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HomeMy Public PortalAbout12) 8A Adoption of Resolution No 14-4996 Ordering Levy of Citywide Lighting and Maintenance District Assessments for FY 2014-15AGENDA ITEM B.A. ADMINISTRATIVE SERVICES DEPARTMENT MEMORANDUM DATE: June 3, 2014 TO: The Honorable City Council FROM: Donald E. Penman, Interim City Manager~ By: Tracey L. Hause, Director of Administrative Services SUBJECT: PUBLIC HEARING -ADOPTION OF RESOLUTION NO. 14-4996, ORDERING THE LEVY OF CITYWIDE LIGHTING AND MAINTENANCE DISTRICT ASSESSMENTS FOR FISCAL YEAR (FY) 2014-15 RECOMMENDATION: It is recommended that the City Council: a) Receive presentation from staff; b) Open the public hearing; c) Receive public input; d) Close the public hearing; and e) Adopt Resolution No. 14-4996, ordering the levy and collection of assessments for FY2014-15. 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 (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 changes and provided examples of the effects of the different alternatives. 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 Consumer Price Index (CPI) City Council June 3, 2014 Page 2 of 4 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 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 increased 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. Pursuant to the 1972 State Lighting and Landscape Act, an engineer's report must be prepared for each fiscal year in which assessments are levied and collected for the City's Lighting and Maintenance District. The engineer's report identifies eligible program expenditures, establishes the Lighting and Maintenance District's operating budget, updates individual property assessments, and documents the City's compliance with all applicable laws. 6. On February 4, 2014, the City Council adopted Resolution No. 14-4971 ordering the engineer's report to establish Lighting and Maintenance District assessment rates for FY 2014-15. 7. On May 6, 2014, the City Council adopted Resolution No. 14-4988, declaring the City's intention to levy and collect Lighting and Maintenance District assessments for FY 2014-15 and establishing the time and place for hearing public objections. 8. On May 15 and May 19, 2014, the notice declaring the City's intention to levy and collect Lighting and Maintenance District assessment for FY 2014-15 was published in the Temple City Tribune. ANALYSIS: The Landscaping and Lighting Act of 1972 allows the establishment of assessment districts by cities for the purpose of providing certain public improvements which include construction, maintenance and servicing of street lights, traffic signals, landscaping, and park and recreation facilities. The 1972 Act also requires that maintenance assessments be levied according to direct benefit rather than according to assessed City Council June 3, 2014 Page 3 of 4 value. The City Council formed the Temple City Citywide Lighting and Maintenance District on June 19, 1979 and confirmed assessments beginning in FY 1979-80. Each fiscal year, the City Council considers a resolution to levy and collect assessments necessary to fund existing District programs. Utilizing the direct benefit assessment methodology established in 1995, each year the City supplements revenue generated by the existing District to finance the cost of providing maintenance and operation of a street lighting system and to cover the costs of providing maintenance and operation of the traffic signals in the City. These assessments also cover the cost of maintaining the median and parkway landscaping in the City. Annual Program Cost Summary and Budget Detail The Landscaping and Lighting Act of 1972 requires the preparation of an Engineer's Report each fiscal year lor which assessments are levied and collected. In general, the Engineer's Report determines eligible program expenditures, updates individual property assessments, and documents the City's compliance with all applicable laws. Assessment Rate Formulas The Ad Valorem tax (i.e., tax based on the assessed value of real estate or personal property) revenue is used exclusively to fund the street lighting program, traffic signals, and related capital improvements. All residential properties are equally assessed for Citywide maintenance programs. Commercial, industrial and institutional property assessments are determined by total area (acreage) based on an equivalent dwelling unit (EDU) formula. The average single-family residential parcel in Temple City is approximately 7,200 square feet or one EDU, which is approximately six parcels per acre. Therefore, commercial, industrial and institutional properties are assessed at an amount equal to six residential parcels per acre. Church properties are assessed 75% of the commercial rate, which is equivalent to 4.5 EDU's per acre. The following table shows the summary of the annual assessment for each Zone: SUMMARY OF ANNUAL ASSESSMENTS PER EDU Benefit Benefit Benefit Benefit Asmt Rate Category of Benefit Zone A Zone B Zone C Zone 0 ($/EDU) Citywide landscaping, traffic X X X X $25.03 signal, medians and parkway Citywide Street Lighting X X X X $0.00 City Council June 3, 2014 Page 4 of 4 Direct Street lighting Rosemead/Las Tunas Medians City Center Parkways Total Asmt ($/EDU) FY 14-15 Total Asmt ($/EDU) FY 13-14 X $25.03 $25.03 X X X X $25.03 $45.51 $79.82 $25.03 $45.51 $79.82 Note: 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: $0.00 $20.48 $54.79 City Council approval of the FY 2014-15 levy of the District assessments will allow the City to continue with its annual Lighting and Maintenance District program. FISCAL IMPACT: The collection of assessments has been included in the City's Proposed FY 2014-15 City Budget. The total estimated revenues for FY 2013-14 are $330,000 (assessment fees) and $806,000 (ad valorem tax) and are accounted for in the Lighting and Maintenance District Fund. ATTACHMENTS: A. Resolution No. 14-4996 B. Engineer's Report for Temple City Citywide Lighting and Maintenance District- FY 2014-15 C. Benefit Zone Map ATTACHMENT A RESOLUTION NO. 14-4996 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMPLE CITY, CALIFORNIA, ORDERING THE LEVY AND COLLECTION OF ASSESSMENTS FOR FISCAL YEAR (FY) 2014-15 WITHIN THE CITYWIDE LIGHTING AND MAINTENANCE DISTRICT, PURSUANT TO THE STATE LANDSCAPING AND LIGHTING ACT OF 1972 AND AUTHORIZING THE ADDITION OF SPECIAL ASSESSMENT FEES TO THE TAX BILLS WHEREAS, the City Council of the City of Temple City, on May 6, 2014, adopted Resolution of Intention No. 14-4988, to levy and collect assessments for FY 2014-15 within the Citywide Lighting and Maintenance District, which resolution was published as required by law and witnessed by proof of publication on file in the office of the City Clerk; and, WHEREAS, the City Council has received and considered evidence, including oral and written testimony regarding the jurisdictional facts in this proceeding and the necessity for the proposed work and benefits to be derived therefrom; and, WHEREAS, the City Council has the authority to establish and order the collection of the proposed assessments; and, WHEREAS, the County of Los Angeles is responsible for entering special assessment fees on the tax bills, which the County collects on the City's behalf pursuant to the general services agreement between the City of Temple City and County of Los Angeles and in accordance with Government Code Sections 51800 and 29304; and, WHEREAS, under the terms of said agreement, the City of Temple City requests the County of Los Angeles enter the City's special assessment fees on the tax bills for the City. NOW, THEREFORE, the City Council of the City of Temple City does hereby resolve as follows SECTION 1. The City Council of the City of Temple City approves the report filed by the engineer. SECTION 2. The public interest and convenience require the ordering of the levy and collection of assessments for FY 2014-15. Therefore, the City Council hereby orders the levy and collection of assessments within the Citywide Lighting and Maintenance District. SECTION 3. The adoption of this resolution constitutes the levy of the assessments as set forth in the engineer's report for FY 2014-15. SECTION 4. The City Clerk is hereby authorized and directed to file a certified copy of the diagram and assessment with the Auditor of the County of Los Angeles no later than the third Monday in August 2014. SECTION 5. The City Council hereby requests the County enter City special assessment fees collected by the County on the City's behalf, on the tax bills for the City. Resolution No. 14-4996 Page 2 SECTION 6. The City Clerk shall certify to the passage and adoption of this resolution. PASSED, APPROVED, AND ADOPTED on this 3rd day of June, 2014. MAYOR ATTEST APPROVED AS TO FORM: City Clerk City Attorney Engineer's Report for Temple .Qity.<Citywide Lighting and M··aintenance 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 April25, 2014 Page i ENGINEER'S REPORT CITY OF TEMPLE CITY CITYWIDE LIGHTING AND MAINTENANCE DISTRICT The undersigned respectfully submits the enclosed report as directed by the City Council. DATED: April25, 2014 I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and Assessment Diagram thereto attached, was filed in the office of the City Clerk on the day of ____ ,2014. ___________ _, City Clerk, City ofTemple City Los Angeles County, California By _____________ _ I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll thereto attached, was approved and confirmed by the City Council ofthe City of Temple City, California, on the_ day of , 2014. ____________ ,City Clerk, City ofTemple City Los Angeles County, California By _____________ _ j:\temple city\tc 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 Submittal and Acknowledgments .................................................................................. i Introduction ................................................................................................................. iii Report ............................................................................................................................ 1 Part A-Plans and Specifications ............................................................................. 3 Part B -Estimate of Cost ......................................................................................... 5 Pmi C -Assessment Rol1 ......................................................................................... 6 Part D -Method of Apportionment of Assessment ................................................. 7 PartE-Property Owner List ................................................................................. 13 Part F-Assessment District Diagram ................................................................... 14 j:\temple city\tc llmd rpt fy14-15 25apr14.docx H 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 findings and engineering analysis for the Temple City Citywide Lighting and Maintenance District for the 2014-15 fiscal year. This District, utilizing direct benefit assessments, (1) 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 lighting 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 No. 79-1825 on June 19, 1979, which formed the Temple City Citywide Lighting and Maintenance District and confirmed assessments for the first 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, detailing recommended methodology changes, and providing examples 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 Summary, approved the recommended changes, and directed staff to make the approved changes to the District for 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 CPl 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 exemptions for existing assessments. However, any increase in the assessment, including the addition of a CPI escalator, will require that a ballot be mailed to each property owner subject to the assessment, and that a majority of property owners (weighted by assessment amount) returning their ballot must approve of the increase in the assessment. In addition, any other changes needed to comply with the requirements of Proposition 21 8 would have to be made at that time. This report reflects those changes and covers the levy of annual assessments for the 2014-15 fiscal yeaL j:\temple city\tc llmd rpt fy14-15 25apr14.docx HI Harris & Associates .. City of Temple City Citywide Lighting and Maintenance District CITY OF TEMPLE CITY FISCAL YEAR2014-15 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 April 25, 2014 Page 1 Pursuant to Part 2 of Division 15 of the Streets and Highways Code of the State of California, and in accordance with the Resolution ofTnitiation, adopted by the City Council of the City of Temple City, State of California, in connection with the proceedings for: CITY OF TEMPLE CITY CITYWIDE LIGHTING AND MAINTENANCE DISTRICT hereinafter referred to as the "Assessment District" or "District", I, K. Dennis Klingelhofer, P.E., the authorized representative of Harris & Associates, the duly appointed ENGINEER OF WORK, snbmit herewith the "Report" consisting of six (6) parts as follows: 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 Office of the City Clerk and are incorporated herein by reference. PARTB ESTIMATE OF COST An estimate of the costs of the proposed improvements, including incidental costs and expenses in connection therewith, is as set forth on the lists thereof, attached hereto, and are on file in the Office of the City Clerk and incorporated herein by reference. j:\temple city\tc llmd rpt fy14-15 25apr14.docx Bl Harris & Associates .. City of Temple City Citywide Lighting and Maintenance District PARTC ASSESSMENT ROLL April 25, 2014 Page 2 An assessment of the estimated cost of the improvements on each benefited lot or parcel of land within the Assessment District. PARTD METHOD OF APPORTIONMENT The method of apportionment of assessments, indicating 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 within the Assessment District, in proportion to the estimated special benefits to be received 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. PARTE PROPERTY OWNER LIST A list of the names and addresses of the owners of real prope1iy 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 County of Los Angeles, which are incorporated herein by reference. PARTF ASSESSMENT DISTRICT DIAGRAM The Diagram of the Assessment District Boundaries 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 city\tc llmd rpt fy14-15 25apr14.docx II I Harris & Associates" City ofT emple City Citywide lighting and Maintenance District l'ART A PLANS AND SPECIFICATIONS April 25, 2014 Page 3 The installation of planting, landscaping, irrigation systems, lighting and the construction of appurtenant facilities to be operated, serviced and maintained within the City of Temple City, ts generally described as follows: DESCRIPTION OF IMPROVEMENTS FOR THE CITY OF TEMPLE CITY CITYWIDE LIGHTING AND MAINTENANCE DISTRICT FISCAL YEAR 2014-15 The facilities to be constructed, maintained and serviced are the streets and sidewalks within the District, including 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 servicing including, but not limited to, personnel, electrical energy, water, materials, contracting services, and other expenses necessary for the satisfactory operation of these facilities. Reference is made to Part "D" of this report for a discussion of the Zones of Benefit and the facilities associated with them which are serviced and maintained. The improvements are described as follows: Landscaping and Appurtenant Facilities 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 District. Lighting, Traffic Signals and Appurtenant Facilities Facilities include but are not limited to: Poles, fixtures, bulbs, conduits, conductors, equipment including guys, anchors, posts and pedestals, metering devices and appurtenant facilities as required 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 city\tc llmd rpt fy14-15 25apr14.docx Ill Harris & Associates- City of Temple City Citywide Lighting and Maintenance District April25, 2014 Page 4 The public 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 lights and traffic signals shall be fwnished, and it shall be adequate for the intended purpose. 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 usual operation, maintenance and servicing of the landscaping, public lighting facilities and appmienant facilities, including repair, removal or replacement of all or part of any of the landscaping, public lighting facilities or appurtenant facilities; providing for the life, growth, health and beauty of the landscaping, including cultivation, irrigation, trimming, spraying, fertilizing and treating for disease 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 fwn.ishing of electric energy for the public lighting facilities, landscaping or appurtenant facilities. 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 city\tc llmd rpt fy14-15 25apr14.docx Ill Harris & Associates. City ofT em pie City Citywide lighting and Maintenance District PARTB ESTIMATE OF COST April 25, 2014 Page 5 The estimated cost of the construction, operation, servicing and maintenance of the street and sidewalk improvements for fiscal year 2014-15, as described in Part A, are summarized herein and described below. All costs include administration and utilities where applicable. JTEM BUDGET DETJ\IL I. ANNUAL COSTS STREET LI.GHTING AND TRAFFI.C SIGNALS STREET LIGHTS $398,180 TRAFFIC SIGNALS AND SAFETY LIGHTING $136,500 CAPITAL IMPROVEMENTS $0 TOTAL EXPENDITURES S534,680 COLLECTIONSI(CREDITS) APPLIED TO LEVY 1919 ACT AD-VALOREM REVENUE ($804,200) RESERVE COLLECTJONI(TRANSFER) $269,520 TOTAL ADWSTMENTS ($534,680) BALANCE TO LEVY FOR LIGHTI'IG $0 II. LANDSCAPTh'G IMPROVEMENTS LANDSCAP1NG Citywide Trees and Medians $596,923 Rosemead/Las Tunas Median Maintenance $10,040 Rosemead Boulevard $10,000 City Center Parkways $5,002 TOTAL LANDSCAPING $621,965 CAPITAL IMPROVEMENTS $0 VEHICLES AND EQUIPMENT $0 TOTAL EXPENDI.TURES $621,965 COLLECT10NS/(CREDITS) APPLIED TO LEVY RESERVE COLLECTION/(TRANSFER) CONTRJBUTION!LOANS FROM GENERAL FUND ($3I0,20I) TOTAL AD.IIJSTMENTS ($310,201) BALANCE TO LEVY FOR LANDSCAP1NG $318,764 III. TOTAL TO BE ASSESSED COUNTY i\DMINJSTRI\TIVE CHARGE $7,000 APPLillD CHARGES TO LEVY $325,764 IV FUND BALANCE INFORiVlATION FUND BALANCE 711 $2,30I,558 INTEREST $23,016 TRANSFER FROM 1919 REVENUE $269,520 PRO.JECTED YEAR END FUND BALANCE 6/30 $2,594,094 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. A contribution to the District by the City may be made to reduce assessments, as the City Council deems appropriate. Any balance or deficit remaining on July 1 must be carried over to the next fiscal year. j:\temple city\tc llmd rptfy14-15 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 2014-15 apportioned to each lot or parcel, as shown on the latest roll at the Assessor's Office are contained in the Assessment Roll on file 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 parcel 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 city\tc llmd rpt fy14-15 25apr14.docx Ill Harris & Associates, City ofT em pie 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 servicing of street lights, traffic signals, landscaping and park and recreational facilities. 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 fairly 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 XIIIA of the California Constitution. The Act permits the designation of zones of benefit within any 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 assess1nentn rather than a "special tax. u The Act also permits ceJtain 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, public 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 purposes, as well as utility owned property. Also excepted from these assessments are common areas in multiple lot/unit developments; undeveloped Jots and parcels that are of such size and/or configuration and location that the City's current zoning and subdivision laws prohibit beneficial development and usage. PARCEL CLASSIFICATION All parcels in the City of Temple City derive special benefit fi·om the street lighting and traffic signal system, general landscape maintenance in the streets and sidewalks, arterial highway median maintenance on Santa Anita Boulevard, Baldwin Avenue, 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 fairly distributes the cost in relation to the special benefits received. j:\temple city\tc llmd rptfy14-15 25apr14.docx H I Harris & Assodates. City ofTemple City Citywide Lighting and Maintenance District April 25, 2014 Page 8 Although frontage is an established means of assessment, the Equivalcut Dwelliug Unit 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 appmiioned 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 parcels may be essentially the same size, but under a frontage method of assessment, one parcel would be assessed more than the other. This 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 Equivalent 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 residential uses are assessed l EDU per dwelling unit. • Commercial/Industrial. Commercial, Industrial and Institutional parcels are converted to , ED Us based on the lot size of each parcel of land. In converting these properties to ED Us, the factor used is the City of Temple City's average single family residential lot size of 7,200 square feet, which is approximately 6 lots per acre. Therefore, commercial/industrial parcels are assessed six (6) ED Us per acre. • Churches. The City Council has ordered that church-owned properties receive a 25 percent reduction to the assessment rate. Therefore, church properties with residential uses are assessed 0.75 EDUs per dwelling unit. All other church properties are assessed 75 percent of the commercial/industrial 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 Traffic Signals The proper functioning of street lighting and traffic signals is imperative for the welfare and safety of the public and property throughout the City. Proper maintenance and servicing of the street lighting system benefits properties within the District by providing proper illumination for ingress and egress and safe traveling at night. Properties within 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 rrom crime and vandalism, and reduction of traffic accidents, are special and direct benefits to all prope1iies within the City; lighting benefits are directly related to public safety and property protection and therefore increase property values. j:\temple city\tc llmd rpt fy14-15 25apr14.docx Ill Harris & Associates. City ofT em pie City Citywide Lighting and Maintenance District Street Landscaping April25, 2014 Page 9 The City maintains trees and miscellaneous shrubbery throughout the City. The trees and shrubbery are located within the public right-of-way. These trees and shrubbery provide an aesthetically pleasing environment, shade, beautification, and according to some authorities, air purification and sound attenuation. These positive attributes increase the value of all properties throughout the City. There are two types of special benefits: Citywide Benefits and Local Benefits. CITYWIDE BENEFITS 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 Equivalent Dwelling Units, to all parcels within the District. City-wide Benefits that enhance the value of all properties within the District include landscape maintenance throughout the City, the operation and maintenance of traffic signals, and street lighting and median maintenance on the major thoroughfares, which are the main travel ways of the City. LOCAL BENEFITS Special benefits that are considered local benefits correspond 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 Equivalent Dwelling Units. • Local Lighting Streetlights adjacent to or near a parcel of land provide a special and direct Local Benefit to that parcel. The added security, reduction in traffic accidents and increased aesthetics benefit the surrounding parcels and thereby enhance the value of the parcels. All parcels with streetlights in their vicinity receive a Local Benefit. • Rosemead Boulevard and Las Tunas Drive Medians These improvements are located along Rosemead Boulevard, from Broadway to Hennosa, and Las Tunas Drive, from Muscatel to Sultana, and consist of median improvements including landscaping, irrigation and hardscape. The improvements are located on major arterials, and therefore provide benefit to all parcels within the City. However, the commercial properties directly adjacent to these improvements receive a direct Local Benetit in addition to the Citywide Benefit, due to economic enhancement relating to parkway beautification and increased desirability of the surrouudings which provides additional increases in property value. j:\temple city\tc llmd rpt fy14-15 25apr14.docx H I Harris & Associates .. City of Temple City Citywide Lighting and Maintenance District April 25, 2014 Page 10 Because the improvements provide a Citywide Benefit and a Local Benefit, it is proposed that the costs for maintaining and servicing these improvements be divided so that half of the cost is spread Citywide and half of the cost is spread to the local area of benefit. • City Center Parkway Improvements These improvements are located along Las Tunas Drive, from Cloverly to Kauffman, and consist of parkway improvements including raised planters, automatic irrigation, street trees, decorative lighting fixtures, tree grates, benches, and hardscape. The improvements are located on major arterials, and therefore provide benefit to all parcels within the City. However, 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 value. Because the improvements provide a Citywide Benefit and a Local Benefit, it is proposed that the costs for maintaining and servicing these improvements be divided so that half of the cost is spread Citywide and half of the cost is spread to the local area of benefit. ZONE CLASSIFICATIONS 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 -This 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 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. Zone D -City Center Parkway Improvements. This zone includes commercial parcels abutting the City Center Parkway Improvements. They are assessed the City Center Parkway Improvement Local Benefit, as well as the Citywide Benefits and Direct Lighting Benefit. j:\temple city\tc llmd rpt fy14-15 25apr14.docx Ill Harris & Associates, City of Temple City Citywide Lighting and Maintenance District INVENTORY OF PARCELS April25, 2014 Page 11 The following information was obtained from the Los Angeles County Assessor's Roll and the City of Temple City. Land Use Parcels Exempt 180 Single Family Residential (SFR) Parcels 8,571 Multi-Family Residential (MFR) Parcels 921 Commercial/Industrial 404 Churches 42 TOTAL: 10,118 The distribution of ED Us per Zone is as follows: ZONE A B c D Total ASSESSMENT SUMMARY Dwelling Units n/a 8,571 3,069 n/a II 11,65 J 45.65 12,714.43 Acres EDU n/a n/a n/a 154.90 30.38 185.28 8,571.00 3,069.00 929.46 144.97 12,714.43 The following table shows the summary of the ammal assessments for each Zone of Benefit. SUMMARY OF ANNUAL ASSESSMENTS PER EDU Benefit Benefit Benefit Benefit Asmt Rate Category of Benefit Zone A ZoneB ZoneC ZoneD ($/EDU) Citywide landscaping, traffic X X X X $25.03 signal, medians, and parkway Citywide Street Lighting X X X X $0.00 Direct Street Lighting X X X $0.00 Rosemead/Las Tunas Medians X $20.48 City Center Parkways X $54.79 Total Asmt ($/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 11X" 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 ofbenefit. j:\temple city\tc llmd rpt fy14-15 25apr14.docx H I Harris & Associates. City ofT em pie City Citywide Lighting and Maintenance District April25, 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 (CPT) for the Los Angeles -Riverside -Orange Counties in any fiscal year by City Council approval each year. The base assessment rate will be that rate as approved and noticed for Fiscal Year 2014-15. SAMPLE CALCULATIONS Sample calculations for various land use types in Zones A and Bare provided in the table below. Zones A and B Sample Calculations for Various Land-uses Total FY 2014-15 Asmt Land-Use EDU Calculation ED Us @ $25.03 I EDU SFR 1 DUx 1 EDU/DU ~ 1.00 $25.03 Condominium 1 DUx 1 EDU/DU ~ 1.00 $25.03 3-Unit Apartment 3 DUx 1 EDUIDU ~ 3.00 $75.09 1 0-Unit Apartment 10 DUx 1 EDU/DU ~ 10.00 $250.30 % acre Church Y4 ac x 4.5 EDU/ac -1.13 $28.16 1 acre Church 1 ac x 4.5 EDU/ac ~ 4.50 $112.64 1/8 acre Com/Jnd 1/8 ac x 6 EDU/ac ~ 0.75 $18.77 14 acre Com/Ind V. ac x 6 EDU/ac ~ 1.50 $37.55 "Y:! acre Com/Ind Yz ac x 6 EDU/ac ~ 3.00 $75.09 1 acre Com/Ind 1 ac x 6 EDU/ac -6.00 $150.18 5 acre Com/Ind 5 ac x 6 EDU/ac ~ 30.00 $750.90 j:\temple city\tc llmd rpt fy14-15 25apr14.docx Bl Harris & Associates- City of Temple City Citywide Lighting and Maintenance District PARTE 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 Numbers as shown on the Assessment Roll on file in the Office of the Clerk ofthe City of Temple City. j:\temple dty\tc llmd rpt fy14-15 25apr14.docx HI Harris & Associates. City of Temple City Citywide Lighting and Maintenance District PARTF ASSESSMENT DISTRICT DIAGRAM April25, 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 within the Assessment District, and the lines and dimensions of each lot or parcel of land within the District is on file in the Office of the City Clerk and incorporated herein by reference. The lines and dimensions of each lot or parcel within the District are those lines and dimensions shown on the maps of the Assessor of the County of Los Angeles for the fiscal year to which this report applies. 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