HomeMy Public PortalAbout07) 7F Lighting & MtceCity Council
May 15 ,2012
Page 2
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 . Pursuant to the 1972 State Lighting and Landscape Act, an engineer's report must
be prepared for each Fiscal Year (FY) 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 District's operating
budget, updates individual property assessments, and documents the City's
compliance with all applicable laws.
6 . On March 20, 2012, the City Council adopted Resolution No . 12-4803 ordering the
engineering firm of Harris & Associates to prepare the required engineer's report
for FY 2012-13.
ANALYSIS:
Annually, the City Council determines the Lighting and Maintenance District
assessment rates, which prov ide 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 March 20 , 2012, has
prepared the required engineer's report for the Temple City Citywide Lighting and
Maintenance District for FY 2012-13. 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 2012-13. 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 2012-13 . The report also
City Council
May 15 ,2012
Page 3
includes the method of apportionment for the assessments . These two items are
summarized in Attachment "A".
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 th~~t,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 calculate the
EDUs for other residential uses and for non-residential parcels, as described below.
• Residential: All residential uses are assessed 1 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 is approximately 6
lots per acre. Therefore, commercial/industrial parcels are assessed six (6) EDUs
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.
Special benefits that are received by all parcels in the City are cons i dered 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 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 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 -This zone includes all properties that receive only Citywide
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May 15, 2012
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• 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.
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 ZoneD
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 12·13 $25.03 $25.03 $45.51 $79.82
Total Asmt ($/EDU) FY 11 -12 $25.03 $25 .03 $45.51 $79.82
An ·x· in the table above indicates the category of benefit included in each Zone. The total assessment per
zone is the sum of the ass essments for each category of benefit.
CONCLUSION:
Asmt Rate
($/EDU)
$25 .03
$0.00
$0 .00
$20.48
$54.79
The City Council is requested to accept the Engineer's Report for the Temple City
Citywide Lighting and Maintenance District for FY 2012-13 prepared by Harris &
Associates; adopt Resolution No. 12-4820 declaring the City's intention to levy and
collect Lighting and Maintenance District assessments for FY 2012-13 ; and set the
public hearing for June 19, 2012.
FISCAL IMPACT:
Approval of this agenda item will allow the City to continue the process to set the
assessment rates for the FY 2012-13 Lighting and Maintenance District which provides
funding for the citywide street lighting, tree maintenance, and traffic signal maintenance
programs . The Gas Tax Fund also supports these programs .
City Council
May 15, 2012
Page 5
ATTACHMENTS:
A . Annual Program Cost Summary
B . Resolution No. 12-4820
C. Engineer's Report for Temple City Citywide Lighting and Maintenance District -
Fiscal Year 2012-13
Attachment "A"
RESOLUTION NO. 12-4820
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMPLE
CITY, DECLARING ITS INTENTION TO LEVY AND COLLECT
ASSESSMENTS FOR FISCAL YEAR 2012-2013 WITHIN THE
CITYWIDE LIGHTING AND MAINTENANCE DISTRICT, 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 2012-2013 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 2012-2013, 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 filed 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 2012-13" 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 19, 2012. 7:30p.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 15th day of May 2012.
MAYOR
ATTEST:
City Clerk
Attachment "A "
Annual Program Cost Summary
ITEM BUDGET DETAIL NETTOASMT
I. STREET LIGHTING AND TRAFFIC SIGNALS $0
A. STREET LJGHTS $349,630
B. TRAFFIC SIGNALS AND SAFETY LIGHTING $156,800
C. 1919 ACT LIGHTING MAINTENANCE D ISTRICT
2012-13 Ad-Valorem Taxes $2 ,862,986
2011 -12 Reserve Fund Balance (as of 6/30) $1,575,683
D. CAPITAL IMPROVEMENTS $0
E. LIGHTING RESERVES ($1,287,303)
II. LANDSCAPING IMPROVEMENTS
A. LANDSCAPING $373,900
Citywide Trees and Medians $358,755
Rosemead/Las Tunas Median Maintenance $10,145
City Center Parkways $5,000
Ill. CAPITAL IMPROVEMENTS $0
IV. VEHICLES AND EQUIPMENT $36,260
v. COUNTY ADMINISTRATIVE CHARGE $7,000
VI. RESERVES $0
VII. CITY CONTRIBUTION ($91,824)
VIII. 2010-11 FUND BALANCE (as of 6/30) (positive fund balance ) $0
TOTAL TO ASSESSMENT DISTRICT $325,336
Attachment "8"
RESOLUTION N0.12-4820
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMPLE
CITY, DECLARING ITS INTENTION TO LEVY AND COLLECT
ASSESSMENTS FOR FISCAL YEAR 2012-2013 WITHIN THE
CITYWIDE LIGHTING AND MAINTENANCE DISTRICT, 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 2012-2013 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 2012-2013, 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 filed 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 2012-13" 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 19, 2012, 7:30p.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 15th day of May 2012 .
MAYOR
ATTEST:
City Clerk
City of Temple City DRAFT
Citywide Lighting and Maintenance District
May 7, 2012
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: May 7, 2012
BY: K. Dennis Klingelhofer
R.C.E. No. 50255
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
____ ,2012.
-----------• City Clerk,
City of Temple 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 ofTemple City, California, on
the_ day of , 2012 .
---------------' City Clerk,
City ofTemple City
Los Angeles County, California
By ______________ _
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City of Temple City DRAFT
Citywide Lighting and Maintenance District
ENGINEER'S REPORT
FISCAL YEAR 2012-13
TABLE OF CONTENTS
May 7, 2012
Page ii
Submittal and Acknowledgments .................................................................................. i
Introduction ................................................................................................................. iii
Report ............................................................................................................................ 1
Part A -Plans and Specifications ............................................................................. 3
Part B -Estimate of Cost ......................................................................................... 5
Part C-Assessment Roll ......................................................................................... ?
Part D -Method of Apportionment of Assessment ................................................. 8
PartE-Property Owner List ................................................................................. 14
Part F-Assessment District Diagram .................................................................... IS
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City of Temple City DRAFT
Citywide Lighting and Maintenance District
INTRODUCTION
May 7, 2012
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 2012-13 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
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, I 979, 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 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 exemptions for existing
assessments. However, any increase in the assessment, including the addition of a CP1 escalator, wi II
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 218 would have to be made at that time.
This report reflects those changes and covers the levy of annual assessments for the 2012-13 fiscal
year.
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City of Temple City DRAFT
Citywide Lighting and Maintenance District
CITY OF TEMPLE CITY
FISCAL YEAR 2012-13
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
May 7, 2012
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 of Initiation, 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, submit
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
ofthe City Clerk and incorporated herein by reference.
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City of Temple City DRAFT
Citywide Lighting and Maintenance District
PARTC
ASSESSMENT ROLL
May 7, 2012
Page 2
An assessment of the estimated cost of the improvements on each benefited lot or parcel of land
within the As s essment 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 addresse s of the owners of real property within this Assess ment Di strict. 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 s howing the exte rior 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 Asses sm ent District are on file in the Office of the
City Clerk and incorporated herein by re ference.
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City of Temple City DRAFT
Citywide Lighting and Maintenance District
PART A
PLANS AND SPECIFICATIONS
May 7, 2012
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, is
generally described as follows:
DESCRIPTION OF IMPROVEMENTS
FOR THE CITY OF TEMPLE CITY
CITYWIDE LIGHTING AND MAINTENANCE DISTRICT
FISCAL YEAR 2012-13
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 , pers onnel , 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.
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May 7, 2012
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 furnished, 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 appurtenant 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 furnishing 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.
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City of Temple City DRAFT
Citywide Lighting and Maintenance District
PARTB
ESTIMATE OF COST
May 7, 2012
Page 5
The estimated cost of t he construction, operation, servicing and main t enance of the street and
sidewalk improvements for fiscal ye ar 2012-13, as described in Part A, are summarized herein a nd
described below. All costs include administration and utilities where applicable.
ITEM BUDGET DETAIL
[. ANNUAL COSTS STREET LIGHTING AND TRAFFIC SIGNALS
STREET LIGHTS $349,630
TRAFFIC SIGNALS AND SAFETY LIGHTING $156,800
CAPITAL IMPROVEMENTS $0
TOTAL EXPENDITURES $506,430
COLLECTIONS/(CREDITS) APPLIED TO LEVY
1919 ACT AD-VALOREM REVENUE ($756 ,000)
RESERVE COLLECTION/(TRANSFER) $249,570
TOTAL ADJUSTMENTS ($506,430)
BALANCE TO LEVY FOR LIGHTING $0
II. LANDSCAPING IMPROVEMENTS
LANDSCAPING $373,900
Citywide Tre es and Medians $358 ,755
Rosemead/Las Tunas Me dian Maintenance $10,145
City Center Parkways $5,000
CAPITAL IMPROVEMENTS $0
VEHICLES AND EQUIPMENT $36,260
TOTAL EXPENDITURES $410,160
COLLECTIONS/(CREDITS) APPLIED TO LEVY
RESERVE COLLECTION/(TRANSFER) $0
CONTRIBUTION/LOANS FROM GENERAL FUND ($91,824)
TOTAL ADJUSTMENTS ($91,824)
BALANCE TO LEVY FOR LANDSCAPING $318,336
III. TOTAL TO BE ASSESSED
COUNTY ADMINISTRATIVE CHARGE $7,000
APPLIED CHARGES TO LEVY $325,336
IV FUND BALANCE INFORMATION
FUND BALANCE 7/1 $1,939,808
INTEREST $19,398
TRANSFER FROM 1919 REVENUE $249,570
CURRENT YEAR LOAN FROM GENERAL FUND ($91,8241
PROJECTED YEAR END FUND BALANCE 6/30 $2,116,953
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City of Temple City DRAFT
Citywide Lighting and Maintenance District
May 7, 2012
Page 6
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.
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City or Temple City DRAFT
Citywide Lighting and Maintenance District
PARTC
ASSESSMENT ROLL
May 7, 2012
Page 7
The proposed assessment and the amount of assessment for Fiscal Year 20 12-1 3 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.
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City of Temple City DRAFT
Citywide Lighting and Maintenance District
PARTD
METHOD OF APPORTIONMENT OF ASSESSMENT
GENERAL
May 7, 2012
Page 8
Part 2 of Division 15 of the Streets and Highways Code, the Landscaping and Lighting Act of I 972,
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 XlllA 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 assessment" rather than a "special tax."
The Act also permits certain parcels to be exempt from assessment. Excepted from these assessments
are 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 lots and parcels that are of such size and/o r 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 from the street lighting and traffic signal
system, general landscape maintenance in the streets and sidewalks, arterial highway median
maintenance on Santa Anita Boulevard, Baldwin 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 fairly distributes the cost in relation to the
special benefits received.
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City or Temple City DRAFT
Citywide Lighting and Maintenance District
May 7, 2012
Page 9
Although frontage is an established means of assessment, the Equivalent Dwelling 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 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 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 I 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 is approximately 6 lots per acre. Therefore, commercial/industrial parcels are
assessed six (6) EDUs 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 streetlights
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 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.
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City of Temple City DRAFT
Citywide lighting and Maintenance District
Street Landscaping
May 7, 2012
Page 10
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 oftraffic 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 Hermosa, 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 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.
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City of Temple City DRAFT
Citywide Lighting and Maintenance District
May 7, 2012
Page 11
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.
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City of Temple City DRAFT
Citywide Lighting and Maintenance District
INVENTORY OF PARCELS
May 1, 2012
Page 12
The following infonnation was obtained from the Los Angeles County As sessor's Roll and the City
of Temple City.
Dwelling
Land Use Parcels Units
Exempt 176 n/a
Single Family Residential (SFR) Parcels 8,551 8,551
Muhi-Family Residential (MFR) Parcels 921 3,065
CommerciaVIndustrial 407 n/a
Churches 41 11
TOTAL: 10,096 11 ,627
The distribution of EDUs per Zone is as follows:
ASSESSMENT SUMMARY
ZONE EDU
A ---··-----·-91 ?~1.77
8 2J0025 --------·· ·--------c 247.68
0 45.63
Total 12,695.33
Acres
n/a
nla
n/a
155.73
30.38
186.11
The followin g tabl e shows the summary of th e annual assessments for each Zone of Benefit.
SUMMARY OF ANNUAL ASSESSMENTS PER EDU
Benefit Benefit Benefit Benefit Asrnt Rate
Category of Benefit Zone A Zone B ZoneC ZoneD ($/EDU)
Citywide lands caping, 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 TWlas Medians X $20.48
City Center Parkways X $54.7 9
Total Asmt ($/EDU) FY 12-13 $25.03 $25.03 $45.51 $79.82
Total Asmt ($/EDU) FY 11-12 $25.03 $25.03 $45.51 $79.82
An "X" in the table abo v e indicates the category of benefit included in each Zone . The to ta l assessment
per zone is the s um o f the ass essme nts for each category of benefit.
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City of Temple City DRAFT
Citywide Lighting and Maintenance District
May 7, 2012
Page 13
Because the 1919 Act Lighting Maintenance District revenue covers th e entire FY 2012-13 street
lighting and traffic s ignal budgets, there are no street lighting assessments.
The base assessment rate which may be levi ed for each EDU may be increased by the Consumer
Price Index for all Urban Consumers (CPI) for the Los Angeles -Riverside-Orange Counties in an y
fiscal year by City Council approval each year. The base assessment rate will be that rate as
approved and noticed for Fiscal Year 2012-13.
SAMPLE CALCULATIONS
Sample calculation s for various land use types in Zones A and 8 are provided in the table below .
Zones A and B
Sample Calculations for Various Land-uses
Total FY 2012-13 Asmt
Land -Use EDU Calculation ED Us @ $25.03/ 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 1 EDU/DU ;:::: 3.00 $75.09
10-Unit Apartment 10 DUx I EDU/DU= 10.00 $250.30
Y.. acre Church Y.. 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/Ind 1/8 ac x 6 EDU/ac = 0.75 $18.77
Y.. acre Com/Ind Y.. ac x 6 EDU/ac = 1.50 $37.55
~ acre Com!Ind ~ ac x 6 EDU/ac = 3.00 $75.09
1 acre Com/lnd 1 ac x 6 EDU/ac = 6.00 $150.18
5 acre Com/lnd 5 ac x 6 EDU/ac = 30.00 $750.90
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City of Temple City DRAFT
Citywide Lighting and Maintenance District
PARTE
PROPERTY OWNER LIST
May 7, 2012
Page 14
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 ofthe Clerk of the City of Temple City .
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City ofTemple City DRAFT
Citywide Lighting and Maintenance District
PARTF
ASSESSMENT DISTRICT DIAGRAM
May 7, 2012
Page 15
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 Jines 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 thi s
report applies. The Assessor's maps and records are incorporated by reference herein and made part
of this report.
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