Loading...
HomeMy WebLinkAbout08. Assessment Dist 121 AGENDA MEMO DATE: April 27, 2010 TO: Mayor and Members of the City Council FROM: Office of the City Manager By: Brian A. Ragland, Director of Public Works SUBJECT: LIGHTING AND LANDSCAPING DISTRICT, ASSESSMENT DISTRICT 121, FISCAL YEAR 2010/2011 RECOMMENDATION: That the City Council: ADOPT A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DOWNEY 1. APPROVING THE ENGINEER’S REPORT FOR ASSESSMENTS WITHIN ASSESSMENT DISTRICT 121 FOR FISCAL YEAR 2010/2011; and ADOPT A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DOWNEY 2. DECLARING ITS INTENTION TO LEVY AND COLLECT LIGHTING AND LANDSCAPING ASSESSMENTS WITHIN ASSESSMENT DISTRICT 121 FOR FISCAL YEAR 2010/2011 ; and 3. Set a public hearing for June 8, 2010, to consider setting assessments for street lighting and landscaping operations and maintenance. DISCUSSION: There are currently 6,138 street lights in the City of Downey which provide illumination for traffic and pedestrian safety. Of the total, 1,468 street lights are owned by the City of Downey, 57 are owned by the State, 33 are shared with other cities, and 4,580 are owned by the Southern California Edison Company (SCE). Similarly, the City has a total of 109 traffic signals, including 11 that are operated by Caltrans and 13 that are shared with adjoining agencies. The cost for maintaining and servicing the street lights and traffic signals is paid from a combination of assessments on individual parcels under the Landscaping and Lighting Act of 1972 (Act), as well as revenues from general property taxes. Assessments appear on the County property tax bills. Funding for on-street landscaping maintenance is also paid from direct assessments under the same Act. This assessment provides funds for tree trimming, tree removals and other landscaping maintenance along the parkways and medians of public streets in the City of Downey. During the 2010/11 fiscal year a total of seventeen residential and commercial properties will be added to the District in conjunction with development projects. This includes fifty-one acres of commercial property, thus further expanding Zone ll by 6.8%. CITY OF DOWNEY, CALIFORNIA Mayor and Members of the City Council Lighting & Landscaping Assessment District 121 April 27, 2010 Page 2 For the purposes of calculating assessments, the District is divided into seven zones. A summary of the zones, including the maximum assessment rate for individual residential parcels and commercial areas, is provided in Table 1. Table 1 - Summary of Zones Funding Zone Description Lights Maximum Assessment Sources Lighting of public roadways General$21.41/du (1-20 units) adjacent to residential properties, Property Tax; $10.70/du (21-60) I.2,165 but not including motels and Direct$5.35/du (61-109) hotels.Assessment $2.68/du (110-460) General$114.90/10 ksf Lighting of public roadways Property Tax; (1-200 ksf) II.adjacent to commercial and 1,180 Direct$38.30/10 ksf industrial properties. Assessment (200 ksf+) 2,746 Residential: Lights Lighting of public roadways at $18 .80/du (1-4 units) 109Direct $11.28/du (5+) III.intersections, including traffic Signals Assessment signals, throughout the City. Commercial/Industrial: 6 $37.35/10 ksf Beacons General For installation of new lighting in Property Tax; IV.Zones I and II as requested by N/AVaries by Location Direct petition. Assessment General Lighting of public roadways Property Tax; V.adjacent to Regional Shopping 13$21.28/10 ksf Direct Center Assessment Lighting of public roadways adjacent to commercial properties on the north side of Firestone General Blvd. from Old River School Road Property Tax; VI.34$45.57/10 ksf to the West City Limit, and on the Direct south side of Firestone Blvd. from Assessment 250 feet west of Arnett St. to the West City Limit. Residential: $7.32/du (1-4 units) Tree trimming and removals on Direct L.N/A$4.40/du (5+) public streets and right-of-way. Assessment Commercial/Industrial: $14.10/10 ksf ksf = 1,000 square feet; du = dwelling unit, N/A = Not Applicable Mayor and Members of the City Council Lighting & Landscaping Assessment District 121 April 27, 2010 Page 3 ELECTRICITY RATES: Energy costs are a combination of SCE and Department of Water Resources (DWR) charges. SCE utilizes an “LS” rate schedule for street lights, with rates for SCE-owned lighting (LS-1) higher than for City-owned equipment (LS-2 & LS-3). The SCE “OL-1” rate is for non-highway area lighting, whereas the “TC-1” rate schedule applies to traffic control signals and corresponding intersection lighting. SCE has provided the City with anticipated rate changes for FY 2010/2011, summarized below in Table 2. Table 2 - Summary of Energy Charge (cents/kilowatt-hour) FY 2009/2010 FY 2010/2011 % Increase ActualEstimated Street Lights (LS-1, LS-2, 19.220.67.3 LS-3, and OL-1) 16.217.89.9 Traffic Signals (TC-1) OPERATING & MAINTENANCE COSTS: As indicated in Table 3, the estimated cost for operating and maintaining the street lighting and landscaping in all seven zones for FY 2010/2011 is $1,749,850, a $81,730 increase over the FY 2009/2010 budget estimate of $1,668,120. During FY 2010/2011, the installation of approximately 220 new street and pedestrian lighting associated with the Lakewood Boulevard Improvements Project between Fifth Streetand Florence Avenue,the Imperial Highway Project, plus minor development projects, will likely increase electrical and maintenance costs for Zones I and II. Current and anticipated SCE energy rates are incorporated into the FY 2010/2011 cost estimates for all lighting zones. Table 3 also provides historical expenses by zone. Table 3 - Expenditure History FY 2010-11 FY 2009-10 FY 2008-09 FY 2007-08 FY 2006-07 Budget Estimated Actual Actual Actual Zone I $ 369,600 $ 345,400 $ 328,945 $ 305,036 $ 261,987 Zone II $ 274,600 $ 261,520 $ 231,811 $ 221,402 $ 214,928 Zone III $ 733,700 $ 705,500 $ 633,143 $ 707,397 $ 611,713 Zone IV $ 850 $ 2,500 $ 675 $ 525 $ 525 Zone V $ 6,600 $ 6,300 $ 2,955 $ 2,707 $ 4,255 Zone VI $ 10,600 $ 9,900 $ 7,462 $ 6,325 $ 6,547 Zone L $ 353,900 $ 337,000 $ 259,164 $ 375,014 $ 241,153 Total$1,749,850 $ 1,668,120 $ 1,464,155 $ 1,618,405 $ 1,341,108 Mayor and Members of the City Council Lighting & Landscaping Assessment District 121 April 27, 2010 Page 4 ASSESSMENT RATES: The assessment rates can be adjusted up or down on an annual basis as long as the rates do not exceed the maximum established rates. The adjustments are made to ensure adequate funding to cover anticipated costs. Since FY 2000-2001, a number of assessment rate increases and decreases have been made. A history of the rates since FY 2000-2001, as well as the proposed rates and the full assessments for the seven zones are presented in Table 4. Costs to operate and maintain the District will increase for FY 2010/2011. With funds from additional sources (general property taxes and interest income) and additional properties joining the District, adequate fund reserves can be maintained for Zones I, III, V, and Vl (see Table 5) without increasing current assessment rate levels (see Table 4). For residential Zone I, general property taxes allocated to this zone currently exceed annual expenditures; therefore the assessment rates can remain at zero while a funding reserve is maintained. The commercial properties contributing to Zone II has been increased significantly, with one hundred fifty-one acres of commercial properties added during the last ten fiscal years (rates are linked to parcel square footages). This allows the City to maintain an adequate funding reserve without increasing the lower rate established the previous year. For Zone L, with hundreds of trees planted as part of recent widening, median, and sidewalk projects on major streets (Lakewood Boulevard, Imperial Highway, Downey Avenue, Paramount Boulevard, etc.) landscape maintenance costs are continuing to increase. As of June 30, 2010 a negative balance of $381,164 is anticipated (see Table 5). At this time, both residential and commercial properties are charged the maximum set rate. FY 2010/2011 costs for trimming, removal, installation of trees and landscape maintenance within the public right-of-way will leave this fund with a negative balance of $470,000. Therefore, to restore the Zone L reserve in the future, the maximum set rate assessment and/or the property tax allocation to this zone would need to increase. A more detailed summary of the funding breakdown, operational cost, and fund balances is provided in the Engineer’s Report. Mayor and Members of the City Council Lighting & Landscaping Assessment District 121 April 27, 2010 Page 5 SETTING ASSESSMENT RATES: Pursuant to the Landscaping and Lighting Act of 1972, the City collects assessments for lighting improvements and maintenance, traffic signal maintenance, and landscaping maintenance of public trees on City streets and right-of-ways. Direct assessments are distributed based on the special benefit each property receives. Since streets provide vehicular and pedestrian access to properties, the special benefit is apportioned based on the amount of these trips generated by each parcel. The California Streets and Highways Code requires the City Council to adopt resolutions and hold a public hearing each year to set the assessment rates for the various zones within the Lighting and Landscaping District for the ensuing year. From these rates, assessments are calculated and levied against the properties in the District. The City coordinates with the Los Angeles County Auditor-Controller’s Office to include applicable assessments and adjustments on property tax bills. FINANCIAL IMPACT: To pay for the FY 2010/2011 expenses, it is estimated that the District will use $692,200 in general property tax funds designated specifically for street-light maintenance, $30,000 in interest earned from reserves in the Street Lighting Fund, and $1,031,192 from the direct assessments. Table 5 provides a summary of the funding sources, estimated costs and year end balance for FY 2009/2010 and the projected costs and funding sources for FY 2010/2011. Although other sources of revenue will continue to be used to pay for expenditures in the District, none of the proposed collections will exceed the maximum assessment rates. Mayor and Members of the City Council Lighting & Landscaping Assessment District 121 April 27, 2010 Page 6 Table 4 History of Assessment Collection Rates by Fiscal Year ASSESSMENT10/11 09/10 08/09 07/08 06/07 05/06 04/05 03/04 02/03 MAX. ZONES(Prop.) Zone I 1-20 units ($/DU) $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $5.82 $21.41 21-60 units ($/DU) $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $2.91 $10.70 61-109 units ($/DU) $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $1.46 $5.35 110-460 units ($/DU) $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.73 $2.68 Zone II 1-200,000 s.f. ($/10ksf) $16.43 $16.43 $37.10$46.50$54.31$45.26$36.31$45.26 $68.46114.90 200,001+ s.f. ($/10ksf) $5.48 $5.48 $12.37$15.55$18.17$15.14$12.10$15.14 $22.82$38.30 Zone III 1-4 units ($/DU) $18.80 $18.80 $18.80$18.80$18.80$18.80$18.80$14.30 $18.80$18.80 5+ units ($/DU) $11.28 $11.28 $11.28$11.28$11.28$11.28$11.28$8.58 $11.28$11.28 all sizes ($/10ksf) $37.35 $37.35 $37.35$37.35$37.35$37.35$37.35$28.39 $37.35$37.35 Zone IV (N/A) Zone V all sizes ($/10ksf) $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $21.28 Zone VI all sizes ($/10ksf) $45.47 $45.47 $45.47$44.20$44.20$44.20$44.20$45.47 $44.20$45.47 Zone L 1-4 units ($/DU) $7.32 $7.32 $7.32 $7.32 $7.32 $7.32 $7.32 $7.32 $7.32 $7.32 5+ units ($/DU) $4.40 $4.40 $4.40 $4.40 $4.40 $4.40 $4.40 $4.40 $4.40 $4.40 all sizes ($/10ksf) $14.10 $14.10 $14.10$14.10$14.10$14.10$14.10$14.10 $14.10$14.10 Prop. = proposed, DU = dwelling unit, s.f. = square feet, ksf = thousand square feet Mayor and Members of the City Council Lighting & Landscaping Assessment District 121 April 27, 2010 Page 7 Table 5 – FINANCIAL SUMMARY Zone I Zone II Zone III Zone IV Zone V Zone VI Zone L Total BALANCE AS OF 1,288,899 343,906 302,539216,64472,982(3,026) (302,237)1,919,707 6/30/09 FY 2009/2010 Est. Interest 29,542 7,882 6,9344,9661,673(69) (6,927)44,001 Earned Est. Property 460,000 230,000 -20,0006,2006,000 -722,200 Tax Est. Funds 1,778,441 581,788 309,473241,61080,8552,905 (309,164)2,685,908 Available Est. Assessment - 61,000 620,0001006,8001,100 265,000954,000 Rev Est. Funds + 1,778,441 642,788 929,473241,71087,6554,005 44,1643,639,908 Rev Adopted 345,400 261,520 705,5002,5006,3009,900 337,0001,668,120 Budget Exp. BALANCE AS OF 1,433,041 381,268 223,973239,21081,355(5,895) (381,164)1,971,788 6/30/10 - estimated FY 2010/2011 Est. Interest 22,895 5,117 3,6583,8201,191(112) (6,569)30,000 Earned Est. Property 455,000 225,000 --6,2006,000 -692,200 Tax Est. Funds 1,910,936 611,385 227,631243,03088,746(7) (387,733)2,693,988 Available Est. Assessment - 41,429 702,1185,140-10,964 271,5411,031,192 Levy Est. Funds + 1,910,936 652,814929,749248,17088,74610,957(116,192)3,725,180 Levy Budget 369,600 274,600 733,7008506,60010,600 353,9001,749,850 Request BALANCE AS OF 1,541,336378,214196,049247,32082,146357(470,092)1,975,330 6/30/11 - estimated Attachments: Resolutions (2) Engineer’s Report S:\AgendasMemosCC2010\04-27-10\Lighting & Landscaping District 121 RESOLUTION NO. 10-_____ A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DOWNEY APPROVING THE ENGINEER’S REPORT FOR ASSESSMENTS WITHIN LIGHTING AND LANDSCAPING DISTRICT, ASSESSMENT DISTRICT 121, FOR FISCAL YEAR 2010/2011. WHEREAS, by said Resolution No. 10-7176, the City Council ordered the Engineer to prepare a report in accordance with Section 22565 of the California Streets and Highway Code; and WHEREAS, the City Clerk has submitted the report to the City Council and the City Council has now reviewed and examined the report as so submitted. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF DOWNEY DOES RESOLVE AS FOLLOWS: SECTION 1. The report prepared by the Engineer pursuant to Resolution No. 10-7176, and filed with the City Clerk on the _____ day of ________, 2010, is hereby approved. SECTION 2. The City Clerk shall certify to the adoption of this Resolution. APPROVED AND ADOPTED this day of April, 2010. ________________________________ ANNE M. BAYER, Mayor ATTEST: _______________________________________ KATHLEEN L. MIDSTOKKE, City Clerk I HEREBY CERTIFY that the foregoing Resolution was adopted by the City Council of the City of Downey at a regular meeting held on the day of April, 2010, by the following vote, to wit: AYES: Council Members: NOES: Council Member: ABSENT: Council Member: ABSTAIN: Council Member: _________________________________________ KATHLEEN L. MIDSTOKKE, City Clerk RESOLUTION NO. 10-____ A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DOWNEY DECLARING ITS INTENTION TO LEVY AND COLLECT LIGHTING AND LANDSCAPING ASSESSMENTS WITHIN THE LIGHTING AND LANDSCAPING DISTRICT, ASSESSMENT DISTRICT 121, FOR FISCAL YEAR 2010/2011. WHEREAS, the City Council by Resolution No. 10-7176, proposed to levy and collect assessments within the Lighting and Landscaping District, Assessment District 121 (District) pursuant to the provisions of the Landscaping and Lighting Act of 1972, Part 2, Division 15 of the California Streets and Highways Code; and WHEREAS, by said Resolution No. 10-7176, the City ordered the Engineer to file a report for the District for the Fiscal Year 2010/2011 pursuant to the Landscaping and Lighting Act of 1972 per Section 22565 of the California Streets and Highways Code; and NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF DOWNEY DOES RESOLVE AS FOLLOWS: SECTION 1. That in order to maintain and service street lighting facilities and on-street and public facilities landscaping within the District for Fiscal Year 2010/2011, it is the intention of the City Council of the City of Downey to levy and collect assessments pursuant to the provisions of the Landscaping and Lighting Act of 1972 (Part 2 of Division 15 of said Code). SECTION 2. That the maintenance and servicing of the public lighting facilities in, on and along public streets and places within the District will be, in the opinion of the City Council of the City of Downey, to the benefit of the assessable properties within the District. Assessable properties are those within the District that have been annexed into the District by previous resolutions caused by voluntary installation of street lights and by requirements of various planning cases or Section 8002 of the Downey Municipal Code. SECTION 3. That the maintenance and servicing of the landscaping in, on and along public streets and places within the District will be, in the opinion of the City Council of the City of Downey, to the benefit of the assessable properties within the District. Assessable properties are those within the District known as Zone III. SECTION 4. That reference hereby is made to the report of the Engineer on file with the City Clerk and available for public inspection, of the proposed assessments upon assessable lots and parcels of land within the District, including changes from the previous fiscal year's assessment and assessable lots. SECTION 5. That assessments for all zones will be less than, or equal to, the maximum assessments. SECTION 6. Notice is hereby given that on June 8, 2010, at 7:30 p.m., in the Council Chambers of Downey City Hall located at 11111 Brookshire Avenue, Downey, California, all interested persons may appear before the City Council and be heard concerning the services to be performed, the proposed assessment and all other matters relating thereto. Protests must be in writing and must be filed with the City Clerk prior to the conclusion of the hearing. Any such protest shall state all grounds of the objection, and if filed by the property owner, shall contain a description sufficient to identify the property. RESOLUTION NO. PAGE TWO SECTION 7. The City Clerk shall cause notice of the hearing to be given by causing the Resolution of Intention to be published, posted and mailed in the manner required by Part 2 of Division 15 of the Streets and Highways Code. SECTION 8. The City Clerk shall certify to the adoption of this Resolution. APPROVED AND ADOPTED this day of April, 2010. ________________________________ ANNE M.BAYER, Mayor ATTEST: _______________________________________ KATHLEEN L. MIDSTOKKE, City Clerk I HEREBY CERTIFY that the foregoing Resolution was adopted by the City Council of the City of Downey at a regular meeting held on the day of April, 2010, by the following vote, to wit: AYES: Council Members: NOES: Council Member: ABSENT: Council Member: ABSTAIN: Council Member: _________________________________________ KATHLEEN L. MIDSTOKKE, City Clerk City of Downey Engineer’s Report Lighting and Landscaping District Assessment District No. 121 Assessment Levy 2010/2011 April 27, 2010 Department of Public Works Engineering Division TABLE OF CONTENTS Description Page Introduction 3 Purpose 3 Plans and Specifications 3 Diagram of District 3 Zones 4 Estimate of Cost 5 Assessment Levy (Appendix A) A-1: Zone I – Residential 6 A-2: Zone II – Commercial 7 A-3: Zone III – Safety Lights and Traffic Signals 8 A-4: Zone IV – Petition Installation 10 A-5: Zone V – Regional Shopping Center 11 A-6: Zone VI – Commercial West Firestone Boulevard 12 A-7: Zone L – On-Street and Facility Landscaping 13 Financial Summary (Appendix B) 14 Properties Added (Appendix C) 15 INTRODUCTION: This Engineer’s Report for the Lighting and Landscaping District, Assessment District 121 (A.D. 121) is prepared for filing in accordance with Division 15, Part 2, Chapter 3 of the California Streets and Highways Code, as amended by 1992 legislation (S.B. 1977) and California Proposition 218. PURPOSE: The purpose of this report is to identify the nature, location, and extent of street lighting and landscaping improvements and maintenance to be considered. Estimated costs and proposed apportionment to accomplish the levy of annual street lighting and landscaping assessments are given for Fiscal Year 2010/2011. LIGHTING & LANDSCAPE IMPROVEMENTS AND MAINTENANCE: Pursuant to the Landscaping and Lighting Act of 1972, the City collects assessments for lighting and landscaping improvements and maintenance. The design of traffic signal equipment is pursuant to applicable State of California and Los Angeles County Standard Plans and Specifications. The plans and specifications used to design the street lighting equipment are pursuant to the Illuminating Engineering Society for street lighting. DIAGRAM OF DISTRICT: Plan No. A.D. 121-B (Plan) of A.D. 121 is on file in the office of the City Clerk showing the exterior boundary of the District and the boundaries of each zone within the District. By reference, said Plan is made part of this Report. The lines and dimensions of each parcel of land within the District are shown in the County Assessor's Maps on file at the Downey City Hall. Each parcel is designated by its corresponding book, page, and parcel number as shown in the Los Angeles County Assessor's maps and data rolls. All properties in Zone III are also in Zone L. Properties to be added to the District boundaries during fiscal year 2010/2011 are listed in Appendix “C” of this Report. ZONES: The application of these standards are used to conform to the adjacent land use grouped by individual zones and City account numbers as follows: Zone I:Residential Account 23-4-5511 For lighting of public roadways adjacent to residential properties, including apartments and condominiums, but not including motels or hotels. For energy and maintenance, including replacement of damaged or obsolete lights, and administrative costs. Zone II:Commercial Account 23-4-5512 For lighting of public roadways adjacent to commercial, including motels and hotels, and industrial properties. For energy and maintenance, including replacement of damaged or obsolete lights, and administrative costs. Zone III:Safety Lighting and Traffic Signals Account 23-4-5513 For lighting of public roadways at intersections throughout the City and adjacent to City, County, State, and Federal public lands, freeway corridor security lighting, and freeway frontage roadways, not including on/off ramps. For traffic signals on City streets, including the City's share of costs per agreements with L.A. County, Caltrans or neighboring cities for traffic signals at shared intersections. For energy and maintenance costs, including replacement of damaged or obsolete signals and lights, installation of new signals and lighting, and administrative costs. Zone IV: Petition Installations Account 23-4-5514 For installation of new lighting within Zones I and II, requested by petition of the majority of property owners within a specific area, and administrative costs. Energy and maintenance costs for lights installed under this Zone are paid from either Zone I or II, as determined by property use. Zone V: Regional Shopping Center Account 23-4-5515 For lighting of public roadways adjacent to the Stonewood Regional Shopping Center. For energy and maintenance, including replacement of damaged lights, and administrative costs. Zone VI: Commercial (West Firestone Boulevard) Account 23-4-5516 For lighting of public roadways adjacent to the commercial properties along the north side of Firestone Boulevard from Old River School Road to the west City limits, and the south side of Firestone Boulevard from approximately 250 feet west of Arnett Street to the west City limits. For energy and maintenance, including replacement of damaged lights and administrative costs. Zone L: On-street Landscaping Account 23-4-5517 For tree trimming, replacement, removals, and other landscaping maintenance along the parkways and medians of public street rights-of-way, including administrative costs. ESTIMATE OF COST: The estimated cost of installing, maintaining, and servicing all existing and proposed improvements, including all administrative costs for Fiscal Year 2010/2011 is . $1,749,850. The total direct assessment levy for A.D. 121 is $1,031,192 Additional revenues from general property taxes and interest income are estimated at $692,200 and$30,000 respectively. Any remaining costs in individual zones are paid from reserves. Appendices “A-1” through “A-7” provide details of the assessment rates for each Zone. Appendix “B” is a summary of the estimated income and expenses by Zone. ____________________________________________ _________________ Brian A. Ragland, PE, Director of Public Works Date APPENDIX A-1 LIGHTING AND LANDSCAPING DISTRICT A.D. 121 FISCAL YEAR 2010/2011 ESTIMATED ASSESSMENT ZONE I - RESIDENTIAL $0.00 TO BE ASSESSED Direct assessments in Zone I are distributed based on the special benefit each property receives. Streets within this zone have been improved with mid-block lighting. Since streets provide vehicular and pedestrian access to properties, the special benefit is apportioned based on the amount of these trips generated by each parcel. The Institute of Transportation Engineers has established a standard of trip generation that states that multiple dwelling units generate less pedestrian and vehicle trips than single family homes. Therefore, parcels with denser housing are assessed at a lesser rate per dwelling unit in general proportion to the trips generated. This basis provides an equitable relationship to the benefit received. Total Dwelling Density (No. of No. of Rate Total D.U. per Parcel) ParcelsUnits(D.U.) ($/D.U.) Amount 1-20 units 10,918 13,050 $0.00 $0.00 21-60 units 43 1,483 $0.00 $0.00 61-109 units 11 937 $0.00 $0.00 110-460 units 2 658 $0.00 $0.00 Total: 10,974 16,128 $0.00 $0.00 ASSESSMENT RATE ($/D.U.) Density Maximum (D.U./Parcel) FY09/10 FY08/09 FY08/07 FY07/06 Rate 1-20 units $0.00 $0.00 $0.00 $0.00 $21.41 21-60 units $0.00 $0.00 $0.00 $0.00 $10.70 61-109 units $0.00 $0.00 $0.00 $0.00 $5.35 110-460 units $0.00 $0.00 $0.00 $0.00 $2.68 Number of Lights in Zone I City Owned:76 SCE Owned:2,089 Total No. of Lights:2,165 APPENDIX A-2 LIGHTING AND LANDSCAPING DISTRICT A.D. 121 FISCAL YEAR 2010/2011 ESTIMATED ASSESSMENT ZONE II - INDUSTRIAL / COMMERCIAL $41,429 TO BE ASSESSED Direct assessments in Zone II are distributed based on the special benefit each property receives. Streets within this zone have been improved with mid-block lighting. Since streets provide vehicular and pedestrian access to commercial properties, the special benefit is apportioned based on the amount of these trips generated by each parcel. The Institute of Transportation Engineers has established a standard of trip generation that states that pedestrian and vehicle trips increase as the square footage of the land use increases. In general, larger parcels generate more trips. Therefore, every parcel in this zone is assessed according the land square footage of the parcel. This basis provides an equitable relationship to the benefit received. Density (s.f. No. of Total Area Rate per parcel) Parcels(s.f.)($/10ksf) Total Amount 1-200,000 s.f. 76421,397,762$16.43$35,157 200,001+ 2811,445,386$5.48$6,272 Total:79232,843,148 $41,429 ASSESSMENT RATE ($/10ksf) Density Maximum FY10/11 FY09/10 FY08/09 FY07/08 (s.f./parcel)Rate 1-200,000 s.f. $16.43 $16.43 $37.10 $46.50 $114.90 200,001+ $5.48 $5.48 $12.37 $15.55 $38.30 Number of Lights in Zone II City Owned:376 SCE Owned:804 Total No. of Lights:1,180 APPENDIX A-3 LIGHTING AND LANDSCAPING DISTRICT A.D. 121 FISCAL YEAR 2010/2011 ESTIMATED ASSESSMENT ZONE III - SAFETY LIGHTS AND TRAFFIC SIGNALS $702,118 TO BE ASSESSED Direct assessments in this zone are separated according to the proportion of residential and commercial properties in the City. Since streets provide vehicular and pedestrian access to properties, the special benefit is apportioned based on the amount of these trips generated by each parcel. Given that residential and commercial properties generate different levels of street use, the assessment rates are calculated separately. Approximately 80% of the City is zoned Residential, while the remaining 20% is comprised of Commercial, Industrial, or other. RESIDENTIAL (80%) - $540,582 TO BE ASSESSED Direct assessments in Zone III-Residential are distributed based on the special benefit each property receives. Parcels are assessed similar to Zone I. Density (No. of D.U. per Trips per Rate Rate Total Parcel)D.U.($/Trip)($/D.U.) Amount Total Units 1-4 units 22,95310 $1.88 $18.80 $431,516 5+ units 9,6696 $1.88 $11.28 $109,066 Total:32,622 $540,582 ASSESSMENT RATE ($/D.U.) Density (No. of D.U. per Maximum Parcel) FY10/11 FY09/10 FY08/09 FY07/08 Rate 1-4 units $18.80 $18.80 $18.80 $18.80 $18.80 5+ units $11.28 $11.28 $11.28 $11.28 $11.28 APPENDIX A-3 (Continued) LIGHTING AND LANDSCAPING DISTRICT A.D. 121 FISCAL YEAR 2010/2011 ESTIMATED ASSESSMENT ZONE III - SAFETY LIGHTS AND TRAFFIC SIGNALS COMMERCIAL (20%) - $161,536 TO BE ASSESSED Direct assessments in Zone III-Commercial are distributed based on the special benefit each property receives. Parcels are assessed similar to Zone II. RateTotal ($/10ksf) Amount Land Area 43,249,243$37.35 $161,536 ASSESSMENT RATE ($/10 ksf) Maximum Density (s.f./parcel) FY10/11 FY09/10 FY08/09 FY07/08 Rate all sizes (s.f.) $37.35 $37.35 $37.35 $36.21 $37.35 Number of Lights in Zone III State Owned:57 City-Owned:1,016 City-Others (Shared):33 SCE Owned:1,640 Total No. of Lights:2,746 Number of Traffic Signals in Zone III City-Owned:86 City-Others (Shared):23 Total:109 Number of Flashing Beacons in Zone III City-Owned:12 City-Others (Shared):0 Total:12 APPENDIX A-4 LIGHTING AND LANDSCAPING DISTRICT A.D. 121 FISCAL YEAR 2010/2011 ESTIMATED ASSESSMENT ZONE IV - PETITION INSTALLATION SAMPLE PER PETITION AREA Direct assessments in Zone IV are limited to street light installations only. The installation costs are divided evenly among the parcels within the annexed area. Each annexed area is assessed separately with costs divided equally among the parcels in the annexed area. Edison cost for one street light served overhead: $ 1,500 City engineering design and overhead: $ 650 Total To Install: $2,570 Cost per lot (one light serves four lots): $ 2,570 / 4 = $ 643 Yearly cost per lot (cost repaid in four years): $ 643 / 4 = $ 161 APPENDIX A-5 LIGHTING AND LANDSCAPING DISTRICT A.D. 121 FISCAL YEAR 2010/2011 ESTIMATED ASSESSMENT ZONE V - REGIONAL SHOPPING CENTER $ 0.00 TO BE ASSESSED Direct assessments in Zone V are distributed based on the special benefit to the Stonewood Regional Shopping Center. Streets adjacent to this zone have been improved with mid block lighting. Every parcel adjacent to these streets is assessed on land square footage in the same manner as Zone II. Rate Land Area (s.f.) ($/10ksf) Total Amount 2,659,684 $0.00 $0.00 ASSESSMENT RATE ($/10ksf) Maximum Density (s.f./parcel) FY10-11 FY09-10 FY08-09 FY07-08 Rate all sizes (s.f.) $0.00 $0.00 $0.00 $0.00 $21.28 Number of Lights in Zone V City Owned: 0 SCE Owned: 13 Total No. of Lights:13 APPENDIX A-6 LIGHTING AND LANDSCAPING DISTRICT A.D. 121 FISCAL YEAR 2010/2011 ESTIMATED ASSESSMENT ZONE VI - COMMERCIAL WEST FIRESTONE BL. $10,964 TO BE ASSESSED Direct assessments in Zone VI are distributed based on the special benefit to the properties on Firestone Boulevard (commercial properties on the north side of Firestone Blvd. from Old River School Road to the West City Limit, and on the south side of Firestone Blvd. from 250 feet west of Arnett St. to the West City Limit). Streets adjacent to this zone have been improved with mid block lighting. Every parcel adjacent to these streets is assessed on land square footage in the same manner as Zone II. Rate Land Area (s.f.) ($/10ksf) Total Amount 2,411,249 $45.47 $10,964 ASSESSMENT RATE ($/10ksf) Density Maximum (s.f./parcel) FY10/11 FY09/10 FY08/09 FY07/08 Rate all sizes (s.f.) $45.47 $45.47 $44.20 $44.20 $45.47 Number of Lights in Zone VI City Owned: 0 SCE Owned: 34 Total No. of Lights:34 APPENDIX A-7 LIGHTING AND LANDSCAPING DISTRICT A.D. 121 FISCAL YEAR 2010/2011 ESTIMATED ASSESSMENT ZONE L - ON-STREET LANDSCAPE MAINTENANCE $271,541 TO BE ASSESSED Direct assessments in Zone L are distributed based on the special benefit each property receives. Parcels are assessed in the same manner as Zone III. RESIDENTIAL (80%) - $210,560 TO BE ASSESSED Density (No. of Trips per D.U. per Parcel) Total UnitsD.U. Rate ($/Trip) Rate ($/D.U.) Total Amount 1-4 units 22,95310 $0.732 $7.32 $168,016 5+ units 9,6696 $0.732 $4.40 $42,544 Total:32,622 $210,560 ASSESSMENT RATE ($/D.U.) Density (No. of Maximum D.U. per Parcel) FY10/11 FY09/10 FY08/09 FY7/08 Rate 1-4 units $7.32 $7.32 $7.32 $7.32 $7.32 5+ units $4.40 $4.40 $4.40 $4.40 $4.40 COMMERCIAL (20%) - $60,981 TO BE ASSESSED Rate Land Area ($/10ksf) Total Amount 43,249,243$14.10 $60,981 ASSESSMENT RATE ($/10 ksf) Density Maximum (s.f./parcel) FY10/11 FY09/10 FY08/09 FY07/08 Rate all sizes (s.f.) $14.10 $14.10 $14.10 $14.10 $14.10 APPENDIX B LIGHTING AND LANDSCAPING DISTRICT A.D. 121 FINANCIAL SUMMARY Zone I Zone II Zone III Zone IV Zone V Zone VI Zone L Total BALANCE AS OF 1,288,899 343,906 302,539216,64472,982(3,026) (302,237)1,919,707 6/30/09 FY 2009/2010 Interest 29,542 7,882 6,9344,9661,673(69) (6,927)44,001 Earned Property Tax 460,000 230,000 -20,0006,2006,000 -722,200 Funds 1,778,441 581,788 309,473241,61080,8552,905 (309,164)2,685,908 Available Assessment - 61,000 620,0001006,8001,100 265,000954,000 Rev Funds + Rev 1,778,441 642,788 929,473241,71087,6554,005 (44,164)3,639,908 Expenditures 345,400 261,520 705,5002,5006,3009,900 337,0001,668,120 BALANCE AS OF 1,433,041 381,268 223,973239,21081,355(5,895) (381,164)1,971,788 6/30/10 - estimated FY 2010/2011 Est. Interest 22,895 5,117 3,6583,8201,191(112) (6,569)30,000 Earned Est. Property 455,000 225,000 --6,2006,000 -692,200 Tax Est. Funds 1,910,936 611,385 227,631243,03088,746(7) (387,733)2,693,988 Available Est. Assessment - 41,429 702,1185,140-10,964 271,5411,031,192 Levy Est. Funds + 1,910,936 652,814929,749248,17088,74610,957(116,192)3,725,180 Levy Budget 369,600 274,600 733,7008506,60010,600 353,9001,749,850 Request BALANCE AS OF 1,541,336 378,214196,049247,32082,146357(470,092)1,975,330 6/30/11 - estimated APPENDIX C LIGHTING AND LANDSCAPING DISTRICT A.D. 121 PROPERTIES ADDED DURING FY 2010-2011 PARCELAREANO. ZONELOCATIONSTREET NAME NO.(SF)UNITS 6246-019-0321R12050HORLEY AVENUE 6249-030-00490,600C7447FIRESTONE BL 6254-003-0287,201C8102THIRD ST 6256-002-0231R11815VULTEE AV 6256-002-0241R11819VULTEE AV 6256-004-030216,928C12106LAKEWOOD BL 6256-004-03958,806C12126LAKEWOOD BL 6256-004-040 152,460 C12118LAKEWOOD BL 6256-004-045 54,014 C12036LAKEWOOD BL 6256-004-046 49,658 C12030LAKEWOOD BL 6256-004-050 69,696 C12146LAKEWOOD BL 6256-004-051 107,158 C12130LAKEWOOD BL 6256-004-053 169,884 C12002LAKEWOOD BL 6256-004-053 1,243,638 C9343IMPERIAL HWY 6263-012-0151R12812BLODGETT AV 6391-004-0271R9479RAVILER DR 6391-004-0261R9489RAVILER DR