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HomeMy Public PortalAbout14) 8B RESO 15-5089 ORDERING LEVY OF CITYWIDE LIGHTING AND MAINTENANCE ASSESSMENTSDATE: TO: FROM: ADMINISTRATIVE SERVICES DEPARTMENT MEMORANDUM June 16, 2015 The Honorable City Council Bryan Cook, City Manager By: Tracey L. Hause, Director of Administrative Services AGENDA ITEM 8.8. SUBJECT: PUBLIC HEARING -ADOPTION OF RESOLUTION NO. 15-5089, ORDERING THE LEVY OF CITYWIDE LIGHTING AND MAINTENANCE DISTRICT ASSESSMENTS FOR FISCAL YEAR (FY) 2015-16 RECOMMENDATION: It is recommended that the City Council: a) Receive p resentation from staff; b) Open the public hearing ; c) Receive public input; d) Close the public hearing; and e) Adopt Resolution No. 15-5089, ordering the levy and collection of assessments for FY 2015-16. BACKGROUND: 1. On June 19, 1979, the City Council of Temple City adopted Resolution No. 79-1825 forming the Temple City Citywide Lighting and Maintenance District and confirmed assessments for the first FY 1979-80. 2. On April 23, 1995 , after giving direction to staff to analyze the assessment methodology, the City Council received an Executive Summary that explained the recommended methodology changes and provided examples of the effects of the different alternatives. The City Council directed staff to make the approved City Council June 16, 2015 Page 2 of 4 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 "The Right to Vote on Taxes Act". The City was able to continue to levy assessments at the current rate for the Citywide Lighting and Maintenance District since Proposition 218 allowed certain exemptions for existing assessments. However, any increase in the assessment, including the addition of a CPI escalator, would require a ballot be mailed to each property owner subject to the assessment, and that a majority of property owners returning their ballot must approve of the increased assessment. Further, Proposition 218 required that the local agency distinguish between general and direct benefit and shall only assess for direct benefit. At that time, the parks assessment was considered to be a general benefit. 4. On July 1, 1997, the City discontinued assessments for park maintenance operations. The park maintenance program is currently funded through the General Fund. 5. Pursuant to the 1972 State Lighting and Landscape Act, an engineer's report must be prepared for each fiscal year in which assessments are levied and collected for the City's Lighting and Maintenance District. The engineer's report identifies eligible program expenditures, establishes the Lighting and Maintenance District's operating budget, updates individual property assessments, and documents the City's compliance with all applicable laws. 6. On February 3, 2015, the City Council adopted Resolution No. 15-1509 ordering the engineer's report to establish Lighting and Maintenance District assessment rates for FY 2015-16. 7. On May 19, 2015, the City Council adopted Resolution No. 15-5085, declaring the City's intention to levy and collect Lighting and Maintenance District assessments for FY 2015-16 and establishing the time and place for hearing public objections. 8. On June 4, 2015, the notice declaring the City's intention to levy and collect Lighting and Maintenance District assessment for FY 2015-16 was published in the Temple City Tribune. City Council June 16, 2015 Page 3 of 4 ANALYSIS: The Landscaping and Lighting Act of 1972 allows the establishment of assessment districts by cities for the purpose of providing certain public improvements which include construction, maintenance and servicing of street lights, traffic signals, landscaping, and park and recreation facilities. The 1972 Act also requires that maintenance assessments be levied according to direct benefit rather than according to assessed value. The City Council formed the Temple City Citywide Lighting and Maintenance District on June 19, 1979 and confirmed assessments beginning in FY 1979-80. Each fiscal year, the City Council considers a resolution to levy and collect assessments necessary to fund existing District programs. Utilizing the direct benefit assessment methodology established in 1995, each year the City supplements revenue generated by the existing District to finance the cost of providing maintenance and operation of a street lighting system and to cover the costs of providing maintenance and operation of the traffic signals in the City. These assessments also cover the cost of maintaining the median and parkway landscaping in the City. Annual Program Cost Summary and Budget Detail The Landscaping and Lighting Act of 1972 requires the preparation of an Engineer's Report each fiscal year for which assessments are levied and collected. In general, the Engineer's Report determines eligible program expenditures, updates individual property assessments, and documents the City's compliance with all applicable laws. Assessment Rate Formulas The Ad Valorem tax (i.e., tax based on the assessed value of real estate or personal property) revenue is used exclusively to fund the street lighting program, traffic signals, and related capital improvements. All residential properties are equally assessed for Citywide maintenance programs. Commercial, industrial and institutional property assessments are determined by total area (acreage) based on an equivalent dwelling unit (EDU) formula. The average single-family residential parcel in Temple City is approximately 7,200 square feet or one (1) EDU, which is approximately six parcels per acre. Therefore, commercial, industrial and institutional properties are assessed at an amount equal to six residential parcels per acre. Church properties are assessed 75% of the commercial rate, which is equivalent to 4.5 EDU's per acre. City Council June 16, 2015 Page 4 of 4 The following table shows the summary of the annual assessment for each zone: SUMMARY OF ANNUAL ASSESSMENTS PER EDU Benefit Benefit Benefit Benefit Asmt Rate Category of Benefit Zone A Zone B Zone C 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 14-15 $25.03 $25.03 $45.51 $79.82 Total Asmt ($/EDU) FY 13-14 $25.03 $25.03 $45.51 $79.82 Note: An "X" in the table above indicates the category of benefit included in each Zone. The total assessment per zone is the sum of the assessments for each category of benefit. CONCLUSION: ($/EDU) $25.03 $0.00 $0.00 $20.48 $54.79 City Council approval of the FY 2015-16 levy of the District assessments will allow the City to continue with its annual Lighting and Maintenance District program. FISCAL IMPACT: The collection of assessments has been included in the City's Proposed FY 2015-16 City Budget. The total estimated revenues for FY 2013-14 are $330,000 (assessment fees) and $901,500 (ad valorem tax) and are accounted for in the Lighting and Maintenance District Fund. ATTACHMENTS: A. Resolution No. 15-5089 B. Engineer's Report for Temple City Citywide Lighting and Maintenance District - FY 2015-16 ATTACHMENT A RESOLUTION N0.15-5089 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMPLE CITY, CALIFORNIA, ORDERING THE LEVY AND COLLECTION OF ASSESSMENTS FOR FISCAL YEAR (FY) 2015-16 WITHIN THE CITYWIDE LIGHTING AND MAINTENANCE DISTRICT, PURSUANT TO THE STATE LANDSCAPING AND LIGHTING ACT OF 1972 AND AUTHORIZING THE ADDITION OF SPECIAL ASSESSMENT FEES TO THE TAX BILLS WHEREAS, the City Council of the City of Temple City, on May 19, 2015, adopted Resolution of Intention No. 15-5085, to levy and collect assessments for FY 2015-16 within the Citywide Lighting and Maintenance District, which resolution was published as required by law and witnessed by proof of publication on file in the office of the City Clerk; and, WHEREAS, the City Council has received and considered evidence, including oral and written testimony regarding the jurisdictional facts in this proceeding and the necessity for the proposed work and benefits to be derived therefrom; and, WHEREAS, the City Council has the authority to establish and order the collection of the proposed assessments; and, WHEREAS, the County of Los Angeles is responsible for entering special assessment fees on the tax bills, which the County collects on the City's behalf pursuant to the general services agreement between the City of Temple City and County of Los Angeles and in accordance with Government Code Sections 51800 and 29304; and, WHEREAS, under the terms of said agreement, the City of Temple City requests the County of Los Angeles enter the City's special assessment fees on the tax bills for the City. NOW, THEREFORE, the City Council of the City of Temple City does hereby resolve as follows: SECTION 1. The City Council of the City of Temple City approves the report filed by the engineer. SECTION 2. The public interest and convenience require the ordering of the levy and collection of assessments for FY 2015-16. Therefore, the City Council hereby orders the levy and collection of assessments within the Citywide Lighting and Maintenance District. SECTION 3. The adoption of this resolution constitutes the levy of the assessments as set forth in the engineer's report for FY 2015-16. SECTION 4. The City Clerk is hereby authorized and directed to file a certified copy of the diagram and assessment with the Auditor of the County of Los Angeles no later than the third Monday in August 2015. SECTION 5. The City Council hereby requests the County enter City special assessment fees collected by the County on the City's behalf, on the tax bills for the City. Resolution No. 15-5089 Page 2 SECTION 6. The City Clerk shall certify to the passage and adoption of this resolution. PASSED, APPROVED, AND ADOPTED on this 16th day of June, 2015. Tom Chavez, Mayor ATTEST: APPROVED AS TO FORM: Peggy Kuo, City Clerk Eric Vail, City Attorney ENGINEER'S REPORT for TEMPLE CITY CITYWIDE LIGHTING AND MAINTENANCE DISTRICT Fiscal Year 2015-16 for the City of Temple City Los Angeles County, California May 4, 2015 = Harris & Associates. ATTACHMENT B ~~-~---~-~--------------------- 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 The undersigned respectfully submits the enclosed report as directed by the City Council. DATED: May 4, 2015 / / e:\templo city\ly15-161rpl-tc lima fy15-16 4may 15 12 docx H I Harris & 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 and Acknowledgments .......... , ....................................................................... i Introduction ...................... . . .............. iii Report ................................ . . ...... , .............. , ....... ,,.,.,,,,,,,,, 1 Part A· Plans and Specifications ............................................................................ 3 Part B ·Estimate of Cost.. ...................................................... .. '' ............. 5 Part C ·Assessment Roll ....................................................................................... 6 Part D ·Method of Apportionment of Assessment.. ............................................. 7 PartE· Property Owner List .................... .. . ................ 13 Part F ·Assessment District Diagram .............................................................. 14 e llemp!e cllylfy15-16\tpl·tc llmd fy15-16 4may1!) 12 docx HI 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 engineerrng analysis for the Temple City Citywide lighting and Maintenance District for the 2015-16 fiscal year. This District, utilizing direct benefit assessments, (1) supplements revenue generated by the ex'1st1ng 1919 Act Temple City Municipal Lighting District to finance the cost of providing maintenance and operation of a street lighting system and covers the costs of providing maintenance and operation of the traffic signals in the City, and (2) covers the costs of maintaining the median and parkway landscaping in the City of Temple City. The City Council of Temple City adopted Resolution No. 79-1825 on June 19, 1979, which formed the Temple City Citywide Lighting and Maintenance District and confirmed assessments for the first fiscal year, 1979-80. Following the completion of the District proceedings for FY 1994-95, the City Council directed staff to analyze the assessment methodology. The purpose of the study was to verify that properties were being assessed in proportion to the benefit received. An Executive Summary explaining the findings, detailing recommended methodology changes, and providing examples of the effects of the different alternatives was completed and submttted to the City Council. On April 23, 1995, the City Council rece1ved 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 outlin1ng 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 1n 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 increJse in the nssessrnent, including the addWton of a CPI escalator, will require that a ballot be mailed to each property owner subject to the assessment, and that a majority of property owners (weighted by assessment amount) returning their ballot must approve of the increase in the assessment. In addition, any other ch;:mges 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 2015-16 fiscal year. e llemptc cny\ty15·16\rpHc llrnd fy15·16 4moy1 b r2 docx HI Harris & Associates. 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 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. PART B ESTIMATE OF COST An estimate of the costs of the proposed improvements, including incidental costs and expenses in connection therewith, is as set forth on the lists thereof, attached hereto, and are on file in the Office of the City Clerk and incorporated herein by reference. e \temple crty\fy t 5-16'rpl·lc llrnd fy 1 ~-16 4mlly 1 :, 1 ;> docx H I Harris & Associates. City of Temple City Citywide Lighting and Maintenance District PART C ASSESSMENT ROLL May 4, 2015 Page 2 An assessment of the estimated cost of the improvements on each benefited lot or parcel of land within the Assessment District. PART D METHOD OF APPORTIONMENT lhe method of apportionment of assessments, indicating the proposed assessment of the net amount of the costs and expenses of the improvements to be assessed upon the several lots and parcels of land within the Assessment District, in proportion to the estimated special benefits to be received by such lots and parcels. The Assessment Roll is filed in the Office of the City Clerk and by reference is made a part hereof. PARTE PROPERTY OWNER LIST A list of the names and addresses of the owners of real property within this Assessment District, as shown on the last equalized roll of the Assessor of the County of Los Angeles. The list is keyed to the records of the Assessor of the County of Los Angeles, which are incorporated herein by reference PART F ASSESSMENT DISTRICT DIAGRAM The Diagram of the Assessment District Boundaries showing the exterior boundaries of the Assessment District, the boundaries of any zones within the Assessment District and the lines and dimensions of each lot or parcel of land within the Assessment District are on file in the Office of the City Clerk and incorporated here111 by reference. e \lemple city\fy15·16'.!pHc ilmct fy15·16 4rnay15 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, 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 2015-16 The facilities to be constructed, maintained and serv1ced are the streets and sidewalks within the District, including street lighting, traff1c signuls, street trees, median unci parkway, landscaping and hardscaping. The District will supplement revenue generated by the existing 1919 Act Temple City Municipal Lighting District, and will fund costs in connection with the District maintenance and servicing including, but not limited to, personnel, electrical energy, water, materials, contracting services, and other expenses necessary for the satisfactory operation of these facilities. Reference is made to Part "D" of this report for a discussion of the Zones of Benefit and the facilities associated with them which are serviced and maintained. The improvements are described as follows: Landscaping and Appurtenant Facilities Facilities include but are not limited to: Lilndscaping, planting, shrubbery, trees, irrigation systems, hardscapes, fixtures, sidew<•lk maintenance resulting from landscape growth and app\Jrtenant 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. e \temple C1ty\fy 1 S·\6\Jpt·tc lim(! fy15·16 4muy IS r2 docx HI Harris & Associates. ---·-·-------------- City of Temple City Citywide Lighting and Maintenance District -------·--···----- May 4, 2015 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, spray1ng, 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 t11e City Clerk and are by reference herein made a part of this report I! \lmnplu t:1ty\ly \ 5·16\rpi·1C llnu1 !y I t!-16 4may 1 ~J r:? (jocx H I Harris & Associates. City of Temple City Citywide Lighting and Maintenance District ------ PART B ESTIMATE OF COST May 4, 2015 P.1ge S The estimated cost of the construction, operation, servicing and maintenance of the street and sidewalk improvements for fiscal year 2015-16, as described 1n Part A, are summarized herein and described below. All costs include <lei ministration and utilities where applicable. ITEM BUDGET DETAIL I. ANNUAL COSTS STREET LIGHTING AND TRAFFIC SIGNALS STREET LIGHTS $381,234 TRArFIC SIGNAlS AND SAFETY LIGHTING $130,691 CAI'ITAliMPROVI.MI.NIS $0 TOTAl EXPENDITURES $511,925 COLI.I.CTIONS/(CREIJITS) AI'PllfD TO lEVY 1919 ACT AD·VAlOR[M REVENUE i$901,500) RESERVE COllECTION/( TRANSfER) $389,5 75 TOTAl ADJUSTMI.NTS ($511,925) BALANCE TO LEVY fOR LIGHTING $0 II. LANDSCAPING IMPROVEMENTS lANDSCAPING Citywide Trees and Medians $504,438 Hosemead/Las TUf1d~ Median Maintenance $10,040 Kosemead Boulevard $49,960 City Center PMkways $5,002 TOTAl lANDSCAPING $569,440 CAPITAL IMPROVE Ml NTS $0 VEHICLES AND EQUIPMENT $0 TOTAL EXPENDITUHl.S $569,440 COlli CTIONS/(CHlDITS) API' lifO TO LEVY RESERVE COllECTION/ITRANSFER) CONTRIBUTION FROM GENERAl FUND ($250,777) TOTAL ADJUSTMENTS ($250,777) BAlANCE TO lEVY fOR LANDSCAPING $318,663 Ill. TOTAL TO BE ASSESSED COUNTY ADMINISTHA TIVl CHARGE $7,000 APPLIED CHARGES TO LEVY $325,663 IV FUND BALANCE INFORMATION FUND BAlANCE 7/ I $1,216,990 INHREST $12,170 TRANSFER fROM 1919 AC1 RFVENVF $389,5 75 PROJECTED YEAR END fUND BAlANCE 6/30 $1,618,735 e \temple crty\fy 15" 16\rpt·IC llnutly 15, 16 4 muy 15 r2 r.lQGX HI Harris & Associates .. City of Temple City Citywide lighting and Maintenance District May 4, 2015 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 Colmcil deems appropriate. Any balance or deficit remaining on July 1 must be carried over to the next fiscal year. e \temple Ctlyllyl S·16<.Jpl·1c llmd ly15·16 4may1 ~ 12 docx HI Harris & Associates. City ofTemple City Citywide Lighting and Maintenance District PARTC ASSESSMENT ROLL May 4, 2015 Page 7 The proposed assessment and the amount of assessment for Fiscal Year 2015-16 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. o.llcmple Cllyl!y15-16\rpt-lc llm:l ly15·16 4may15 12 docx =I Harris & Associates. City of Temple City May 4, 2015 Citywide Lighting and Maintenance District Page 8 --------------------------------~~ PART D METHOD OF APPORTIONMENT OF ASSESSMENT GENERAL Part 2 of Division 15 of the Streets and Highways Code, the Landscaping and Lighting Act of 1972, permits the establishment of assessment districts by cities for the purpose of providing certain public improvements which include the construction, maintenance and servicing of street lights, traffic signals, landscaping and park and recreational facilities. Section 22573, Landscaping and Lighting Act of 1972 requires that maintenance assessments be levied according to benefit rather than according to assessed value. This section states: "The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefits to be received by each such Jot or parcel from the improvements." Because assessments are levied on the basis of benefit, they are not a tax, and, therefore, are not governed by Article XIIIA of the California Constitution. The Act perm1ts the designation of wnes of benefit witll!n any indiv1dual 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 Janes, 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/or configuration and location that the City's current zoning and subdivision laws prohibit beneficial development and usage. PARCEL CLASSIFICATION All parcels in the City of Temple City derive special benefit 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 Avenue, Rosemead Boulevard and Las Tunas Drive, and arterial parkway maintenance on Las Tunas Drive (City Center Parkway Improvements). The intent of this report is to establish a methodology that fairly distributes the cost in relation to the special benefits received. u \ternplo cily\ly1 ti-16\rpt-tc llnu! fy15-16 4may15 r2 don H I Harris & Associates .. ----------··-····--·----------- City of Temple City Citywide Lighting and Maintenance District May 4, 2015 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 Jot." 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 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 ED Us, the factor used is the City of Temple City's average single family residential lot size of 7,200 square feet, which is approximately 6 lots per acre. Therefore, commercial/industrial parcels are assessed six (6) ED Us per acre. • Churches. The City Council has ordered that church-owned properties receive a 25 percent reduction to the assessment rate. Therefore, church properties with residential uses are assessed 0.75 EDUs per dwelling unit All other church properties are assessed 75 percent of the commercial/industrial rate, which calculates to 4.5 EDUs per acre. The land use classification for each parcel has been based on the Los Angeles County Assessor's Roll. SPECIAL BENEFIT DETERMINATION Property values in a community are individually increased when public infrastructure such as street lights and traffic signals, and landscaping facilities are in place, improved, operable, safe, clean and maintained. Street Lighting and Traffic Signals The proper functioning of street lighting and traffic signals is imperative for the welfare and safety of the public and property throughout the City. Proper maintenance and servicing of the street lighting system benefits properties within the District by providing proper illumination for ingress and egress and safe traveling at night Properties within the District also benefit from the proper functioning of the District's traffic signal system. Proper operation of the street light and traffic signal systems is imperative to public convenience, orderly traffic flow, enhanced congestion management and safety. Improved security, fuel conservation, protection of property from crime e \temple crtylly 15·1 G\rp1-1c llmd ly 15-16 4moy 15 r2 rJoc~ HI Harris & Associates" City of Temple City Citywide Lighting and Maintenance District --------------. ····-·"·-·----· May 4, 2015 Page 10 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. Street landscaping The City malflta1ns trees and miscellaneous sl1rubbery 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,"" purification and sound attenuation. These positive attributes increase the value of all properties throughout the City. There are two types of special benefits: Citywide Benefits and local Benefits. CITYWIDE BENEFITS Special benefits that are received by all parcels in the City are considered Citywide Benefits, and the associated costs of these benefits are spread equally, based on Equivalent Dwelling Units, to all parcels within the District. City-wide Benefits that enhance the value of all properties within the District include landscape maintenance throughout the City, the operation and maintenance of traffic signals, and street lighting and median maintenance on the major thoroughfares, which are the main travel ways of the City. LOCAL BENEFITS Special benefits that are considered local benefits correspond to higher levels of improvements to parcels in the immediate area. The associated costs of these benefits are spread equally over the local area, based on Equivalent Dwelling Units. • locallighting 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. rhe improvements are located on major arterials, and therefore provide benefit to all parcels ~;\(ample Clly\ly15-16irp!-1c lli>Hi fy15-16 o1moy1 '.> r:! dtY.;x Hj Harris & Associates. City of Temple City Citywide Lighting and Maintenance District May 4, 2015 Page 11 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. • 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. ZoneD -City Center Parkway Improvements. This zone includes commercial parcels abutting the o·ltempla Cl\ylfy15·1G\rp! .. tc llmd fy1 0·16 4may 1 b r ~ dCG"< H I Harris & Associates. City of Temple City Citywide Lighting and Maintenance District May 4, 2015 Page 12 City Center Parkway Improvements. They are assessed the City Center Parkway Improvement Local Benefit, as well as the Citywide Benefits and Direct Lighting Benefit. INVENTORY OF PARCELS The following information was obtained from the Los Angeles County Assessor's Roll and the City of Temple City. Dwelling Land Use Parcels Units Acres EDU Exempt 180 n/a n/a Single Family Hesidential (SFR) Parcels 8,585 8,585 n/a 8,585.00 Multi-Family Residential (MFR) Parcels 914 3,051 n/a 3,051.00 Commercial/! nd u stria I 403 n/a 154.90 929.43 Churches 42 11 30.38 144.97 TOTAL: 10,124 11,647 185.28 12,710.40 The distribution of ED Us per Zone is as follows: Zone EDU A 9,S14.34 B 2,905.25 c 245.16 D 45.65 Total 12,710.40 ASSESSMENT SUMMARY The following table shows the summary of the annual assessments for each Zone of Benefit. Benefit Benef1t Benefit Benefit Asmt Rate Category of Benefit Zone A Zone B ZoneC ZoneD ($/EDU) Citywide landscaping, traffic X X X X $25.03 signal, medians, and parkway Citywide Street lighting X X X X $0.00 Direct Street Lighting X X X $0 00 Rosemead/Las Tunas Medians X $20.48 City Center Parkways X $54.79 Total Asmt ($/EDLJ) FY 15-16 $25.03 $25.03 $45.51 $79,82 Total Asmt ($/EDU) FY 14-15 $25.03 $25.03 $45.51 $79.82 An "X" in the table <'lbove indicates the rategory of benefit included in each Zone. The total assessment per zone is the sum of the assessments for ead1 category of benefit. e·\tarnpl~ CJiylfy15·16\fpt-tc lhnd fy15· 16 4m<Jy15 r2 docx HI Harris & Associates. City of Temple City Citywide Lighting and Maintenance District May 4, 2015 Page 13 Because the 1919 Act Lighting Maintenance District revenue covers the entire FY 2015-16 street lighting and traffic signal budgets, there are no street lighting assessments. The base assessment rate which may be levied for each EDU may be increased by the Consumer Price Index for all Urban Consumers ICPI) for the Los Angeles -Riverside -Orange Counties in any fiscal year by City Council approval each year. The base assessment rate will be that rate as approved and noticed for Fiscal Year 2015-16. SAMPLE CALCULATIONS Sample calculations for various land use types in Zones A and Bare provided in the table below. Total Land-Use EDU Calculation ED Us FY 2015-16 Asmt SFR 1 DU x 1 EDU/DU 0 1.00 $25.03 Condominium 1 DUx 1 EDU/DU 0 1.00 $25.03 3-Unit Apartment 3 DUX 1 EDU/DU 0 3.00 $75.09 10-Unit Apartment 10 DU x 1 EDU/DU 0 10.00 $250.30 X acre Church X ac x 4.5 EDU/ac 0 1.13 $2816 1 acre Church 1 ac x 4.5 EDU/ac " 4.50 $112.64 1/8 acre Com/lnd 1/8 ac x 6 EDU/ac 0 0.75 $18.77 X acre Com/lnd Y. ac x 6 EDU/ac 0 1.50 $37.55 Y, acre Com/lnd y, ac x 6 EDU/ac 0 3.00 $75.09 1 acre Com/lnd 1 ac x 6 EDU/ac 0 6.00 $150.18 5 acre Com/lnd 5 ac x 6 EDU/ac 0 30.00 $750.90 II J Harris & Associates- City of Temple City Citywide Lighting and Maintenance District PARTE PROPERTY OWNER LIST May 4, 2015 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. Th'IS list is keyed to the Assessor's Parcel Numbers as shown on the Assessment Roll on file in the Office of the Clerk of the City of Temple City. e \lemple CJty\ty1'.l· Hi1tp1-lc llr"u fy1 s-16 4may15 12 u~x H I Harris & Associates .. City of Temple City Citywide Lighting and Maintenance District PART F ASSESSMENT DISTRICT DIAGRAM May 4, 2015 Page 15 The boundaries of the District are cotermmous with the boundaries of the City of Temple City, A diagram showing the exterior boundaries of the District, the boundaries of any zones within the Assessment District, and the lines and dimensions of each lot or parcel of land within the District is on file in the Office of the City Clerk and incorporated herein by reference. The lines and dimensions of each lot or parcel within the District are those lines and dimensions shown on the maps of the Assessor of the County of Los Angeles for the fiscal year to which this report applies. The Assessor's maps and records are incorporated by reference herein and made part of this report c·\ternp!e Clly·fy 1 !:>· \6\fpl-lc llnul !y15-16 4may15 r;? ooc). H I Harris & Associates,