HomeMy Public PortalAbout08) 7E Declaration of Citys Intent to Levy and Collect Lighting and Maintenance District Assessment FY 2018-19ADMINISTRATIVE SERVICE DEPARTMENT
MEMORANDUM
DATE: May15,2018
TO: The Honorable City Council
FROM: Bryan Cook, City Manager
By: Julia James , Interim Administrative Services Director
AGENDA
ITEM ?.E.
SUBJECT: ADOPTION OF RESOLUTION NO. 18-5328, DECLARING THE CITY'S
INTENTION TO LEVY AND COLLECT LIGHTING AND MAINTENANCE
DISTRICT ASSESSMENTS FOR FISCAL YEAR (FY) 2018-19 AND
ESTABLISHING THE TIME AND PLACE FOR HEARING PUBLIC
OBJECTIONS
RECOMMENDATION:
The City Council is requested to :
1. Accept the Engineer's Report for the Temple City Citywide Lighting and
Maintenance District (District) for FY 2018-19 (Attachment "A "); and
2. Adopt Resolution No . 18-5328 (Attachment "B").
BACKGROUND:
1. On June 19, 1979, the City Council of Temple City adopted Resolution No . 79-1825
forming the T~mple 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 d irected 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 15, 2018
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 direct benefit. At that time, the parks assessment was considered to be a
general benefit.
4. On July 1, 1997, the City discontinued assessments for park maintenance
operations. The park maintenance program is currently funded through the
General Fund.
5. On March 20, 2018, the City Council adopted Resolution No. 18-5320 ordering the
engineering firm of Harris & Associates to prepare the required Engineer's Report
for FY 2018-19, pursuant to the 1972 State Lighting and Landscape Act. The
engineer's report identifies eligible program expenditures, establishes the District's
operating budget, updates individual property assessments, and documents the
City's compliance with all applicable laws.
ANALYSIS:
Annually, the City Council determines the Lighting and Maintenance District
assessment rates, which provide funding for citywide street lighting, tree maintenance,
and traffic signal maintenance programs. The process requires the City Council to
adopt resolutions ordering the engineer's report, establishing the actual assessment
rates, and authorizing the Los Angeles County Assessor's Office to levy and collect the
assessments.
Harris & Associates, as authorized by the City Council on March 20, 2018, has
prepared the required engineer's report for the District for FY 2018-19. 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 2018-19. 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 2018-19. The report also
includes the method of apportionment for the assessments.
City Council
May 15, 2018
Page 3 of 5
Assessment Rate Formulas
All parcels in Temple City derive special benefit from the street lighting and traffic signal
system, general landscape maintenance in and along the streets and sidewalks, and
arterial highway median/parkway maintenance. The Engineer's Report establishes a
methodology that fairly distributes the cost in relation to the special benefits received.
The Equivalent Dwelling Unit method has been established as the means of
assessment for the City's Lighting and Maintenance District. The single-family parcel
has been selected as the basic unit of calculation of assessments and is defined as one
Equivalent Dwelling Unit (EDU). A methodology has been developed to calculate the
EDUs for other residential uses and for non-residential parcels, as described below.
• Residential: All residential uses are assessed one EDU per dwelling unit.
• Commercial/Industrial: Commercial, Industrial and Institutional parcels are
converted to EDUs based on the lot size of each parcel of land. In converting
these properties to EDUs, the factor used is the City of Temple City's average
single family residential lot size of 7,200 square feet, which are approximately six
lots per acre. Therefore, commercial/industrial parcels are assessed six 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 ED Us per acre.
Special benefits that are received by all parcels in the City are considered Citywide
benefits, and the associated costs of these benefits are spread equally, based on the
EDU to all parcels within the District.
Special benefits that are considered local benefits 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 8 -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
City Council
May15,2018
Page 4 of 5
Tunas Drive medians. They are assessed the Rosemead Boulevard/Las Tunas
Drive Median Local Benefit, as well as the Citywide Benefits and Direct Lighting
Benefit; and
• Zone D -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 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 signal,
X X X X 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 Assessment ($/EDU) FY 2018-19 $25.03 $25.03 $45.51 $79.82
Total Assessment ($/EDU) FY 2017-18 $25.03 $25.03 $45.51 $79.82
An "X" in the table above indicates the category of benefit included in each Zone. The total assessment per
zone is the sum of the assessments for each category of benefit.
Asmt Rate
($/EDU)
$25.03
$0.00
$0.00
$20.48
$54.79
Acceptance of the Engineer's Report and adoption of Resolution No. 18-5328 will allow
the City to move forward declaring the City's intention to levy and collect Lighting and
Maintenance District assessments for FY 2018-19.
CITY STRATEGIC GOALS:
As a result of the City Council accepting the Engineer's Report for the Temple City
Citywide Lighting and Maintenance District for FY 2017-18 and adopting Resolution No.
18-5328 the City will further the Strategic Goal to promote Good Governance.
City Council
May 15, 2018
Page 5 of 5
FISCAL IMPACT:
Approval of this agenda item will allow the City to continue the process to set the
assessment rates for the FY 2018-19 Lighting and Maintenance District and generate
an estimated $330,000 in assessment revenues.
ATTACHMENTS:
A Resolution No. 18-5328
B. Engineer's Report for Temple City Citywide Lighting and Maintenance District -
FY 2018-19
ATTACHMENT A
RESOLUTION NO. 18-5328
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMPLE
CITY, DECLARING ITS INTENTION TO LEVY AND COLLECT
ASSESSMENTS FOR FISCAL YEAR (FY) 2018-19 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 FY 2018-19 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 FY 2018-19, 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 2018-19" 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, 2018, 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, 2018.
MAYOR
ATTEST: APPROVE AS TO FORM:
City Clerk City Attorney
ENGINEER'S REPORT
for
TEMPLE CITY CITYWIDE LIGHTING
AND MAINTENANCE DISTRICT
Fiscal Year 2018-19
fort he
City of Temple City
Los Angeles County, California
May 1, 2018
Harris & Associates
ENT B
City of Temple City
Citywide Lighting and Maintenance District
ENGINEER'S REPORT
CITY OF TEMPLE CITY
CITYWIDE LIGHTING AND MAINTENANCE DISTRICT
May 1, 2018
Page i
The undersigned respectfully submits the enclosed report as directed by the City Council.
DATED: May 1, 2018
BY~~C-.--
R.C.E. No. 50255
Ill Harris & Associates.
City of Temple City
Citywide Lighting and Maintenance District
ENGINEER'S REPORT
FISCAL YEAR 2018-19
TABLE OF CONTENTS
May 1, 2018
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
II J Harris & Associates.
City of Temple City
Citywide Lighting and Maintenance District
INTRODUCTION
May 1, 2018
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 2018-19 fiscal year. This District, utilizing direct benefit
assessments, (1) supplements revenue generated by the existing 1919 Act Temple City Municipal Lighting
District to finance the cost of providing maintenance and operation of a street lighting system and covers
the costs of providing maintenance and operation of the traffic signals in the City, and (2) covers the costs
of maintaining the median and parkway landscaping in the City ofTemple City.
The City Council of Temple City adopted Resolution No. 79-1825 on June 19, 1979, which formed the
Temple City Citywide Lighting and Maintenance District and confirmed assessments for the first fiscal year,
1979-80.
Following the completion of the District proceedings for FY 1994-95, the City Council directed staff to
analyze the assessment methodology. The purpose of the study was to verify that properties were being
assessed in proportion to the benefit received. An Executive Summary explaining the findings, detailing
recommended methodology changes, and providing examples of the effects of the different alternatives
was completed and submitted to the City Council.
On April23, 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 protest hearing which was held prior to the passage of Proposition 218.
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, although the City adopted the inclusion of a CPI escalator prior to the passage of
Prop. 218, following the passage of Prop. 218 any increase in the assessment, including the addition of a
CPI escalator, will require that a ballot be mailed to each property owner subject to the assessment, and
that a majority of property owners (weighted by assessment amount) returning their ballot must approve
of the increase in the assessment. In addition, any other changes needed to comply with the
requirements of Proposition 218 would have to be made at that time.
This report reflects those changes and covers the levy of annual assessments for the 2018-19 fiscal year.
H I 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 2018-19
May 1, 2018
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 (G) parts as follows:
PART A
PLANS AND SPECIFICATIONS
Plans and specifications for the improvements are as set forth on the lists thereof, attached hereto,
and are on file in the Office of the City Clerk and are incorporated herein by reference.
PARTB
ESTIMATE OF COST
An estimate of the costs of the proposed improvements, including incidental costs and expenses in
connection therewith, is as set forth on the lists thereof, attached hereto, and are on file in the Office
of the City Clerk and incorporated herein by reference.
HI Harris & Associates ..
City of Temple City
Citywide Lighting and Maintenance District
PARTC
ASSESSMENT ROLL
May 1, 2018
Page 2
An assessment of the estimated cost of the improvements on each benefited lot or parcel of land
within the Assessment District.
PARTD
METHOD OF APPORTIONMENT
The method of apportionment of assessments, indicating the proposed assessment of the net
amount of the costs and expenses of the improvements to be assessed upon the several lots and
parcels of land within the Assessment District, in proportion to the estimated special benefits to be
received by such lots and parcels. The Assessment Roll is filed in the Office of the City Clerk and by
reference is made a part hereof.
PARTE
PROPERTY OWNER LIST
A list of the names and addresses of the owners of real 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 herein by reference.
H I Harris & Associates ..
City of Temple City
Citywide Lighting and Maintenance District
PART A
PlANS AND SPECIFICATIONS
. May 1, 2018
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 2018-19
The facilities to be constructed, maintained and serviced are the streets and sidewalks within the
District, including street lighting, traffic signals, street trees, median and parkway, landscaping and
hardscaping.
The District will supplement revenue generated by the existing 1919 Act Temple City Municipal
Lighting District, and will fund costs in connection with the District maintenance and servicing
including, but not limited to, personnel, electrical energy, water, materials, contracting services, and
other expenses necessary for the satisfactory operation of these facilities. Reference is made to Part
"D" of this report for a discussion of the Zones of Benefit and the facilities associated with them which
are serviced and maintained. The improvements are described as follows:
Landscaping and Appurtenant Facilities
Facilities include but are not limited to: Landscaping, planting, shrubbery, trees, irrigation
systems, hardscapes, fixtures, sidewalk maintenance resulting from landscape growth and
appurtenant facilities, in public street and sidewalk rights-of-way, medians, parkways and
dedicated easements within the boundaries of said Assessment District.
Lighting, Traffic Signals and Appurtenant Facilities
Facilities include but are not limited to: Poles, fixtures, bulbs, conduits, conductors, equipment
including guys, anchors, posts and pedestals, metering devices and appurtenant facilities as
required to provide lighting and traffic signals in public street and sidewalk rights-of-way and
dedicated easements within the boundaries of said Assessment District.
HI Harris & Associates_
City of Temple City
Citywide Lighting and Maintenance District
May 1, 2018
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
within the public street right-of-way, 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 within the street right-of-way 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.
II J Harris & Associates ..
City of Temple City
Citywide lighting and Maintenance District
PARTB
ESTIMATE OF COST
May 1, 2018
Page 5
The estimated cost of the construction, operation, servicing and maintenance of the street and
sidewalk improvements for fiscal year 2018-19, as described in Part A, are summarized herein and
described below. All costs include administration and utilities where applicable.
ITEM COST ESTIMATE
I. ANNUAl COSTS STREET liGHTING AND TRAFFIC SIGNALS
STREET liGHTS $374,930
TRAFFIC SIGNALS AND SAFETY liGHTING $1S6,SOO
CAPITAL IMPROVEMENTS $0
TOTAL EXPENDITURES $S31,430
COllECTIONS/(CREDITS) APPLIED TO lEVY
1919 ACT AD-VALOREM REVENUE ($1,1SO,OOO)
.
RESERVE COllECTION/(TRANSFER) $0
TOTAl ADJUSTMENTS ($1,1SO,OOO)
BALANCE TO lEVY FOR liGHTING $0
II. lANDSCAPING IMPROVEMENTS
lANDSCAPING
Citywide Trees and Medians $6Z1,778
Rosemead/Las Tunas Median Maintenance $10,170
Rosemead Boulevard $S1,000
City Center Parkways $S,OOZ
TOTAl lANDSCAPING $687,950
CAPITAL IMPROVEMENTS $0
VEHICLES AND EQUIPMENT $0
TOTAl EXPENDITURES $687,9SO
COllECTIONS/(CREDITS) APPLIED TO lEVY
RESERVE COllECTION/(TRANSFER)
GENERAl FUND CONTRIBUTION/ lOAN ($199,464)
CONTRIBUTIONS FROM OTHER SOURCES (MEASURE M) ($160,000)
TOTAl ADJUSTMENTS ($359,464)
BALANCE TO LEVY FOR LANDSCAPING $3Z1,486
Ill. TOTAl TO BE ASSESSED
COUNTY ADMINISTRATIVE CHARGE $7,000
APPLIED CHARGES TO LEVY $3Z8,486
IV 1919 ACT FUND BALANCE INFORMATION
FUND BALANCE 7/1 $1,749,0Z9
INTEREST $S,OOO
1919 ACT REVENUE lESS ANTICIPATED liGHTING COSTS $618,S70
PROJECTED YEAR END FUND BALANCE 6/30 $2,372,599
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.
H I Harris & Associates_
City of Temple City
Citywide Lighting and Maintenance District
PARTC
ASSESSMENT ROLL
May 1, 2018
Page 6
The proposed assessment and the amount of assessment for Fiscal Year 2018-19 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.
H I Harris & Associates ..
City of Temple City
Citywide Lighting and Maintenance District
PARTD
METHOD OF APPORTIONMENT OF ASSESSMENT
GENERAL
May 1, 2018
Page 7
Part 2 of Division 15 of the Streets and Highways Code, the Landscaping and Lighting Act of 1972,
permits the establishment of assessment districts by cities for the purpose of providing certain public
improvements which includes the construction, maintenance and servicing of street lights, traffic
signals, landscaping, and park and recreational facilities.
Section 22573, of the 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 X lilA 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 since they do not receive a benefit from the improvements. 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 ofT em pie 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.
H I Harris & Associates ..
City of Temple City
Citywide Lighting and Maintenance District
May 1, 2018
Page 8
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 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 ED Us 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 and vandalism, and
reduction of traffic accidents, are special and direct benefits to all properties within the City; lighting
II I Harris & Associates_
City of Temple City
Citywide Lighting and Maintenance District
May 1, 2018
Page 9
benefits are directly related to public safety and property protection and therefore increase property
values.
Street Landscaping
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 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. This includes 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
H I Harris & Associates.
City of Temple City
Citywide lighting and Maintenance District
May 1, 2018
Page 10
relating to parkway beautification and increased desirability of the surroundings which prqvides
additional increases in property value as a result of the improvements.
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.
Since City Center Parkway is a major arterial, the landscaping provides 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 residential 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 Local 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
H I Harris & Associates"
City of Temple City
Citywide Lighting and Maintenance District
Benefit, as well as the Citywide Benefits and direct Local Lighting Benefit.
INVENTORY OF PARCELS
May 1, 2018
Page 11
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 Residential {SFR) Parcels 8,749 8,749 n/a 8,749.00
Multi-Family Residential (MFR) Parcels 907 3,027 n/a 3,027.00
Commercial/! ndustria I 403 n/a 149.93 899.59
Churches 42 11 30.38 144.97
TOTAL: 10,281 11,787 180.31 12,820.57
The distribution of ED Us per Zone is as follows:
Zone EDU
A 9,547.32
B 2,979.25
c 248.35
D 45.65
Total 12,820.57
ASSESSMENT SUMMARY
The following table shows the summary of the annual assessments for each Zone of Benefit.
Benefit Benefit Benefit Benefit Asmt Rate
Category~__!l_e~e!i!___ ___ ~
Citywide landscaping, traffic X X X X $25.03 signal, medians, and parkway
Citywide Street Lighting X X X X $0.00
Local Street Lighting X X X $0.00
Rosemead/Las Tunas Medians X $20.48
City Center Parkways X $54.79
Total Asmt ($/EDU) FY 18-19 $25.03 $25.03 $45.51 $79.82
Total Asmt {$/EDU) FY 17-18 $25.03 $25.03 $45.51 $79.82
An "X" in the table above indicates the category of benefit included in each Zone. The total assessment
per zone is the sum of the assessments for each category of benefit.
H I Harris & Associates.
City of Temple City
Citywide lighting and Maintenance District
May 1, 2018
Page 12
Because the 1919 Act Lighting Maintenance District revenue covers the entire Fiscal Year 2018-19
street lighting and traffic signal budgets, there are no street lighting assessments.
SAMPLE CALCULATIONS
Sample calculations for various land use types in Zones A and Bare provided in the table below.
Total Fiscal Year
Land-Use EDU Calculation ED Us 2018-19 Asmt
SFR 1 DU x 1 EDU/DU = 1.00 $25.03
Condominium 1 DUx 1 EDU/DU = 1.00 $25.03
3-Unit Apartment 3 DU x 1 EDU/DU = 3.00 $75.09
10-Unit Apartment 10 DU x 1 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/lnd 1/8 ac x 6 EDU/ac = 0.75 $18.77
Y. acre Com/lnd Y. ac x 6 EDU/ac = 1.50 $37.55
Y, acre Com/lnd Y, ac x 6 EDU/ac = 3.00 $75.09
1 acre Com/ I nd 1 ac x 6 EDU/ac = 6.00 $150.18
5 acre Com/1 nd 5 ac x 6 EDU/ac = 30.00 $750.90
II J Harris & Associates_
City of Temple City
Citywide Lighting and Maintenance District
PARTE
PROPERTY OWNER LIST
May 1, 2018
Page 13
A list of names and addresses of the owners of all parcels within this District is shown on the last equalized
Property Tax Roll of the Assessor of the County of Los Angeles, which by reference is hereby made a part
of this report. This list is keyed to the Assessor's Parcel Numbers as shown on the Assessment Roll on file
in the Office of the Clerk of the City of Temple City.
H I Harris & Associates.
City of Temple City
Citywide Lighting and Maintenance District
PART F
ASSESSMENT DISTRICT DIAGRAM
May 1, 2018
Page 14
The boundaries of the District are coterminous with the boundaries of the City of Temple City. A
diagram showing the exterior boundaries of the District, the boundaries of any zones within the
Assessment District, and the lines and dimensions of each lot or parcel of land within the District is
on file in the Office of the City Clerk and incorporated herein by reference.
The lines and dimensions of each lot or parcel within the District are those lines and dimensions
shown on the maps of the Assessor of the County of Los Angeles for the fiscal year to which this
report applies. The Assessor's maps and records are incorporated by reference herein and made part
of this report.
H I Harris & Associates ..