HomeMy Public PortalAbout10) 7F Adopt Reso 15 5085 Intention to Levy Collect Lighting Maintenance District Assessments------
AGENDA
ITEM 7.F.
ADMINISTRATIVE SERVICE DEPARTMENT
MEMORANDUM
DATE: May 19 ,2015
TO: The Honorable City Council
FROM: Bryan Cook , City Manager
By : Tracey L. Hause , Administrative Services Director
SUBJECT: ADOPTION OF RESOLUTION NO. 15-5085, DECLARING THE CITY'S
INTENTION TO LEVY AND COLLECT LIGHTING AND MAINTENANCE
DISTRICT ASSESSMENTS FOR FISCAL YEAR (FY) 2015-16 AND
ESTABLISHING THE TIME AND PLACE FOR HEARING PUBLIC
OBJECTIONS
RECOMMENDATION:
The City Council is requested to :
a) Accept the Enginee r's Report for the Temple City Citywide Lighting and
Maintenance District (District ) for FY 2015-16 (Attachment "A "); and
b) Adopt Resolution No . 15-508 5 (Attachment "B").
BACKGROUND:
1. On June 19 , 1979 , the City Council of Temple City adopted Resolution No. 79-1825
fo rm ing the Temple City Citywide Light ing and Maintenance Distr ict 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 e xplained the
recommended methodology changes and provided examples of the effects of the
diffe re nt 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)
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
City Council
May 19 , 20 15
Page 2 of 5
'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 increase assessment. Further, Proposition 218 required that the
local agency distinguish between general and direct benefit and shall only assess
for di re ct 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 3, 2015 , the City Council adopted Resolution No. 15-5059 ordering
the engineering firm of Harris & Asso ci ates to prepare the required Engineer's
Report for FY 2015-16 , 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 prov ide funding for citywide street l ighting , 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 3 , 2015 , has
prepared the required engineer's report for the District for FY 2015-16 . 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 2015-16. 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 2015-16 . The report also
i ncludes the method of apportionment for the assessments . These two items are
summarized in Attachment "C".
City Council
May 19 , 2015
Page 3 of 5
Assessment Rate Formulas
All parcels in Temple City derive special benefit from the street l ig hting and traffic signal
system , general landscape maintenance in and along the streets and sidewal ks , and
arterial highway median/parkway maintenance. The Engineer's Report establishes a
methodo logy that fairly distributes the cost in relation to the special benefits re ce ived .
The Equi va le nt Dwelling Unit method has be en established as the means of
assessm e nt for the City's Lighting and Maintenance District. The single-family parcel
ha s been selecte d as the basic unit of calculation of assessments and is defined as one
Equivalent Dwelling Un it (EDU ). A methodology has been developed to cal culate th e
EDUs fo r other residentia l uses a nd for non -reside ntial parcels , as describ e d below.
• Residential: All residential uses are assessed one EDU per dwelling unit.
• Commercial/Industrial: Commercial , Industri al and Institutional parcels are
converted to EDUs base d 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 approx im ately six
lots per acre . Therefore , co mmercial/industrial parcels are assessed s ix EDUs per
acre .
• Churches: The City Counci l has ordered that church -owned properties receive
a 25 percent reduction to the assessment rate . Therefore , c hurch properties with
resident ial uses are assessed 0 .75 EDUs per dwelling un it. All other church
prop erties are assessed 75 percent of the commercial/industrial rate , which
calculates to 4.5 EDUs per acre .
Special benefits that are received by all pa rcels in the City are c onsidere d 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 co ns idered lo c al benefits correspond to higher levels of
improvements to parcels in the immediate a re a . The associated costs of these benefits
are spread equally over the loca l area, based on the EDU . A system of zones has been
developed to identify the speci fic benefit each parcel receives . The zones are as
follows :
• Zone A -This zone includes all properties receiving a lo cal 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 Be nefits ;
• Zone C -Rosemead Boulevard/Las Tunas Drive Median Landscaping . This
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May 19 , 2015
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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; and
• 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 (i .e ., trees and planted
materials on Las Tunas Drive and parking areas), as well as the Citywide Benefits
and Direct Lighting Benefit.
The follow i ng table shows the summary of the annual assessment for each Zone .
SUMMARY OF ANNUAL ASSESSMENTS PER EDU
Benefit Benefit Be nefit Benefit
Ca tegory of Benefit Zone A Zone B Zone C Zone D
Citywid e land scap ing, traffic
X X X X sign al, medi ans, a nd parkway
Citywi de Street Lighting X X X X
Direct Street Li ghting X X X
Rosemead/Las Tunas Medi a ns X
City Ce nter Parkways X
Total Asmt ($/EDU) FY 2015-16 $25.03 $25 .03 $45.51 $79.82
Total A smt ($/EDU ) FY 2014 -15 $2 5 .03 $25 .03 $4 5.51 $7 9.82
An "X" in the table above indicates the category of benefit included in each Zone . The total assessment per
zone is the sum of the assessments for each categ ory of benefit.
Asmt Ra te
($/EDU)
$25.03
$0.00
$0.00
$20 .4 8
$54 .79
Acceptance of the Engineer's Report and adoption of Resolut ion No . 15-5058 will the
City to move forward declaring the City's intention to levy and collect Lighting and
Maintenance District assessments for FY 2015 -16.
CONCLUSION:
The City Council is requested to accept the Engineer's Report for the District for FY
2015 -16 prepared by Harris & Associates ; adopt Resolution No . 15-5058 declaring the
City's intention to levy and collect Lighting and Maintenance District assessments for FY
2015-16 ; and set the public hearing for June 16 , 2015 .
.--------
City Council
May 19, 2015
Page 5 of 5
FISCAL IMPACT:
Approval of this agenda item will al low the City to continue the process to set the
assessment rates for the FY 201 4-15 Lighting and Maintenance District and generate
an estimated $330 ,000 in assessment revenues . Gas T ax Funds w i ll supplement the
remaining costs of approximately $123 ,970 , providing fu nding for the citywide street
lighting , tree mainte nance , and traffic signa l maintenance programs .
ATTACHMENTS:
A. Engineer's Report for Temple City Citywide Lighting and Maintenance District -
FY 2015-16
B . Resolution No . 15-5058
C. Annual Progra m Cost Summary
ENGINEER'S REPORT
for
TEMPLE CITY CITYWIDE LIGHTING
AND MAINTENANCE DISTRICT
Fisca l Year 2015-16
for the
City of Temple City
Los Angeles County, California
May 4, 2015
B Harris & Associates .
ATTACHMENT A
City of Temple City
Citywide Lighting and Maintenance District
ENGINEER'S REPORT
CITY OF TEMPLE CITY
CITYWIDE LIGHTING AND MAINTENANCE DISTRICT
May 4 , 2015
Page i
T h e u ndersig n ed respec tfully submits t he e n c losed report as d irect ed by t he City Co un ci l.
DATED : May 4, 2015
e:ltemple chyl fy15-161rpt-tc llmd fy15-16 4may15 r2 .d ocx H I Harri s & Associates .
City of Temple City
Citywide Lighting and Maintenance District
ENGINEER'S REPORT
FISCAL YEAR 2015-16
TABLE OF CONTENTS
May 4 , 2015
Page ii
Submittal a nd Ac kn ow ledgmen t s ................................................................................... i
Intr oduct ion .................................................................................................................. iii
Report ........................................................................................................................... 1
Pa rt A -Pl an s a nd Speci f ications ............................................................................ 3
Pa rt B-Es t i mate o f Cost ......................................................................................... 5
Pa r t C-Ass e ss m e nt Ro ll ......................................................................................... 6
Par t D -Method of A p portionm e nt of Assessmen t ................................................ 7
Par t E -Pr operty Ow ne r Li st ................................................................................. 13
Par t F-Assess m en t Dis t rict Diagra m ................................................................... 14
e:ltemple c~ylfy15-16\rpt-tc llmd fy15-16 4may 15 r2 docx
H I Harris & Associates .
City of Temple City
Citywide Lighting and Maintenance District
INTRODUCTION
May 4, 2015
Page iii
The purpose of this report is to set forth findings and engineering analysis for the Temple City Citywide
Ligh ti ng and Maintenance District for the 2015-16 fiscal year. This District, utilizing direct benefit
assessmen t s, (1) supp le men t s revenue generated by the existing 1919 Act Temple City Municipal
lighting District to finance the cost of providing maintenance and operation of a str eet lighti ng system
and covers the costs of providing maintenance and operation of the traffic signa ls in the City, and (2)
cove r s the costs of maint ai n ing t he median an d p arkway landscaping in the City ofTemple City .
The City Council of Te mple City adopted Reso lution No. 79-1825 on June 19, 1979, which formed the
Temple City Citywide Lig hting and Maintenance District and confirmed assessments for the first fiscal
year, 1979-80.
Following the comp letion of the District proceedings for FY 1994-95, the City Council directed staff to
analyze the assessme nt methodology. The purpose of the study was to verify that properties were
be in g assessed in proportio n to the benefi t rece ived. An Executive Summary explaining t he f indings ,
detai ling recommended methodology changes, and providing exampl es of th e effects of the different
alternatives was completed and submitted to t he City Council.
On Apri l 23 , 1995, th e City Council receive d th e Executive Sum mary, approved the r ecommended
changes , and directed staff to make the approved changes to the District for FY 1995 -96. Notices were
mai led to all property owners outlining the changes to the method ology, and stati ng the assessment
amount proposed for eac h property and that a CPI escalator was included in the District. The changes
were ap p roved af ter a for mal public hea r ing.
Fo ll owing the passage of Proposition 218 in November, 1996, the City has been able to continu e to levy
assessmen t at the cu r re nt r ate since Proposi t ion 218 allowed certa i n exemptions for exist ing
assessments. However, any increase in the assessment, including t he addit ion of a CPI escalator, w i ll
requ ire that a ballot be ma il ed to each property owner subject to the assessment, and that a majority of
property owners (weighted by assessment amo unt) returning thei r ballot must approve of the i ncrease
in the assessment. In add ition, any othe r changes nee d ed to comply with the requirements of
Pr oposition 218 would have to be made at that t ime.
This report reflects those changes and covers the levy of annual assessme nts for the 2015 -16 fiscal yea r.
e \temple cityl fy15·16\rpl ·lc llmd fy1 5-16 4 ma y15 r2 docx H I Har ri s & Associate s.
City of Temple City
Citywide Lighting and Maintenance District
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
FISCAL YEAR 2015-16
May 4, 2015
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 co nne ct ion with the proceedings fo r :
CITY OF TEMPLE CITY
CITYWIDE LIGHTING AND MAINTENANCE DISTRICT
hereinafter referred to as th e "Assessme nt District" or "District", I, K. Dennis Klinge lhofer, P.E., the
authori zed representative of Harris & Associa t es, the duly appo in ted ENG IN EER OF WORK , subm i t
herewith the "Repo rt" co n sisting of six (6) parts as fol lows :
PART A
PLANS AND SPECIFICATIONS
Plans and specifica ti ons for the improvemen t s are as set forth on the lists thereof, attached hereto,
and are on file in the Office of the City Clerk an d are incorporated here in by reference .
PARTS
ESTIMATE OF COST
An es tima te of the cos t s of the proposed improvements, includ ing incidenta l costs and expense s in
connection therewith, is as se t forth on th e li sts ther eo f, attached hereto, and are on f il e in the
Office of the City Clerk and inco r porated herein by referen ce.
e:l temp le crtylfy15-16\rpt-tc llmd fy15-16 4 may15 r2 docx H I Harris & Associates .
City of Temple City
Citywide Lighting and Maintenance Di strict
PARTC
ASSESSMENT ROLL
May 4, 2015
Page 2
An assessment of the es tim ated cost of the improvements on ea ch benefited lot or parcel of l and
within the Assessment Dist rict.
PARTD
METHOD OF APPORTIONMENT
The method of apportionment of assessme nts, indicat ing the proposed assessme nt of the net
amo unt of the costs and expenses of the improvements t o be assessed upon the severa l lots and
parce ls of land within 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 th e 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 property within this Assessment District, as
show n on the last eq ualized rol l of the Assesso r of the County of Los Angeles . The li st is keyed to
t he records of the Assessor o f the County of Los Ange les, which are incorporated herein by
reference .
PART F
ASSESSMENT DISTRICT DIAGRAM
The Diagram of the Assessment Dist ri ct Bound aries showing the exterior boundaries of t he
Assessment District, the boundaries of any zones within the Assessment District and the lines and
dimensions of each lot or parcel of land with in the Assessment District are on fi l e in the Office of
the City Clerk and incorporated herein by refe rence.
e :\temple cityl fy15-16\rpt-tc llmd fy15-16 4may 15 r2 .docx II I Harris & Associates .
City of Temple City
Citywide lighting and Maintenance District
PART A
PLANS AND SPECIFICATIONS
May 4 , 2015
Page 3
The installation of planting, landscaping, irrigation systems, light i ng and the construction of
appurtenant facilities to be operated , serviced and maintained within the City of Temp le City, is
gene r all y described as fol lows :
DESCRIPTION OF IMPROVEMENTS
FOR THE CITY OF TEMPLE CITY
CITYWIDE LIGHTING AND MAINTENANCE DISTRICT
FISCAL YEAR 2015-16
The facilities to be constru cted , maintained and serviced are the st reets and sidewa l ks within the
District, including street li ghting, traffic signals, street trees, med ian and parkway, landscaping and
hardscaping.
The District will supp lement revenue genera t ed by the existing 1919 Act Temple City Municipal
Ligh t ing District, and will f und costs in con nection with the Dis t r ict maintenance and servicing
inc lud ing, but not limi t ed t o, personnel, elec trica l energy, water, materials, contract ing services,
and other expenses necessary for the satisfactory operation of these facilities. Reference is made
to Part "D" of this r epo rt fo r a discussion of t he Zones of Benefit and the facilities associated with
them which are serviced an d maintained . The i mprovements are desc r ibed as foll ows :
landscaping and Appurtenant Facilities
Facilities include but are not limited to: Landscaping, plan ti ng, shrubbery, trees, irrigation
systems , hardscapes, fi xtures , sidewa l k ma i ntenance result i ng from landscape growth and
appurtenant faci lities, in public st r eet and sidewa l k rig h ts-of-way, medians, parkways and
dedicated easements within the boundaries of said Assessmen t Di strict.
lighting, T raffic Signals and Appurtenant Facilities
Faci li ties include b ut ar e not l imited t o : Poles , f ixtures, bulbs, co nduits, conductors, equipment
i nc lud ing guys, anchors, posts and pedes t als, me t ering devices and appu r t en ant facilities as
required to provide l igh t ing and traffic signals in public street and sidewalk rights -of-way and
dedicated easements within the bounda r ies of said Assessmen t Di strict .
e.ltemple Clt ylfytS-16\rpHc llmd fy15-16 4may15 r 2 docx II / Ha rris & Associ ates -
City of Temple City
Citywide Lighting and Maintenance District
May 4, 2015
Page 4
The public lighting system shall be maintained to p r ovide adequate illumination . The traffic
signal system sha ll be maintained based o n th e City spec ifications and current industr y
standards. Electricity f or stree t lights an d traffic signals shall be furnished , and it sha ll be
adequate for the intended purpose. Rates for power sha ll be those authorized by the California
Public Utilities Commission .
Maint enance means the furni shing of services and materials for the ord i nary and usual operation,
mai ntenance and se rv icing of th e landscaping, public lighting facilities and appurtenant facil ities,
in cl udin g repair, remova l o r replacement of all or part of any of the landscaping, public lighting
f ac iliti es or appu rtena nt f aci lities; provid in g for the l ife, growth, hea lth and beauty of the
landscap i ng, including cu ltivation, irrigation , trimming, spraying, fertil izing and treating for d isease
or injury; th e removal of t rimm ings, rubbis h, debris and othe r sol id waste; and the cleaning,
sandblasting and paintin g of wal ls and o ther improvements to remove or cover graffit i.
Servicing means the furnishin g of water for the irrigation of the landscaping and the maintenance of
any of the public lighti ng facilitie s or appurtenan t facil ities and the furn ishing of electric energy for
the public lighting facilities, land sca pin g or appurtenant fa ci liti es.
The plans and speci fication s for the improvements, showing the general nature, location , and
ex t ent of the imp r ove ments, are on file in th e offi ce of the City Cler k and are by referen ce here i n
made a part of thi s repo rt.
e \temple citylfy15-161tpt-tc llmd fy15-16 4may1 5 r2 docx H I Harris & Associates.
City of Temple City
Citywide Lighting and Maintenance Dist rict
PART B
ESTIMATE OF COST
May4, 2015
Page 5
The estimated cost o f th e construction, opera ti on, serv i cing an d maintenance of the street and
sidewa l k improvemen t s fo r f iscal year 2015-16, as described in Pa rt A, are summarize d herein and
desc r i bed below. Al l cos t s in cl ude administ ra t ion and utilities w he re applicable .
ITEM BUDGET DETAIL
I. ANNUAL COSTS STREET LIGHTING AND TRAFFIC SIGNALS
STREET LI GHTS $381,234
TRAF FI C SIG NALS AND SAFETY LI GH TI NG $130,691
CAPITAL IMPROVEMENTS $0
TOTAL EXPENDITURES $511,925
COLLECTIONS/( CREDITS) APPLIED TO LEVY
1919 ACT AD-VALOREM REVENUE ($901,500)
RESERVE COLLECTION/(TRANSFER) $389,575
TOTAL ADJUSTMENTS ($511,925)
BALANCE TO LEVY FOR LIGHTIN G $0
II. LANDSCAPING IM PROVEMENTS
LANDSCAP ING
Citywide Trees and Medians $504,438
Rosemead/Las Tunas Median Maintena nce $10,040
Rosemead Bou levard $49,960
City Center Parkways $5,002
TOTAL LAN DSCAPING $569,440
CAP ITAL IMPROVEMENTS $0
VEH ICLES AND EQUIPMENT $0
TOTA L EXPENDITURES $569,440
COLLECTIONS/( CREDITS ) APPLIED TO LEVY
RESERVE COLLECTION /(TRANSFER)
CON T RIB UTION FROM GENERAL FUND ($250,777)
TOTAL ADJUSTMENTS ($250,777 )
BALANCE TO LEVY FOR LANDSCAPING $318 ,663
Ill. TOTAl TO BE ASSESSED
COUNTY ADMINISTRATIVE CHARGE $7,000
APPLIED CHARGES TO lEVY $325 ,663
IV FUND BALANCE INFORMATION
FUND BALANCE 7/1 $1,216,990
I NTEREST $12,170
TRANSFER FROM 1919 ACT REVENUE $389,575
PROJECTE D YEAR END FUND BALANCE 6/30 $1 ,618,735
e:ltemple Cltylfy15-161rpt-tc llmd fy15·16 4may1 5 r2 docx HI Harris & Associates ~
City of Temple Ci ty
Citywide lighti ng and Maintenance District
May 4, 2015
Page 6
The 1972 Act requires t ha t a special fund be setup for the revenues and expenditures of the District.
Funds raised by assessment shall be used on ly 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 ba lance or deficit remaining on Jul y 1 must be carried over to t he next fisca l year.
e:\temple city\fy15-16\rpt -tc llmd fy15-16 4may15 r2 .doc x HI Harri s & Associ ates -
City of Temple City
Citywide lighting and Maintenance District
PARTC
ASSESSMENT ROLL
May 4, 2015
Page 7
The p r opose d asses sment and the amount of assessment for Fiscal Year 20 15-16 apportioned to
each lot or parce l, as shown on t he latest roll at th e Assessor's Offi ce are contained in the
Assessment Roll on file in the office of the City Cl erk of the City of Temple City , which is
incorporated herein by reference.
The descripti o n of eac h lot or parce l is part of the records of the Assessor of the County of Los
A ngeles and these records a re, by re f erence, made part of th is Report.
e:ltemple c~y\fy 15-16\rpH c llmd fy 15-16 4may15 r2.docx H I Harris & Associates .
City of Temple City
Citywide lighting and Maintenance District
PARTD
METHOD OF APPORTIONMENT OF ASSESSMENT
GENERAL
May 4, 2015
Page 8
Part 2 of Division 15 of the Streets and Highways Code , the Landscaping and Ligh t ing Act of 1972,
permits the es tablishment of assessment distr ict s by cit ies for the purpose of providing ce r tain
public impr ove ments which include the construction , maintena nce and servicing of street lights,
traffic signals, landscapi ng and park and recreational fa cili t ies .
Sec tion 22573, Land sca ping and Lighting Ac t of 1972 requires that maintenance assess men t s be
levied acco r d in g to benefit rat her than acco rdin g to assesse d value . This section states:
"The net amount to be assessed upon lands within an assessme nt district ma y be
apportioned by any formul a or method which fairl y distributes the net amount among all
assessable lots or parcels in proportion to th e estimated benefits t o be received by each
such lot or parcel from th e improve ments ."
Beca use assessment s are levied on t h e basis of be nefit, t hey are not a t ax , and , th erefore, are not
governed by Article X lil A of t h e Californ ia Constitution .
The Act perm it s the designation of zo ne s of b enefit within any in di vidual assessme nt district if "by
reason of va r iations in the nature, loca tion , and extent o f the im provements, t he vari ou s areas will
receive differ ent degrees of benefit from t he improve m en t s." (Sec . 22574 ). Thus, t he 1972 Act
re quires the le vy of a true "benefit assess ment" rath er than a "s pecia l t ax ."
The Act al so permits certain parcel s to be exempt from ass ess ment. Excepted from these assessment s
are a reas of all publicly owned property such as: publ ic streets, pu blic avenues, public lanes, public
roa ds, pub lic drives, publ ic cou rts , publi c alleys, all public easeme nts and rights-of-way, all pub lic parks ,
gr een be lts and parkways, and all public property being use d for pub lic purposes , as well as utili ty
ow ned property. Also excep t ed from these assessments are common areas in mu ltiple lo t /unit
deve lopments ; undeve loped lots and parce ls that are o f such size and/or con figuratio n a nd location t hat
the City 's current zo ning and subdivision laws prohibit benefi cia l developmen t and usag e.
PARCEL CLASSIFICATION
All parcels in the City of Temple City de ri ve spe cia l bene f it from th e st r ee t ligh ting and t r affic signal
system, genera l land sc ape maintenance in th e streets and sidewalks, arterial h ig hwa y median
maintenance on San ta An ita Boul eva rd , Ba ldwin Avenue, Rosemead Boul evard and Las Tun as Dri ve, and
arterial pa rkway maintenance on Las Tunas Drive (City Center Pa rk way Improveme nts ). The intent of
this rep ort is to es tablish a m ethodo logy that fairl y distri butes the cost in relation to the spe cia l benefits
rece ived.
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City of Temple City
Citywide Lighting and Maintenance District
May4, 2015
Page 9
Although frontage is an es tabl is hed means of assessment, the Equi valen t Dwelling Unit me thod is
usually see n as more appropriate and equitab le for land scape and lighting districts, as the benefit to
each parce l from the improvements being maintain ed extends beyond t he front of their property;
therefore, assessments are apportioned as a function of land -use type and size. Th is may be more
clear ly shown by taking an example of a commercial pro perty on a "flag lot." Two parcels may be
esse ntially the same size, but unde r a fro ntage method of assessment, one parce l wou ld be assessed
more than the other. This provid es an assessment spread to t he two commercial properti es wh ich is
not commen surate with the benefit eac h of them re ceives.
The sing le-family parcel has been se lecte d as th e basi c unit of ca lculation of assessments and is defined
as one Equivalent Dwell ing Unit (EDU). A methodology has been develope d to calculate the EDUs for
o ther r esi dential us es and for non -residen tial parce ls, as described below.
• Residential . All resident ial uses are assessed 1 EDU per dwe lling un it.
• Commercial/Industrial. Comm ercial, Industrial and In sti tutional parcels are convert ed to EDUs
ba se d on the lot size of each parcel of land . In converting these properties to EDUs , the factor
use d is the City of Temple City's average single family re si dential lot size of 7,20 0 squa re feet,
which is approx imately 6 lots per acre. Therefore, commerc ia l/industrial parce ls are assessed
six (6) EDUs per ac r e.
• Churches. The City Coun ci l has order ed that church-owned properties receive a 25 percent
r edu ction to the assessment ra t e . Therefore, church properties with residential uses are
assessed 0 .75 EDUs pe r dwelling un it. All other chu r ch properties ar e assessed 75 percent of
th e commercial/industri al rate, which ca lculates t o 4.5 EDUs per acre .
Th e land use classification for each parcel ha s bee n based on the los Angeles County Assessor 's Roll.
SPECIAL BENEFIT DETERMINATION
Property va lu es in a co mmunity are ind ivid ually in crea sed when public infrastru cture such as street
lights and traffic sig nal s, and land sca ping faciliti es are in pla ce, i mproved , operable, safe , clean and
maintained.
Street lighting and Traffic Signals
Th e pro per f un ct ioning of st reet lighting and traffic sig nal s is imperative for th e welfare and safety
of the pub li c and property throughout the City. Proper mai ntenance and servicing of the street
lighting system benefits properties within th e Di strict b y providing proper illumination for ingress
and egress and safe tra ve ling at night. Properties with in th e District also benefit from the prope r
functio ning of the Distri ct's traffic signal system . Proper o pe rati on of th e street light and traffic
signal syste m s is imperative to public conven ience , orderly t raffi c flow, enhanced conges t ion
management and sa fety. Improved secu rity, fu el co nserva tion, protect ion of property from crime
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City of Temple City
Citywide lighting and Maintenance District
May 4, 2015
Page 10
and vandalism, and reduct ion of traffic accidents, are special and d irect benefi t s to all properties
wi th in the City; lighti ng benefit s are directly related to public safety and property protection and
t he refore increase property values.
Street Landscaping
The City maintains trees and miscellaneous shrubbery throughout the City. The trees and
shrubbery are loca ted within the public r ight-of-way . These t rees and shrubbery pr ovide an
aesthetically pleasing environment, shade, beautification, and according to some authorities, air
purification and sou nd attenuation . These positive attributes increase the value of all properties
througho ut the City.
There are two t ypes of specia l benefits : Citywide Benefits and Lo cal Benefits.
CITYWIDE BENEFITS
Spec ial benefits that are received by all parcels in the City are conside r ed Citywide Benefits, and the
associated costs of these benefits are sprea d equally, ba sed on Equi valent Dwelling Units, to all
parcels within the District.
City-wide Benefit s that e nh ance the va lu e of all properties within the Distric t include landscape
maintena nce throughout th e City, the operation and maintenance of t raffi c signa ls, and street
ligh ting and median main t enance on the major thoroughfares, w hich are the main travel ways of
th e Ci t y.
LOCAL BENEFITS
Special benefits that are considered loca l benefits co rresp ond to h ig her levels of improvemen ts to
parce ls in the immediate ar ea . The associated cos ts of these be nefits are spread equally over the
loca l ar ea, based on Equ iva lent Dwelling Units.
• Local Lighting
St r eetlights adjace nt to or near a parcel of land provide a special and direct Local Benefit to that
pa r cel. The added secur ity, reduct io n in traffic accidents a nd inc r eased aesthetics benefit the
sur rounding parcels and th ereby enhance th e va lue of the parce ls.
All parcels with st ree tlig hts in their vici nity re ce ive a Local Bene fit .
• Rosemead Boulevard and Las Tunas Drive Medians
These improvements are located a long Rosemead Bou levard, from Broadway to Hermosa, and
La s Tunas Drive, from Musca tel to Su ltana, and consist of median improvement s including
la nd sca ping , irrigati on and ha rdsca pe .
The improvements are l ocated on major arte r ia ls , and the r efore provide benefit to all parcels
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City of Temple City
Citywide lighting and Maintenance District
May 4, 2015
Page 11
within the City . However, the comme rcial properties directly adjacent to these imp rovemen ts
receive a direct Loc al Ben efit in additio n to th e Citywide Benefit, due to econo mic enhancement
relating to parkway beaut ification and increased desirability of the surround ings which provides
additional increases in property val ue .
Becau se the improve ments provi de a Citywide Benefit and a Local Benefit, it is proposed that the
cos t s f o r maintain in g and se rv icing t he se improveme nts be divi d ed so that ha lf of the cost is
sp read Citywide an d half of the cost is sp read to the local area of benefit.
• City Center Parkway Improvements
Th ese improvements a r e l oca t ed along La s Tun as Drive, from Cl overly to Kauffman, and consist
of parkway improve ments including raised planters, automatic irrigation , street trees , decorative
lig hti ng f ixtures, tree g r ates, benches, and hardscape .
The improvem ents are located on major arteria ls, and therefo re p rovide benefit to a ll parcels
w ithin the City. Howeve r , the com mercial prope rt ies directly adjacent to thes e improv ements
recei ve a direct Local Benefi t in additio n to the Citywide Be nefit, due t o econom ic e nh ancement
re l ating t o parkway beautifi catio n and in creased d es irability of th e surroundings w hich provides
additional increases in property value.
Becau se the improve ments provide a Citywide Benefit and a Loca l Benefit, it is proposed that the
cost s for maintain ing and servicing these improveme nts be d ivided so that half of the cost is
sp r ead Citywide an d ha lf of th e cos t is spread t o th e loca l area of benefi t.
ZONE CLASSIFICATIONS
A sys tem of zones ha s been de velope d to identify the specific benefit each parce l r ecei ves. The
zones are as follows:
Zone A -This zone i nclude s all properties receivin g a lo ca l li ght ing benefit. They are assessed for
loca l li ght ing, as wel l as the Cit ywide Benefits.
Zone B -Th is zone inc ludes all properties that re ceive only Cit ywide Ben efits.
Zone C -Rosemead Boulevard/las Tunas Drive Median landscaping . This zo ne includes all
co mmercial parce ls ab utting the Rosemead Boul evard/Las Tunas Drive med i ans. The y are ass esse d
the Rosemead Boulevard/Las Tuna s Dri ve Median Loca l Benefit, as well as the Cityw ide Benefits and
Direct Li ghting Bene fit.
ZoneD -City Center Parkway Improvements . Thi s zone includes commerc ial pa rce ls abutting the
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City of Temple City
Citywide Lighting and Maintenance District
May4, 2015
Page 12
City Center Parkway Improvements. They are assessed t h e City Ce nter Parkway Improvement Local
Benefit, as we ll as the Citywid e Benefits and Direct Li ghting Benefit.
INVENTORY OF PARCELS
The foll owing information w as obtained from the Los Ange les Co un ty Assessor's Ro ll and the City of
Temp le City.
Dwelling
Land Use Parce l s Un i ts Acres EDU
Exempt 180 n/a n/a
Single Fami ly Res idential (SFR) Parce ls 8,585 8,585 n/a 8,585.00
Multi-Family Resi d ential (MFR) Pa rce ls 914 3,05 1 n/a 3,051.00
Commercial/I ndus trial 403 n/a 154.90 929.43
Churches 42 11 30.38 144.97
TOTA L: 10,124 11 ,647 185.28 12,7 10.40
The d is tribution of EDUs per Zone is as follows :
Zo ne EDU
A 9,5 14.34
B 2,9 05 .25
c 245.16
D 45.65
Total 12,7 10.40
ASSESSMENT SUMMARY
The foll owing table shows the summary of the annual assessmen t s for each Zone of Be n efi t.
I
Benefit Bene f it Benefit Benefit A smt Rate
Category of Benefit Zone A Zone B Zone C ZoneD ($/EDU)
Cityw id e landscapi ng, 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
Ro se mead /Las Tu nas M edia n s X $20.48
City Cente r Parkways X $54.79
Total Asmt ($/EDU) FY 15-16 $25 .03 $25.03 $45.51 $79.82
To t al Asmt ($/EDU) FY 14-15 $25.03 $25.03 $45.5 1 $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 t h e assessments for each category of benefit.
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City of Temple City
Citywide lighting and Maintenance District
May4, 2015
Page 13
Because the 1919 Act Lighting Maintenance District revenue covers the enti re FY 2015-16 street
lightin g and traffic sig nal budgets, there are no street lighting assessments .
The ba se assessment rate which may be levied for each EDU may be increase d by the Consumer
Price Index for all Urban Con su mers (CPI) for the Lo s Angeles -Riverside -Orange Counties i n any
fiscal year by City Co uncil approval each year. The ba se assessment rate wi l l be that rate as
app r oved and noticed for Fi sca l Year 2015-16.
SAMPLE CALCULATIONS
Samp le calculations for various land u se types in Zones A and Bare provided i n the tabl e below.
Total
Land -Use EDU Calculatton ED Us FY 2015-16 Asmt
SFR 1 DU x 1 EDU/DU = 1.00 $25.03
Condominium 1 DU x 1 EDU/DU = 1.00 $25 .03
3-Unit Apartment 3 DU x 1 ED U/DU = 3.00 $75 .09
10-Unit Apartment 10 DU x 1 EDU/DU = 10 .00 $250.30
X ac r e Church X ac x 4.5 EDU/ac = 1.13 $28 .16
1 acre Chu rc h 1 ac x 4 .5 EDU/ac = 4 .50 $112 .64
1/8 ac r e Com/l nd 1/8 ac x 6 EDU/ac = 0.75 $18.77
X acre Com/lnd X ac x 6 EDU/ac = 1.50 $37.55
Yz acre Com/ln d Yz ac x 6 EDU/ac = 3.00 $75 .09
1 ac r e Co m /lnd 1 ac x 6 EDU/ac = 6.00 $150.18
5 ac r e Co m /lnd 5 ac x 6 EDU/ac = 30.00 $750 .90
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City of Temple City
Citywide Lighting and Maintenance District
PARTE
PROPERTY OWNER LIST
May4, 2015
Page 14
A list of names and add re sses of the owners of all parce ls within this District is shown on the last
e qualized Property Tax Ro ll of the Assessor of the County of Los Ang eles , which by r efer ence is hereby
made a part of this report. Th is l ist is keyed to the Assessor's Pa rce l N umbers as shown on the
Assessment Roll on fi le in th e Office of the Clerk of the City of Temple City.
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City of Temple City
Ci t ywide Lighting and Mainte nan ce Dist ric t
PART F
ASSESSMENT DISTRICT DIAGRAM
M ay 4, 201 5
Page 15
The boundaries of the District are coterminous with the boundaries of the City of Temple City. A
d iagram showing the ex t erior boundaries of the District, the boundaries of any zones within the
Assessment District, and t h e lines and dimens ions of each lot or parce l of land withi n the Dis tri ct i s
on file in the Office of the City Clerk and incorporated herein by reference.
The lines and dimensio ns of each lot or parcel within the District are those lines and dimensi ons
shown on the maps of t he Assessor of the County of Los Angeles for the fiscal year to wh ich this
report applie s. The Assessor's maps and records are incorporated by reference herein and made
part of thi s report.
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ATTACHMENT 8
RESOLUTION NO. 15-5085
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMPLE
CITY, DECLARING ITS INTENTION TO LEVY AND COLLECT
ASSESSMENTS FOR FISCAL YEAR (FY) 2015-16 WITHIN THE
C ITYWIDE LI GHTING AND MAIN TE NA NCE DISTR ICT , PURSUANT TO
THE LAN DSCAPING AND LI G HTIN G ACT OF 1972 AND
ESTABLISH ING A TIME AND PLACE FOR HEARING PUBLIC
OBJECTIONS
WHEREAS, the Ci ty Council of the City of Temple City he reby declares its intention to levy and
collect assessments for FY 2015-16 in the exist ing Ci tywide Lighting and Ma intenance 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 Cal ifornia .
NOW, THEREFORE, the City Council of the Ci ty of Temple C it y does hereby reso lve as follows :
DESCRIPTION OF WORK
SECTION 1. The City Council has determined the public in terest and convenience requ ires that
certa in work be performed and improvements made within the Lighting and Ma intenance District for which
assessments shall be levied and collected for FY 2015-16 , to inc lude 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 , with in the incorporated area of the City of Temple City as
indicated on a map filed in the City Cle rk 's office entitled "Lighting and Ma intenance District Assessment
Diagram ." The Lighting and Maintenance District boundaries shall be the same as the incorporated City
bounda r ies .
DESCRIPTION OF ASSESSMENT DISTR ICT
SECTION 3. The City Counci l has determined the work and improvements to be performed are a
direct benefit to the City of T emple City and hereby c ha rges the expenses of sa id 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 publ ic streets and
ri ghts-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 "En gine er's Report for T emple C ity
Citywide Lighting and Maintenance District, Fiscal Year 2015-16 " is on file in the office of the City Clerk and
reference to said report is hereby made for all particu lars .
NOTICE OF PUBLIC HEARING
SECTION 5 . Notice is hereby give n tha t the City Council of the City of Temple City will hold a
public hearing June 16 , 2015, 7:30p.m . in the City Council Chambers located in the Civ ic Center faci lity at
5938 N. Kauffman Avenue, Temple City , California , and all persons hav ing a ny objections regard ing the
proposed work, im prove ments, or intent of the assessment d istrict, may appear and demonstrate cause why
sa id work or improvements should not be performed or carried ou t in accordance wi th th is resolution of
in tention . The City Council will consider a ll verba l and written protests.
LANDSCAPING AND LIGHTING ACT OF 1972
SECTION 6 . All work and improvements herein prop ose d s hall be performed in accordance with
the La ndscaping and Lighting Act of 1972, being Di vi sion 15 of the Streets and H ighways 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. T he local agency must disting uis h between genera l and
direct benefit and shall only assess for direct benefit. It is the local agency's responsib ility to p rov ide
evidence substantiating t he assessment is proportional to benefit. Parks are considered to be a general
benefit. T herefore , effective Ju ly 1, 1997 , the City may not co ntinue to assess for park ma intenance
operations . The park ma in te nance program w ill be ut ilizin g general fund monies.
SECTION 8 . The City Clerk shall certify to the adoption of this resolution .
PASSED, AP PROVED , A ND ADOPTED on t his 19th day of Ma y , 2015 .
MAYOR
ATTEST:
City C lerk
---------~
ATTACHMENT C
Annual Program Cost Summary
IT EM BU DGET DETAI L NE TTO ASMT
I. ST REET LIG HTI NG A ND TRAFFIC SIG NALS $0
A. STREET LI GHT S $381 ,23 4
B . TRAFFIC SIG NA L S A N D SAFETY LI G HTING $130,691
C. 1 919 ACT LI G HTIN G MA INTENA NCE DI STRI CT
2014 -15 Ad-Valore m Taxes $ 901 ,500
20 13-14 Rese rv e Fund Balance (as of6/30) $2 ,012 ,081
D. CAPITAL IMPROV EM E NTS $0
E. LIG HTI NG R ESERVES $2 ,532 ,4 22
II. LA NDSCAPING IMP ROVEMENTS
A . LANDSCAP ING $569 ,440
C it ywide T ree s and Medians $504 ,438
Rosemead/Las Tun as Median Mai nte na nce $10 ,040
Rosemead Boulevard $49 ,960
City Cent er Parkways $5 ,002
Ill. CAP ITAL IM PROV E MENTS $0
IV. VE H ICLES A ND EQ U IPME NT $0
V . COUNTY ADMINI STRATIVE CHARGE $7,000
V I. RESERVES $0
VI I. CITY CONTRIBUTION (Gas Tax) ($123 ,970)
VIII. 2013-14 FUND BA LAN CE (as of 6 /30) (posit ive fund ba lance ) $0
TOTAL TO ASSESSMENT DISTRICT $452 ,470
ATTACHMENT C
Annual Program Cost Summary
ITEM BUDGET DETAIL NET TOASMT
I. STREET LIGH TING AND TRAFFIC SIG NALS $0
A . STREET LIGHTS $381 ,234
B. T RAFFIC SIG NALS AND SAFETY LIGHTING $130,691
C. 1919 ACT LIGHTING MAI NTENAN CE DISTRICT
2014-15 Ad-Valorem Taxes $ 901 ,500
2013-1 4 Reserve Fund Balance (as of 6/30) $2 ,012 ,081
D. CAPITAL IMPROVEMENTS $0
E . LI G HTING RESERVES $2,532,422
II. LANDSCAPI NG IMPROVEMENTS
A. LANDSCAP ING $569 ,440
Ci tywide Trees and Med ians $504,438
Rosemead/Las Tuna s Median Maintenance $60,000
City Center Parkways $5 ,002
Ill. CAP ITAL IMPROVEMENTS $0
IV . VEHICLES AND EQ UI PMENT $0
v . COUNTY ADMINIS TR ATIVE CHARGE $7 ,000
V I. RESERVES $0
VII. CITY CONTR IBUTION (Gas Tax) ($123 ,970)
VIII. 2013-14 FUND BALANCE (as of 6/30) (positive fund balance ) so
TOTAL TO ASSESSMENT DISTRICT $452 ,470
-~--------------
ATTACHME NT C
Annual Program Cost Summary
ITEM BUDGET DETAIL NETTOASMT
I. STREET LIGHTING AND TRAFFIC SIGNALS $0
A . STREET LIGHTS $381 ,234
B . TRAFFIC SIGNA L S A ND SAFETY LI G HTING $130,691
C. 1919 ACT LIGHTING MAINTENANCE DI STRICT
2014-15 Ad-Valorem Taxes $ 901 ,500
2013-14 Reserve Fund Balance (as of6/30) $2 ,012 ,081
D . CAPITAL IM P ROVEMENTS $0
E. LIGHTING RESERVES $2 ,532,422
II. LANDSCAPING IMPROVEMENTS
A. LANDSCAPI NG $569 ,440
Citywide Trees and Medians $504 ,438
Rosemead/Las Tunas Median Maintenance $10,040
Rosemead Boulevard $49 ,960
City Center Parkways $5,002
Ill. CAPITAL IMPROVEM ENTS $0
IV. VEH ICLES AND EQ UIPMENT $0
V. COUNTY ADMI NISTRATIVE CHARGE $7 ,000
VI. RESERVES $0
V II. CITY CONTRIB UTIO N (G as Tax) ($123 ,970)
VIII. 2013-1 4 FU ND BALANCE (as of 6 /30) (pos itive fund balance ) $0
T OTAL TO ASS ESSM ENT DISTRIC T $452,470