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HomeMy Public PortalAbout07) 7E Declaring Intention to Levy and Collect Lighting & Maintenance District Assessments For FY 2014-15 & Establishing the Time & Place for Hearing Public ObjectionsDATE: TO: FROM: SUBJECT: ADMINISTRATIVE SERVICE DEPARTMENT MEMORANDUM May 6, 2014 The Honorable City Council Donald E. Penman , Interim City Manager W By: Tracey L. Hause, Administrative Services Director AGENDA ITEM ?.E. ADOPTION OF RESOLUTION NO. 14-4988 DECLARING THE CITY'S INTENTION TO LEVY AND COLLECT LIGHTING AND MAINTENANCE DISTRICT ASSESSMENTS FOR FISCAL YEAR (FY) 2014-15 AND ESTABLISHING THE TIME AND PLACE FOR HEARING PUBLIC OBJECTIONS RECOMMENDATION: The City Council is requested to: a) Accept the Engineer's Report for the Temple City Citywide Lighting and Maintenance District (District) for FY 2014-15 (Attachment "A"); and b) Adopt Resolution No.14-4988 (Attachment "8"). BACKGROUND: 1. On June 19, 1979, the City Council of Temple City adopted Resolution No. 79-1825 forming the Temple City Citywide Lighting and Maintenance District and confirmed assessments for the first FY 1979-80. 2. On April 23, 1995, after giving direction to staff to analyze the assessment methodology, the City Council received an Executive Summary that explained the recommended methodology cha nges and provided examples of the effects of the different altern atives. The City Council directed staff to make the approved changes to the District for the FY 1995-96. Notices were mailed to all property owners outlining the changes to the methodology and stating the assessment amount proposed for each property and that a CPI escalator was included in the District. The changes were approved after a formal public hearing. 3. On November 5, 1996, California voters approved Proposition 218, also known as "The Right to Vote on Taxes Act". The City was able to continue to levy City Council May 6, 2014 Page 2 of 5 assessments at the current rate for the Citywide Lighting and Maintenance District since Proposition 218 allowed certain exemptions for existing assessments. However, any increase in the assessment, including the addition of a CPI escalator, would require a ballot be mailed to each property owner subject to the assessment, and that a majority of property owners returning their ballot must approve of the increase assessment. Further, Proposition 218 required that the local agency distinguish between general and direct benefit and shall only assess for direct benefit. At that time, the parks assessment was considered to be a general benefit. 4. On July 1, 1997, the City discontinued assessments for park maintenance operations. The park maintenance program is currently funded through the General Fund. 5. On February 4, 2014, the City Council adopted Resolution No. 14-4971 ordering the engineering firm of Harris & Associates to prepare the required Engineer's eport for FY 2014-15, pursuant to the 1972 State Lighting and Landscape Act. The engineer's report identifies eligible program expenditures, establishes the District's operating budget, updates individual property assessments, and documents the City's compliance with all applicable laws. ANALYSIS: Annually, the City Council determines the Lighting and Maintenance District assessment rates , which provide funding for citywide street lighting , tree maintenance, and traffic signal maintenance programs. The process requires the City Council to adopt resolutions ordering the engineer's report, establishing the actual assessment rates, and authorizing the Los Angeles County Assessor's Office to levy and collect the assessments. Harris & Associates, as authorized by the City Council on February 4, 2014, has prepared the required engineer's report for the District for FY 2014-15. The purpose of the Engineer's Report is to set forth findings and engineering analysis for the City's Lighting and Maintenance District for the FY 2014-15. A copy of the report is attached for City Council's review and consideration. The Engineer's Report contains an annual program cost summary which includes the estimated cost of the construction, operation, servicing and maintenance of the street lights, traffic signals, and parkway landscaping for FY 2014-15. The report also includes the method of apportionment for the assessments. These two items are summarized in Attachment "C". L_ City Council May 6, 2014 Page 3 of 5 Assessment Rate Formulas All parcels in Temple City derive special benefit from the street lighting and traffic signal system, general landscape maintenance in and along the streets and sidewalks, and arterial highway median/parkway maintenance. The Engineer's Report establishes a methodology that fairly distributes the cost in relation to the special benefits received. The Equivalent Dwelling Unit method has been established as the means of assessment for the City's Lighting and Maintenance District. The single-family parcel has been selected as the basic unit of calculation of assessments and is defined as one Equivalent Dwelling Unit (EDU). A methodology has been developed to ca lculate the EDUs for other residential uses and for non-residential parcels, as described below. • Residential: All residential uses are assessed one EDU per dwelling unit. • Commercial/Industrial: Commercial, Industrial and Institutional parcels are converted to EDUs based on the lot size of each parcel of land. In converting these properties to EDUs, the factor used is the City of Temple City's average single family residential lot size of 7,200 square feet, which are app roximately six lots per acre. Therefore, commercial/industrial parcels are assessed six EDUs per acre. • Churches: The City Council has ordered that ch urch-owned properties receive a 25 percent reduction to the assessment rate. Therefore, church properties with residential uses are assessed 0. 75 ED Us per dwelling unit. All other church properties are assessed 75 percent of the commercial/industria l rate, which calculates to 4.5 EDUs per acre. Special benefits that are received by all parcels in the City are considered Citywide benefits, and the associated costs of these benefits are spread equally, based on the EDU to all parcels within the District. Special benefits that are considered local benefits co rrespond to higher levels of improvements to parcels in the immediate area . The associated costs of these benefits are spread equally over the local area, based on the EDU. A system of zones has been developed to identify the specific benefit each parcel receives. The zones are as follows: • Zone A -This zone includes all properties receiving a local lighting benefit. They are assessed for local lighting , as well as the Citywide Benefits; • Zone B -Th is zone includes all properties that receive only Citywide Benefits; • Zone C -Rosemead Boulevard/Las Tunas Drive Median Landscaping. This zone includes all commercial parcels abutting the Rosemead Boulevard/Las City Council May 6, 2014 Page 4 of 5 Tunas Drive medians. They are assessed the Rosemead Boulevard/Las Tunas Drive Median Local Benefit, as well as the Citywide Benefits and Direct Lighting Benefit; and • Zone D -C ity Center Parkway Improvements. This zone includes commercial parcels abutting the City Center Parkway Improvements. They are assessed the City Center Parkway Improvement Local Benefit (i.e., trees and planted materials on Las Tunas Drive and parking areas) , as well as the Citywide Benefits and Direct Lighting Benefit. The following table shows the summary of the annual assessment for each Zone. SUMMARY OF ANNUAL ASSESSMENTS PER EDU Benefit Benefit Benefit Benefit Category of Benefit Zone A Zone B Zone C Zone D Citywide landscaping, traffic X X X X signal, medians, and parkway Citywide Street Lighting X X X X Direct Street Lighting X X X Rosemead/Las Tunas Medians X City Center Parkways X Total Asmt ($/EDU) FY 14-15 $25.03 $25.03 $45.51 $79.82 Total Asmt ($/EDU) FY 13-14 $25.03 $25.03 $45.51 $79.82 An "X" in the table above indicates the category of benefit included in each Zone. The total assessment per zone IS the sum of the assessments for each category of benefit. CONCLUSION: Asmt Rate ($/EDU) $25.03 $0.00 $0.00 $20.48 $54.79 The City Council is requested to accept the Engineer's Report for the District for FY 2014-15 prepared by Harris & Associates; adopt Resolution No. 14-4988 declaring the City's intention to levy and collect Lighting and Maintenance District assessments for FY 2014-15; and set the public hearing for June 3, 2014. FISCAL IMPACT: Approval of this agenda item will allow the City to continue the process to set the assessment rates for the FY 2014-15 Lighting and Maintenance District, generating an estimated $330,000 is assessment revenues. Gas Tax Funds will supplement the remaining costs of approximately $123,000, providing funding for the citywide street City Council May 6, 2014 Page 5 of 5 lighting, tree maintenance, and traffic signal maintenance programs. ATTACHMENTS: A. Engineer's Report for Temple City Citywide Lighting and Maintenance District - FY 2014-15 B. Resolution No. 14-4988 C. Annual Program Cost Summary TT ACHr'v1ENT A Engineer's Report for Temple City Citywide Lighting and Maintenance District Fiscal Year 2014-15 Presented to the City of Temple City Los Angeles County, California April 25, 2014 City of Temple City Citywide Lighting and Maintenance District April 25, 2014 Page i ENGINEER'S REPORT CITY OF TEMPLE CITY CITYWIDE LIGHTING AND MAINTENANCE DISTRICT The undersigned respectfully su bmits the enclosed report as directed by the City Counci l. DATED: Apri l 25, 2014 I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and Assessment Diagram thereto at1ached, was fi led in the office of the City Clerk on the day of ____ ,2014. ------------'City Clerk, City of Temple City Los /\ngclcs County, Californ ia By ______________ _ I HEREBY CERTIFY that the enclosed Enginee r's Report, together wi th Assessment Roll thereto at1ached, was approved and confirmed by the City Council o f the City of Temple City, California, on the_ day of , 2014. ------------'City Clerk, City of Temple City Los Angeles County, California By ______________ _ J \temple Cltyltc llmd rpt fy14-15 25apr14 docx H I Harris & Associates. City of Temple City Citywide Lighting and Maintenance District ENGINEER'S REPORT FISCAL YEAR 2014-15 TABLE OF CONTENTS April 25, 2014 Page ii Submit1al and Acknowledgments .................................................................................. i Introduction ................................................................................................................. iii Report ............................................................................................................................ 1 Part A -Plans and Specifications ............................................................................. } Part 8 -Est i1nate of Cost ......................................................................................... 5 Part C -A sessment Roll ......................................................................................... 6 Part D -Method of Apportionment of Assessment ................................................. 7 Part E -Property Owner List ................................................................................. I 3 Part F -Assessment District Diagram ................................................................... 14 J \temple cityltc llmd rpt fy14-15 25apr14.docx II I Harris & Associates .. City of Temple City Citywide Lighting and Maintenance District INTRODUCTION April 25, 2014 Page iii The purpose of this report is to set forth findin gs and engineering analysis for the Temple City Citywide Lighting and Maintenance District for the 2014-15 fiscal year. This District, utilizing direct benefit assessments, (I) supplements revenue generated by the existing 1919 Act Temple City Municipal Lighting District to finance the cost of providing maintenance and operation of a street li ghting system and covers the costs of providing maintenance and operation of the traffic signals in the City, and (2) covers the costs of maintaining the median and parkway landscaping in the City of Temple City. The City Council of Temple City adopted Resolution o. 79-1825 on June 19. 1979, which fo rmed the Temple City Citywide Lighting and Ma intenance District and confirmed assessments for the firs t fiscal year. 1979-80. Following the completion of the District proceedings for FY 1994-95, the City Council directed staff to analyze the assessment methodology. The purpose of the study was to verify that properties were being assessed in proportion to the benefit received. An Executive Summary explaining the findings, detaili ng recommended methodology changes, and providi ng exa mples of the effects of the different alternatives was completed and submitted to the City Council. On April 23, 1995, the City Council received the Executive Su mmary, approved the recommended changes, and di rected staff to make the approved changes to the District for FY 1995-96. otices were mailed to al l property owners outlining the changes to the methodology, and stating the assessment amount proposed for each property and that a CPI escalator was included in the District. The changes were approved after a formal public hearing. Following the passage of Proposition 218 in November, 1996, the City has been able to continue to levy assessment at the current rate since Proposition 218 allowed certain exempti ons for existing assessments. However, any increase in the assessment, including the addition of a CPI escalator, will require that a bal lot be mailed to each prope1ty owner subject to the assessment, and that a majority of property owners (weighted by assessment amount) ret urning thei r ballot must approve of the increase in the assessment. In add ition, any other changes needed to comply with the requirements of Proposition 218 would have to be made at that time. Th is report reflects those changes and cove rs the levy of annual assessments for the 20 14-15 fiscal year. J \temple ettyltc llmd rpt fy14·15 25apr14 docx H I Harris & Associates. City of Temple City Citywide Lighting and Maintenance District CITY OF TEMPLE CITY FISCAL YEAR 2014-15 ENGINEER'S REPORT PREPARED PURSUANT TO THE PROVISIONS OF THE LANDSCAPING AND LIGHTING ACT OF 1972 SECTION 22500 THROUGH 22679 OF THE CALIFORNIA STREETS AND HIGHWAYS CODE April25, 2014 Page 1 Pursuant to Part 2 of Division 15 ofthe Streets and Highways Code of the State ofCaliforni a, and in accordance with the Resolution of Initiation, adopted by the City Council of the City ofTemple City , State of Californ ia, in connection with the proceedings for: CITY OF TEMPLE CITY C ITYWIDE LIGHTING AND MAINT ENANCE DISTRICT here in after refe rred to as the "Assessment District" or "District", I, K. Dennis Klingelhofer, P.E., the authorized representati ve of Harris & Assoc iates, the duly appointed E GINEER OF WORK, submit herewith the "Report" consisting of six (6) parts as fo llows: PART A PLANS AND SPECIFICATIONS Plans and specifications for the improvements are as set forth on the lists thereof, attached hereto, and are on file in the o mce of the City Clerk and are incorporated herein by reference. PART B ESTIMATE OF COST An estimate of the costs of the proposed improvements, including inc idental costs and expenses in connection th erewi th, is as set forth on the lists thereof, attached hereto, and arc on fil e in the Omcc of the City Clerk and incorporated herein by reference. J llemple cttyltc llmd rpl fy14·15 25apr14 docx H I Harris & Associates- City of Temple City Citywide Lighting and Maintenance District PART C ASSESSMENT ROLL April 25, 2014 Page 2 An assessment of the estimated cost of the improvements on each benefited lot or parcel of land with in the Assessment Distri ct. PART D METHOD OF APPORTIONMENT The method of apportionment of asse sments, ind icating the proposed assessment of the net amount of the costs and expenses of the improvements to be assessed upon the several lots and parcels of land \ ithin the Assessment District, in proportion to the estimated special benefits to be rece ived by such lots and parcels. The Assessment Roll is filed in the Office of the City Clerk and by reference is made a part hereof. PART E PROPERTY OWNER LIST A list of the names and addresse of the owners of rea l property within this Assessment District, as shown on the last equalized roll of the Assessor of the County of Los Angeles. The list is keyed to the records of the Assessor of the Co unty of Lo Angeles, which are incorporated herein by reference. PART F ASSESSMENT DISTRICT DIAGRAM The Di agram of the Assessment District 13oundaries showing the exterior boundaries of the Assessment District, the boundaries of any zones within the Assessment District and the lines and dimensions of each lot or parcel of land within the Assessment District are on file in the Office of the City Clerk and incorporated herein by reference. J \temple Cltyltc llmd rpt fy14-15 25apr14 docx H I Harris & Associates. City of Temple City Citywide Lighting and Maintenance District PART A PLANS AND SPECIFICATIONS April 25, 2014 Page 3 The installation of planting, landscaping, irri gation systems, lighting and the construction of appurtenant facilities to be operated, serviced and maintained within the City of Temple City, is genera lly described as follows: DESCRIPTION OF IMPROVEMENTS FOR THE CITY OF TEMPLE C ITY C ITYWIDE LIGHTING AND MAINTENANCE DISTRICT FISCAL YEAR 2014-15 The facilities to be co nstructed, ma intained and serviced are the streets and sidewalks within the District, includ ing street lighting, traffic signals, street trees, median and parkway, landscaping and hardscaping. The District will supplement revenue generated by the existing 1919 Act Temple City Municipal Lighting District, and will fund costs in connection with the District maintenance and se rvicing includin g, but not limited to, personnel, electrical energy, water, materials, contracting services, and other expen es necessary for the at is fac tory operation of these facil ities. Reference is made to Part "D" of this re port for a discussion of the Zones of Benefit and the facil ities associated with them which are serviced and maintained. The improvements are described as fo llows: Landscaping and Appurtenant Fac ilities Facilities include but are not limited to: Landscaping, planting, shrubbery, trees, irrigation systems, hardscapes, fixtures, sidewalk maintenance resulting from landscape growth and appurtenant facilities, in public street and sidewalk rights-of-way, medians, parkways and dedicated easements within the boundaries of said Assessment Di strict. Lighting, Traffic Signals and App urtenant Facilities f-acilities include but are not limited to: Poles, fi xtures, bu lbs, conduits, conductors, equipment including guys, anchors, posts and pedestals, metering devices and appurtenant faci li ties as req uired to provide lighting and traffic signals in public street and sidewalk rights-of-way and dedicated easements within the boundaries of said Assessment District. J \temple cityltc llmd rpt fy14·15 25apr14.docx H I Harris & Associates. City of Temple City Citywide Lighting and Maintenance District April 25, 2014 Page 4 The pu blic lighting system shall be maintained to provide adequate illumination. The traffic signal system shall be maintained based on the City specifications and current industry standards. Electricity for street li ghts and traffic signals shall be furnished. and it shall be adequate for the intended purpo e. Rates for power shall be those authorized by the California Public Utilities Commission. Maintenance means the furnishing of services and materials for the ordinary and usua l operation, mai ntenance and servicing of the landscaping, public light ing facilities and appurtenant faci lities, incl udi ng repai r. removal or replacement of all or part of any of the landscaping, public lighting fac ilities or appurtenant facilities; providing fo r the life, growth, health and beauty of the landscaping. including cultivation, irrigation, trimming, spraying, fertilizing and treat ing for di ca e or injury; the removal of trimmings, rubbish, debris and other solid waste; and the cleaning, sandblasting and painting of walls and other improvements to remove or cover graffiti . Servicing means the furnishing of water for the irrigation of the landscaping and the maintenance of any of the public lighting facilities or appurtenant facilities and the furni hing of electric energy for the public light ing fac ilities, landscaping or appurtenant facil ities. The plans and specifications for the improvements, showing the general nature, location, and extent of the improvements. are on file in the office of the City Clerk and are by reference herein made a part of this report. J \temple e~tyltc llmd rpt fy14·15 25apr14 docx = I Harris & Associates. City of Temple City Citywide Lighting and Maintenance District PART B ESTIMATE OF COST April 25, 2014 Page 5 The estimated cost of the construction, operation, servicing and maintenance of the street and sidewalk improvement for fi scal year 2014-15, as described in Part A, are summarized herein and descri bed below. All costs include administration and utilit ies where applicable. ITI::M BUDGET DETAIL II G AND TRAFFIC TRAFFIC SIG ALS A D "AFETY UGIITI G CAPITAL IMPROVEMI: I 101 AL EXPf DITURES COLI.ECTIO /(CRl:Dil ) APPI.II:D I 0 LEVY 1919 ACT AD-VALORf:M REVI:NUE RI:SERVE COLLl:CTIO /(TRANSFER) TOTAL ADJUSTME 1 S BALi\ 'CE TO LE\'Y FOR LIGIITI 'G Citywide Trees and Mcdmns Rosemead/Las Tunas Mcdtan Maintenance Rosemead Boule' ard City Center Parl..\\a)s I"O"I"AL LANDSCAPI G CAPITAL IMPROVEME TS VEHICLES A D EQUIPME T ro fA I. EXPE DITlJRI.S COLLECTIO S/(CRFDIT ) APPLIED ro LEVY RESERVE COLI.ECTION/(TRANSFI:R) CONTRIBUTIO !LOANS FROM GENERAL. FU D ·1 OTAL ADJUSTME T 0 CAPING Ill T OTAL TO BE AS E ED COUNTY ADMINISTRA I"IVE CIIARGE IV Fl'~D BALA 'CE INFORI\IATIO ' FU D BAI A CE 7 I I TI:RE. T IRA SFER I·ROM 1919 RI:VENLJI: API' LIED CHARGES TO LEVY PRO.JECTEO YEA I{ END FliND BALANCE 6/30 $398.180 $136.500 so 53-'.680 ($804.200) $269.520 ( 53-Ul80) 0 $596.923 $10.040 $10.000 $5.002 621.965 $0 $0 621.965 ($3 1 0.20 I) ( 310.201) 31 8.76~ $7.000 $325.76~ S2.30 1.558 23.016 $269.520 2.59~.09~ The 1972 Act requires that a special fund be setup for the revenues and expenditures of the District. Funds raised by assessment shall be used only for the purpose as stated herein. I\ contribut ion to the District by the City may be made to reduce assessments, as the City Council deems appropriate. 1\.ny balance or deficit remaining on July I must be carried over to the next fi scal year. J \temple Cltyltc llmd rpt fy14-15 25apr14 docx H I Harris & Associates_ City of Temple City Citywide Lighting and Maintenance District PARTC ASSESSMENT ROLL April 25, 2014 Page 6 The proposed assessment and the amount of assessment for Fiscal Year 2014-1 5 apportioned to each lot or parcel, as shown on the latest roll at the Assessor's Office are contained in the Assessment Roll on fi le in the office of the City Clerk of the City of Temple City, which is incorporated herein by reference. The description of each lot or parce l is part of the records of the Assessor of the County of Los Angeles and these records are, by reference, made part of this Report. j"\temple cityltc llmd rpt fy14-15 25apr14.docx II I Harris & Associates. City of Temple City Citywide Lighting and Maintenance District PARTD METHOD OF APPORTIONMENT OF ASSESSMENT GENERAL April 25, 2014 Page 7 Part 2 of Division 15 of the Streets and Highways Code, the Landscaping and Lighting Act of 1972, permits the establishment of assessment districts by cities for the purpose of providing certain public improvements which include the construction, maintenance and servici ng of street lights, traffic signals, landscaping and park and recreational faci lities. Section 22573, Landscaping and Lighting Act of 1972 requires that maintenance assessments be levied according to benefit rather than according to assessed value. This section states: "The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fa irly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefits to be received by each such lot or parcel from the improvements."' Because assessments are levied on the basis of benefit, they are not a tax, and, therefore, are not governed by Article XIII/\ ofthe California Constitution. The Act permits the designation of zones of benefit within an y individual assessment district if "by reason of variations in the nature, location, and extent of the improvements, the various areas will receive different degrees of benefit from the improvements." (Sec. 22574). Thus, the 1972 Act requires the levy of a true "benefit assessment" rather than a "special tax." The Act also permits certain parcels to be exempt from assessment. Excepted from these assessments arc areas of all publicly owned property such as: public streets, public avenues, public lanes, public roads, publ ic drives, public courts. public alleys, all public easements and rights-of-way, all public parks, green belts and parkways, and all public property being used for public pu rposes, as well as utility owned property. Also excepted from these assessments are common areas in multiple lot/unit developments; undeveloped lots and parcels that arc of such size and/or configuration and location that the City's current zoning and subdivision laws prohibit beneficial development and usage. PARCEL CLASSIFICATION /\II parcels in the City of Temple City derive special benefit from the street lighting and traffic signal system, general landscape maintenance in the streets and sidewalks, arterial highway median maintenance on Santa Anita Boulevard, Baldw in A venue, Rosemead Boulevard and Las Tunas Drive, and arterial parkway maintenance on Las Tunas Drive (City Center Parkway Improvements). The intent of this report is to establish a methodology that fa irly distributes the cost in relation to the spec ial benefits received. J \temple c•tyltc llmd rpt fy14-15 25apr14 docx = I Harris & Associates. City of Temple City Citywide Lighting and Maintenance District April 25, 2014 Page 8 Although frontage is an established means of assessment, the Equivalent Dwelling Un it method is usually seen as more appropriate and equitable for landscape and lighting districts, as the benefit to each parcel from the improvements being maintained extends beyond the front of their property; therefore, assessments are apportioned as a function of land-use type and size. This may be more clearly shown by taking an example of a commercial property on a "flag lot." Two parce ls may be essentially the same size, but under a frontage method of assessment, one parcel would be assessed more than the ot her. Th is provides an assessment spread to the two commercial properties which is not commensurate with the benefit each of them receives. The single-family parcel has been selected as the basic unit of calculation of assessments and is defined as one Equ iva lent Dwelling Unit (EDU). A methodology has been developed to calculate the EDUs for other residential uses and for non-residential parcels, as described below. • Residential. All residen tial uses are assessed I EDU per dwelling un it. • CommerciaVlnd ustrial. Commercial, Industrial and Institutional parcel arc converted to EDUs based on the lot size of each parce l of land. In converting these properties to EDUs, the factor used is the City ofTemple City's average si ngle fam ily residentia l lot size of'7,200 square feet, which is approximately 6 lots per acre. Therefore. commercial/industrial parcels are assessed six (6) EDUs per ac re. • Churches. The City Council has ordered that church-owned properties receive a 25 percent red uction to the assessment rate. Therefore, chu rch properties wit h residential uses are assessed 0.75 EDUs per dwelling unit. All other chu rch properties arc assessed 75 percent of the commercial/industria l rate, which calculates to 4.5 EDUs per acre. The land use classification for each parcel has been based on the Los Angeles County Assessor's Roll. SPECIAL BENEFIT DETERMINATION Property values in a community are individually increased when public infrastructure such as street lights and traffic signals, and landscaping facilities are in place, improved. operable, safe, clean and maintained. Street Lighting and T raffic Signals The proper functioning of street lighting and traffic signa ls is imperative for the welfare and safety of the public and property througho ut the City. Proper maintenance and servici ng of the street lighting system benefits properties within the District by providing proper illumination for ingress and egress and safe traveling at night. Properties with in the District also benefit from the proper functioning of the District's traffic signal system. Proper operation of the street light and traffic signal systems is imperative to public convenience, orderly traffic flow, enhanced congestion management and safety. Improved security, fuel conservation, protection of property from crime and vandalism, and reduction of traffic accidents, are special and direct benefits to all properties within the City; lighting benefits are directly related to public safety and property protection and therefore increase property values. j"ltemple c•tyltc llmd rpt fy 14·15 25apr14 docx H I Harris & Associates. City of Temple City Citywide Lighting and Maintenance District Street Landscaping April 25, 2014 Page 9 The City maintains trees and miscell aneous shrubbery throughout the City. The trees and shrubbery arc located within the public right-of-way. These trees and shrubbery provide an aesthetically pleasing environment. shade, beautification, and accord ing to some authoritie . air purification and sound ancnuation. These positive anributes increase the value of all propertie throughout the City. There are two types of special benefits: City wide Benefi ts and Local Benefits. CITYWIDE BENEFITS Special benefits th at are received by all parcels in the City are considered Citywide Benefi ts, and the associated costs of these benefits arc spread equally, based on Equi va lent Dwellin g Units, to all parcels within the Distri ct. City-wide Bene fi ts that enhance the value of all properties within the District include land cape mainte nance throughout the City, the operation and maintenance of traffic signals, and street lighting and median ma intenance on the major thoroughfares, which are th e main travel ways of the City. LOCAL BENEFIT Special benefits that are considered local benefits correspond to higher leve ls of improvements to parcels in the immediate area. The associated costs of these benefit s arc spread equally over the local area, based on Equivalent Dwelling Units. • Local Lighting Streetlight adjacent to or ncar a parcel of land prov ide a special and direct Local Benefit to that parcel. The added security, reduction in traffic accidents and increased aesthetics benefit the surround ing parcels and thereby enhance the value of the parcels. All parcels with streetlights in their vicinity receive a Local Benefit. • Rosemead Boulevard and Las T unas Drive Median These improvements are located along Rosemead Boulevard, from Broadway to Hermosa, and Las Tunas Drive, from Muscatel to Sultana, and consist of median improvements incl uding landscaping, irrigation and hardscape. The imprO\ cmcnts are located on major arterials, and therefore provide benefit to all parcels with in the City. llowever, the commercial properties directly adjacent to these improvements receive a direct Local Benefit in addition to the Citywide Benefit, due to economic enhancement relating to parkway beautification and increased desirability of the surroundings which provides additional increases in property val ue. J \temple cityltc llmd rpt fy14-15 25apr14 docx H I Harris & Associates- City of Temple City Citywide Lighting and Maintenance District April 25, 2014 Page 10 Becau e the improvements provide a Citywide Benefit and a Local Benefit. it i proposed that the co ts for maintaining and servicing these im provements be divided so that hal f of the co t is spread Citywide and half of the cost is spread to the local area of benefit. • City Center Parkway Improvements These improvements are located al ong Las Tunas Drive, from Cloverly to Kauffman, and consist of park way improvements including raised planters, au tomatic irrigation, street trees, decorative lighting fi xtu res, tree grates, benches, and hard cape. The improve ments are located on major arterials, and therefore provide benefi t to all parcels within the City. However, the commercial propert ies directly adj acent to these improvements receive a direct Local Benefit in addi tion to the Citywide Benefit, due to economic en hancement relating to parkway beauti fication and increased desirabil ity of the surroundings which prov ides add itional increa es in property va lue. Because the improvements provide a Citywide Benefit and a Loca l Benefit. it is proposed that the cost for maintaining and se rvicin g these impro ements be divided so that half of the cost is . pread CitY"' ide and half of the cost i preacl to the local area of benefit. ZONE CLA IFI CATIONS A system of zones has been developed to identi fy the specific benefit each parcel receives. The zones are as follows: Zone A -This zone includes all propert ies receiving a local lighting benefit. They are assessed for local lighting, a \\ell as the Citywide Benefit . Zone B - This zone includes all properties that receive only Citywide Benefits. Zo ne C -Ro emead Boulevard!La Tunas Drive Median Landscaping. This zone includes all commercial parcels abutting the Rosemead Boulevard/Las Tunas Drive medians. They are assessed the Rosemead Boulevard/Las Tunas Drive Median Local Benefit, as we ll as the Citywide Benefi ts and Direct Lighting Be nefit. Zone 0 -City Center Parkway Improvements. This zone includes commercial parcels abutting the City Center Parkway Im provements. They are asse sed the City Center Park way Improvement Local Benefit, as well as the Citywide Benefits and Direct Lighting Benefit. J \temple cotyltc llmd rpt ty14-15 25apr14 docx H I Harris & Associates_ City of Temple City Citywide Lighting and Maintenance District INVENTORY OF PARCELS April 25, 2014 Page 11 The following information was obtained fro m the Los Ange les County Assessor's Roll and the City ofTemple City. Land Usc Exe mpt Single Family Residential ( FR) Parcels Multi-Family Residential (MFR) Parcels Co m mere ia VI ndustria I Churches TOTAL: The di tribution of EDUs per Lone is as follows: ASSESSME T SUMMARY ZO E A B c D Total Parcels 180 8.57 1 921 404 42 10,11 8 Dwelling Units Acres EDU n/a n/a 8,57 1 n/a 8,57 1.00 3.069 n/a 3.069.00 n/a 154.90 929.46 II 30.38 144.97 11.65 1 185.28 12.7 14.43 EDU 9.5 18.37 ·----2,905.25 245.16 45.65 12,7 14.43 The following table shows the ummary of the annual a sessments for each Zone of Benefit. SUMMARY OF ANNUAL ASSESSMENTS PER EDU Benefit Benefit Benefit Benefit Asmt Rate Category of Benefit Zone A Zone B ZoneC Zone D ($/EDU) Citywide landscapin g, traffic X X X X $25.03 signal, med ians, and parkway Citywide treet Lighting X X X X $0.00 Direct Street Lighting X X X $0.00 Rosemead/Las Tun as Medi ans X $20.48 City Center Parkways X $54.79 Total Asmt (SfEDU) FY 14-15 $25.03 $25.03 $45.51 $79.82 Total /\smt ($/EDU) FY 13-14 $25.03 $25.03 $45.51 $79.82 An "X" in the table above indicates the category of benefit included in each Zone. The total assessment per zone is the sum of the assessments for each category of benefit. Jllemple e~tyllc llmd rpt fy14·15 25apr14 docx H I Harris & Associates . City of Temple City Citywide Lighting and Maintenance District April 25, 2014 Page 12 Because the 1919 Act Lighting Maintenance District revenue covers the entire FY 2014-15 street lighting and traffic signal budgets, there are no street lighting assessments. The base assessment rate which may be levied for each EDU may be increased by the Consumer Price Index for all Urban Consumers (CPI) for the Los Angeles-Riverside-Orange Co unties in any fiscal year by City Council approval each year. The base assessment rate wi ll be that rate as approved and noticed for Fiscal Year 20 14-15. SAMPLE CALCULATIONS Sample calculations for various land use types in Zones A and 8 are prov ided in the table below. Zones A and B Sam ple Calculations for Various Land-uses Total FY 20 14-15 Asmt Land-Use EDU Calculation ED Us @ $25.03 I EDU SFR I DU x I EDU/DU = 1.00 $25.03 Condominium I DU x I EDU/DU = 1.00 $25.03 3-Unit Apartment 3 DU x I EDU/DU = 3.00 $75.09 I 0-Unit Apartment 10 DUx I EDU/DU = 10.00 $250.30 114 acre Church Y.. ac x 4.5 EDU/ac = 1.1 3 $28.16 I acre Church I ac x 4.5 EDU/ac = 4.50 $112.64 1/8 acre Co m/lnd 1/8 ac x 6 EDU/ac = 0.75 $18.77 Y4 acre Com/lnd Y4 ac x 6 EDU/ac = 1.50 $37.55 ~acre Com/lnd ~ ac x 6 EDU/ac = 3.00 $75.09 I acre Com/Ind I ac x 6 EDU/ac = 6.00 $150.18 5 acre Comllnd 5 ac x 6 EDU/ac = 30.00 $750.90 j \temple cityltc llmd rpt fy14-15 25apr14.docx H I Harris & Associates. City of Temple City Citywide Lighting and Maintenance District PART E PROPERTY OWNER LIST April 25, 2014 Page 13 A list of names and addresses of the owners of all parcels within this District is shown on the last equalized Property Tax Roll of the Assessor of the County of Los Angeles, which by reference is hereby made a part of this report. This list is keyed to the Assessor's Parcel umbers as shown on the Assessment Roll on file in the Office of the Clerk of the City ofTemple City. 1 \temple cuy\tc llmd rpt ty14·15 25apr14 docx HI Harris & Associates. City of Temple City Citywide Lighting and Maintenance District PARTF ASSESSMENT DISTRICT DIAGRAM April 25, 2014 Page 14 The boundaries of the District are coterminous with the boundaries of the City of Temple City. A diagram showing the exterior boundaries of the District, the boundaries of any zones withi n the Assessment District, and the lines and dimensions of each lot or parcel of land within the District is on fi le in the Office of th e City Clerk and incorporated herein by referen ce. The lin es and di mensions of each lot or parcel within the District are those line and dimensions shown on the maps of the Assessor of the County of Los Angeles for the fiscal year to which this report applies. The Assessor's maps and records are incorporated by reference herein and made part of th is report. J \temple c1ty\tc llmd rpt fy14-15 25apr14.docx H I Harris & Associates. ATTACHMENT 8 RESOLUTION NO. 14-4 988. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMPLE CITY, DECLAR ING ITS INTENTION TO LEVY AND COLLECT ASSESSMENTS FOR FISCAL YEAR 2014-2015 WITHIN THE CITYWIDE LIGHTING AND MAINTENANCE DISTR ICT, PURSUANT TO THE LANDSCAPING AND LIGHTING ACT OF 1972 AND ESTABLISHING A TIME AND PLACE FOR HEARING PUBLIC OBJECTIONS WHEREAS, the City Council of the City of Temple City hereby declares its intention to levy and collect assessments for fiscal year 2014-2015 in the existing Citywide Lighting and Maintenance District pursuant to the provisions of the Landscaping and Lighting Act of 1972, being Division 15 of the Streets and Highways Code of the State of California. NOW, THEREFORE, the City Council of the City of Temple City does hereby resolve as follows: DESCRIPTION OF WORK SECTION 1. The City Council has determined the public interest and convenience requires that certain work be performed and improvements made within the Lighting and Maintenance District for which assessments shall be levied and collected for fiscal year 2014-2015, to include street lighting, tree maintenance, traffic signals, and capital improvements. LOCATION OF WORK SECTION 2. The aforementioned work and improvements are to be performed and located within the streets, easements, and public rights-of-way, within the incorporated area of the City of Temple City as indicated on a map fi led in the City Clerk's office entitled "Lighting and Maintenance District Assessment Diagram." The Lighting and Maintenance District boundaries shall be the same as the incorporated City boundaries. DESCRIPTION OF ASSESSMENT DISTRICT SECTION 3. The City Council has determined the work and improvements to be performed are a direct benefit to the City of Temple City and hereby charges the expenses of said work and improvements upon a district for which assessments shall be levied and collected and such district is defined as the total territory existing within the incorporated area of the City of Temple City, exclusive of all public streets and rights-of-way. ENGINEER'S REPORT SECTION 4. The City Council hereby approves the engineer's report that indicates the amount of the proposed assessment rates, the district boundaries, assessment zones, detailed description of improvements, and the method of assessment. The report titled "Engineer's Report for Temple City Citywide Lighting and Maintenance District, Fiscal Year 2014-15" is on file in the office of the City Clerk and reference to said report is hereby made for all particulars. NOTICE OF PUBLIC HEARING SECTION 5. Notice is hereby given that the City Council of the City of Temple City will hold a public hearing June 3, 2014, 7:30 p.m. in the City Council Chambers located in the Civic Center facility at 5938 N. Kauffman Avenue, Temple City, California, and all persons having any objections regarding the proposed work, improvements, or intent of the assessment district, may appear and demonstrate cause why said work or improvements should not be performed or carried out in accordance with this resolution of intention. The City Council will consider all verbal and written protests. LANDSCAPING AND LIGHTING ACT OF 1972 SECTION 6. All work and improvements herein proposed shall be performed in accordance with the Landscaping and Lighting Act of 1972, being Division 15 of the Streets and Highways Code of the State of California. PROPOSITION 218 SECTION 7. On November 5, 1996, California voters approved Proposition 218, also known as "The Right to Vote on Taxes Act," which prohibits the levy of any new assessments or increase in existing assessment rates without property owner approval. The local agency must distinguish between general and direct benefit and shall only assess for direct benefit. It is the local agency's responsibility to provide evidence substantiating the assessment is proportional to benefit. Parks are considered to be a general benefit. Therefore, effective July 1, 1997, the City may not continue to assess for park maintenance operations. The park maintenance program will be utilizing general fund monies. SECTION 8. The City Clerk shall certify to the adoption of this resolution. PASSED, APPROVED, AND ADOPTED on this 6th day of May 2014. MAYOR ATTEST: City Clerk ATTACHMENT C Annual Program Cost Summary ITEM BUDGET DETAIL NETTO ASMT I. STREET LIGHTING AND TRAFFIC SIGNALS $0 A. STREET LIGHTS $398,180 B. TRAFFIC SIGNALS AND SAFETY LIGHTING $136,500 C. 1919 ACT LIGHTING MAINTENANCE DISTRICT 2013-14 Ad-Valorem Taxes $ 804,200 2012-13 Reserve Fund Balance (as of 6/30) $2,012,081 D. CAPITAL IMPROVEMENTS so E. LIGHTING RESERVES $2,281 ,601 II. LANDSCAPING IMPROVEMENTS A. LANDSCAPING $622,070 Citywide Trees and Medians $596,923 Rosemead/Las Tunas Median Maintenance $10,145 Rosemead Boulevard $10,000 City Center Parkways $5,002 Ill. CAPITAL IMPROVEMENTS so IV. VEHICLES AND EQUIPMENT $0 V. COUNTY ADMINISTRATIVE CHARGE $7,000 VI. RESERVES so VII. CITY CONTRIBUTION (Gas Tax) (S123,860) VIII. 2013-14 FUND BALANCE (as of 6/30) (positive fund balance ) $0 TOTAL TO ASSESSMENT DISTRICT S505,210