless population includes many working families and individuals who live in cars, parks, under bridges, in motels and in homeless shelters trying to maintain their dignity while they struggle to survive. As a result, most homeless remain hidden. The most recent available Orange County Point -in -Time Count and Survey report of the Homeless (2019) reported 55 unsheltered and 108 sheltered homeless persons in Placentia.

Regional strategies to combat homelessness are developed through Orange County's Continuum of Care System. The goal of the Continuum of Care Strategic Plan is to work toward a seamless system of care through advocacy, homeless prevention, outreach and assessment, emergency shelter, transitional shelter and permanent affordable housing.

Persons threatened with homelessness are often those with incomes at 30% of area median income or below who are paying more than 30% of their income for rent.

The nonprofit 2-1-1 Orange County organization is a 24 -hours -a -day, 7 days -a - week, toll -free number that people in need of assistance can call to obtain comprehensive information and referrals to health and human services. Available services include food, shelter, government assistance programs, urgent care, substance abuse and treatment programs, and workforce development. 2-19 November 2023

Chapter 2: Housing Needs Assessment
In early 2019 the North Orange County Service Planning Area for Homelessness Outreach Efforts had reached an important milestone. A regional partnership of 13 cities located in northern Orange County (Anaheim, Brea, Buena Park, Cypress, Fullerton, La Habra, La Palma, Los Alamitos, Orange, Placentia, Stanton, Villa Park and Yorba Linda) came together to share intelligence and resources to address regional homelessness. Their concept was to promote greater regional coordination on homeless issues while reducing the span of control regarding working with the County of Orange and others.

After months of extensive discussions, negotiations and assessments, two locations within the North Orange County Service Planning Area were identified for the development of "navigation centers" based on a number of factors including zoning, proximity to related services and site availability. The navigation centers are a multi -jurisdictional approach to guiding underserved residents back into society by increasing access to a shelter with basic needs, health and job resources, and opportunities to reunite with friends and family. Each center was planned to accommodate 100 beds, thereby increasing the regional bed count to 525 additional beds available to homeless individuals in conjunction with a project in the city of Anaheim that accommodated 325 new beds.

Funding for the Navigation Centers was secured through application and governmental meetings with state, regional, county and local officials resulting in the $12 million in State of California Homeless Emergency Aid Program (HEAP) funds dedicated for the site acquisitions and construction of these Navigation Centers. Each of the North Orange County Service Planning Area cities also committed funds for construction and ongoing operation of the Navigation Centers.

A Memorandum of Understanding was prepared and presented to the City Councils of all thirteen city governments for execution in May 2019. Construction began in 2019 and the opening of the first 100 -bed Navigation Center in Placentia occurred on March 31, 2020. This groundbreaking success story was born of the regional need and public official desire to come together to address homelessness and pioneer the way to create and operate a multi -jurisdictional homelessness facility.

Programs 1,4, 1.14 and 2.3 identify actions the City is taking to address homelessness.

Farm Workers
Farm workers are defined as persons whose primary incomes are earned through seasonal agricultural work. Recent Census data (Figure 2-23) estimated that there were approximately 136 total jobs in the farming, fishing and forestry occupations in Placentia and 80 full-time year-round jobs in those occupations.

According to SCAG's dataset, just 0.2 percent of jobs in all of Orange County are in agriculture and the USDA estimates there were just 340 migrant farmworkers in the County in 2017. Given that Placentia has no remaining land in commercial agriculture, the City has not identified a need for farmworker housing beyond general programs to support housing affordability.
2-20 November 2023

Chapter 2: Housing Needs Assessment
Figure 2-23 — Agricultural Employment, Placentia
Farmworkers by Occupation:

Placentia
Percent of
total Placentia
workers:

SCAG Total
136

0.51%
57,741
Total jobs: Farming, fishing, and forestry occupations
80 0.44%
31,521
Full-time, year-round jobs: Farming, fishing, and forestry occupations Employment in the Agricultural Industry:

Placentia
Percent of
total Placentia
workers:

SCAG Total
136

0.51%
73,778
Total in agriculture, forestry, fishing, and hunting
80 0.44%
44,979
Full-time, year-round in agriculture, forestry, fishing, and hunting American Community Survey 2014-2018 5 -year estimates using groupings of /VA ICS and SOC codes.

2.3 Assisted Units "At -Risk" of Conversion
Jurisdictions are required to analyze government -assisted low-income rental housing that is eligible to convert to market rate housing over the next 10 years.

State law identifies housing assistance as a rental subsidy, mortgage subsidy, or mortgage insurance to an assisted housing development. Government assisted housing might convert to market rate housing for a number of reasons including expiring subsidies, mortgage repayments or expiration of affordability restrictions.

This section addresses:
• An inventory of assisted housing units that are at -risk of converting to market rate housing during 2021-2031;
• An analysis of the costs of preserving and/or replacing these units; • Resources that can be used to preserve at -risk units; • Program efforts for preservation of at -risk housing units; and • Quantified objectives for the number of at -risk units to be preserved during the Housing Element planning period
Inventory of At -Risk Units
Three projects with lower -income rental units are located in Placentia (Table 2-2).

According to the California Housing Partnership Corporation (CPHC), the Imperial Villas project could convert to market rate within the next 10 years and is therefore considered to be "at -risk." Program HE 3.5 describes actions the City will take to encourage the preservation of this project.
2-21 November 2023

Chapter 2: Housing Needs Assessment
Table 2-2 — Lower -Income Rental Units
Project jj
Address
Program
Earliest
Conversion
Date
Total Units
Assisted
Units
Imperial Villas
1050 E. Imperial Hwy.

HUD
2022
58 58
Veterans Village
1924 Orangeview Ave
LIHTC
2072
50 49
Villa La Jolla
734 W. La Jolla St.

LIHTC, HUD
2055
55 54
Total
113
113
Source: California Housing Partnership Corporation, 2021 Preservation Versus Replacement
According to CPHC, preservation of existing affordable housing has significant advantages over new construction, including:
• It generally costs half as much and takes half the time than building it new. • On average it serves much lower income households than new construction.
• New construction alone cannot produce enough affordable housing to meet demand in most markets in California.

Preservation Strategies
There are several options for preserving affordable units, including providing local subsidies to offset the difference between the affordable and market rent, acquisition/rehabilitation by a non-profit or public agency, or construction of new affordable housing to replace units lost.

Local Rental Subsidy. One strategy for preserving the units at -risk is to provide a local rental subsidy to residents if their affordable units convert to market rate.

Assuming an average rent subsidy of $1,500 per month per unit, the total subsidy that would be needed to extend affordability for the 58 -unit Imperial Villas project would be approximately $1,044,000 per year.

Acquisition/Rehabilitation. Acquisition/rehabilitation costs - depends on size, location, current sales figures. Assuming an average cost of $350,000 per unit, acquisition/rehabilitation of 58 low-income units would cost approximately $20 million.

Replacement Through New Construction. Affordable units lost to conversion can be replaced through new construction. Construction cost would depend on many factors including site acquisition, site preparation, construction and a variety of "soft" costs such as architecture, permit processing, financing and administration.

Based on an average cost of $500,000 per unit, the total cost of replacing 58 affordable units would be approximately $29 million.
2-22 November 2023

Chapter 2: Housing Needs Assessment
Resources for Preservation
A variety of programs exist to assist cities in acquiring, replacing or subsidizing at - risk affordable housing units. The following summarizes the available financial resources.
• Community Development Block Grant (CDBG) - CDBG funds are awarded to entitlement communities (entitlement cities and urban counties) on a formula basis for housing activities. Placentia is a participating city in the County of Orange's Urban County. Funding is awarded on a competitive basis to each participating city. Activities eligible for CDBG funding include acquisition, rehabilitation, economic development, and public services. • HOME Investment Partnership - HOME funds are awarded on a formula basis for housing activities. The flexible grant program takes into account local market conditions, inadequate housing, poverty, and housing production costs.

HOME funding is provided to jurisdictions to assist rental housing or homeownership through acquisition, construction, reconstruction, and/or rehabilitation of affordable housing. The County of Orange allocates funds to participating cities on a competitive basis.
• Section 8 Rental Assistance Program - The Section 8 Rental Assistance Program provides rental assistance payments to owners of private, market rate units on behalf of very -low income tenants. Rental assistance is provided through the Orange County Housing Authority.
• California Housing Finance Agency (Ca1HFA) Multifamily Programs- Ca1HFA's Multifamily Programs provide permanent financing for the acquisition, rehabilitation, and preservation or new construction of rental housing that includes affordable rents for low and moderate -income families and individuals.

One of the programs is the Preservation Acquisition Finance Program which is designed to facilitate the acquisition of at -risk affordable housing developments provide low-cost funding to preserve affordability.
• Low -Income Housing Tax Credit (LIHTC)- This program provides tax credits to individuals and corporations that invest in low-income rental housing. Tax credits are sold to those with high liability and proceeds are used to create housing. Eligible activities include new construction, rehabilitation and acquisition of properties.
• California Community Reinvestment Corporation (CCRC)- The California Community Reinvestment Corporation is a multifamily affordable housing lender whose mission is to increase the availability of affordable housing for low-income families, seniors and residents with special needs by facilitating private capital flow from its investors for debt and equity to developers of affordable housing. Eligible activities include new construction, rehabilitation and acquisition of properties.
2-23 November 2023

Chapter 2: Housing Needs Assessment
Qualified Entities to Develop or Operate Affordable Housing A number of non-profit corporations currently working in Orange County have the experience and capacity to assist in preserving at -risk units. These non -profits include:
• BRIDGE Housing Corporation (San Francisco)
• Civic Center Barrio Housing Corporation (Santa Ana)
• Jamboree Housing Corporation (Irvine)
• Mercy Housing Corporation (San Francisco)
Future Housing Needs
The Regional Housing Needs Assessment (RHNA) is a key requirement for local governments to plan for anticipated growth. The RHNA quantifies the anticipated need for housing within each jurisdiction for the 6th Housing Element projection period extending from July 2021 to October 2029. Communities then determine how they will address this need through the process of updating the Housing Elements of their General Plans.

The RHNA for the 6th cycle was adopted by the Southern California Association of Governments (SCAG) in March 2021. The need for housing is determined by the forecasted growth in households as well as existing need due to overcrowding and overpayment. The housing need for new households is adjusted to maintain a desirable level of vacancy to promote housing choice and mobility. An adjustment is also made to account for units lost due to demolition, natural disaster, or conversion to non -housing uses. Total housing need is then distributed among four income categories on the basis of the county's income distribution, with adjustments to avoid an over -concentration of lower -income households in any community. More information about the RHNA process may be found on SCAG's website at htt-s://scag.ca.gov/rhna.

The total assigned housing need for the City of Placentia during the 2021-2029 planning period is 4,374 units, which is distributed by income category as shown in Table 2-3. Chapter 3 includes a discussion of how the City will accommodate this need for additional housing during the planning period.

Table 2-3— Regional Housing Needs Assessment, 2021-2029 Extremely
Low -Income
1 Very Low-
Income
Low
Income
Moderate-
Income
Above
Moderate -
Income
Total
RHNA allocation 2
622
621
680
782
1,693
4,398
1 Extremely low-income need is a subset of the very -low-income (VLI) category and is assumed to be 50% of VLI need 2 The RHNA projection period covers the period 6/30/2021 - 10/15/2029 Source: Regional Housing Needs Allocation, SCAG 7/1/2021 It should be noted that SCAG did not identify growth needs for the extremely -low- income category in the adopted RHNA. As provided in Assembly Bill (AB) 2634 of 2-24 November 2023

Chapter 2: Housing Needs Assessment
2006, jurisdictions may determine their extremely -low-income need as one-half the need in the very -low category.
2-25 November 2023

Chapter 3: Resources and Constraints
Chapter 3: Resources and Constraints

3.1 Resources and Opportunities
A variety of resources are available for the development, rehabilitation, and preservation of housing in the City of Placentia. This chapter provides a description of the land resources to address the City's regional housing needs for the 2021-2029 planning period (see discussion of Future Housing Needs in Chapter 2), as well as financial and administrative resources available to support the provision of affordable housing. Additionally, this chapter discusses opportunities for energy conservation that can lower utility costs and increase housing affordability.

Land Resources
Section 65583(a) (3) of the GovernmentCode requires Housing Elements to contain an "inventory of land suitable for residential development, including vacant sites and sites having potential for redevelopment, and an analysis of the relationship of zoning and public facilities and services to these sites." A detailed inventory of potential sites for residential development is provided in Appendix B. The results of this analysis are summarized in Table 3-1 below. The table shows that the City's land inventory for potential residential developm ent is not currently sufficient to accomm o date the RHNA in the low- and above -moderate income categories for this planning period. Program HE -1.8 in the Housing Plan (Chapter 4) describes the specific actions the City will take to address this requirement.

Table 3-1 — Residential Sites vs. Regional Housing Need 2021-2029 Income Category
Very Low
Low
Moderate
Above
Moderate
Total
Approved Projects (Table B-2)
-
252
-
774
1,026
Vacant Sites (Table B-4)
-
-
394 415
65 444 480
Underutilized Sites (Table B-5)
698
404 315
371 369
247 0
1,720 1,380
ADUs
14 24
17 1
56 Total Capacity
712
640 591
782 974
1,087 840
3,196 2.942
RHNA
1,243
680
782
1,693
4,398
Surplus (Shortfall)
(531)
01). 19
(404 853)
(1,137 1.473)
Source: City of Placentia, 2021
A discussion of public facilities and infrastructure needed to serve future development is contained in Section 3.3, Non -Governmental Constraints. There are currently no known service limitations that would preclude the level of development described in the RHNA, although developers will be required to pay fees or construct public improvements to serve new developments.
3-1 November 2023

Chapter 3: Resources and Constraints
Financial and Administrative Resources
Community Development Block Grant and HOME Programs
Placentia participates in a consortium with the County of Orange and 12 other cities known as the Orange County Urban County Program. The Urban County consortium receives Community Development Block Grant (CDBG) and HOME funding on a formula basis from the Federal government. Funds are distributed by the County of Orange to individual jurisdictions on a competitive basis. During the 2006/07 through 2010/11 Fiscal Years, the City received $150,000 annually in CDBG funds for housing rehabilitation but this amount declined to $135,000 per year in FY 2012/13 and 2013/14. This City also was awarded grants for public improvements for pedestrian accessibility, Edwin T. Powell Community Center, neighborhood facilities, streets and neighborhood parks. The City has not received HOME funds in recent years but will pursue them in the future when eligible projects are identified.

CDBG funds can be used for the following activities:
• Acquisition
• Rehabilitation
• Home Buyer Assistance
• Economic Development
• Homeless Assistance
• Public Services
• Public Improvements
• Rent Subsidies
HOME funds can be used for the following activities:
• New Construction
• Acquisition
• Rehabilitation
• Home Buyer Assistance
• Rental Assistance
Former Redevelopment Agency and the Successor Agency
As of February 1, 2012 the Redevelopment Agency (RDA) of the City of Placentia was dissolved by Governor Jerry Brown and the State Legislature. As part of the Dissolution Act, the City of Placentia designated itself as both the Successor Agency and successor housing agency to the former redevelopment agency to wind down its operations and continue local control over the former assets of the agency. The Successor Agency is able to pay for those items found to be enforceable obligations by the State Department of Finance until such time as the obligation ceases. The Successor Agency does not have any affordable housing obligations as all properties or loan receivables were transferred to the City as the housing successor agency. 3-2 November 2023

Chapter 3: Resources and Constraints
Energy Conservation Opportunities
In order to reduce the consumption of water in a landscaped area the City of Placentia has adopted a xeriscape ordinance within the Zoning Code. Primary techniques to reduce water consumption are the use of water -conserving plants, minimizing the amount of grass area, grouping plants in accordance to their watering needs, and providing an irrigation system designed to meet the needs of the plants in the landscape. All new developments are required to submit plans that comply with the ordinance.

In 1982, the City adopted an ordinance that encourages the development of energy efficient residential dwellings in order to reduce the reliance of the City's residents in commercial energy sources.

Southern California E dison, which provides electricity service in Placentia, offers public information and technical assistance to developers and homeowners regarding energy conservation. Southern California Edison also provides incentives for energy -efficient new construction and home improvements. Owners of existing homes can receive monetary incentives for purchasing Energy -star appliances or making other energy - saving improvements such as installing a whole -house attic fan.

Another strategy for building energy -efficient homes is the U.S. Green Building Council's guidelines for LEED Certification. LEED-certified buildings demonstrate energy and water savings, reduced maintenance costs and improved occupant satisfaction. The LEED for New Construction program has been applied to numerous multi -family residential projects nationwide. The LEED for Homes pilot program was launched in 2005 and includes standards for new single-family and multi -family home construction.

The City Council has authorized participation in the Home Energy Renovation Program (HERO) as provided for through the Western Riverside Council of Governments. The HERO program is financed through property assessments where the improvements are made and is not a City program, but simply a means to provide property assessed financing to eligible property owners in the City for various energy and water conservation improvements.

3.2 Constraints
In planning for the provision of housing, constraints to the development, maintenance and improvement of housing must be recognized, and jurisdictions must take appropriate steps to mitigate them where feasible. Local government cannot control many of these constraints, such as those related to general economic and market conditions, and constraints imposed by other governmental entities. Potential governmental and non -governmental constraints along with City efforts to reduce these constraints are discussed below.
3-3 November 2023

Chapter 3: Resources and Constraints
Governmental Constraints
Potential governmental constraints include policies, standards, requirements, and actions imposed by various levels of government on housing development. These constraints may include land use controls, building codes, growth management measures, development fees, processing and permit procedures, and site improvement standards. State and federal agencies may also play a role in the imposition of governmental constraints; however, these agencies are beyond the influence of local government and are therefore not addressed in this analysis.

Land Use Controls
Land use controls include General Plan policies, zoning regulations (and the resulting use restrictions, development standards and permit processing requirements) and development fees.

1. General Plan
Every city in California must have a General Plan, which establishes policy guidelines for all development within the city. The General Plan is the foundation of all land use controls in a jurisdiction. Placentia's General Plan was comprehensively updated in 2019. The Land Use Element of the General Plan identifies the location, distribution, and density of the land uses within the City.

General Plan residential densities are expressed in dwelling units per acre. The Placentia General Plan identifies three residential land use designations, a Planned Community designation and a Specific Plan designation. Table 3-2 summarizes the residential land use designations and their associated acreages and density ranges.

Table 3-2 - General Plan, Residential Land Use Designations Designation
Description
Density
Low Density Residential
Single family residences on individual parcels.
6 du/ac
maximum
Medium Density Residential
Single-family and multi -family developments including
attached and detached housing. Can include clustering and planned unit development approaches
15 du/ac
maximum
High Density Residential
Multifamily residences such as apartments
25 du/ac
maximum
Old Town
Mix of housing, retail, office, and/or other similar uses within a half -mile of quality public transportation
30-65 du/ac
Transit Oriented Development
Mix of high -density housing, office, retail and/or other amenities
65-95 du/ac
Mixed Use
Combination of non-residential and residential uses in the same structure or on the same site
Residential Planned Community
Allows a variety of housing types and related commercial uses through a development plan

7.1 du/ac
maximum mean
Specific Plan
Specific Plans, programs, regulations, and conditions that are unique for an area and are pertinent to maintain
compatibility with surrounding areas.

Established
individually for
each Specific Plan
Source: City of Placentia, 2021
3-4
November 2023

Chapter 3: Resources and Constraints

2. Zoning Code
The Zoning Code is the primary tool for implementing the Land Use Element of the General Plan. It is designed to protect and promote public health, safety, and welfare. Placentia's residential zoning designations control both the use and development standards of specific sites and influence the development of housing.

Table 3-3 summarizes the single-family residential zoning designations and their requirements. Table 3-4 summarizes the multi -family residential designations and requirements. Based on residential units approved and constructed complying with these standards, the City has determined the development standards do not unreasonably impact the cost and supply of housing nor the ability of projects to achieve maximum densities.

The Transit Oriented Development (TOD) zone was recently added to the land use categories and provides significant opportunities for high -density multi -family development.

Table 3-3 - Summary of Single -Family Residential Zoning Requirements Zone
Minimum
Lot Area
(Sq. Ft.)
Maximum
Lot
Coverage
Minimum
Floor Area
(Sq. Ft)
Maximum
Building Height
Minimum
Front Yard
Minimum Interior
Side Yard
Minimum
Street Side
Yard
Minimum
Rear Yard
R -A
20,000
40%
N/A
30'
25'
6' one side, 12'
other side; corner
lot line, 11'
Corner and
interior
lot, 5'
R-1
Interior
lots 7,000;
corner lots
7,500
50%
1,300
30'; accessory
buildings 20'
20'-25'
6' on one side and
10' opposite side;
corner lot 12'
20'
PUD
N/A
60%
N/A
35'; 30' when located
adjacent to properties
zoned "R -A" or "R-1,"
may be modified
pursuantto §23.15.090
10'
None required;
except there shall
be a minimum 10 -
foot separation
between buildings
5' or less, or
18' or more
10'
Source: City of Placentia Municipal Code, Chapter 23
Table 3-4 - Summary of Multiple Family Residential Zoning Requirements Zone
Minimum Lot
Area
(Sq. Ft.)
Maximum
Lot Coverage
Maximum
' Building Height
Minimum
Front
Yard
Minimum
Interior
Side Yard
Minimum
Street Side
Yard
Minimum
Rear Yard
R-2
Interior lots
7,000;
corner lots
8,000;
50%
35'; 30' when located adjacent to
properties zoned "R -A" or "R-1,"
may be modified pursuant to
§23.15.040
20'-25'
S'
Subject to
§23.15.110
10'
R -G
Interior lots
8,000; corner
lots 9,000
60%
35'; 30' when located adjacent to
properties zoned "R -A" or "R-1,"
may be modified pursuant to
§23.18.040
20'
0'-10'
Subject to
§23.81.130
0'-10'
R-3
Interior lots
8,000; corner
lots 9,000
60%
35'; 30' when located adjacent to
properties zoned "R -A" or "R-1,"
may be modified pursuant to
§23.21.040
15'
0'-5'
10'-15'
0'-10'
MHP
15 acres
Subject to Title 25 of
the Calif. Admin. Code
2 stories or 35'
10'
25'
Source: City of Placentia Municipal Code, Chapter 23
3-5
November 2023

Chapter 3: Resources and Constraints
Analysis of Building Heights
Maximum building heights are set and defined in the City's Zoning Code to maintain symmetry and compatibility between existing and proposed developments. Setting limits to the height of buildings establishes appropriate scaled new development with surrounding uses and minimizes potential nuisances on neighboring properties relating to privacy and/or sunlight and shade. This requirement also ensures a compatibility and similar aesthetic amongst uses, but in certain conditions may cause a constraint to the development of housing - particularly as it relates to multi -family housing developments.

The City's building height requirements do not prohibit residential developments from reaching the maximum density on varying sites, it therefore is not considered a constraint to the development of housing, specifically housing affordable to low and very low-income households.

The City's Density Bonus program provides additional incentives for the development of affordable housing, including a reduction in the site development standards (e.g., site coverage, setbacks, increased height up to the maximum allowed, reduced lot sizes, and/or parking requirements.

Multifamily residential developments in the TOD, R-2, R -G and R-3 zones are able to meet the maximum density limit while complying with the height limits and the remaining development standards shown in Table 3-4. For example, a proposed 2 - story multi -family development on a one -acre lot in the R3 zone can meet the setback and lot coverage requirements and be able to build approximately 30 units each measuring 1,000 square feet; as the maximum density is 30 dwelling units per acre, the maximum building height limits do not impede the development of multi -family developments.

Based on past projects and current application of the code, the height limit is not known to constrain residential developments from reaching the maximum permitted density and is not considered a constraint to housing development, however, the City acknowledges that height restrictions may prevent multifamily developments from reaching three stories. To ensure height limits are not a constraint, the City has added Program HE -1.20: Annual Review of Site Requirements to amend height requirements for developments in zones that allow multifamily housing to at least 36 feet, with no exceptions.The single-family residential zones are R -A and R-1. As shown in Chapter 3, single-family units are permitted by -right in R -A, R-1, R-2, RPC, PUD, SP -6, SP -7, and SP -8. Single-family units are approved administratively without a public hearing, although subdivisions require a discretionary review process pursuant to the Subdivision Map Act.

The multi -family residential zones are R-2, R -G, R-3, and MHP. Multi -family dwellings are permitted subject only to Development Plan Review (DPR) by the Planning Commission in the R-2, R -G, R-3, SP -3, SP -4, SP -7 and SP -9 zones. The DPR process (Municipal Code Chapter 23.75) ensures that projects are consistent with applicable policies and standards. Multi -family developments are subject to a conditional use permit in the RPC (Residential Planned Community) zone. 3-6 November 2023

Chapter 3: Resources and Constraints
Table 3-5- Summary of Permitted Uses
Residential Zone
Single-family
Multi -family
Mobile home Parks
R -A
Permitted
Prohibited
Permitted
R-1
Permitted
Prohibited
Permitted With CUP
R-2
Permitted
Permitted
Permitted With CUP
R -G
Prohibited
Permitted
Permitted With CUP
R-3
Prohibited
Permitted
Permitted With CUP
RPC
Permitted
Permitted With CUP
Permitted With CUP
MHP
Prohibited
Prohibited
Permitted With CUP
PUD
Permitted
Prohibited
Permitted With CUP
SP -3
Prohibited
Permitted)
Prohibited
SP -4
Prohibited
Permitted2
Prohibited
SP -6
Permitted
Prohibited
Prohibited
SP -7
Permitted
Permitted
Permitted With CUP
SP -8
Permitted
Prohibited
Prohibited
SP -9
Prohibited
Permitted
Prohibited
'Apartment projects for persons 55 years ofage or older. 2Apartments of medium density residential setting reserved for lower -income families for a minimum of 30 years.

Source: City of Placentia Municipal Code Chapter 23
Transit Oriented Development (TOD) Zone
In 2017 the City adopted Municipal Code Chapter 23.111 Transit Oriented Development Packing House District Development Standards, which encompasses a former manufacturing area located south of downtown and immediately adjacent to a Metrolink commuter rail station' currently under construction. The TOD zone is approximately 110 acres in size and runs south from the Burlington Northern Rail line to Orangethorpe Avenue, and east from State Route 57. The TOD area provides for residential densities up to 95 dwelling units per acre, mixed -use residential - commercial, and increased amenities to encourage use of the commuter rail station.

Additional development standards in the TOD zone are shown in Table 3-6.

Since adoption ofthe TOD zone in 2017, several high -density residential projects have been approved at densities ranging from 73 to 89 units/acre, or up to 93% of the allowable density, indicating that the development standards do not pose a constraint to development (see Table B-2 in Appendix B).

Old Town Placentia Revitalization Plan Regulations
In 2017 the City adopted Municipal Code Chapter 23.112 Old Town Placentia Revitalization Plan Development Standards, which covers the Old Town area immediately north ofthe TOD zone and the Metrolink commuter rail line. The purpose of the Old Town regulations is to facilitate the enhancement of the city's historic core, characterized by its small -scaled village atmosphere, shopfront architecture, mix of uses and inviting streetscapes.
1 https://www.placentia.org/705/M etrolink-S tati on -a nd- P arking- Struc tu re 3-7 November 2023

Chapter 3: Resources and Constraints
The Old Town district is divided into five subareas and one overlay zone as shown in Figure 3-1:
• Main Street (MS)
• Village (V)
• Mixed -Use (MU)
• High -Density Residential (HDR)
• Public Facilities (PF)
• R-2 Overlay Zone
Multi -family residential development, either stand-alone or mixed -use, is allowed in the HDR subarea and residential is allowed on the upper floors in all subareas except Public Facilities. Maximum densities are 25 units/acre in the Main Street subarea, 35 units/acre in the Village subarea, 55 units/acre in the Mixed -Use subarea, and 65 units/acre in the High -Density Residential subarea. Allowable building heights range between 2 and 4 stories depending on location (Table 3-7). 3-8 November 2023

Chapter 3: Resources and Constraints
Table 3-6- TOD Development Standards
Standard
Notes
Architectural Review
High quality, 360 degree, architectural and urban design is required. All new projects will require architectural review by a third party architectural expert, selected by the city.

Third party review costs are the
responsibility of the applicant.

Building Placement Regulations

1. Density
65 dwelling unit/acre minimum and 95 dwelling units/acre maximum
Density shall be calculated using gross
lot size, prior to any required right-of-
way dedications. Dedications shall be
required along Crowther Avenue.

2. Block Length and Lot Size Requirements. Each project along Crowther Avenue shall create an active and inviting environment for pedestrians. a. Maximum Building Length without Breaks in Building
Massing
350 ft.

Breaks in building massing mean
courtyards, plazas, outdoor dining, etc.

These should be open from ground to sky
and constitute a true break in the
building massing.
b. Lot Depth
No minimum lot depth
Integrated developments and lot
consolidations are encouraged with lot
orientation fronting on Crowther Avenue,
and where possible, with parcels
extending from Crowther to the railroad
right-of-way.
c. Minimum Lot Size
20,000 square feet

3. Setbacks. Minimum setbacks required and, where noted, maximum setbacks established, except where a frontage type standard allows exceptions or establishes different requirements. Setbacks are measured from property line after any required dedications. Fire department requirements supersede any setback listed below. a. Setback From Railroad Track
0 feet
10 ft. from rear ROW preferred by BNSF
for above ground structures. Applicants
should consideraccessto rear portion of
new development.
b. Front Yard Setback
3 ft. min./15 ft. max.
3-9
November 2023

Chapter 3: Resources and Constraints
Table 3-6- TOD Development Standards
Standard
Notes
c. Side Yard Setback
0 feet, or 10 ft. when adjacent to a property containing residential uses.
d. Rear Yard Setback
10 ft.
e. Street Side Yard Setback
5 ft. min./15 ft. max.

4. Projections
a. Allowable Setback Projections.
i. Ground Floor:
• Awnings and canopies over windows: 60 inches;
• Sun shade structures: 15 feet;
• Bay windows: 60 inches (not wider than 10 feet);
• Cornices, belt courses, and similar architectural features: 12 inches; • Eaves, roof overhangs: 30 inches; and
• Uncovered porches, decks and landings (may be covered by arbors or trellises): 10 feet. ii. Above Ground Floor. Awnings, galleries, balconies, bay windows: 48 inches. iii. Art, as determined by the approval of the public art component of the project. iv. For signs, see Sign Regulations, § 23.110.050.
v. All projections must maintain a minimum of 8 feet vertical height from ground. b. Public right-of-way encroachments require approval of an encroachment permit.

5. Building Height, Rooftop Amenities, Frontages, and Ground Floor 3-10 November 2023

Chapter 3: Resources and Constraints
Table 3-6- TOD Development Standards
Standard
Notes
a. Building Height
3 stories minimum, 35 ft. minimum, 5 stories maximum, not to exceed 68 ft.
b. Frontage Requirements. In order to support the pedestrian environment, building frontages onto streets and open spaces shall be maximized. No visible parking is permitted along frontages. A minimum of 75% of the site frontage shall be occupied as building frontage. A section of blank wall shall not exceed 20 linear feet without being interrupted by a window or entry or other facade treatment. c. Where commercial uses are required on ground floors, those commercial uses shall have a minimum 15 ft. floor to ceiling height.

6. Provision of Common Open Space (Residential Portion Only) a. Amount per residential use
50 sf/unit for residential units; 50 sf/unit for 5 or more live work units.

Up to 75% of this requirement can be
fulfilled by providinga public plaza in lieu
of private common open space.
b. Types of Common Open Space Permitted
• Common open space can be active or passive but must be accessible to all non-residential tenants (i.e., employees and employers) and residential residents.
• Required setbacks may not be counted as common open
space, except that rear yards counted as meeting the
requirement for live/work units.
• Common open spaceshall befully landscaped and requires an approved landscape plan.
• Examples may include: courtyards, clubhouses with
accompanying landscaped areas, swimming pools, plazas,
greens, parks, playgrounds, picnic areas, outdoor seating. c. Rooftop Amenities
• Rooftop amenities are permitted if they provide additional recreational or common open space activities for the residents of the building.
3-11
November 2023

Chapter 3: Resources and Constraints
Table 3-6- TOD Development Standards
Standard
Notes
• 50% of the rooftop amenities (structures and active recreation amenities) may count towards the square footage requirement for either private or common open space.
• Rooftop amenities, such as and not limited to, clubhouses, swimming pools, tennis courts, open space areas, fitness centers, are permitted to project 16 ft. above the maximum height limit if integrated into the overall design of the project and the maximum rooftop building coverage is limited to 30% of the rooftop floor area.
• Roof top amenities shall be set back from the building edge such that no more than 20% of the rooftop structure can be visible from the primary public right-of-way at centerline of the street.
• Rooftop amenities are intended for the use of building residents.
d. Courtyard Common Open Space Requirements
• Courtyards shall be designed as a central courtyard or as partial, multiple, separated or interconnected courtyards. • Minimum courtyard dimension shall be 40 ft. when the long axis of the courtyard is oriented EW and 30 ft. for a NS orientation. The courtyard proportion is 1:1 between its width and height for at least 2/3 of the court's perimeter. As long as total open space requirement is met, this ratio could be modified by up to 10%.
• When there are 2 or more courtyards, they shall be connected to each other.
• The area required for first level patios shall not be deducted from the overall courtyard area.
3-12
November 2023

Chapter 3: Resources and Constraints
Table 3-6- TOD Development Standards
Standard
Notes

7. Provision of Private Open Space (Residential Portion Only) a. Live Work
64 sf/unit
6 ft. min. in any direction; the total of 64
sf must be provided as 1 private open
space area, not broken up into smaller
sizes.
b. Residential -Attached & Multifamily
64 sf/unit
6 ft. min. in any direction; the total of 64
sf must be provided as 1 private open
space area, not broken up into smaller
sizes.

8. Parking
Standards
Applicable Land Uses
a. Retail — spaces per 1,000 sf
2 min./4 max.

Accessory retail, antique, artisan, general
retail, grocery, retail complex, personal
services
b. Eating and Drinking Establishments —spaces per 1,000 sf 5 min./10 max.

Bar/tavern, restaurant, brewery, etc.
c. Outdoor Dining on Private Property
0 • Outdoor dining is encouraged and shall
be incorporated as part of the overall
design of the building or project.
• Outdoor dining may project into
required setbacks.
• No parking is required for outdoor
dining unless the total outdoor dining
square footage is greater than the total
interior dining area. In this circumstance,
project must provide parking for the
amount over the interior square footage.
3-13
November 2023

Chapter 3: Resources and Constraints
Table 3-6- TOD Development Standards
Standard
Notes
• Acceptable barriers for defining
outdoor dining areas shall include fences,
railings, and planter boxes.
d. Specialty Goods & Foods— spaces per 1,000 sf
2 min./4 max.
e. Entertainment & Recreation — spaces per 1,000 sf
6 min./10 max.

Health/fitness, playgrounds, studios,
theatres cannot be stand alone.
f. Commercial Goods — spaces per 1,000 sf
2 min./4 max.
g. Civic & Cultural, including Libraries and Museums —
spaces per 1,000 sf
3 min./no max.
h. Office Professional — spaces per 1,000 sf
2 min./4 max.
i. Personal Services
3 min./no max.
j. Live Work
1 min./1.5 max.
k. ATM
0 I. Lodging — B&B
1 per sleeping room.

No assembly space permitted.
m. Lodging — Hotel
1 per sleeping room, plus 1 space for every 75 sf of assembly area.

Residential
n. Spaces per studio unit
1 min./1 max.
o. Spaces per 1 bed unit
1 min./1.5 max.
p. Spaces per 2 bed unit

1.5 min./2 max.
q. Spaces per 3 bed unit
2 min./2.5 max.
3-14
November 2023

Chapter 3: Resources and Constraints
Table 3-6- TOD Development Standards
Standard ■
Notes
r. Guest spaces per 10 units
2 min./3 max.
s. Mixed Use
Parking shall meet the requirements for individual land uses.

Residential parking shall be separated from non-residential parking and easily accessible through a controlled mechanism.

Reduced parking may be permitted
through a parking study.

Other
t. Bike Parking — Short -Term
Residential: 1 resident bicycle parking space for every 5 residential units, or portion thereof;
Nonresidential: 1 bicycle parking space for every 5,000 sf, or portion thereof, of nonresidential floor area.
u. Bike Parking — Long -Term
Residential: 2 bicycle storage units for every 5 dwelling units for the first20, and 1 for every 5 additional units, or portion thereof; Nonresidential:Anyestablishment with a parking structure and a minimum of 10,000 sf of non-residential space shall provide long-term bicycle parking at a minimum ratio of 1 space per 20 vehicle spaces.
v. Electric Vehicle Charging Stations.

Minimum 10% of project's parking spaces must provide EV Level 2 charging stations. Alternatively, 5% of total spaces if installing DC fast charging stations.
w. Transit Station or Terminal.

As per director of development services in coordination with transportation authority.
x. Telecommunication Facility
1 space to service facility.
y. Surface Parking.

Surface parking is permitted as long as not visible from public street and is fully landscaped and screened from public view. z. Parking Structure.

Structure parking permitted only if integrated into overall design of building and "wrapped" with the building, such that the 3-15
November 2023

Chapter 3: Resources and Constraints
Table 3-6- TOD Development Standards
Standard
Notes
parking area is not visible from any portion of the front, sides, rear or interior courtyards of the project.
aa. Podium Parking.

Permitted if fully integrated into a development with a "wrapped" parking structure.
bb. Underground Parking.

Permitted if fully integrated into the design of the development. cc. Parking Reduction.

Applicants may apply for parking reduction before the planning commission for residential and mixed use projects up to a maximum reduction of 25% through a parking demand study or shared parking analysis. One such incentive could include a Zip car or shared car plan.
3-16 November 2023

1. Density (max du/ac)
25 35
55 65
NA
Density shall be calculated
using gross lot size, prior to
any required right-of-way
dedications.

Setbacks. Minimum setbacks required and, where noted, maximum setbacks established, except where a frontage type standard allows exceptions or establishes different requirements. Setbacks are measured from property line after any required dedications. Fire department requirements supersede any setback listed below.

1. Setback from Railroad Track
NA
NA
NA
0 ft.
0 ft.
10' from rear ROW
preferred by BNSF for above
ground structures.

Applicants should consider
access to rear portion of
new development.

2. Front Yard Setback (min -max)
0 ft.
0-5 ft.
5-15 ft.
5-15 ft.

NA
All setback areas facing a
street or alley not devoted
to walkways and driveways
shall be properly landscaped
and maintained in
compliance with PMC Ch.

23.77. In the R-2 overlay
zone, the front yard setback
shall be 15'.

3. Front Yard Setback for "through lots"
and cross -alley developments in the R-2
overlay, fronting Alta and Main. See
definitions section.
15 ft.
15 ft.
15 ft.

NA
NA
3-17
November 2023

4. Side Yard Setback
0 ft.
0 ft.
0 ft.
0 ft.

5. Side Yard Setback for "through lots"
and cross -alley developments in the R-2
overlay, fronting Alta and Main. See
definitions section.
0-5 ft.*
0-5 ft.*
NA
0 ft.

NA
*Less than 5' setback
adjoining an R-2 use
requires approval from
adjoining property owner of
said R-2 use.

6. Rear Yard Setback (min -max)
0-15 ft.
0-15 ft.
0-15 ft.
0 ft.

7. Street Side Yard Setback (min -max)
0 ft.
0-5 ft.
5* ft.
5-15 ft.

NA
*Refers to Chapman Avenue
setback.

Projections and Encroachments

1. Allowable Setback Projections
a. Ground Floor:
i. Awnings and canopies over windows: 60";
ii. Barriers for definingoutdoordining areas such as fences, railings, planter boxes: as needed to encompass outdoor dining area;
iii. Sun shade structures: 15';
iv. Bay windows: 60" (not wider than 10');
v. Cornices, belt courses, and similar architectural features: 12"; vi. Eaves, roof overhangs: 30"; and
vii. Uncovered porches, decks and landings (may be covered by arbors or trellises): 10'. b. Above Ground Floor. Awnings, galleries, balconies, bay windows: 48" c. Art, as determined by the approval of the public art component of the project. 3-18
November 2023

2. Public Right -of -Way Encroachments (all
require approval of an encroachment
permit)
a. Art, as determined
b. For signs, see sign
c. Outdoor dining is
public works or their
Approval is pursuant
by the approval of the public art component
regulations, § 23.111.070.
of the project.
development services and director of
Control Board (ABC) approval.
allowed by approval of the director of
designees and may require Alcoholic Beverage
to the outdoor dining permit and guidelines.

Heights, Rooftop Amenities, Frontages, Lot Sizes

1. Building Height
2 -Story Area: 2
stories, 30'
3 -Story Area: 3
stories, 40'
4 -Story Area: 4
stories, 55'
2 min/3 max
stories, 40'
3 min/4 max
stories, 60'
3 min/4 max
stories, 55'
5 stories, 65'
See "Old Town zoning map"
for height subareas. New
stories built on top of
existing buildings shall be
fully integrated into the
design of the existing
building.

2. Minimum Lot Size required for a
development at or over 3 stories.
0 8,000 sf*
10,000 sf
10,000 sf
0 *Developments on lots
smaller than 8,000 sf can be
considered if they are
contiguous to parcels with
proposed or approved new
developments and are
developed with a zero lot
line scenario or similar
concept. The development
on the smaller lot must
complement and enhance
the contiguous development
3-19
November 2023

3. Ground Floor Height measured from
finished floor to ceiling (min)
15 ft.
15 ft.
15 ft.

NA
NA

4. Frontage Requirements
In order to support the pedestrian environment, building frontages onto streets and open spaces shall be maximized. No visible parking is permitted along frontages. A minimum of 75% of the site frontageshall be occupied as building frontage. A section of blank wall shall not exceed 20 linear feet without being interrupted by a window or entry or other fagade treatment.

5. Rooftop Amenities
In multifamily residential and mixed -use residential projects, rooftop amenities, such as and not limited to, clubhouses, swimming pools, tennis courts, open space areas, fitness centers, are permitted to project 16' above the maximum height limit if integrated into the overall design of the project and the maximum rooftop building coverage is limited to 30% of the rooftop floor area.

Rooftop amenities shall be set back from the building edge such that no more than 20% of the rooftop structure can be visible from the primary public right-of-way at centerline of the street.

Rooftop amenities are intended for the use of building residents. Rooftop amenities do not count as a "story" or "floor."

6. Height Exceptions
Non -habitable building features such as chimneys (up to 6' in width), cupolas, flagpoles, monuments, steeples, roof screens, equipment, and similar structures, covering no more than 10% of the top floor roof area to which they are accessory, may exceed maximum permitted height standards by up to 8'.

7. Building Orientation
New commercial or mixed use construction mustorientthe
principal fagade onto Bradford, Santa Fe or Chapman
Avenue or Walnut Avenue. In the mixed use subarea, new
buildings must be oriented toward Bradford and Chapman.

NA
NA

8. Building Fagadefor building located at
102 S. Bradford Avenue (at Chapman)
The building fagade of this building shall be preserved and integrated into the new design of any new development proposed on this site.This includes thefagade along Bradford Ave (including the tower and the front section containing the large round window opening) and up to and including 3-20
November 2023

Chapter 3: Resources and Constraints
Table 3-7- Old Town Placentia Revitalization Plan Development Standards Development Standard
Planning Subareas
Notes and Additional
Requirements
Main Street
Village
Mixed -Use
High -Density
Residential
Public Facility
the facade (containing the stained glass windows) along Chapman Avenue. The Chapman Avenue fagade preservation can end at the point where the planes of the two sections of that fagade meet (where the east/west oriented portion of the building meets the north/south oriented portion of the building). The preservation does not necessarily have to include the small vestibule. The proposed architectural design of any new development shall be reviewed by a preservation architect; the selection of such preservation expert shall be approved by the city.

Provision of Common Open Space (Residential Only)

1. Amount per Residential Use
a. 50 sf/unit for residential units;
b. 50 sf/unit for 5 or more live work units.

2. Types of Common Open Space
Permitted
a. Common open space can be active or passive but must be accessible to all nonresidential tenants (i.e., employees and employers) and residential residents. b. Required setbacks may not be counted as common open space. c. Common open space shall be fully landscaped and requires an approved landscape plan. d. Examples may include: courtyards, clubhouses with accompanying landscaped areas, swimming pools, plazas, greens, parks, playgrounds, picnic areas, outdoor seating.

3. Rooftop Amenities

1. Rooftop amenities are permitted if they provide additional recreational or common open space activities.

2. Amenities, such as and not limited to, clubhouses, swimming pools, tennis courts, open space areas, fitness centers, are permitted to project 16' above the maximum height limit if integrated into the overall design of the project and the maximum rooftop building coverage is limited to 30% of the rooftop floor area. Rooftop amenities shall beset back from the b uilding edge such that no more than 20% of the rooftop structure can be visible from the primary public right-of-way at centerline of the street. Rooftop amenities are intended for the use of building residents. 3-21
November 2023

3. 50% of the rooftop amenities (structures and active recreation amenities) may count towards the square footage requirement for either private or common open space.

4. Rooftop buildings supporting recreational activities may covera maximum of 30% of the rooftop area and may project above the maximum height limit by 16'.

4. Courtyard and Common Open Space
Requirements

1. Courtyards shall be designed as a central courtyard or as partial, multiple, separated or interconnected courtyards.

2. Minimum courtyard dimension shall be 40' when the long axis of the courtyard is oriented EW and 30' for a NS orientation. The courtyard proportion is 1:1 between its width and height for at least 2/3 of the court's perimeter. As long as total open space requirement is met, this ratio could be modified by up to 10%.

3. When there are 2 or more courtyards, they shall be connected to each other.

Provision of Private Open Space (Residential and Live/Work Only) Amount per Residential Unit
64 sf/unit
6' min. in any direction; the
total of 64 sf must be
provided as one private
open space area, not broken
up into smaller sizes.

Shopfronts
3-22
November 2023

1. 12' to 16' tall, as measured from the adjacent sidewalk.

2.The corresponding storefront(s) opening(s) alongthe primaryfrontageshall comprise 65% of the lstfloor wall area facing the street and not have opaque, stucco or reflective glazing.

3. Storefronts may be recessed from the frontage line by up to 10'.

4. "Bulkheads," which area segment of wall that transitions between the window opening(s) and the adjacent grade, are also encouraged. The bulkhead shall be between 24" and 36" tall (aluminum storefront or spandrel pan el may not substitute for a bulkhead).

Architectural Styles

1. Main Street Commercial
Style of architecture
required in Main Street
Multi -story facades are typically divided into base, body and top with the ground floor taller than the shorter upper floor which is finished by a significant parapet. •
- _ ...
subareas
The ground floor has recessed entries and any expansive glass is interrupted by ....,..c...-1; structural columns with transoms to allow light to penetrate deep into the interior.

Upper floor windows are smaller with vertical windows directly relating to the ground floor openings.

I q I i C
-
dr j
ii 4
3-23
November 2023

Chapter 3: Resources and Constraints
Table 3-7- Old Town Placentia Revitalization Plan Development Standards Development Standard
Planning Subareas
Main Street
Village
Mixed -Use
High -Density
Residential
Public Facility
Notes and Additional
Requirements

2. Mission Revival
Prominent features of the style include red clay tile roofs, use of balconies, smooth -stuccoed exterior walls usually painted white, arched openings, colorful tile work and elaborate landscaping. The buildings frequently have courtyards.

3. Spanish Colonial
Typical features include a low-pitched roof with little or no eave overhang, a red - tiled roof, perhaps a prominent rounded arch over a door, window or porch, a stucco wall surface, and usually an asymmetrical facade. The features elaborate molded ornament around doors and windows, polychrome tile at ingresses and wrought iron grilles and balconies.
",„
Choices of architecture for
the following:
• Village subarea
• Mixed use subarea
• High density residential
subarea
This style of architecture
permitted only in high
density residential subarea
3-24
November 2023

Chapter 3: Resources and Constraints
Figure 3-1 - Old Town Zoning District Planning Subareas Old town .Imaw Cxiibkt
PlanNow Sub. Aroma
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di. mph+ REM plagrpl
Ll!m,—w liml
WIVE ill T.I4nil
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— WNW I,LIN"N
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- <wear
3-25 November 2023

Chapter 3: Resources and Constraints
Parking Requirements
Residential off-street parking standards are regulated by Chapter 23.78 of the Municipal Code and are summarized in Table 3-8. While these requirements are typical of other jurisdictions in the area, they can pose a constraint on the development of housing by increasing development cost and reducing achievable densities. In particular, the current requirement of two parking spaces for each unit in the R-3 (High Density Multi -family) district can act as a constraint on small units.

To address this constraint, Program 1.17 in the Housing Plan includes a Code amendment to reduce the parking requirement for studio and 1 -bedroom units in the R-3 district to one space.

Table 3-8 — Residential Parking Requirements
Type of Residential Development
Required Parking Spaces (Off Street)
R -A and R-1 (4 or fewer bedrooms)
2 (2 in garage) per unit
R -A and R-1 (5 or more bedrooms)
3 (3 in garage) per unit
R -G
2 (1 in garage) per unit; plus 10% of said total for guest parking; carports allowed for multiple dwellings
R-3
2 (1 in garage) per unit; plus 15% of said total for guest parking; carports allowed for multiple dwellings
PUD bachelor and 1 bedroom)
2 ;1 in garage) Der unit
PUD ;2 or more bedrooms)
3 ;2 in garage) ner unit; 1 recreational vehicle space, for each 10 units Mobile Home Parks
2 spaces per mobile home lot (may be in tandem), plus 1 additional space per every 5 mobile home lots provided as guest parking. In addition, there shall be provided 1 boat or travel trailer space for every 5 mobile home lots Boardinghouses, fraternities, and
group living quarters
1 space per resident
Rest Homes
1 space for each 4 beds, plus 11/2 spaces per employee
Second Residential Units
1 space in addition to that required for the primary unit; shall not be located within the required front yard setback and may be open
Source: City of Placentia Municipal Code Title 23, Sect. 78.030 et. seq.

There are no specific criteria for allowing carports in multi -family housing. When carports are utilized, the required dimensions of a carport space shall be measured from the interior of the carport. The carport shall cover the entire length of the space and shall be separated from open parking spaces by a landscaped buffer.

The off-street parking requirements for multi -family housing are the same regardless of unit size. To ensure that the City's parking requirements do not pose future constraints on development of smaller units, the Housing Plan (Chapter 4) includes Program 1.17 to review and revise parking requirements to mitigate any identified constraints.

Density Bonus
In order to encourage the construction of affordable housing, State law established requirements for cities to allow increased density and other incentives when projects include affordable units. The City of Placentia has adopted a Density Bonus Ordinance (Chapter 23.23 of the Municipal Code) describing standards and procedures for providing density bonus upon request from the applicant. Recent 3-26 November 2023

Chapter 3: Resources and Constraints
State legislation has modified density bonus requirements; therefore, Program 1.11 in the Housing Plan (Chapter 4) includes a commitment to process an amendment to City regulations for density bonus and incentives consistent with State law.

Housing for Persons with Disabilities
The U.S. Census Bureau defines persons with disabilities as those with a long-lasting physical, mental or emotional condition. This condition can make it difficult for a person to do activities such as walking, climbing stairs, dressing, bathing, learning, or remembering. This condition can also impede a person from being able to go outside the home alone or to work at a job or business.

Residential care facilities. Municipal Code Sec. 23.81.040 allows residential care facilities for 6 or fewer persons by -right in any single-family residence in an R -A, R- 1 or R-2 zone. Residential care facilities provide 24 -hour supervised non -medical care.

Group dwellings including residential care facilities for 7+ persons, nursing homes, rest homes, and other special needs facilities are permitted in residential and commercial districts subject to approval of a use permit.

Program HE -2.3 has been added to amend the Zoning Code to minimize constraints on housing for persons with disabilities by removing the use permit requirements for group dwellings including residential care facilities for 7+ persons in residential districts.

Placentia's Zoning Code allows group housing and residential care facilities for 7 or more persons, including nursing homes, intermediate care facilities and assisted care facilities, in the C-2 zone with a conditional use permit, senior housing and facilities in Specific Plan 3 area as a permitted use, and independent living facilities, assisted living facilities, and skilled nursing facilities in Specific Plan 9 area as a permitted use. One large residential care facility was proposed in recent years and received approval of a use permit.

Specific Plan 3 area developments are subject to the requirements found in Chapter

23.103 (Specific Plan 3) of Placentia Municipal Code. Specific Plan 3 area contains requirements for board and care facilities for persons 62 years of age or older, with private bathrooms, central kitchen facilities and services which include transportation, activities programs, housekeeping, linen and laundry service and full-time staff supervision; and apartment projects for persons 55 years of age or older, which contain a private entry and individual kitchen, but are no larger than two bedrooms, where two bedroom units do not exceed 50 percent of the total number of units.

Specific Plan 9 area developments are subject to the requirements found in Chapter

23.109 (Specific Plan 9) of Placentia Municipal Code. A deed restriction for this area requires that for the life of the structures at least one resident of each independent living unit shall meet the minimum age requirement of 55 years. 3-27 November 2023

Chapter 3: Resources and Constraints
Definition of Family. The Municipal Code defines family as "an individual or two or more persons related by blood, marriage or adoption, or a group of not more than six persons, excluding servants, who are not related by blood, marriage or adoption, living together as a single housekeeping unit in a dwelling unit." The Housing Plan (Chapter 4) includes Program 2.3 to process a Municipal Code amendment to revise this definition consistent with current law.

Separation requirements. To further accommodate housing for persons with disabilities, there are no maximum separation or concentration requirements for residential care facilities. The City considers parking requirements for residential care facilities on a case -by -case basis.

Program 2.3 in the Housing Plan includes a commitment to update City regulations related to persons with disabilities consistent with State law.

Reasonable Accommodation Procedures
Both the federal Fair Housing Act and the California Fair Employment and Housing Act impose an affirmative duty on local governments to make reasonable accommodations (i.e., modifications or exceptions) in their zoning and other land use regulations when such accommodations may be necessary to afford persons with disabilities an equal opportunity to use and enjoy a dwelling.

Zoning Code Chapter 23.59 establishes the process by which persons with disabilities may request a reasonable accommodation and provides for administrative review and approval by the Director of Development Services. Any person with a disability may submit an application for reasonable accommodation to the director describing the accommodation requested, the provision of the Zoning Code, policy or procedure from which modification is being requested, the basis for the claim that the applicant is considered disabled under the Federal Fair Housing Amendments Act of 1988 or the California Fair Employment Housing Act; and an explanation of why the accommodation is reasonable and why the accommodation is necessary to afford the applicant an equal opportunity to use and enjoy a specific dwelling in the city. No fee is charged by the City for a reasonable accommodation application.

In the event that there is no approval sought other than the request for reasonable accommodation, notice of the reasonable accommodation application is mailed to the owners of adjacent properties. If the reasonable accommodation request is made in conjunction with some other approval, permit or entitlement, the notice is provided along with the notice of the other proceeding.

Within 5 days of submittal the director determines whether the application of complete and notifies the applicant if additional information is needed.

In making a determination about the reasonableness of a requested accommodation, the following factors are considered by the director:
3-28 November 2023

Chapter 3: Resources and Constraints
• Whether the accommodation is reasonable considering the nature of the applicant's disability, the surrounding land uses, and the rule, standard, policy, or practice from which relief is sought;
• Whether the accommodation is necessary to afford the applicant equal opportunity to enjoy and use a specific dwelling;
• Whether the accommodation will have only incidental economic or monetary benefits to the applicant, and whether the primary purpose of the accommodation is to assist with real estate speculation or excess profit- taking;
• Whether the accommodation will create a substantial adverse impact on surrounding land uses, or a public nuisance, that cannot be reasonably mitigated The City of Placentia Municipal Code defines a public nuisance as, "any violation of the Placentia Municipal Code;"
• Whether the accommodation is reasonably feasible considering the physical attributes of the property and structures;
• Whether there are alternative accommodations which may provide an equivalent level of benefit to the applicant, while minimizing adverse impacts on surrounding land uses and lessening the financial and/or administrative burden on the city;
• Whether the requested accommodation would impose an undue financial or administrative burden on the city; and
• Whether the requested accommodation would constitute a fundamental alteration of the zoning or building laws, policies or procedures of the city.

Within 30 days of receiving a complete application the director must issue a decision on the application. Notice of the Director's decision is provided in the same manner as for the original application and any person may make a request for a director's hearing of the decision within 10 days of mailing of the notice of decision.

A decision regarding reasonable accommodation is subject to appeal to the Planning Commission or City Council. Program HE -2.3 has been added to the Housing Plan to remove appeal processes for Reasonable Accommodation requests that are approved, and limit denial appeals to only the applicant. The City Council shall make its own determination as to whether the proposed development meets the standards outlined in Section 23.75.040 of the Zoning Code and may approve, modify or disapprove the decision of the planning commission. Section 23.75.040 of the Zoning Code states that the Planning Commission shall approve a reasonable accommodation request if the following objective findings are met:
• It meets or exceeds the criteria established in Section 23.75.020 (Objective Development Standards); and
• There have been attached any other conditions necessary to prevent:
3-29 November 2023

Chapter 3: Resources and Constraints
o (A) detriment to the health, safety or general welfare of the persons residing or working within the neighborhood of the proposed development or within the city, or
o (B) injurious to the property or improvements within the neighborhood or within the city, and;
• The proposed development will be consistent with the latest adopted general plan; and
• Conditions necessary to secure the purposes of this section, including guarantees and evidence of compliance with conditions, are made part of the development approval.

The Zoning Code outlines the review and decision process for requests for reasonable accommodation with clear requirements. The requirements for approval are objective and do not allow for subjective comments or design requirements as a condition of approval.

In making a determination about the reasonableness of a requested accommodation, the following consideration factors may allow for subjectivity:
• Whether the accommodation will create a substantial adverse impact on surrounding land uses; and
• Whether the accommodation will have only incidental economic or monetary benefits to the applicant, and whether the primary purpose of the accommodation is to assist with real estate speculation or excess profit- taking.

Because "adverse impact" is not defined, this finding may be considered subjective, which could be a constraint on persons with disabilities. Additionally, requiring findings based on real estate speculation can also be subjective. While no known constraint has been created in the past, Program HE -2.3 has been added to amend the Zoning Code in order to minimize constraints on housing for persons with disabilities. Besides these findings, the reasonable accommodation process is consistent with State law and assists persons with disabilities in improving their access to housing.

Emergency Shelters
Pursuant to State law, jurisdictions with an unmet need for emergency shelters are required to identify a zone(s) where emergency shelters are allowed as a permitted use without a conditional use permit or other discretionary permit. The identified zone must have sufficient capacity to accommodate the shelter need, and at a minimum provide capacity for at least one year-round shelter. Permit processing, development and management standards for emergency shelters must be objective and facilitate the development of, or conversion to, emergency shelters. 3-30 November 2023

Chapter 3: Resources and Constraints
'tee
As discussed in the analysis of homelessness in Chapter 2, in 2019 a 100 -bed emergency shelter/navigation center opened in Placentia.

Municipal Code Section 23.47.130 allows emergency shelters by -right (i.e., without discretionary action) in the M - Manufacturing District subject to the following standards:
(1) The facility shall conform to all property development standards of Chapter

23.47 "M" - Manufacturing District.
(2) Maximum number of beds or persons to be served per night by a single shelter shall not exceed 30 persons at any one time.
(3) The facility shall operate on a first -come, first serve basis with clients only permitted on -site between 5:00 p.m. and 8:00 a.m. A curfew of 10:00 p.m. or earlier shall be established and strictly enforced, and clients shall not be admitted after curfew. Clients shall vacate the facility by 8:00 a.m. and have no guaranteed bed for the next night.
(4) The maximum stay at the facility shall not exceed 45 days within a 120 -day period.
(5) Emergency shelters shall be located at least 300 feet from any residential use or residentially -zoned property, public or private park, or public or private kindergarten through 12th grade curriculum school, as measured from the closest property line. In addition, homeless shelters shall be located at least 300 feet from any other homeless shelter, as measured from the closest property line.
(6) A minimum of one staff member per 15 beds shall be awake and on duty when the facility is open and a minimum of 2 staff members shall be on -site when the facility is open.
(7) Exterior lighting shall be provided for the entire outdoor and parking area of the property. The lighting shall be stationary, directed away from adjacent properties and public rights -of -way.
(8) A waiting area shall be provided, which contains a minimum of 10 square feet per bed provided at the facility. The waiting area shall be in a location not adjacent to the public right-of-way, shall be visually separated from public view by a minimum 6 -foot -tall, visually screening mature landscaping, or a minimum 6 -foot -tall decorative masonry wall, and shall provide consideration for shade/rain provisions.
(9) All facility improvements shall comply with the city of Placentia Municipal Code, and the most current adopted Building and Safety Codes. (10) A security and safety plan shall be provided for the review and approval of the city administrator or designee. The plan may be required to address additional security and safety needs, as identified by the city administrator or designee. The approved security and safety plan shall remain active throughout 3-31 November 2023

Chapter 3: Resources and Constraints
the life of the facility. The plan shall contain provisions addressing the topical areas outlined below:
(A) Sleeping areas addressing the separation of male/female sleeping areas, as well as any family areas within the facility. (B) Loitering control with specific measures regarding off -site controls to minimize the congregation of clients in the vicinity of the facility during hours that clients are not allowed on -site.
(C) Management of outdoor areas, including a system for daily admittance and discharge procedures and monitoring of waiting areas with goals to minimize disruption to nearby land uses.
(D) Alcohol and illegal drugs addressing how the operator(s) will control and regulate alcohol and illegal drug use by clients on the premises. (E) The operator(s) shall provide the city with the most current contact information for the operator(s) of the facility during the normal daytime office business hours, and the nighttime contact information for the "person on duty" when the emergency shelter is operating. (F) The operator(s) shall ensure proper compliance with all state laws pertaining to client residency and occupancy.
(G) Staff and Training. The plan shall describe the staffing plan and required staff training programs. Facility staff shall be trained in operating procedures, safety plans, and assisting clients with referral services. The facility shall not employ staff who have been convicted of a felony or who are required to register as a sex registrant under California Penal Code Section 290. The plan shall describe procedures for ensuring shelter staff meet these requirements.
(H) Facilities shall be maintained in good working order. Indoor and outdoor use areas shall be clean and orderly. Litter shall be removed in and around the facility in a timely manner and graffiti shall be removed within forty-eight (48) hours.
(I) A "good neighbor policy" shall be established whereby clients are instructed to be considerate of neighbors and refrain from behavior that is disruptive to the surrounding community. The operational plan shall include a written protocol for ongoing communications with the city and the surrounding neighborhood and businesses, and for responding to neighborhood complaints.
(11) The facility may provide the following services in designated areas separate from sleeping areas:
(A) A recreation area either inside or outside of the facility. (B) A counseling center for job placement, education, health care, legal, or mental health services.
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(C) Laundry facilities to serve the number of clients at the facility. (D) Kitchen for the preparation of meals.
(E) Dining hall.
(F) Client storage area (i.e., for the overnight storage of bicycles and personal items).
(G) Counseling programs to be provided with referrals to outside assistance agencies and provide an annual report to the city. (H) Or similar services geared to homeless clients.
(12) An emergency shelter facility shall provide off-street parking at a ratio of one (1) space per four (4) beds, and/or one-half (0.5) per bedroom designed as a family unit with children, plus one (1) per staff member, or shall submit a parking study, subject to the approval of the city administrator or designee, demonstrating the required parking demand justifies a reduced amount of off- street parking. Each facility is also encouraged to provide bike racks for clients in a secured area.

The current emergency shelter development standards and conditions are not fully compliant with Chapter 654, Statues of 2022 (AB 2339) and will be amended to comply with State law.

Chapter 654. Statues of 2022 (AB 2339), now includes new requirements on how cities must 3lan for emergency shelters and ensure sufficient capacity for shelters.

AB 2339 rec uires that zoning designations identified to allow emergency shelters as a permitted use without a conditional use or other discretionary permit must allow other residential uses. This could include zones that allow mixed uses that permit residential. The M zones does not currently allow other residential uses.

Program 1.4 in the Housing Program provides for an amendment to the City's Zoning Code to ensure compliance with all provisions of AB 2339.

The 2022 Orange County Point -In -Time homeless count estimates that there are approximately 198 individuals experiencing homelessness in Placentia. Of the total, 31 are unsheltered and 167 are sheltered. Unsheltered individuals lived in places not meant for human habitation, such parks, sidewalks, abandoned buildings, or makeshift shelters. Sheltered individuals lived in shelters such as cars. RVs, emergency shelters, supportive or transitional housing, and similar accommodations. With the existing 100 -bed emergency shelter, the City estimates that the remaining emergency shelter need is approximately 50 to 150 beds. defending on the season.

The M District includes approximately 200 parcels encompassing several hundred acres and provides ample opportunities for additional shelters. Many of these parcels have existing buildings that could be adapted for shelter use. Typical parcel sizes are between 1 and 2 acres in size.
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Section 65583 (B)(v) of the Government Code allows jurisdictions to adopt Jroximity standards, provided that emergency shelters are not required to be more than 300 feet apart. The City's current Zoning Code prohibits emergency shelters on parcels within 300 feet from any residential use or residentially -zoned property, public or private park, or public or private kindergarten through 12th grade curriculum school, as measured from the closest property line. In addition, homeless shelters shall be located at least 300 feet from any other homeless shelter, as measured from the closest iroperty line. Program 1.4 in the Housing Program provides for an amendment to the City's Zoning Code to ensure compliance with all proximity provisions of AB 2339.

To ensure that emergency shelter regulations comply with current State law, the City will amend the Zoning Code to ensure compliance with all provisions of AB 139 and 2339, including parking standards, updated definitions, zoning and all develo-Dment standards, including s-3acing recuirements. Program 1.4 includes annual review of current laws, including allowable separation requirements, and Code amendments will be processed as necessary. In accition, AB 139 (2019) modificc. t zc a_lowa i_c par sing stancarc s for emergency s_1c_tcrs; thcrcforc, Program 1.4 includes a commitment to upcate City par_cing stanc.arc s for emergency s lc_tcrs consistent wit State aw.

Low Barrier Navigation Centers
In 2019 the State Legislature adopted AB 101 establishing requirements for local regulation of low barrier navigation centers, which are defined as "Housing first, low -barrier, service -enriched shelters focused on moving people into permanent housing that provides temporary living facilities while case managers connect individuals experiencing homelessness to income, public benefits, health services, shelter, and housing." Low barrier navigation centers meeting specified standards must be allowed by -right in areas zoned for mixed use and in nonresidential zones permitting multi -family uses. Program 1.4 in the Housing Plan includes an amendment to City regulations consistent with this requirement.

Transitional Housing and Supportive Housing
California Government Code §65582 establishes the following definitions for transitional and supportive housing:

Transitional housing means buildings configured as rental housing developments, but operated under program requirements that require the termination of assistance and recirculating of the assisted unit to another eligible program recipient at a predetermined future point in time that shall be no less than six months from the beginning of the assistance.

Supportive housing means housing with no limit on length of stay, that is occupied by the target population, and that is linked to an onsite or offsite service that assists the supportive housing resident in retaining the housing, improving his other health status, and maximizing his or her ability to live and, 3-34 November 2023

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when possible, work in the community. "Target population" means persons with low incomes who have one or more disabilities, including mental illness, HIV or AIDS, substance abuse, or other chronic health condition, or individuals eligible for services provided pursuant to the Lanterman Developmental Disabilities Services Act (Division 4.5 (commencing with Section 4500)of the Welfare and Institutions Code) and may include, among other populations, adults, emancipated minors, families with children, elderly persons, young adults aging out of the foster care system, individuals exiting from institutional settings, veterans, and homeless people.

The Zoning Code does not identify allowable locations, development standards or review procedures for transitional or supportive housing. State law requires that transitional and supportive housing be permitted as residential uses that are subject only to those regulations that apply to other residential uses of the same type in the same zone. In addition, AB 2162 of 2018 (Government Code §65583(c)(3)) further requires that supportive housing development projects meeting specific criteria must be allowed by -right in all zones allowing multi -family development, including mixed -use and nonresidential zones. Program 1.4 is included in the Housing Plan (Chapter 4) to update City regulations for transitional and supportive housing consistent with State law.

H.I.S. House currently operates a transitional living facility in Placentia. The facility, which consists of a single-family residence, was sold by the City as the successor housing agency to the non-profit and is deed restricted as affordable housing for a period of 55 years.

Agricultural Employee Housing
The Employee Housing Act (Health and Safety Code, §17021.5 and 17021.6) requires agricultural employee housing for six or fewer employees to be treated as a single-family structure and permitted in the same manner as other dwellings of the same type in the same zone, and requires employee housing consisting of no more than 12 units or 36 beds to be permitted in the same manner as other agricultural uses in the same zone. The City Zoning Code does not include a definition of agricultural employee housing or regulations for agricultural employee housing. Program 1.4 is included in the Housing Plan to update City regulations for agricultural employee housing consistent with current law.

Single Room Occupancy (SRO) Units
Single Room Occupancy (SRO) residences are small, one -room units occupied by a single individual, and may either have a shared or private kitchen and bathroom facilities. SROs are rented on a monthly basis typically without a rental deposit, and can provide an entry point into the housing market for Extremely Low -Income individuals, formerly homeless, and disabled persons.
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The Zoning Code allows SROs with up to 30 units as a permitted use by -right in the R-3 (High Density Multiple Family) District. Larger SRO developments with more than 30 units require approval of a conditional use permit. SROs are also permitted in the C-2 (Community Commercial) District as part of a mixed -use development subject to a conditional use permit.

Manufactured Housing
City regulations for manufactured housing are established in Chapter 23.58 of the Municipal Code. "Manufactured home" or "manufactured housing" refers to housing units built in a factory in one or more sections and transported over the highways to a permanent occupancy site. Manufactured housing is permitted in any district where single-family homes are permitted subject only to site development approval, consistent with State law. Standards for manufactured housing include the following:
• Each manufactured home shall be certified under the National Mobilehome Construction and Safety Standard Act of 1974.
• Each manufactured home shall be placed on a foundation system approved by the director of development services and the chief building official. • The exterior shall be of a material similar to that utilized in conventionally built single-family dwellings.
• The roof shall be of a material similar to that utilized in conventionally built single-family dwellings, have an eave and gable overhang of not less than 12 inches measured from the vertical side of the manufactured home and have a pitch not less than that required for conventionally built single-family hom es.
• An enclosed garage shall be provided which is similar to that provided for single-family dwellings and the exterior siding and roof materials shall be the same as the manufactured home.

Such homes require a Certificate of Compatibility from the Zoning Enforcement Official. The Zoning Code notes that this determination may only consider the roof overhang, roofing material, siding material, and roof design.

Accessory Dwelling Units
Accessory dwelling units (ADUs) provide additional opportunities for affordable housing for people of all ages and economic levels, while preserving the integrity and character of residential neighborhoods.

City ADU regulations are set forth in Municipal Code Chapter 23.73 and were last amended in 2020 to address recent legislation. ADUs are permitted in any zone where residential uses are allowed consistent with State law. Program 1.19 is included in the Housing Plan (Chapter 4) to monitor ADU legislation and update City 3-36 November 2023

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regulations as necessary to ensure conformance with State law. The program also identifies actions the City will take to encourage production of ADUs.

The Orange County Council of Governments (OCCOG) is currently preparing an "ADU Toolkit" that will be available to all jurisdictions in the county. As noted in Program 1.19 in the Housing Plan, the City will utilize the ADU toolkit, which is expected to include standard plan examples, and other ADU resources to encourage ADU production.

Other Local Ordinances
Growth management. The City has no growth management requirements restricting the number of housing units that may be built.

Inclusionary housing. The City has no inclusionary housing requirements.

Short-term rentals. Municipal Code Chapter 6.45 establishes regulations regarding the short-term (i.e., less than 30 days) rental of residential property. Short-term rentals are permitted in all residential zones subject to obtaining a short-term rental permit and business license from the City.

Building Codes and Enforcement
Building and safety codes are adopted to preserve public health and safety, and ensure the construction of safe and decent housing. These codes and standards also have the potential to increase the cost of housing construction or maintenance.

Building Codes
In December, 2022, the City of Placentia adopted the current (2022) California Building Codes, which establish construction standards for all residential buildings, and repealed all previous amendments. There are currently no local amendments of the adopted 2022 California Building Code. The codes are designed to protect the public health, safety and welfare of Placentia's residents. Code enforcement in the City is performed on a complaint basis.

Building codes are enforced through building permit plan check and inspection during construction.

Zoning Code Enforcement
Contained within the City's Police Department and staffed by Police Services Officers, the City's Zoning Code Enforcement key objective is maintaining and preserving value and appearance in residential, commercial and industrial properties throughout the City. The City's Code Enforcement representatives enforce the following items:
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• Substandard housing;
• Garage conversions;
• Property maintenance;
• Recreation vehicle parking on private property;
• Trash container placement, time and location;
• Illegal business activity;
• Inoperable vehicles on private property; and
• Garage sales and signage.

Code enforcement efforts are focused on property maintenance practices and standards so as to avoid conditions, which can be detrimental to the public health, safety, or general welfare. Identification of violations is primarily complaint -based.

The Health, Wellness and Environmental Justice Element of the General Plan also addresses the issue of Code enforcement through the following policies:

HW/EJ 8.2. Focus code enforcement efforts in disadvantaged communities, to improve unsafe and unsanitary conditions, focusing on trash and dumping, overcrowding, illegal home businesses, illegal garage conversions, graffiti, unpermitted plumbing and electrical, and lackofbuilding andyard maintenance.

At a minimum, conduct bi-monthly inspections and distribute information about protecting tenant rights, so they are not penalized for reporting or living in a dwelling unit that does not meet health and safety standards. Written outreach efforts should be translated into Spanish.

Policy HW/EJ 13.8. Continue to implement the City's Green Building Code and update as appropriate. Require newly -constructed or renovated City -owned and private buildings and structures to comply with the Green Building Ordinance.

Encourage LEEDS certification for commercial, industrial and public projects.

Policy HW/EJ 15.6. Conduct City Councilvisits to disadvantaged neighborhoods to encourage discussion on items that affect the residents and businesses. Have Council accompanied by representatives from Police, Code Enforcemen4 Development and Community Services, and other departments. Host an annual community walk with the Mayor and other Council members.

Planning and Development Fees
Various development and permit fees are charged by the City and other agencies to cover administrative processing costs associated with development. These fees are necessary ensure that development complies with applicable regulations and that adequate services and infrastructure are available to serve the development. Often times, development fees are passed through to renters and homeowners in the price/rent of housing, thus affecting the affordability of housing; however, the City only charges fees that are required to ensure compliance with laws and regulations and protect public health and safety.
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The City of Placentia charges the majority of environmental, planning and engineering fees on a fixed fee basis, with some fees deposit -based and ultimately charged on a time and materials basis. The City annually reviews its fees and used a third -party consultant in 2018 to conduct a cost allocation plan and fee study. An update to the fee study is currently (2022) underway. The development fees are a result of actual costs of providing the services and are reviewed annually based on staffing resources and related expenditures to provide services. Table 3-9 summarizes the total typical development fees for single-family and multi -family developments, based on projects recently constructed in the City.

In addition to impact fees for schools, parks, libraries and wastewater, the City requires an affordable housing impact fee for developments of five or more units.

The fee ranges from approximately $2,625 to $5,250 per market -rate unit depending on project size.

Table 3-9— Typical Planning and Development Fee Comparison, Single Family and Multi -Family
Development Fee
Single-Family1
Multi-Family2
Site/Development Plan Review (SPR/DPR
$1,896
$511
Use permit (condo only)
$7,215
n.a.

Tentative parcel map
$5,511
n.a.

Tentative tract map
$7,086
n.a.

Placentia -Linda School District fee
$6,400
$3,200
Park in -lieu fee (City)
$4,978
$3,628
County Sanitation District fee
$4,081
$2,399
County Library Fee
$1,820
$1,120
Affordable housing impact fee (City)
$2,625 - $5,250
$2,625 - $5,250
Total per unit
$21,800-24,425
$13,483-16,108
1 Based on a 2,000-sq.ft. single-family house.
2 Based on a 1,000-sq.ft. apartment in a 20 -unit project.

Source: City of Placentia, 2021
The development fees associated with each project is dependent on the housing type, density, intensity of use, and location. In addition to these direct fees, the total cost of development is contingent on the project meeting the City's policies and standards, as well as the project applicant submitting necessary documents and plans in a timely manner.

The estimated total development and impact fees for a typical 2,000 square foot single-family home on a 9,000 square foot lot can range from $21,800 to $24,425.

The estimated total development and impact fees for a typical multi -unit residential project with 20 units averaging 1,000 square feeta unit can range from $269,660 to $322,160.

These estimates are illustrative in nature and actual costs are contingent upon unique circumstances of individual development project applications. Considering the cost of land in Placentia, and the International Code Council (ICC) estimates for cost of labor and materials, the combined costs of permits and fees range from approximately 5.7 percent to 6.9 percent of the direct cost of development for a 3-39 November 2023

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single-family residential project and 3.2 percent to 3.6 percent for a multi -family residential project. Direct costs do not include, landscaping, connection fees, on/off- site improvements, shell construction or amenities, therefore the percentage of development and impact fees charged by the City may be smaller if all direct and indirect costs are included.

An estimate of planning and development fees for typical single and multi -family developments in nearby jurisdictions are provided below for reference:

1. Anaheim: Single-family unit ($30,527 to $32,887), Multi -family ($13,735 to $13,888 per unit)

2. Brea: Single-family unit ($29,679), Multi -family ($16,446 per unit)

3. Fullerton: Single-family unit ($29,739), Multi -family ($19,945 per unit) Based on industry standards, the City's 2022 fee study, and a comparative analysis with other jurisdictions in the region, the City has determined that planning and development fees are standard, necessary, and do not pose a constraint on the development of housing at any income level.

Local Processing and Permit Procedures
Considerable holding costs can be associated with delays in processing development applications and plans. Three levels of decision -making bodies govern the review process in Placentia: The Zoning Administrator, the Planning Commission and the City Council.

The single-family residential zones are R -A and R-1. As shown in Chapter 3, individual single-family units are permitted by -right in R -A, R-1, R-2, RPC, PUD, SP -6, SP -7, and SP -8.

Development Plan Review (DPR) Requirements
Multi -family developments of 5 or more units are subject to Development Plan Review (DPR) approval by the Planning Commission in the R-2, R -G, R-3, SP -3, SP -4, SP -7 and SP -9 zones, and are subject to Planning Commission approval of a conditional use permit in the RPC zone.

Minimum standards for DPR approval are the following:
(1) That the development, buildings or structures will conserve property values, promote the direction of building development according to this title, and will not be detrimental to the character of the zone in which the development is proposed, or to suitability of the zone for the particular uses proposed, nor to the character of buildings already erected in the district;
(2) That the proposed development indicates adequate consideration for the other existing or contemplated uses of land in the general area and for the orderly development of the general area;
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(3) That the design, functional plan and exterior architecture of the proposed structure will not be at variance with either the design, functional plan or exterior architecture of the structures already constructed or being constructed in the zone district and the immediate neighborhood of the proposed site as to cause a substantial depreciation of property values in the neighborhood; (4) That the plans indicate the manner in which adjacent structures are protected against noise, vibration and other factors which tend to make the environment less desirable and that such methods are reasonably efficient and satisfactory; (5) That all of the provisions of this title are complied with; (6) That the following are so arranged that traffic congestion is avoided, pedestrian and vehicular safety and welfare are protected, and there will be no adverse effect on surrounding property:
(A) Building, structures and improvements,
(B) Vehicular, ingress and egress and internal circulation, (C) Setbacks,
(D) Height of buildings,
(E) Location of service facilities,
(F) Walls and fences,
(G) Landscaping,
(H) Police and fire protection;
(7) That the proposed lighting is arranged so as to reflect the light away from adjoining properties;
(8) That proposed signs or outdoor advertising structures will not, by size, location, color or lighting, interfere with traffic or limit visibility or depreciate the value of adjoining property or the neighborhood and shall conform to the sign regulations, contained in Chapter 23.90;
(9) That the proposed landscaping shall be designed to enhance the visual and physical use of the property, screen deleterious uses, and in applicable development projects, will incorporate xeriscape principles in accordance with the provisions of Chapter 23.77;
(10) That a solid masonry wall shall be provided around the perimeter of all sites proposed for development. Additionally, all residential lots shall be provided with a solid masonry wall along the rear and side property lines. All walls shall conform to the height regulations contained in Section 23.81.100. Wall requirements may be specified or waived in part or total by a majority vote of the total membership of the planning commission or city council; (11) That off-street parking facilities shall be provided in conformance to the requirements of Chapter 23.78, and shall be designed in such a manner as to provide convenient access to all buildings;
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(12) That there shall be a 10 -foot landscape buffer containing evergreen trees wherever a commercial or industrial zone abuts a residentially zoned district.

The evergreen trees shall be of a low-water consuming variety in accordance with the provisions of Chapter 23.77;
(13) That there shall be provisions for trash collection areas within 100 feet of each building. Said trash collection areas shall be constructed in accordance with the standard plans on file in the office of the chief building official.

Analysis of Development Review Procedures (DPR) Requirements DP requirements were analyzed to determine if potential constraints exist. Analysis of the minimum standards (1) one through (4) four do not provide objective metrics and could be considered as subjective standards. This could have the effect of reducing approval certainty and introduce a constraint to the development of housing.

To increase project approval certainty and mitigate potential constraints that may be introduced by standards (1) one through (4) four of the Development Review Procedures minimum standards, the City has added Program 1.6 (Development Processing System Review) to the Housing Plan. This Program is intended to introduce more objective requirements.

DRP applications are reviewed by the Planning Commission at a public hearing.

Notice of the hearing is mailed or delivered at least ten days prior to the hearing to the owner of the subject real property or the owner's duly authorized agent, the project applicant, each local agency that provides facilities and services whose ability to provide those services may be significantly affected, and all owners of real property as shown on the latest equalized assessment roll that are within 300 feet of the exterior boundaries of the proposed project.

The planning commission shall approve the development application only if all of the following findings are made:
(1) The project meets or exceeds the minimum standards listed above; and (2) There have been attached any other conditions necessary to prevent: (A) detriment to the health, safety or general welfare of the persons residing or working within the neighborhood of the proposed development or within the city, or (B) injurious to the property or improvements within the neighborhood or within the city, and;
(3) The proposed development will be consistent with the latest adopted general plan; and
(4) Conditions necessary to secure the purposes of this section, including guarantees and evidence of compliance with conditions, are made part of the development approval.

The decision of the Planning Commission maybe appealed to the City Council by the project applicant, any interested person, or any City Council member within 10 3-42 November 2023

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calendar days. While the City Council has not disapproved a project due to an appeal from interested parties, the City acknowledges that this may delay the DPR. The City Council can only deviate from the Planning Commission's decision if they make a determination that the proposed development meets the standards outlined above.

The City has added Program 1.6 (Development Processing System Review) to the Housing Plan to establish an objective review procedures and findings. Once the amendments to the DPR minimum standards are adopted, interested persons or City Council members will not be able to appeal based on the existing subjective standards. These amendments will mitigate any potential constraints that appeals may pose to the development of housing. The time required to process a project varies depending on the given project's size and complexity and the number of actions and/or approvals required to complete the process. Both single-family residential and multi -family residential developments typically take between 2 and 4 months for total entitlement and permit processing. Table 3-10 provides a summary of the most common steps in the entitlement process. Not every project is required to follow all the steps outlined in the table. In addition, some of the approval procedures can run concurrently.

The amount of time between a project's approval and submittal of an application for building permits varies, depending upon a variety of factors and is controlled by a project applicant. While the City makes every effort to streamline permitting processes, an applicant's individual circumstances. The factors may include:
• Funding and Financing
• Seasonal factors
• Size of project
• Type of Construction
• Lease, Contractual considerations
• Engineering
• Design and Architectural considerations
Typical timelines range from a few days to a few weeks. If a project is small and uncomplicated, timelines will average a few days. For larger -scale, highly specialized construction, timelines between entitlements and building permits can range from a few weeks to one year for more complex projects.

Overall, the average time between entitlements and building permit submittal ranges from one week to two months. The City views the longer time period as typical for larger, more complex projects. The City does not see these average timelines as a hinderance to the construction of housing. In most all cases, the timeline from receiving approval to submitting for building permits is solely dictated by the project applicant and not constrained by any requirements placed upon the applicant by the City.

While these development review requirements and procedures have not had a significant adverse impact on the cost and supply of housing in Placentia, Program 1.6 3-43 November 2023

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in the Housing Plan includes ongoing review of existing procedures to determine if they create an unwarranted constraint to housing development, particularly for affordable housing. Pursuant to this program, in 2017 the City adopted Old Town Development Standards including a sub -area allowing high -density housing by -right without a public hearing, reducing development processing timeframes, allowing housing at a density up to 65 dwelling units per acre. The City will continue to monitor processing procedures and timelines and modify them as necessary to encourage affordable housing development.

Table 3 -1O -Approximate Development Timelines
Procedure
Processing Time
Initial Contact
Check Requirements: Zoning, General Plan, Use Permit, Variance Tentative Map, Development Plan Review, CEQA
1-3 days
Preliminary Review
Conceptual Plan Submitted: Circulation, Traffic, Parking, Street Improvements, Building Elevations, Signs, Landscaping, CEQA rec uirements 1-2 weeks
Formal Submittal
Planning Commission Package: Filing Fee, CEQA (Exemption, Negative Declaration, EIR), Site Plan, Preliminary grading plan, Conceptual landscape plan, building elevations, floor plan
4 weeks
Planning Commission
Hearing
Input from staff, applicant and public. (Decisions include condition of approval and standard development requirements
1 day
City Council Hearing
(if required)
Same package as submitted to the Planning Commission
3 weeks
Submittal of Working
Plans (First Check)
All drawings are reviewed for compliance with city design standards and policies, conditions of approval, specific details not included in conceptual plans.

Drawings Submitted include engineering plans (Grading and street improvements, sewer, storm drains and utility plans and details) and Building Plans (Structural, electrical, plumbing, heating and ventilation, and air conditioning plans; soil test and reports; structural and energy calculations; landscape and irrigation plans; fence and wall plans; sign plans; and lighting plans).
2-4 weeks
Submittal of Working
Plans (Second Check)
All resubmitted plans are reviewed to ensure corrections are completed and all plans consent with each other.
2-4 weeks
Issuance of Permits
Permits are issued after final map is approved and bonds are posted, grading permit issued.
1 day
Source: City of Placentia, 2021
Environmental and Infrastructure Constraints
Environmental Constraints
Environmental hazards affecting housing units include geologic and seismic conditions, which provide the greatest threat to the built environment. While the following hazards may impact future development of residential units in the city, they do not preclude development commensurate with the City's assigned share of regional housing needs.

1. Seismic Hazards
Similar to most southern California cities, Placentia is located within an area considered to be seismically active. No faults have been identified within the City limits. There are six faults within close proximity to Placentia: Whittier - 3 -44 November 2023

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Elsinore, Norwalk, Newport -Inglewood, Sierra Madre, Palos Verdes and San Gabriel. The Whittier -Elsinore fault is located approximately 1,000 feet to the north of Placentia and is able to produce a seismic event of magnitude 6.0 or greater. The impact of earthquakes on Placentia depends on several factors: the particular fault, fault location, distance from the City, and magnitude of the earthquake. Some areas of the City may experience liquefaction and ground failure during extreme shaking. As part of the City's development review process, future residential projects would be required to prepare geotechnical studies to abate and potential hazards.

2. Flooding
Portions of the City are located within 100 -year flood zones. Inundation is projected to be most significant in the southwest portion of Placentia. Flooding within Placentia as a result of a 100 -year flood would be expected to reach an average depth of only one foot and only at specific locations.

Prado Dam is a flood control and water conservation project constructed and operated by the U.S. Army Corps of Engineers, Los Angeles District. The dam is located approximately 11 miles east of Placentia, on the Santa Ana River, west of the City of Corona. In the event of dam failure, the flood wave would reach Placentia in approximately 40 to 45 minutes with possible surge wave depths ranging from nine to twenty-three feet.

Carbon Canyon Dam provides flood control in and around the drainage basin.

The dam is located approximately one -mile north of Placentia. In the event of the dam's failure at maximum capacity, water would reach the northerly City limits in approximately two minutes with depths ranging from 10 to 30 feet. In the event of a dam failure at either the Prado or Carbon Canyon Dams, the City's emergency evacuation plan would be implemented and emergency service personnel would respond to any hazards.

3. Toxic and Hazardous Wastes
Although definitions of hazardous materials vary, federal, state, and county agencies have generally recognized toxic substances as chemicals or mixtures whose manufacture, process, distribution, use or disposal may present an unreasonable risk to human health or the environment. The OCFA's Hazardous Materials Area Plan provides a detailed hazard analysis of chemical hazards within Orange County.

4. Transportation of Hazardous Materials
Transportation routes through and around the City are used to transport hazardous materials from suppliers to users. Major transportation routes within Placentia include surface streets and railroads. Additionally, the SR -57 and SR -91 freeways are located adjacent to the city. Transportation accidents involving hazardous materials could occur on any of the routes, potentially 3-45 November 2023

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resulting in explosions, physical contact by emergency response personnel, environmental degradation, and exposure to the public via airborne exposure.

The Federal Department of Transportation (DOT) is the primary regulatory authority for the interstate transport of hazardous materials. The DOT establishes regulations for safe handling procedures (i.e., packaging, marking labeling and routing). The California Highway Patrol (CHP) enforces the intrastate transport of hazardous materials and hazardous waste.

5. Hazardous Waste Management
The Orange County Hazardous Waste Management Plan provides policy direction and action programs to address current and future hazardous waste management issues that require local responsibility and involvement in Orange County. The Plan discusses hazardous waste issues and analyzes current and future hazardous waste generation in the County. The Integrated Waste Management Department (IWMD) of Orange County owns and operates three active landfills, four household hazardous waste collection centers (HHWCC) and monitors ten closed landfills.

The California Health and Safety Code (H&SC) establishes regulations requiring businesses within the city to complete a chemical inventory to disclose hazardous materials stored, used, or handled on site. The disclosure information is intended to assist emergency responders in planning for and handling emergencies involving hazardous materials. The main program objective is to safeguard the lives of emergency responders, the public, and to minimize property loss. The H&SC also requires a Business Emergency Plan (BEP) to assist in mitigating a release or threatened release of a hazardous material, and to minimize any potential harm or damage to human health or the environment. Disclosure of hazardous materials is updated annually. The Fire Prevention Department of the OCFA is responsible for the distribution and handling of disclosure forms. Additionally, the OCFA maintains the files of all chemical inventory information and business plans, which are made available for public inspection.

6. Fire Hazards
The City of Placentia is highly urbanized with no wildlands adjacent to areas zoned for residential use. There is minimal potential for fire related to brush or other natural materials. Fire hazards within the City may be associated with industrial uses, hazardous materials, and arson. The Placentia Fire and Life Safety Department provides fire protection services to Placentia. There are two fire stations located within the City limits.

7. Noise
Residential land uses are generally considered to be the most sensitive to loud noises. The principal noise sources in Placentia are the transportation systems.

Roadways are the primary source of transportation -generated noise. The 3-46 November 2023

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Burlington North Santa Fe Railroad also runs through the city along the Orangethorpe Corridor. The Placentia Quiet Zone went into effect in 2007.

Along the quiet zone, all trains are prohibited from using horns unless an engineer feels an emergency exists that threatens human or animal injury or property damage. The Orange County Transportation Authority also constructed several grade separation projects within the City, which further diminish the noise impacts of train traffic.

8. Other Known Environmental Factors
All candidate sites were analyzed for environmental constraints analyzed above as well as any known conditions that preclude or significantly impact development in the planning period. Examples of other known conditions include shape, size, access, property conditions, easements, contamination, and airport compatibility. The only factor that may impact the development of sites identified for moderate and above -moderate income households is parcel size.

To address and mitigate this issue, the City has added Program HE -1.18:

Encourage and Facilitate Lot Consolidation to encourage and facilitate lot consolidations of vacant and underutilized lots to create larger building sites for residential development.

Based on this analysis, the City determined that all candidate sites can feasibly develop housing due to the numerous commitments the City has made in the Housing Plan and do not experience any other known environmental constraints.

Infrastructure
Upon adoption of the Housing Element, the City distributed a copy to its water service providers. Both the Yorba Linda Water District and the Golden State Water Company have granted priority for service allocations to proposed developments that include housing units affordable to lower -income households in the City of Placentia. The City maintains and operates the local sanitary sewer collection system and per State law, Placentia complies with the requirement under Government Code Section 65589.7 granting priority for service allocations to proposed developments that include housing units affordable to lower -income households in the City.

1. Sewer
The City maintains and operates the local sanitary sewer collection system, which includes gravity sewers and lift stations. The Orange County Sanitation District (OCSD) collects, treats, and disposes of the wastewater from central and northwestern Orange County, including Placentia. Wastewater generated by the City is transported through trunk lines to OCSD's Plant No. 1 (located at 10844 Ellis Avenue, Fountain Valley) and Plant No. 2 (located at 22212 Brookhurst Street, Huntington Beach) where it receives primary and secondary treatment. The City's future housing needs would generate increased 3-47 November 2023

Chapter 3: Resources and Constraints
wastewater flows, placing greater demands on wastewater treatment and collection. The City requires individual assessments of potential impacts to wastewater facilities to ensure future development does not impact the ability to serve future needs Current and projected infrastructure capacity is adequate to serve projected housing development during the planning period.

2. Water
The City of Placentia is served by the Yorba Linda Water District and the Golden State Water Company. According to Urban Water Management Plans, water supply is expected to be sufficient to accommodate projected housing development during the planning period.

3. Dry Utilities
Residential utilities such as electricity, telephone and internet service are available in all residential areas of the city. Current and projected infrastructure capacity is adequate to serve projected housing development during the planning period.

On- and Off -Site Improvements
On- and off -site improvements may be required in conjunction with future housing development based on the location of the project and existing infrastructure.

Dedication and construction of streets, alleys and other public easements and improvements maybe required to maintain public safety and convenience. Table 3- 11 summarizes the City's standards for roadway and right-of-way widths.

Table 3-1 1 - Street Widths
Streets
Right -of -Way Width
(in feet)
Pavement Width
Curb Face to Curb Face
(in feet)
Median Island Width
(in feet)
Major street
120
104
14 Primary or modified major street
100
84 14
Secondary or modified primary
street
80 64
N/A
Modified secondary street
64 52
N/A
Local industrial street
60 44
N/A
Local residential/ commercial street
60 40
N/A
Minor residential street - 500 feet or
less in length
56 36
N/A
Minor residential street - looped 800
feet or less
56 36
N/A
Minor residential street - cul-de-sac,
500 feet or less serving 12 lots orless
56 36
N/A
Cul-de-sacs residential/commercial
50 radius
40 radius
N/A
Cul-de-sacs industrial
50 radius
44 radius
N/A
Source: City of Placentia, Municipal Code
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Chapter 3: Resources and Constraints
Minimum sidewalk widths are as follows:
• Residential district- 4.5 feet
• Commercial district- Minimum 7.5 feet
• Industrial district- Minimum 5.5 feet
New subdivisions may be required to dedicate land for public facilities such as schools, parks, libraries, fire stations or other public uses based on the land requirements for such facilities in the adopted General Plan. Tree well easements are required on major, primary, and secondary streets in accordance with the City's Municipal Code. Trees are installed by the developer in accordance with the master plan of street trees and City standards.

The on- and off -site improvements required by the City are necessary to adequately provide the infrastructure and public facilities that support housing development.

These requirements ensure public safety and health; and are not jeopardized by increased development and do not unduly hinder housing development.

3.3 Non -Governmental Constraints
Land Prices
Land costs influence the cost of housing. Prices are determined by a number of factors, most important of which are land availability and permitted development density. As land becomes less available, the price of land increases. The price of land also increases as the number of units permitted on each lot increases. In Orange County, undeveloped land is limited and combined with a rapidly growing population land prices have increased. Prices for vacant residential land in Placentia are estimated to be $35 to $50 per square foot.

Construction Costs
Construction cost is affected by the price of materials, labor, development standards and general market conditions. The City has no influence over materials and labor costs, and the building codes and development standards in Placentia are not substantially different than most other cities in Orange County. Construction costs for materials and labor have increased at a higher pace than the general rate of inflation recently according to the Construction Industry Research Board. Typical residential construction cost is estimated to be $150 per square foot or more depending on quality and building type.

Financing
Mortgage interest rates have a large influence over the affordability of housing.

Higher interest rates increase a homebuyer's monthly payment and decrease the range of housing that a household can afford. Lower interest rates result in a lower cost and lower monthly payments for the homebuyer.
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Chapter 3: Resources and Constraints
The City is not aware of any local constraints to the availability or cost of residential financing. While mortgage underwriting standards appear to have become stricter in the wake of the mortgage crisis during the Great Recession, interest rates are at historic low levels resulting in lower mortgage costs for well -qualified borrowers.

Numerous lending institutions are active in the northern Orange County area where Placentia is located. While interest rates are very low, the significant increase in housing prices in the past few years poses a major barrier to low- and moderate - income homebuyers.

Other Non -Governmental Constraints
Some neighborhoods in the city are located within a homeowners' association and are subject to conditions, covenants and restrictions ("CC&Rs") that could add time and complexity to the residential development process, such as through private design review requirements.

In recent years there have been no requests to develop residential projects at significantly lower densities lower than allowed by zoning regulations, and no significant delays between the approval of entitlements and building permit applications have been noted.
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Chapter 4: Housing Plan
Chapter 4: Housing Plan
This section describes Placentia's goals, policies, programs, and objectives for the 2021-2029 Planning Period related to the preservation, improvement and development of housing in the City. These policies and actions address current and future housing needs, meet the requirements specified by state law and consider the input by residents and stakeholders. While the plan provides a comprehensive approach to address housing issues throughout the City, the emphasis is on actions enabling the City to increase and maintain housing opportunities affordable to extremely -low-, very -low-, low- and moderate -income households.

4.1 Housing Goals and Programs
Placentia's housing goals focus on four policy priority areas. Goals are provided to address each of these areas and programs are developed to support and implement each goal. The four priorities are:

1. Developing and Maintaining Housing Supply and Variety

2. Promoting Equal Housing Opportunity

3. Promoting Housing and Neighborhood Preservation and Conservation

4. Encouraging Housing Cooperation and Coordination
Goal HE -1: Housing Supply and Variety
Develop and maintain an adequate supply of housing that varies sufficiently in cost, size, type, and tenure to meet the economic and social needs of existing and future residents within the constraints of available land.

Program HE -1.1: Manufactured Housing and Mobile Homes
The City of Placentia recognizes the importance of existing manufactured housing and mobile homes as a source of affordable housing for the City's residents. The City shall continue to support the maintenance and improvement of the City's existing mobile home parks through rehabilitation grants, if available. In addition, mobile home parks are zoned "MHP" and a zone change would be required to convert these parks to other uses, which incentivizes their preservation.
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Chapter 4: Housing Plan
Objective:

Preserve existing mobile home parks
and manufactured housing
Responsible Agency:

Development Services
Funding Source:

General Fund
Implementation Schedule:

Annually Monitor funding
opportunities for rehabilitation grants
on an annual basis and apply for
funding as opportunities arise. In 2022,
staff reviewed the use of manufactured
housing and continues to encourage
manufactured housing use through
contacting distributors for information
and meeting with manufacturers and
developers who specialize in this
housing.

Program HE -1.2: Locate Housing Near Transportation, Employment and Services
To increase livability within new housing developments, the City shall encourage and coordinate the location of major housing developments, particularly affordable housing and multi -family units, near transportation options, major employment centers and services. The City will conduct annual outreach with developers to identify development opportunities, with an emphasis on sites near transportation, employment and services. The City, through a sustainability grant provided by the Southern California Association of Governments, adopted a transit -oriented development (TOD) zone south of the future Metrolink station which allows densities up to 95 du/acre. The TOD provides for residential uses in proximity to the transit station as well as entertainment, retail and office spaces. The development regulations for the TOD area encourage and facilitate multi -family residential development and live -work units. The City will also encourage housing near transportation, employment, and services through Program HE -

1.15: Transit -Oriented Development. The City will further expand opportunities for housing near high -quality public transportation by expanding the TOD zone (see Program 1.8).

Objective:

Encourage new housing in proximity to
transportation, employment and
services
Responsible Agency:

Development Services
Funding Source:

General Fund
Implementation Schedule:

The City will conduct annual outreach
with developers to identify
development opportunities, with an
emphasis on sites near transportation,
employment and services.
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Chapter 4: Housing Plan
Program HE -1.3: Pursue County, State, and Federal Housing Funds Monitor availability of county, state, and federal housing programs and pursue available funds on an annual basis. The City shall encourage and coordinate with housing developers and service organizations to obtain funds for affordable housing projects, initially through pre -application meetings and throughout project development. The City shall also make funding information available to all proposed developers in the City through informational materials distributed through the City's website and at pre -application meetings. The City will conduct annual outreach and consultation with developers to identify development opportunities.

Objective:

Increase use of county, state and
federal funds
Responsible Agency:

Development Services
Funding Source:

County, state and federal programs
Implementation Schedule:

Monitor funding opportunities on an
annual basis and apply for funding as
opportunities arise. The City will
conduct annual outreach with
developers to identify development
opportunities.

Program HE -1.4: Emergency Shelters, Low Barrier Navigation Centers, Transitional and Supportive Housing and Agricultural Employee Housing Emergency shelters. To address the needs of homeless persons, the City purchased a property at 731 S. Melrose Street and constructeda 100 -bed homeless shelter, which opened in March 2020. The City will continue to encourage these types of housing opportunities. To ensure compliance with recent changes to State law (AB 2339), a -Code amendments will be processed by June 2024 to revise emergency shelter standards.

Separation requirements for cmcrgcncy shelters wil also be moc ificc consistent wit i current law.

Chapter 654, Statues of 2022 (AB 2339), now includes new requirements on how cities must plan for emergency shelters and ensure sufficient capacity for low-income housing. AB 2339 requires that zoning designations identified to allow emergency shelters as a permitted use without a conditional use or other discretionary permit must allow other residential uses. This could include zones that allow mixed uses that permit residential. The City will amend the Zoning Code to allow other residential uses in the Manufacturing (M) District.

With the existing 100 -bed emergency shelter, the City estimates that the remaining emergency shelter need is approximately 50 to 150 beds, depending on the season. The M District includes approximately 200 parcels encompassing several hundred acres and provides ample opportunities for additional shelters. Many of these parcels have existing 4-3 November 2023

Chapter 4: Housing Plan
buildings that could be adapted for shelter use. Typical parcel sizes are between 1 and 2 acres in size.

AB 2339 allows jurisdictions to adopt proximity standards. provided that emergency shelters are not required to be more than 300 feet apart. The City's current Zoning Code prohibits emergency shelters on parcels within 300 feet from any residential use or residentially -zoned property, Jublic or private park, or public or '3rivate kindergarten through 12th grade curriculum school, as measured from the closest property line. In addition. homeless shelters shall be located at least 300 feet from any other homeless shelter, as measured from the closest property line.

Program 1.4 in the Housing Program provides for an amendment to the City's Zoning Code to ensure compliance with all proximity provisions of AB 2339.

The current emergency shelter development standards and conditions are not fully compliant with Cha 3ter 654. Statues of 2022 (AB 2339) and will be amended to comply with State law.

The City will amend the Zoning Code to ensure com 3liance with all provisions of AB 2339, including definitions, parking standards, zoning and all development standards, including spacing requirements.

Low barrier navigation centers. In 2019 the State Legislature adopted AB 101 establishing requirements for local regulation of low barrier navigation centers, which are defined as "Housing first, low -barrier, service -enriched shelters focused on moving people into permanent housing that provides temporary living facilities while case managers connect individuals experiencing homelessness to income, public benefits, health services, shelter, and housing." Low barrier navigation centers meeting specified standards must be allowed by -right in areas zoned for mixed use and in nonresidential zones permitting multi -family uses. A Code amendment will be processed by June 2024 to update City regulations consistent with this requirement.

Transitional and supportive housing. California Government Code Sec. 65582 establishes the following definitions for transitional and supportive housing:

Chapter 4: Housing Plan
the housing, improving his or her health status, and maximizing his or her ability to live and, when possible, work in the community. "Target population" means persons with low incomes who have one or more disabilities, including mental illness, HIV or AIDS, substance abuse, or other chronic health condition, or individuals eligible for services provided pursuant to the Lanterman Developmental Disabilities Services Act (Division 4.5 (commencing with Section 4500)of the Welfare and Institutions Code) and may include, among other populations, adults, emancipated minors, families with children, elderly persons, young adults aging out of the foster care system, individuals exiting from institutional settings, veterans, and homeless people.

State law requires that transitional and supportive housing be permitted as residential uses that are subject only to those regulations that apply to other residential uses of the same type in the same zone. In addition, AB 2162 of 2018 (Government Code §65583(c)(3)) further requires that supportive housing development projects meeting specific criteria must be allowed by -right in all zones allowing multi -family development including mixed -use and nonresidential zones. The City will update regulations for transitional and supportive housing consistent with State law by June 2024.

Agricultural employee housing. California Health & Safety Code Sec. 17021.5 requires agricultural employee housing for six or fewer employees to be treated as a single-family structure and permitted in the same manner as other dwellings of the same type in the same zone, and requires agricultural employee housing consisting of no more than 12 units or 36 beds to be permitted in the same manner as other agricultural uses in the same zone. The City will amend zoning regulations for agricultural employee housing by June 2024 consistent with these provisions of State law.

Objective:

Encourage the provision of emergency
shelters, low barrier navigation centers,
transitional and supportive housing and
agricultural employee housing consistent
with State law
Responsible Agency:

Develo-oment Services
Funding Source:

General Fund (including funds from
County, State and Federal governments;
Im-31ementation Schedule:

Code amendments by -une 2024
Program HE -1.5: Infrastructure Provision
To ensure that requirements for infrastructure provision are not considered an undue constraint to residential development, the City shall review infrastructure provision costs and procedures on an annual basis. 4-5
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Chapter 4: Housing Plan
Based on its findings, the City shall work with housing developers to reduce costs and streamline infrastructure -financing programs. In partnership with SCAG, the City Council recently approved formation of an EIFD in the Old Town Zoning District that will result in $8.2 million in funding for infrastructure related to transit -oriented development. The City will review available infrastructure grant funding annually and apply for grants when the City is eligible.

Objective:

Reduce constraints associated with
infrastructure
Responsible Agency:

Development Services/Public Works/
Engineering
Funding Source:

General Fund, CDBG, Capital Improvements
Program
Implementation Schedule:

Annual review, revisions as appropriate
Program HE -1.6: Development Processing System Review
The City shall continue to review existing procedures for project review, processing and building plan check to determine if the procedures are a constraint to housing development. Based on these findings, the City shall develop programs and procedures to minimize processing timelines and mitigate subjective findings for extremely -low-, very -low-, low- and moderate -income housing developments. In 2017 the City adopted Old Town Development Standards including a sub -area allowing high -density housing by -right without a public hearing, reducing development processing timeframes, allowing housing at a density up to 65 dwelling units per acre. The City shall monitor processing timelines and modify as needed to further encourage affordable housing development.

The City will also prepare written SB 35 review procedures and objective standards to minimize constraints on housing supply and affordability for eligible projects. Consistent with new transparency laws, zoning, development standards and fees will continue to be posted on the City website.

Objective:

Minimize development
review/processing time
Responsible Agency:

DevelonmentServices
Funding Source:

General Fund
Implementation Schedule:

Prepare SB 35 procedures and amend the
Municipal Code to mitigate subjective
findings in the DPR by October 2024.

Continue to post zoning, development
standards and fees on the City website.

Ongoing, Annual Review
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Chapter 4: Housing Plan
Program HE -1.7: Vacant and Underutilized Land Inventory To provide additional areas for housing development and maximize the potential for a variety of housing types, the City will identify vacant and underutilized sites for development of residential units. Additionally, the City will maintain and update an inventory of these sites on an annual basis. The City will provide information about these sites to housing developers through printed materials available at City Hall and electronically on the City's website.

Objective:

Inventory of vacant and underutilized
land
Responsible Agency:

Development Services
Funding Source:

General Fund
Im 31ementation Schedule:

Annual and ongoing u3date of inventory
Program HE -1.8: Adequate Sites for Housing Development Through the Regional Housing Needs Assessment (RHNA) process, the City has been assigned a total housing need of 4,398 dwelling units during the 2021-2029 timeframe. The sites analysis (Appendix B) determined that there is currently a shortfall of potential lower -income and above moderate -income housing capacity compared to the City's identified need.

To ensure the availability of adequate sites to accommodate this assigned need, the City shall identify and rezone at least 14 acres and potentially up to 28 acres of land with allowable densities from 30 to 95 units/acre to accommodate the shortfall of lower -income and above moderate - income sites compared to the RHNA allocation as identified in Appendix B.

The existing TOD area is proposed to be expanded to the west, creating capacity for more than 1,100 multi -family units. This area is currently zoned Manufacturing and encompasses approximately 14 acres. The potential capacity for this TOD expansion area assumes an allowable density of 95 units/acre and an average yield of 82 units/acre based on recently approved projects in the existing TOD area.

The R-3 zoning district previously allowed a maximum density of 25 units/acre but was amended in December 2022 to allow a maximum density of 30 units/acre. While all properties in the R-3 district allow up to 30 du/acre, only the most likely sites for development are listed in Table B-5. With a conservative 10% reduction from the proposed allowable density of 30 units/acre, these parcels would have a total capacity of approximately 363 units, an increase of 61 potential units compared to the estimated capacity under current regulations. 4-7 November 2023

Chapter 4: Housing Plan
Rezoned sites shall comply with the requirements of Government Code §65583.2(h) and (i).

The City shall encourage the development of housing through financial incentives (such as land write -downs; assistance with on- or off -site infrastructure costs, fee waivers, or deferrals to the extent feasible); expedited entitlement review; in -kind technical assistance; and other regulatory concessions or incentives. The City will conduct annual outreach and consultation with developers to identify development opportunities. The City will also provide incentives for lot consolidation (see Program HE 1.18).

For any non -vacant sites identified in Appendix B that were listed in a previous Housing Element sites inventory, or vacant sites that were listed in two previous consecutive inventories, residential development will be allowed by -right when a housing project provides at least 20 percent of the units affordable to lower -income households in compliance with Government Code §65583.2(c),
Development on any site listed in Appendix B that proposes to demolish existing housing units shall be subject to a policy requiring the replacement of affordable units as a condition of any development on the site pursuant to Government Code §65583.2(g)(3). Replacement requirements shall be consistent with those set forth in §65915(c) (3).

To facilitate housing development, zoning regulations, development standards and fees will be posted on the City website, and the City will establish written procedures for streamlined review consistent with Government Code §65913.4.

Objective:

Rezone sufficient land with appropriate
densities to accommodate the RHNA
allocation
Responsible Agency:

Development Services
Funding Source:

General Fund
Implementation Schedule:

Rezoning adecuate sites by December 2023
Program HE -1.9: Monitoring of Constructed Units Based on Income -Level To effectively track performance during the planning period, the City will track the income levels of units constructed by including an estimate sales/rental value at the time of unit occupancy. This value will be included as part of the building permit application to reflect the assumed market value of the home constructed.
4-8 November 2023

Chapter 4: Housing Plan
Objective:

Tracking performance by income level.

Responsible Agency:

Development Services
Funding Source:

General Fund
Implementation Schedule:

Completed. Forms have been
developed to gain the information at
the time a building permit is issued.

Program HE -1.10: Encourage Development of Housing for Extremely - Low -Income Households
The City will encourage the development of housing units for households earning 30 percent or less of the Area Median Income for Orange County.

The City shall work with non-profit developers and service providers with the specific emphasis on providing family housing and non-traditional housing types such as single -room -occupancy units, transitional housing and units serving temporary needs by providing in -kind technical assistance and support in seeking funding. The City shall encourage housing for extremely -low-income households through incentives and activities such as technical assistance, expedited processing and flexibility in development standards. The completion and occupancy of 49 very -low- income units in 2020 (the Veteran's Village development) was an example of the successful implementation of this program in the previous planning period. The City will continue to review other incentive programs and pursue partnerships with non-profit developers regarding affordable housing opportunities. The elimination of redevelopment set aside funds severely restricts this effort.

Objective:
616 ELI units
Responsible Agency:

Development Services
Funding Source:

General Fund//HOME/CDBG/LIHTC
Implementation
Schedule:

Annual consultation with affordable
housing developers, or as development
opportunities arise
Program HE -1.11: Density Bonus Ordinance
The City of Placentia provides for a density bonus, incentives and concessions to facilitate and encourage the development of lower -income housing units through its Density Bonus Ordinance. To ensure that City regulations are consistent with recent changes to State law, the City will process an amendment to the ordinance in 2022. The City will inform housing developers of the Density Bonus Ordinance through informational materials distributed at City Hall, on the City's website and during pre -application meetings.
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Chapter 4: Housing Plan
Objective:

Update the Density Bonus Ordinance
consistent with State law
Res-ionsible Agency:

Develo-3ment Services
Funding Source:

General Fund
Implementation Schedule:

Code amendment by December 2023
Program HE -1.12: Development of Senior Housing
The City recognizes the unique character of the senior population. Seniors typically have specialized housing needs and fixed incomes that may require housing units not generally included in market rate housing. In 2020 the City Council approved entitlements for a 64 -unit affordable senior housing development at 1314 N. Angelina Drive. The City shall continue to encourage the development of a wide range of housing choices for seniors through incentives (e.g., financial assistance, parking reductions, regulatory waivers). These may include independent living communities and assisted living facilities with on -site services and access to health care, nutrition, transportation and other appropriate services.

Objective:

Senior Housing Development
Res-Jonsible Agency:

Develo-3ment Services
Funding Source:

General Fund
Implementation Schedule:

Ongoing, The City will conduct annual
outreach with developers to identify
development opportunities for housing
for senior households through activities
such as technical assistance, assistance
in seeking funding annually, expedited
processing and flexibility in
development standards.

Program HE -1.13: Development of Housing for Larger Families The City recognizes that providing appropriately -sized housing units for large families is important to improving livability, reducing instances of overcrowding and minimizing deferred maintenance issues. The City shall encourage incorporation of units with 3 or more bedrooms in for - sale and rental housing developm ents to accomm odate the needs of larger families through activities such as technical assistance, expedited processing, and flexibility in development standards.

Objective:

Housing units with 3+ bedrooms
Res Donsible Agency:

Development Services
Funding Source:

General Fund
Implementation Schedule:

Ongoing, The City will conduct annual
outreach with developers to identify
development opportunities for
housing for large family households
through activities such as technical
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November 2023

Chapter 4: Housing Plan
assistance, assistance in seeking
funding annually, expedited processing
and flexibility in development
standards.

Program HE -1.14: Housing for Persons with Special Needs Housing to accommodate persons and families with special needs is a high priority for Placentia. In 2018 the City approved the Veteran's Village development with 49 very -low-income units for veterans who are homeless or at risk of homelessness. The project also provides services such as vocational training, mental health counseling, job placement, etc.

The City shall continue to work with non-profit housing developers, service providers and the County of Orange to encourage and support the development of housing for special needs households, including persons with developmental disabilities, through activities such as technical assistance, assistance in seeking funding annually, expedited processing and flexibility in development standards. The City will conduct annual outreach and consultation with developers to identify development opportunities.

Objective:

Increased availability of housing units
for households with s-Decial needs
Responsible Agency:

Develo 3ment Services
Funding Source:

General Fund
Implementation Schedule:

Monitor funding opportunities
annually; ongoing. The City will
conduct annual outreach with
developers to identify development
opportunities for housing for special
needs households, including persons
with developmental disabilities,
through activities such as technical
assistance, assistance in seeking
funding annually, expedited processing
and flexibility in development
standards.

Program HE -1.15: Transit -Oriented Development
Transit -Oriented Development (TOD) is a compact mixed -use or commercial area designed to maximize access to public transport, and often incorporates features to encourage transit ridership. Consistent with federal, state and regional policies focusing on concentrated growth around transit, in 2017 the City Council adopted the TOD Packing House zoning district, which allows densities up to 95 du/acre near the future Metrolink Station. Since then, 633 multi -family units have been entitled in the TOD District. Also in 2017, the Old Town Zoning District was adopted, 4-11 November 2023

Chapter 4: Housing Plan
which includes a sub -area allowing high -density housing by -right up to 65 units per acre. The City continues to work with developers on TOD opportunities connected with the forthcoming Placentia Metrolink Station. Incentives include the utilization of City -owned property as well as reduced parking requirements and densities up to 95 dwelling units per acre for the TOD Zone and up to 65 dwelling units per acre for the Old Town Zone. The City shall encourage Transit -Oriented Developments through incentives that may include financial assistance, density bonus, and regulatory waivers. (see also Programs 1.2 and 1.8). To expand housing opportunities, an amendment to the TOD zone will processed to extend the district as described in Program 1.8 and Appendix B. As candidate and non -candidate sites develop, the City will continue to monitor development trends and if residential development is not occurring as anticipated, the City will adjust development assumptions or propose residential requirements in all Old Town subareas, similar to the TOD Zone.

Objective:

Encourage transit -oriented
development
Res Donsible Agency:

Development Services
Funding Source:

General Fund
Implementation Schedule:

Ongoing; expand TOD zone boundaries
by December 2023
Program HE -1.16: Single -Room Occupancy (SROs)
Single -room -occupancy developments (SROs) provide housing opportunities for lower -income individuals, persons with disabilities, and the elderly. State law requires that jurisdictions identify zoning districts available to encourage and facilitate a variety of housing types, including SROs. The Zoning Code allows SRO developments in the R-3 and C-2 districts. The City will continue to encourage development of SROs through a variety of methods including financial assistance, density bonus, and regulatory concessions.

Objective:

Facilitate development of SROs
Responsible Agency:

Development Services
Funding Source:

General Fund
Implementation Schedule:

Ongoing, The City will conduct annual
outreach with developers to identify
development opportunities for SROs
through activities such as financial
assistance, density bonus, regulatory
concessions, expedited processing and
flexibility in development standards.
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November 2023

Chapter 4: Housing Plan
Program HE -1.17: Residential Parking Requirements
The City's greatest potential for affordable housing development exists in the area near the Metrolink station. As part of the new TOD zone for this area, the City adopted parking standards based on the realistic demand and opportunities for shared parking in TOD and mixed -use developments, especially new housing units affordable to lower- and moderate -income households. The City will also initiate an amendment to the Code to reduce multi -family parking standards for small (i.e., studio or 1 -bedroom) units in the R-3 district to one covered space per unit (garage or carport) to reduce this potential constraint.

Objective:

Revise existing multi -family parking
standards in the R-3 district
Responsible Agency:

Development Services
Funding Source:

General Fund
Implementation Schedule:

Code amendment by October 2023
Program HE -1.18: Encourage and Facilitate Lot Consolidation The City will encourage and facilitate consolidation of vacant and underutilized lots to create larger building sites for residential development through a lot consolidation density incentive that allows a 5% density increase when parcels totaling at least 0.5 acre are consolidated, and a 10% density increase when parcels totaling at least

1.0 acre are consolidated. This incentive program will be publicized to developers and other interested parties through printed materials available at City Ha11 and electronically on the City's website.

Objective:

Encourage/facilitate lot consolidation
Responsible Agency:

Development Services
Funding Source:

General Fund
Im 31ementation Schedule:

Code amendment by December 2023
Program HE -1.19: Accessory Dwelling Units
Accessory dwelling units (also known as ADUs, second units or granny flats) can help to address a portion of the city's housing needs, particularly for small lower -income households. City ADU regulations were updated in 2020 consistent with State law. The City will continue to monitor legislation and revise regulations as necessary to ensure conformance with current law.

The Orange County Council of Governments (OCCOG) is currently preparing an "ADU Toolkit" that will be available to all jurisdictions in the county. The City will utilize the ADU toolkit, which is expected to include standard plan examples, and other ADU resources to encourage ADU production. In addition, the City will explore and pursue ADU funding annually, modify development standards and reduce fees beyond the 4-13 November 2023

Chapter 4: Housing Plan
minimum requirements of State law, prepare pre -approved plans, and provide homeowner/applicant assistance tools.

The City will establish and maintain an ADU monitoring program during the planning period that tracks ADU development every other year, including affordability levels and deed -restricted affordable units. The City will also conduct reviews ofADU development during the 2021-2029 planning period to evaluate if production ofADU's in the City is trending to achieve production estimates, beginning in January 2025. Should ADU development not occur at a rate consistent with assumptions of the 2021- 2029 Housing Element, the City will, within six months, review and identify implementable programs to further encourage ADU production.

The City may conduct additional rezoning activity, as deemed appropriate, if evaluations determine rezones will encourage increased ADU production.

Objective:

Encourage ADU production
Res-ionsible Agency:

Development Services
Funding Source:

General Fund
Implementation Schedule:

Monitor and pursue ADU funding
opportunities annually; review and
update ADU regulations annually;
Evaluate if the City is achieving its
production estimates, beginning in
January 2025, should ADU
development not occur at a rate
consistent with assumptions of the
2021-2029 Housing Element, the City
will, within six months.

Program HE -1.20: Annual Review of Site Requirements
The City reviewed development standards such as yard requirements, lot coverage and size, lot size, and building height limits and found that they have not to constrained developments in the City. However, in order to identify potential constraints to development, the City will review its Building and Planning site requirements annually to identify potential constraints to development and make necessary changes if constraints are identified that preclude property owners from developing at the maximum stories and density permitted in their respective zoning.

The City will amend height requirements for developments in zones that allow multifamily housing to at least 36 feet, with no exceptions by June 2025.
4-14 November 2023

Chapter 4: Housing Plan
Objective:

Mitigate potential constraints caused
by development standard
requirements
Res Donsible Agency:

Development Services
Funding Source:

General Fund
Implementation Schedule:

The City will amend height
requirements for developments in
zones that allow multifamily housing
to at least 36 feet, with no exceptions
by -une 2025.

Goal HE -2: Equal Housing Opportunity
Promote equal housing opportunities for all persons without discrimination regardless of race, religion, ethnicity, sex, age, disability, marital status or household composition.

Program HE -2.1: Support Regional and Local Fair Housing Efforts The City will continue to disseminate information regarding fair housing in a variety of locations including City Hall, the City website and the library, and conduct ongoing, proactive outreach to engage members of all socio-economic groups and recruit members of underrepresented groups to participate in City meetings. The City will continue to seek funding to support the Fair Housing Council of Orange County (FHCOC), which provides community education, individual counseling, mediation, and low-cost advocacy with the expressed goal of eliminating housing discrimination and guaranteeing the rights of all people to freely choose the housing for which they qualify in the area they desire. The City will invite FHCOC to conduct annual fair housing outreach targeted to Placentia residents and landlords.

Objective:

Affirmatively further fair housing
activities
Responsible Agency:

Develo 3m ent Services
Funding Source:

General Fund; grants if available
Implementation Schedule:

Annual fair housing outreach; Ongoing;
The City will conduct continuous
annual outreach with to engage
members of all socio-economic groups
and recruit members of
underrepresented groups to
participate in City meetings.
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November 2023

Chapter 4: Housing Plan
Program HE -2.2: Section 8 Rental Assistance
The City will continue to provide referral services and information to residents regarding the Section 8 Rental Housing Assistance Program administered by the Orange County Housing Authority.

Objective:

Provide information regarding housing
assistance
Res Donsible Agency:

Orange County Housing Authority
Funding Source:

HUD
Implementation Schedule:

Ongoing
Program HE -2.3: Minimize Constraints on Housing for Persons with Disabilities
The City will continue to implement the Reasonable Accommodation Ordinance, which provides relief from local regulations and permitting procedures that may have a discriminatory effect on housing for persons with disabilities. The City will review and revise its Municipal Code to be compliant with State law regarding reasonable accommodation procedures and group homes. Specifically, the City will revise their code to address the existing approval findings that reasonable accommodation requests will not, "create substantial adverse impact on surrounding land uses," and "Whether the accommodation will have only incidental economic or monetary benefits to the applicant, and whether the primary purpose of the accommodation is to assist with real estate speculation or excess profit-taking," as potential constraints to persons with disabilities.

The City will also remove appeal processes for Reasonable Accommodation requests that are approved, and limit denial appeals to only the applicant. Revisions will establish objective requirements for reasonable accommodation to promote approval certainty. The City will revise their code to address the existing CUP requirement as constraint to permit group homes for seven or more persons. Revisions will establish objective requirements for group homes of seven or more people to promote approval certainty. The City will also provide information online and at City Hall on reasonable accommodations with respect to zoning, permit processing, and building laws .In addition, a Zoning Ordinance amendment will be processed in 2022 to update the definition of"family" consistent with State law.

Objective:

Minimize regulatory constraints on
housing for persons with disabilities
Res Donsible Agency:

Development Services
Funding Source:

General Fund
Implementation Schedule:

Code amendments by December 2023
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November 2023

Chapter 4: Housing Plan
Program HE -2.4: Comprehensive Housing Resource Directory The City of Placentia will continue to coordinate with the County of Orange to publicize the County's Comprehensive Housing Resource Directory, which will be made available on the City's website and in print form at City Hall, the library and other public buildings.

Objective:

Housing Resource Directory
Responsible Agency:

Development Services
Funding Source:

General Fund
Im 31ementation Schedule:

Ongoing
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Chapter 4: Housing Plan
Program HE -2.5: Equal Housing Opportunities and Affirmatively Furthering Fair Housing
The City of Placentia will advocate against discrimination in the sale, rental, or financing of housing based on race, religion, sex, marital status, ancestry, national origin, color, familial status, or disability. Information and referrals regarding fair housing laws and rights will be posted on the City's website and in City Hall and other public buildings.

Pursuant to Government Code §8899.50(b), the City will continue to administer its programs and activities relating to housing and community development in a manner to affirmatively further fair housing and will take no action that is materially inconsistent with its obligation to affirmatively further fair housing. In addition, the City will:
• Ensure that all development applications are considered, reviewed, and approved without prejudice to the proposed residents, contingent on the development application's
compliance with all entitlement requirements.
• Accommodate persons with disabilities who seek reasonable waiver or modification of land use controls and/or development standards pursuant to procedures and criteria set forth in the applicable development regulations.
• Work with the County of Orange and the Fair Housing Council of Orange County to seek additional funding to implement the regional Analysis of Impedim ents to Fair Housing Choice and HUD Consolidated Plan, with the goal of eliminating housing discrimination and guaranteeing the rights of all people to freely choose the housing for which they qualify in the area they desire. • Facilitate public education and outreach by posting informational flyers on fair housing at public counters, libraries, and on the City's website, and support the FHCOC in providing fair housing information to residents and training to landlords on
requirements under fair housing law, such as the acceptance of Housing Choice Vouchers.
• Conduct public meetings at suitable times, accessible to persons with disabilities, and near public transit. Resources will be invested to provide interpretation and translation services when requested at public meetings when feasible.
• Conduct ongoing, proactive outreach to engage members of all socio-economic groups and recruit members of underrepresented groups to participate in City meetings.

Additionally, the City will commit to the following actions:
4-18 November 2023

Chapter 4: Housing Plan
• Review future policies and programs for potential restrictive practices that would limit diversity in the RCAAs.
• Affirmative marketing to increase diversity within the RCAAs. • Establish specific incentives for the development of affordable units in RCAAs and high opportunity areas (including, but not limited to, permit streamlining and reduced fees).
• Aspire to integrate 50 households into existing RCAAs. Prevent non-RCAA areas from becoming RCAAs.

Objective:

Affirmatively Furthering Fair Housing
Responsible Agency:

Development Services
Funding Source:

General Fund
Implementation Schedule:

Ongoing; Establish AFFH marketing
program by June 2024.

Program HE -2.6: Affirmatively Further Fair Housing
Pursuant to AB 686, the City will affirmatively further fair housing by taking meaningful actions during the planning period in addition to resisting discrimination, that overcomes patterns of segregation and foster inclusive communities free from barriers that restrict access to opportunity based on irotected classes, as defined by State law. Appendix D of the Housing Element contains the City's complete AFFH analysis.

Concrete actions to address fair housing issues are contained throughout the City's policy program but Program HE -2.6 aims to capture all of these policies and actions.

Contributing Factors and Actions
Contributing
Meaningful Action
Geographic Target
Priority and
Factor
Timeline
Housing Mobility
Availability of
Disseminate information
City-wide with emphasis
Medium
Affordable Housing
on the City's website
on development in
Conduct workshop with
and conduct community
highest resource/
development
outreach meeting with
opportunity areas,
community every 12
local stakeholders and
higher income areas,
months beginning in
affordable housing
and RCAAs
August 2024 with Mid -
developers to promote
Cycle review of
affordable housing
progress: if changes are
development
deemed necessary.
throughout the city and
implement within 12
discuss other City-
months of review.
incentives to create
Metrics:
affordable housing.

First workshop by
October 2024. mid -cycle
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November 2023

Chapter 4: Housing Plan
Contributing
Factor
Meaningful Action
Geographic Target
Priority and
Timeline
review by October 2025,
and revisions, if
necessary, by October
2026.

Reach at least 20
developers and target
100 residents during the
planning period.

Medium
Continue to refer
residents to the OC
Housing Authority
which awards vouchers
to eligible applicants on
an ongoing basis
Conduct marketing to
increase to increase
participation with the
Housing Choice Voucher
Program.

City-wide with emphasis
on highest resource/
opportunity areas,
higher income areas,
and RCAAs
Metrics:

Continue to coordinate
with the OC Housing
Authority. Target
voucher participation in
highest
resource/opportunity
areas, higher income
areas, and RCAAs.

Aim to increase
vouchers awarded by
10% during the
planning period, as
funding and capacity
allows.

Target 20% of new
vouchers in highest
opportunity or resource
areas.

Recruit at least 5
landlords to become a
participating voucher
property within the
planning period
High
Maintain and update
candidate sites list and
annually provide
opportunities to
relevant agencies and
organizations. Offer
Collaborate with
developers to develop a
mechanism to develop
affordable housing in
highest -opportunity
areas.

Highest -opportunity
areas
Figure D-15 indicates
that the eastern parts
and northern borders of
the City, including
420 November 2023

Chapter 4: Housing Plan
Contributing
Meaningful Action
Geographic Target
Priority and
Factor
Timeline
Racially Concentrated
collaboration and
Areas of Affluence
assistance.
jRCAAs), are least
Metrics:
affordable. The City will
place priority on these
Update candidate sites
areas while also
list annually at time of
addressing affordability
APR
issues throughout the
Assist or provide
information to at least 5
developers annually
Facilitate the
development of
affordable units and
ADUs in RCAAs.

Housing Choices and Affordability in Areas of Opportunity Racially Concentrated
Figure 3-16 indicates
RCAA census tracts and
Medium Priority
Areas of Affluence
that the eastern parts of
highest -opportunity
To address access to
the City are designated
areas
opportunity. the City
as Racially Concentrated
will conduct the
Areas of Affluence
following specific
(RCAAs). RCAAs may
actions:
represent a public policy
• If restrictive practices
issue to the extent that
are identified. address
they have been created
prior to adoption of the
and maintained through
new policies and
exclusionary and
programs or within 6
discriminatory land use
months for existing
and development
policies and programs.
practices
•Conduct marketing to
To address access to
increase diversity within
the RCAAs every 24
opportunity. the City
months beginning in
will conduct the
August 2024.
following specific
Metrics:
actions:
• Annually review
Annually review existing
existing policies and
policies and programs
programs for
for potential restrictive
potential restrictive
practices that would
practices that would
limit diversity within
limit diversity
the RCAAs and highest -
within the RCAAs.
opportunity areas and if
• Conduct marketing
restrictive practices are
to increase to
identified. address
increase
within 6 months. as
participation with
necessary
the Housing Choice
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November 2023

Chapter 4: Housing Plan
Contributing
Factor
Meaningful Action
Voucher Program.

Geographic Target
Priority and
Timeline
In partnership with the
Fair Housing Council of
OC, distribute materials
targeting RCAAs and
highest resource areas.

Continue to evaluate
effectiveness of policies
and update as
necessary.

Reach at least 100
residents during the
planning period.

Facilitate the
development of
affordable units in
RCAAs.

Housing Choice
Review zoning, permit
streamlining, fees,
incentives and other
approaches to increase
housing choices and
affordability (e.g.,
duplex, triplex,
multifamily, ADU,
transitional and
supportive housing,
group homes) in high
opportunity areas.

Highest
resource/opportuni ty
areas, higher income
areas, and RCAAs
High
On -going, with annual
review and adjustment
within 12 months, if
adjustments are
required and applicable
Metrics:

Update candidate sites
list annually at time of
APR
Continue to improve and
streamline ADU
3rocedures to reduce
cost and time - review
annually and update as
necessary to comply
with updates to state
law - if ADU production
is not 12.5% of total
assumption yearly, City
will provide additional
incentives to further
encourage ADU
development
Conduct ongoing,
proactive outreach to
engage members of all
socio-economic groups
and recruit members of
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November 2023

Chapter 4: Housing Plan
Contributing
Factor
Meaningful Action
Geographic Target
Priority and
Timeline
underrepresented
groups to participate in
City meetings.

High
On -going, with annual
review and adjustment
within 12 months, if
adjustments are
required and applicable
Access to Opportunity
Ensure equal access to
housing for persons
with Protected
characteristics, who are
disproportionately
likely to be lower -
income and to
experience
homelessness; Expand
access to opportunity
for protected classes.

The City will seek to
improve access to
opportunity for lower -
income households and
other protected classes
by providing adequate
sites for affordable
housing development,
encouraging the
production of ADUs, and
facilitating the
production of housing
for persons with special
needs.

City-wide with emphasis
on lower income and
lower resource areas
Metrics:

Update candidate sites
list annually at time of
APR
Continue to improve and
streamline ADU
procedures to reduce
cost and time - review
annually and update as
necessary to comply
with updates to state
law
Provide technical
assistance to developers
proposing affordable
housing - at least 10
developers during the
6th Cycle.

Conduct ongoing,
proactive outreach to
engage members of all
socio-economic groups
Facilitate the
development of 25 ADUs
in highest
resource/opportunity
areas, higher income
areas, and RCAAs.

Housing Discrimination
In partnership the city's
fair housing provider,
conduct multi -faceted
fair housing outreach to
tenants, landlords,
property owners,
realtors, and property
management companies.

City-wide with emphasis
on lower income and
lower resource areas
Medium
Conduct community
workshop every 12
months beginning in
August 2024 with Mid -
Cycle review of
progress; if changes are
deemed necessary.
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November 2023

Chapter 4: Housing Plan
Contributing
Factor
Meaningful Action
Methods of outreach
should include
workshops,
informational booths,
presentations to civic
leaders and community
groups, staff trainings,
and distribution of
multi-lingual fair
housing literature.

Provide general
counseling and referrals
to address tenant -
landlord issues, and
provide periodic tenant -
landlord walk-in clinics
at City Halls and other
community locations.

Include testing/audits
within the scope of work
for each city's fair
housing provider.

Support enforcement
activity and publicize
outcomes of fair housing
litigation.

Provide general
counseling and referrals
to address tenant -
landlord issues, and
provide periodic tenant -
landlord walk-in clinics
at City Halls and other
community locations.

Geographic Target
Priority and
Timeline
implement within 12
months of review.

Metrics:

Refer landlords and
residents to fair housing
counseling, as needed,
during the 6th Cycle.

One meeting per year
with fair housing
services provider to
identify and rectify fair
housing issues.

Provide technical
assistance to developers
3roposing affordable
housing and housing for
3ersons with special
needs - at least 10
developers during the
6th Cycle.

Review reasonable
accommodation
standards and
procedures annually
and update within 6
months of annual review
if not compliant with
state or federal law. If
not compliant, the City
will process reasonable
accommodations in
compliance with state or
federal law in the
interim.

Conduct ongoing,
3roactive outreach to
engage members of all
socio-economic groups
and recruit members of
underrepresented
groups to participate in
City meetings.

High
On -going, with annual
review and adjustment
Opportunities for
Persons with Disabilities
Increase community
integration for persons
with disabilities.

City-wide with emphasis
on lower income and
lower resource areas
424 November 2023

Chapter 4: Housing Plan
Contributing
Factor
Meaningful Action
Continue to assist in the
development of housing
proiects for special
needs households by
providing technical
assistance with tax
credit applications, tax-
exempt bond financing
and other public funds,
including, ESG, CDBG,
and HOME.

The City shall continue
to monitor to ensure the
effectiveness of
reasonable
accommodation
standards and
procedures.

Geographic Target
Increase access in
highest -opportunity and
resource areas and
areas with less diversity
Priority and
Timeline
within 12 months of
review, if adjustments
are required and
applicable
Metrics:

Provide technical
assistance to developers
Proposing affordable
housing and housing for
persons with special
needs — at least 10
developers during the 6th
Cycle.

Review reasonable
accommodation
standards and procedures
annually and update
within 6 months of
annual review if not
compliant with state or
federal law. If not
compliant, the City will
process reasonable
accommodations in
compliance with state or
federal law in the interim.

Conduct ongoing,
proactive outreach to
engage members of all
socio-economic groups
and reach at least 100
residents.

Community Conservation and Revitalization
Housing Choice
Enhance the proactive
code enforcement
program that targets
areas of concentrated
rehabilitation needs,
resulting in repairs and
mitigating potential
costs, displacement and
relocation impacts on
residents.

City-wide with emphasis
on lower income and
lower resource and
higher need areas
High
On -going, with annual
review and adiustment
within 12 months, if
adjustments are
required and applicable
Metrics:

Review the proactive
code enforcement
program annually and
adiust as needed.
4-25 November 2023

Chapter 4: Housing Plan
Contributing
Meaningful Action
Geographic Target
Priority and
Factor
Timeline
Refer households in
need to assistance such
as rehabilitation loans -
assist at least 3
households per year.

The City shall develop a
Affordable units "At-
High
On -going, with annual
program to collaborate
Risk" of converting to
with non-profit housing
market rate
review and adjustment
providers and develop a
within 12 months, if
preservation strategy.
adjustments are
The preservation
required and applicable
strategy will allow the
Metrics:

City to act quickly if, and
when, it receives notice
Develop preservation
of conversion. As part of
strategy by December
the strategy, the City
2024. Goal of preserving
shall ensure compliance
100 percent of units at -
with noticing
risk of converting to
requirements; conduct
market rate (Imperial
tenant education and
Villas). Apply for funding
pursue funding to
annually.
preserve the units.

Reach at least 50
residents on annual basis
Protection from Displacement
Displacement from
Provide and maintain
City-wide
High
Create materials by
Economic Pressures
multi-lingual
informational materials
August 2024: update as
on tenant legal
necessary.
counseling and
Metrics:
resources
In partnership with the
Fair Housing Council of
OC, distribute materials.

Continue to evaluate
effectiveness and update
as necessary.

Reach at least 100
residents on annual
basis
Conduct ongoing.
proactive outreach to
engage members of all
socio-economic groups
and recruit members of
underrepresented
groups to participate in
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November 2023

Chapter 4: Housing Plan
Contributing
Factor
Meaningful Action
Geographic Target
Priority and
Timeline
City meetings.

High
The City shall develop a
program to collaborate
with non-profit housing
3roviders and develop a
3reservation strategy.

The preservation
strategy will allow the
City to act quickly if, and
when, it receives notice
of conversion. As part of
the strategy, the City
shall ensure compliance
with noticing
requirements; conduct
tenant education and
pursue funding to
preserve the units.

Develop program by
December 2024.

Prevent displacement of
low- and moderate -
income residents with
protected
characteristics,
including Hispanic
residents, low income
residents, seniors, and
people with disabilities.

City-wide with emphasis
on lower income and
lower resource and
higher need areas
On -going, with annual
review and adjustment
within 12 months, if
adjustments are
required and applicable
Develop preservation
strategy by December
2024. Goal is to preserve
at -risk units.

Provide technical
assistance to developers
3roposing affordable
housing and housing for
3ersons with special
needs.

Explore anti -
gentrification policies
and regulations to
combat displacement,
which especially affects
low-income residents
and communities of
color. These may
include, but are not
limited to foreclosure
assistance, community
City-wide with emphasis
on lower income and
lower resource and
higher need areas
Medium Priority
Review and report to
Council options on anti -
gentrification policies
and regulations by
October 2025.
427 November 2023

Chapter 4: Housing Plan
Contributing
Meaningful Action
Geographic Target
Priority and
Factor
Timeline
land trusts, and housing
trust funds.

City will work with
Highest resource and
Medium Priority
federal, state, and local
opportunity areas,
Check the websites of
agencies to try to
RCAAs, and higher
HUD, HCD, and OC
identify and secure
income areas
Housing Authority for
funding for homeowners
3otential funding
who are interested in
sources and apply for
building an ADU and are
eligible programs
willing to offer it as an
annually.
affordable rental.

Metrics:

Facilitate the
development of 56 ADUs
during the planning
ieriod.

Target 30% of
affordable units in lower
income areas and 30%
in highest resource and
opportunity areas,
RCAAs, and higher
income areas, with the
balance throughout the
City to avoid over
concentration in specific
neighborhoods.

Place -Based Strategies
Areas of Lower Income
Conduct affirmative
City-wide with emphasis
Medium Priority
marketing to increase
on lower income and
Explore feasibility of
awareness and diversity
lower resource areas
affirmative marketing
throughout the City and
and housing mobility
in areas of lower
counseling program by
income. This is aimed at
September 2024,
ensuring existing
Provide annual progress
residents are not
displaced, as well as
reports and amend
providing opportunity
program as funding
for residents within the
allows.
surrounding region.
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November 2023

Chapter 4: Housing Plan
Contributing
Factor
Meaningful Action
Geographic Target
Priority and
Timeline
Specifically, this may
include, but is not
limited to, noticing of
affordable
units/projects through
direct mail targeted
outreach to lower
income census tracts,
publishing advertising
materials in multiple
languages, informing
service agencies,
outreach to community
organizations and places
of worship.

Annually conduct
affirmative marketing
for each new proiect
that is developed with
affordable units and that
has affordable units
open/available.

Provide housing
mobility counseling
either directly or
through referrals. This
counseling may include,
but is not limited to,
information on
opportunity areas,
housing search skills
and tools, workshops,
search assistance,
referrals, structured
support for a time after
a move to the City,
landlord -tenant
mediation, and retention
counseling_
Affirmatively market
first-time homebuyer
and/or housing
rehabilitation
programs to low and
moderate income
areas, and areas of
racial /ethnic
Annually throughout the
2021-2029 Cycle to
reach at least 100
residents.

Review development
3rogress by 2025 and
initiate a Housing
Element amendment to
ensure significant
3rogress toward
increasing housing
mobility, choice, and
affordability throughout
all neighborhoods with
emphasis on areas of
high segregation and
3overty.
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Chapter 4: Housing Plan
Contributing
Factor
Meaningful Action
Geographic Target
Priority and
Timeline
concentration.

Work collaboratively
with local housing
authorities to ensure
affirmative fair
marketing plans and de -
concentration policies
are implemented.

Engage community
health workers to
conduct ground level
site visits and meetings
within areas of lower
income to better
understand resident and
business barriers,
resources, and needs.

The City will annually
seek funding and will
annually review its
Capital Improvement
Program in order to
prioritize projects in
areas of lower income,to
improve living
environments and
reduce the risk of
displacement. Examples
of projects include street
improvements, multi -
modal investments, safe
routes to school, parks,
community facilities and
amenities,
infrastructure, and other
investment toward
community
revitalization.

Medium Priority
Initiate outreach
program by September
2024, Annually
throughout the 2021-
2029 Cycle to reach at
least 100 residents.

Medium Priority
Annually throughout the
2021-2029 Cycle.

Metrics:

Identify and complete
capital improvement
projects in TOD and OT
areas, lower income and
lower resource areas,
and historically
underinvested areas- at
least 2 projects in these
census tracts, as
appropriate and as
funding allows.

Continue to prioritize
capital improvement
projects lower income
and lower resource
areas, projects
benefiting affordable
housing projects, and
expand focus on
environmental justice
communities.

Annually implement the
Environmental Iusti c
Element.

Apply for funding
4-30 November 2023

Chapter 4: Housing Plan
Contributing
Meaningful Action
Geographic Target
Priority and
Factor
Timeline
annually.

Community
The City will continue to
City-wide with emphasis
Medium Priority
Revitalization
encourage and
on lower income and
Annually throughout the
emphasize public art in
lower resource areas
2021-2029 Cycle.
areas of lower income
Encourage applicants of
and diversity. Public art
improves quality of life
new projects to
in neighborhoods and
integrate public art into
can provide a vehicle for
3roiects and rely upon
residents to express
local artists to execute
themselves creatively.
3ublic art. Explore the
The TOD and Old Town
feasibility of adopting a
zones have provisions
Public Art Plan with a
that may require public
3otential public art in -
art as part of a
lieu fee.
development agreement
for developments that
include twenty (20) or
more units or which are
over twenty thousand
120,000) square feet.

Availability of
Pursue State and
Highest resource areas,
High Priority
Affordable Housing
Federal funding for
RCAAs, higher income
Annually throughout the
affordable housing
areas, lower income
2021-2029 Cycle.
development. Prioritize
areas, and areas of high
Check the websites of
use of funds to
segregation and poverty.
incentivize/partner with
HUD, HCD, and OC
developers to pursue
Housing Authority for
affordable housing in
potential funding
the City.
sources and apply for
eligible programs
annually.

Metrics:

Facilitate the
development of 50
affordable housing units
through additional
funding/grants. Target
30% of affordable units
in lower income areas
and 30% in higher
income areas, with the
balance throughout the
City to avoid over
concentration in specific
neighborhoods.
4-31
November 2023

Chapter 4: Housing Plan
Objective:

Affirmatively Further Fair Housing
Responsible Agency:

Development Services
Funding Source:

General Fund
Implementation Schedule:

Each action provides its own timeline
Goal HE -3: Neighborhood Preservation
Encourage activities that conserve and improve existing residential neighborhoods including a housing stock that is well maintained and structurally sound, and with adequate services and facilities provided; and having a sense of community identity.

Program HE -3.1: Community Based Neighborhood Rehabilitation Encourage neighborhood rehabilitation programs that maximize community participation in the maintenance and improvement of housing in individual neighborhoods. The City will coordinate with and assist neighborhood and non-profit organizations in implementing programs such as "Neighborhood Pride Days" where the City will collect electronic waste and bulk waste from residents, promote neighborhood cleanup and beautification especially in low-income areas. The City will monitor funding opportunities for rehabilitation grants on an annual basis and apply for funding as opportunities arise.

Objective:

Conserve and improve existing
residential neighborhoods
Res-3onsible Agency:

Development Services
Funding Source:

CDBG
Implementation Schedule:

The City will conduct annual
coordination meetings with
neighborhood and non-profit
organizations to identify rehabilitation
opportunities based on code
enforcement cases. If any
concentration of poor housing
conditions is present during the 6th
Cycle planning period, efforts will
focus on those areas; Monitor funding
opportunities for rehabilitation grants
on an annual basis and apply for
funding as opportunities arise.

Program HE -3.2: Neighborhood Identity
Encourage the creation of neighborhood themes and identity in all types of residential developments by use of building material, texture, color and landscaping linked with architectural styles.
4-32 November 2023

Chapter 4: Housing Plan
Objective:

Create neighborhood identity
Responsible Agency:

Development Services
Funding Source:

Private sources
Im 3lementation Schedule:

Ongoing
Program HE -3.3: Placentia Rehabilitation Grant Program The City of Placentia shall continue to provide grants to rehabilitate owner -occupied, very -low-income housing units. The City will continue to monitor funding opportunities for rehabilitation grants on an annual basis and apply for funding as opportunities arise. The City shall outreach to potential applicants continuously through the City's website and will distribute printed material annually.

Objective:
72 units rehabilitated during the
planning 3eriod
Responsible Agency:

Development Services
Funding Source:

CDBG
Implementation Schedule:

The City will monitor funding
opportunities for rehabilitation grants
on an annual basis and apply for
funding as opportunities arise.

Ongoing; annual announcements in
City publications.

Program HE -3.4: Energy Conservation and Sustainable Building Practices The City recognizes that utility costs contribute to a household's overall expenditure for housing. The City shall promote energy and water conservation and "green building" in new and existing residential developments by providing educational materials on the City's website and in print form at City Hall, the library and at other public buildings.

Compliance with Title 24 of the California Building Code will be required of all residential construction necessitating a building permit. The City shall also refer residents to local utility providers for energy and water conservation programs through the City's website. Finally, through participation in the HERO Program, the City shall provide information and encourage property owners to participate in the property -assessed conservation improvements as allowed by the program.

Objective:

Energy conservation/reduced utility
costs
Responsible Agency:

Develo 3ment Services
Funding Source:

General Fund
Implementation Schedule:

Continue to provide energy
conservation educational materials to
residents
433
November 2023

Chapter 4: Housing Plan
Program HE -3.5: Monitor and Preserve Affordable Housing At -Risk of Conversion to Market Rate
The City shall continue to monitor units with affordability covenants that are eligible to expire during the next 10 years. To encourage the preservation of these "at -risk" units, the City shall coordinate with the County and non-profit housing organizations to encourage the extension and/or renewal of deed restrictions or covenants, comply with noticing requirements, provide education and assistance to tenants, assist with funding, and promptly reach out to qualified entities to preserve at -risk housing units
Objective:

Encourage preservation and
extension/renewal of "At Risk" units
Responsible Agency:

Development Services
Funding Source:

General Fund
Implementation Schedule:

Ongoing coordination with the County
and non irofits
Program HE -3.6: Vacant Building Ordinance
To prevent blight and deterioration of Placentia's residential and non- residential neighborhoods, the Municipal Code establishes owner responsibilities for the maintenance and rehabilitation of long-term vacant buildings. The ordinance requires the registration of vacant properties resulting from foreclosure, and provides for an administrative monitoring program for boarded -up and vacant buildings. To ensure compliance, the ordinance imposes fees and civil penalties; and provides for administrative review and appeal opportunities. The City will continue to implement this ordinance to prevent blight and deterioration in Placentia's neighborhoods.

Objective:

Prevent blight and deterioration in
neighborhoods
Responsible Agency:

Develo 7ment Services
Funding Source:

General Fund
Implementation Schedule:

Ongoing
Goal HE -4: Housing Cooperation and Coordination
Coordinate local housing efforts with appropriate federal, state, regional, and local governments and/or agencies and to cooperate in the implementation of intergovernmental housing programs to ensure maximum effectiveness in solving local and regional housing problems.

Program HE -4.1: Partnerships with the Housing Industry The City of Placentia has limited resources to use for the development and maintenance of affordable housing. To maximize its funding and staff 4-34 November 2023

Chapter 4: Housing Plan
resources, the City shall seek opportunities to partner with non-profit and for-profit housing developers.

Specifically, the City shall proactive seek partnerships to develop affordable housing on identified sites within the TOD area near the MetrolinkStationto meet the City's lower -income housing needs. The City shall contribute to the partnership through activities such as in -kind technical assistance, support in seeking grant and funding opportunities, and financial assistance, which may include land write -downs and assistance with on- or off -site infrastructure costs where feasible. The City will contact affordable housing organizations annually to solicit interest in development.

Objective:

Establish partnerships with nonprofit
and for-profit housing developers
Responsible Agency:

Development Services/ Neighborhood
Services Division
Funding Source:

General Fund, state and federal grants
Implementation Schedule:

The City will conduct annual outreach
with developers to identify
development opportunities. The City
will encourage development of
affordable housing through activities
such as in -kind technical assistance,
support in seeking grant and funding
opportunities, expedited processing
and flexibility in development
standards, and financial assistance,
which may include land write -downs
and assistance with on- or off -site
infrastructure costs where feasible.

Program HE -4.2: Participation in Continuum of Care Forum The City recognizes that homelessness is both a local and regional issue that requires a comprehensive and coordinated effort among various cities and agencies throughout the region. The City of Placentia will continue to participate through regular attendance at meetings of the County of Orange Continuum of Care Forum to pool resources to address homeless needs.

Objective:

Continue participation in the County of
Orange Continuum of Care Forum
Responsible Agency:

Development Services
Funding Source:

General Fund
Implementation Schedule:

The City will have ongoing
coordination and meeting attendance
at the County of Orange Continuum of
Care Forum to 3ool resources to
435
November 2023

Chapter 4: Housing Plan
address homeless needs. The City will
support in seeking grant and funding
opportunities on an annual basis for
homeless assistance and services.

4.2 Quantified Objectives
Activity Quantified Objective
New Construction
Very Low
1,289
Low
691
Moderate
801
Above Moderate
1,693
Total
4,472
Acquisition and Rehabilitation I
6 (2 Extremely Low, 2 Very Low, 2 Low)
Placentia Rehabilitation Grant Program I
30 Very Low/Low
Conserva o
At -Risk Units
Imperial Villas - 58 units
4-36 November 2023

Appendix A: Community Outreach
Appendix A: Community Outreach
Public participation is an important component of the Housing Element update. Government Code §65583(c)(8) states that "The local government shall make diligent effort to achieve public participation of all the economic segments of the community in the development of the housing element, and the program shall describe this effort." Public participation played an important role in the formulation and refinement of the City's housing goals and policies and in the development of a Land Use Plan that determines the extent and density of future residential development in the community.

City residents and other interested parties were provided many opportunities to identify housing issues of concern, recommend strategies, review the draft element, and provide recommendations to decision - makers on the Housing Element. The following public meetings were held during the course of the update:

June 8, 2021
August 24, 2021
September 14, 2021
September 16, 2021
September 21, 2021
October 5, 2021
October 12, 2021
October 19, 2021
October 21, 2021
January 11, 2022
January 18, 2022
March 1, 2022
March 8, 2022
March 15, 2022
March 17, 2022
Planning Commission study session
Public Workshop
Planning Commission study session
Public Workshop
City Council study session
Public Review Draft Posted to City's Website
Planning Commission study session
City Council study session
Submittal to HCD
Planning Commission public hearing
City Council public hearing
Public Review Draft Posted to City's Website
Planning Commission public hearing
City Council public hearing
Submittal to HCD
In addition to these public meetings, the City used several other methods to encourage participation in the Housing Element update, particularly among lower -income households, persons with special needs and non-English speakers. Early in the update process a Housing Element webpage was established (htt Ds:// 3lacentia.org/943/2021-2029-Housing-Element-Update) where meeting notices, an FAQ draft documents and other reference materials were posted. Prior to each public meeting, notices were sent directly to a list of stakeholders (Table A-1), which included organizations that represent the interests of low-income households and persons with disabilities or other special needs. Notices were posted in both English and Spanish.

The City targeted outreach to all members of the community with an emphasis on engaging all economic segments and households with special needs. Outreach material was distributed both online and in person at City facilities. The City was able to engage and involve all economic segments in the update process through the scheduled workshops and study sessions.

A-1 November 2023

Appendix A: Community Outreach
A Housing Element Frequently Asked Questions was prepared and posted on the City's Housing Element website, and an online survey was also conducted for interested stakeholders to identify housing needs and issues (see Table A-2).

Common themes raised during the public meetings are the need for affordable housing, particularly for service sector employees, and also the challenges with additional development, such as traffic and demands on public services. The City considered all public comments received and addressed public comments by revising the Housing Element where appropriate. The programs described in Chapter 4 seek to address these concerns, including encouraging development of additional affordable and special needs housing, while recognizing the City's limited resources. Table A-1 below highlights Housing Programs that were adopted in the Housing Plan in response to feedback received at Housing Element workshops, Housing Element surveys, Planning Commission and City Council Study Sessions, and public comments.

Table A-1— Housing Programs
Common Themes from
Public Engagement
Housing Programs in Response to Public Engagement
Need for Affordable
Housing
Program HE -1.3: Pursue County, State, and Federal Housing Funds
Program HE -1.8: Adequate Sites for Housing Development Program HE -1.10: Encourage Development of Housing for
Extremely -Low -Income Households
Program HE -1.19: Accessory Dwelling Units
Program HE -2.5: Equal Housing Opportunities and Affirmatively Furthering Fair Housing
Program HE -3.5: Monitor and Preserve Affordable Housing At - Risk of Conversion to Market Rate
Program HE -4.1: Partnerships with the Housing Industry Challenges of Additional
Housing/Growth
Program HE -1.2: Locate Housing Near Transportation,
Employment and Services
Program HE -1.5: Infrastructure Provision
Program HE -1.15: Transit -Oriented Development
Need for a Variety of
Housing Types
Program HE -1.2: Locate Housing Near Transportation,
Employment and Services
Program HE -1.12: Development of Senior Housing
Program HE -1.13: Development of Housing for Larger Families Program HE -1.14: Housing for Persons with Special Needs Program HE -1.19: Accessory Dwelling Units
Program HE -4.1: Partnerships with the Housing Industry Desire to Preserve
Neighborhood Character
Program HE -3.1: Community Based Neighborhood Rehabilitation Program HE -3.2: Neighborhood Identity
A-2 November 2023

Appendix A: Community Outreach
Table A-1: Public Meeting Notification List
Kennedy Commission
17701 Cowan Ave., Suite 200
Irvine, CA 92614
[email protected]
[email protected]
Neighborhood Housing Services
of Orange County
198 W. Lincoln Ave., 2nd Floor
Anaheim, CA 92805
The Related Companies of California
18201 Von Karman Ave Ste 900
Irvine, CA 92612
Dayle McIntosh Center
501 N. Brookhurst Street, Suite 102
Anaheim, CA 92801
OC Business Council
2 Park Plaza, Suite 100
Irvine, CA 92614
Mercy Housing
480 S Batavia St
Orange, CA 92868
Fair Housing Council of Orange County
2021 E. 4th Street, Suite 122
Santa Ana, CA 92705
City of Yorba Linda
Community Development Director
4845 Casa Loma Avenue
Yorba Linda, CA 92885
League of Women Voters
PO Box 1065
Huntington Beach, CA 92647
hat@Iwvoranc ecoast.orc
Habitat for Humanity of Orange County
2200 S. Ritchey St.

Santa Ana, CA 92705
Community Housing Resources, Inc.
17701 Cowan Avenue, Suite 200
Irvine, CA 92614
OC Housing Providers
25241 Paseo de Alicia, Suite 120
Laguna Hills, CA 92653
OC Housing Trust
198 W. Lincoln Ave., 2nd Floor
Anaheim, CA 92805
OC Housing & Community Development
1501 E. St Andrew Place, First Floor
Santa Ana, CA 92705
City of Anaheim
Community Development Director
200 S. Anaheim Blvd.

Anaheim, CA 92805
City of Fullerton
Community Development Director
303 W. Commonwealth Ave.

Fullerton, CA 92832
OC Association of Realtors
25552 La Paz Road
Laguna Hills, CA 92653
Jamboree Housing Corp.
17701 Cowan Avenue
Suite 200
Irvine, CA 92614
BIA/OC
17744 Sky Park Circle #170
Irvine, CA 92614
Regional Center of Orange County
P.O. Box 22010
Santa Ana, CA 92702-2010
Neighborhood Housing Services
of Orange County
198 W. Lincoln Ave., 2nd Floor
Anaheim, CA 92805
Orange County Housing Authority
1501 E St Andrew PI
Santa Ana, CA 92705
City of Brea
Community Development Director
1 Civic Center Circle
Brea, CA 92821
Placentia-Yorba Linda USD
1301 E. Orangethorpe Ave.

Placentia, California, 92870
A-3 November 2023

Appendix A: Community Outreach
Mercy House
P.O. Box 1905
Santa Ana, CA 92702
Pathways of Hope
1231 E Chapman Ave
Fullerton, CA 92831
Elizabeth Hansburg
People for Housing OC
[email protected]
Orange County Water District
P.O. Box 8300
Fountain Valley, CA 92728-8300
OC Partnership
1505 17th St.

Santa Ana, CA 92705
Orange County Sanitation District
10844 Ellis Avenue
Fountain Valley, CA 92708
Campaign for Fair Housing Elements
57 Post Street
San Francisco, CA 94104
info@fairhousinc elements.orc
A-4 November 2023

The City of Placentia is beginning the process of
updating the 2021-2029 Housing Element!
Appendix A: Community Outreach

CITY OF PLACENTIA
2021-2029 Housing Element Update
Community Workshop
Please join us in -person or virtually to learn about what happens when the City updates its Housing Element, why the City is required to do so, and what opportunities community members have to give feedback. Your participation is important to help plan for Placentia's housing future.

The community meeting will focus on:
• Housing needs and services within
Placentia
• Opportunities to provide housing at
all income levels in the community
• Identifying constraints to building
and accessing housing
WHEN: Tuesday, August 24th at 6:00 pm
IN -PERSON Whitten Community Center
900 S. Melrose Street
Placentia, CA 92870
VIRTUAL: Zoom Link: tinyurl.com/placentiahousing
For questions, please contact City Staff at [email protected] or (714) 993-8124 www.placentia.org/housingelement
•art +Ei* :• - � `:�-- wwv�•.+.rn. 'MD
A-5
November 2023

'La Ciudad de Placentia esta comenzando el proceso
de actualization del Elemento Vivienda 2021-2029!
Appendix A: Community Outreach

CIUDAD DE PLACENTIA
• Actualization del Elemento de Vivienda
`,Q 2021-2029
icEs_w Taller Comunitario
Por favor, unase a nosotros en persona o virtualmente para aprender sobre to que sucede cuando la Ciudad actualiza su Elemento de Vivienda, por que se requiere que la Ciudad to haga y que oportunidades tienen los miembros de la comunidad para dar su opinion. Su participation es importance para ayudar a planificar el futuro de la vivienda de Placentia.

La reunion de la comunidad se centrara en:
• Necesidades y servicios de vivienda
dentro de Placentia
• Oportunidades para proporcionar
vivienda en todos los niveles de ingresos
en la comunidad
• Identification de limitaciones para la
construction y el acceso a la vivienda
CUANDO: Martes 24 de agosto a las 6:00 pm
EN PERSONA- Whitten Community Center
900 S. Melrose Street
Placentia, CA 92870
VIRTUAL Zoom Link: tinyurl.com/placentiahousing
Si tiene preguntas, comuniquese con el personal de la ciudad al [email protected] o al (714) 993-8124 www.placentia.org/housingelement
A-6
November 2023

IMF
Appendix A: Community Outreach

CITY OF PLACENTIA
x021-2029 Housing Element Update
Community Workshop
The City of Placentia is beginning the process of
updating tild 9021 -9(199 Housing Element!
Please join us in -person or virtually to learn about what happens when the City updates its Housing Element, why the City is required to do so, and what opportunities community members have to give feedback. Your participation is important to help plan for Placenta's housing future.
eye community meeting will focus on:
• Housing needs and services within
Placentia
• Opportunities to provide housing at
all income levels in the community
• Identifying constraints to building
and accessing housing
WHEN: Thursday, September 16th at 6:00 pm
IN -PERSON Senior Center/Powell Building
143 S. Bradford Avenue
Placentia, CA 92870
VIRTUA[ Zoom Link: tinyurl.com/placentiahousin?
For questions, please contact City Staff at [email protected] or (714) 993-8124 www.placentia.org/housingelement
r.err. wnw.rr �.::=-100ota ac'as.
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,., -.

A-7
November 2023

Appendix A: Community Outreach

CIUDAD DE PLACENTIA
Actualizacion del Elemento de Vivienda
2021-2029
Taller Comunitario
iLa Ciudad de Placentia esta comenzando el proceso
de actualizacion del Elemento Vivienda 2021-2029!
Por favor, Canase a nosotros en persona o virtualmente para aprender sobre to que sucede cuando la Ciudad actualiza su Elemento de Vivienda, por que se requiere que la Ciudad to haga y que oportunidades tienen los miembros de la comunidad para dar su opinion. Su participacion es importante para ayudar a planificar el futuro de la vivienda de Placentia.

La reunion de la comunidad se centrara en:
• Necesidades y servicios de vivienda
dentro de Placentia
• Oportunidades para proporcionar
vivienda en todos los niveles de ingresos
en la comunidad
• Identificaci6n de limitaciones para la
construccion y el acceso a la vivienda
CUANDO. Jueves 16 de septiembre a las 6:00 pm
EN PERSON . Senior Center/Powell Building
143 S. Bradford Avenue
Placentia, CA 92870
VIRTUAL: Zoom Link: tinyurl.com/alacentiahousing
Si tiene preguntas, comuniquese con el personal de la ciudad al [email protected] o al (714) 993-8124 www.placentia.org/housingelement
A-8
November 2023

Appendix A: Community Outreach

PLACENTIA
Rich Heritage, Bright Future
2021 Housing Element FAQ

1. What is a Housing Element?
State law' requires each city to adopt a comprehensive, long-term General Plan for its physical development. Placentia's General Plan' is divided into the following "elements" or chapters that contain goals, policies and programs which are intended to guide land use and development decisions:
• Land Use
• Housing
• Mobility
• Conservation
• Open Space & Recreation
• Safety
• Noise
• Economic Development
• Health, Wellness & Environmental Justice
• Sustainability
The purpose of the Housing Element is to evaluate the housing needs of Placentia's current and future residents and set forth policies and programs to address those needs.

While most portions of General Plans typically have a time horizon of 2t]-25 years, State law requires that the Housing Element be updated in 8 -year "cycles." The City is currently preparing a Housing Element update for the 2021 to 2029 planning period, which is referred to as the "6th Housing Element cycle" in reference to the six required updates that have occurred since the comprehensive revision to State Housing Element law in 198[7.

State law3 establishes detailed requirements for Housing Elements, which are summarized in California Government Code Section 65583:

The housing element shall consist of an identification and analysis of existing and projected housing needs and a statement of goals, policies, quantified objectives, financial resources, and scheduled programs for the preservation, improvement and development of housing. The housing element shall identify adequate sites for housing, including rental housing, factory -built housing, mobile homes, and emergency shelters, and shall make adequate provision for the existing and projected needs of all economic segments of the community.

California Government Code Sec. 65300 et seq.
2 httos: //wmw. of acenti a. org/ 1 66/Gen eral-PI an -Update California Government Code Sec. 65580 et seq.

August 2021 Page 1
A-9 November 2023

Appendix A: Community Outreach
Placentia 2021 Housing Element FAQ

2. What is Housing Element "certification" and why is it important?
The State Legislature has delegated to the California Department of Housing and Community Development ("HCD") the authority to review Housing Elements and issue findings regarding the elements' compliance with the law.' When HCD issues a letter finding that the Housing Element is in substantial compliance with State law it is referred to as "certification" of the Housing Element.

Housing Element certification is important for two main reasons:
• Local control. The General Plan and its various elements provide the foundation for the City's land use plans and development regulations, and the Housing Element is part of the General Plan. If the City were challenged in court on a planning or zoning matter and the General Plan were found by the court to be invalid, the court could order changes to City land use plans or regulations and assume control over City land use decisions. HCD certification establishes a "rebuttable presumption of validity"' that the Housing Element complies with State law, which would support the City's legal defense. Recent laws also allow courts to impose fines on a jurisdiction if it fails to adopt a Housing Element in compliance with State law.'
• Eligibility for grant funds. Some State grant funds are contingent upon Housing Element certification. Grants can help to cover the cost of some projects that would otherwise rely on the City's General Fund.

Placentia's last Housing Element update was completed in 2014 and was certified by HCD as fully compliant with State law.

3. What are the most important issues that must be
addressed in the Housing Element update?
The major issues that must be addressed in the Housing Element update are: 1) how City policies, plans and regulations help to meet the region's housing needs for persons and families of all income levels; and 2) how City land use regulations accommodate the special housing needs of those with disabilities or other difficulties. • Accommodating Regional Housing Needs. Under State law' all cities are required to plan for additional housing to accommodate population growth and address existing housing problems such as overcrowding and high housing cost.

State law recognizes that cities generally do not build housing, since that is typically the role of private and non-profit developers and builders. However, cities are required to adopt policies, development regulations and standards to encourage a variety of housing types that are affordable for persons of all income levels. The Regional Housing Needs Assessment ("RHNA") is the method by which each jurisdiction's share of new housing needs is determined (see #5 below).

California Government Code Sec. 65585
California Government Code Sec. 65589.3.

AB101of2019
' California Government Code Sec. 65583
August 2021 Page 2
A-10 November 2023

Appendix A: Community Outreach
Placentia 2021 Housing Element FAQ
• Housing for Persons with Special Needs. Under State law' cities must also ensure that their plans and regulations encourage the provision of housing for persons with special needs including:
✓ Reasonable accommodation for persons with disabilities ✓ Transitional housing
✓ Supportive housing
✓ Emergency shelters and other facilities serving the homeless ✓ Large families (5 or more persons)
✓ Farm workers

4. What is "affordable" housing?
By definition, housing is considered "affordable" when total housing cost, including utilities, is no more than 30% of a family's gross income. State law describes five income categories, which are based on county median income as shown in Table 1.

Table 1. Household Income Categories
% of county
edian income
Up to 30%
31-50%
51-80%
81-1 20%
Over 120%
Extremely low
Very low
Low
Moderate
Above moderate
Source: California Government Code Sec. 65584(f)
Affordable housing costs for all jurisdictions in Orange County are determined based on these income categories as shown in Table 2. These incomes, rents and housing prices are based on a 4 -person family and are adjusted for different family sizes.

Table 2. Income Categories and Affordable Housing Costs - Orange County Income Category
Maximum
Income
Affordable
Rent
Affordable Price
(est.)
Extremely Low
$40,350
$1,009
(1)
Very Low
$67,250
$1,681
(1)
Low
$107,550
$2,689
(1)
Moderate
$128,050
$3,201
$500,000
Above moderate
Over $128,050
Over $3,201
Over $500,000
Assumptions:
-Based on a family of 4 and 2021 State income limits
-30% of gross income for rent or principal, interest, taxes & insurance -5% down payment, 4% interest, 1.25% taxes & insurance, $350 HOA dues Notes:
(1) For -sale affordable housing is typically at the moderate income level Source: Cal. HCD; JHD Planning LLC
California Government Code Sec. 65583(a)(5)
August 2021

Page 3 ends

Placentia City CouncilFebruary 6, 2024

Placentia City Council
February 6, 2024