HomeMy WebLinkAbout09. Lighting Assess District 121
AGENDA MEMO
DATE:
May 24, 2011
TO:
Mayor and Members of the City Council
FROM:
Office of the City Manager
By: John Oskoui, P.E., Director of Public Works
SUBJECT: LIGHTING AND LANDSCAPING DISTRICT,
ASSESSMENT DISTRICT 121, FISCAL YEAR 2011/2012
RECOMMENDATION:
That the City Council:
ADOPT A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
1.
DOWNEY APPROVING THE ENGINEER’S REPORT FOR ASSESSMENTS
WITHIN THE LIGHTING AND LANDSCAPE DISTRICT, ASSESSMENT
DISTRICT 121 FOR FISCAL YEAR 2011-2012;
and
ADOPT A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
2.
DOWNEY DECLARING ITS INTENTION TO LEVY AND COLLECT LIGHTING
AND LANDSCAPING ASSESSMENTS WITHIN THE LIGHTING AND
LANDSCAPE DISTRICT, ASSESSMENT DISTRICT 121 FOR FISCAL YEAR
2011-2012, AND SET A PUBLIC HEARING FOR JUNE 13, 2011, TO ACCEPT
PUBLIC INPUT ON THE MATTER OF THE PROPOSED ASSESSMENT.
BACKGROUND:
There are currently 6,297 street lights in the City of Downey which provide illumination
for traffic and pedestrian safety. Of the total, 1,642 street lights are owned by the City of
Downey, 57 are owned by the State, 33 are shared with other cities, and 4,565 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.
DISCUSSION:
During the 2011/12 fiscal year a total of fifty-five commercial properties will be added to
the District in conjunction with development projects. This includes 8.5 acres of
commercial property (shown in Appendix “C”), thus further expanding Zone ll by 1%.
CITY OF DOWNEY, CALIFORNIA
Mayor and Members of the City Council
Lighting & Landscaping Assessment District 121
May 24, 2011
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 1,181
Direct$38.30/10 ksf
industrial properties.
Assessment (200 ksf+)
2,904
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)
Landscaped maintenance along 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
May 24, 2011
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 2011/2012, summarized below in Table 2.
Table 2 - Summary of Energy Charge (cents/kilowatt-hour)
FY 2010/2011 FY 2011/2012 % Increase
ActualEstimated
Street Lights (LS-1, LS-2,
12.2 12.6 4.9
and OL-1)
Street Lights (LS-3) 13.2 11.5 -12.9
16.4 16.8 3.9
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 2011/2012 is $1,807,030, a $322,154
increase over the FY 2010/2011 budget estimate of $1,484,876. During FY 2011/2012,
the installation of approximately 183 new street and pedestrian lighting as well as
landscaped improvements associated with the Lakewood Boulevard Improvements
Project between Fifth Street and Florence Avenue, the Imperial Highway Project (Phase
II), in addition to minor development projects, will likely increase electrical and
maintenance costs for Zones II, III and L. Current and anticipated SCE energy rates are
incorporated into the FY 2011/2012 cost estimates for all lighting zones. Table 3 also
provides historical expenses by zone.
Table 3 - Expenditure History
FY 2011-12 FY 2010-11 FY 2009-10 FY 2008-09 FY 2007-08
Budget Estimated Actual Actual Actual
Zone I
$ 375,500 $ 225,634 $ 342,544 $ 328,945 $ 305,036
Zone II
$ 286,000 $ 280,482 $ 225,467 $ 231,811$ 221,402
Zone III
$ 769,400 $ 641,112 $ 767,048 $ 633,143$707,397
Zone IV $ 730$ 707 $ 860$ 675$ 525
Zone V
$ 4,800 $ 2,471 $ 3,066$ 2,955$ 2,707
Zone VI
$ 8,700 $ 6,802 $ 7,640$ 7,462$ 6,325
Zone L $ 361,900 $ 327,668 $ 339,118$ 259,164$ 375,014
Total
$ 1,807,030 $ 1,484,876 $ 1,685,743 $1,464,155$1,618,405
Mayor and Members of the City Council
Lighting & Landscaping Assessment District 121
May 24, 2011
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 2003-2004, a number of assessment rate increases and decreases have been
made. A history of the rates since FY 2003-2004, as well as the proposed rates and the
full assessments for the seven zones are presented in Table 4 on page 6 of the report.
Costs to operate and maintain the District will increase for FY 2011/2012. 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 at the current level
exceed annual expenditures. Therefore; the assessment rates can remain at zero while
a funding reserve is maintained.
The commercial properties contributing to Zone II have been increased significantly,
with one hundred fifty-eightacres of commercial properties added during the last seven
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, Florence
Avenue, Paramount Boulevard, etc.) landscape maintenance costs are continuing to
increase. As of June 30, 2011 a negative balance of $234,723 is anticipated (see Table
5). At this time, both residential and commercial properties are charged the maximum
set rate. FY 2011/2012 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
$145,356. 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
May 24, 2011
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 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 2011/2012 expenses, it is estimated that the District will use $263,680
in general property tax funds designated specifically for street-light maintenance,
$18,176 in interest earned from reserves in the Street Lighting Fund, and $1,031,489
from the direct assessments. Table 5 provides a summary of the funding sources,
estimated costs and year end balance for FY 2010/2011 and the projected costs and
funding sources for FY 2011/2012.
Although other sources of revenue will continue to be used to pay for expenditures in
the District, none of the proposed collections will exceed the maximum assessment
rates.
Mayor and Members of the City Council
Lighting & Landscaping Assessment District 121
May 24, 2011
Page 6
Table 4
History of Assessment Collection Rates by Fiscal Year
ASSESSMENT11/12
10/11 09/10 08/09 07/08 06/07 05/06 04/05 03/04 MAX.
ZONES(Prop.)
Zone I
1-20 units
($/DU) $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $21.41
21-60 units
($/DU) $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $10.70
61-109 units
($/DU) $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $5.35
110-460 units
($/DU) $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $2.68
Zone II
1-200,000 s.f.
($/10ksf) $16.43 $16.43 $16.43$37.10$46.50$54.31$45.26$36.31 $45.26114.90
200,001+ s.f.
($/10ksf) $5.48 $5.48 $5.48 $12.37$15.55$18.17$15.14$12.10 $15.14$38.30
Zone III
1-4 units
($/DU) $18.80 $18.80 $18.80$18.80$18.80$18.80$18.80$18.80 $14.30$18.80
5+ units ($/DU) $11.28 $11.28 $11.28$11.28$11.28$11.28$11.28$11.28 $8.58 $11.28
all sizes
($/10ksf) $37.35 $37.35 $37.35$37.35$37.35$37.35$37.35$37.35 $28.39$37.35
Zone IV (N/A)
-- -- -- -- -- -- -- -- -- --
Zone V
all sizes
($/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$45.47$44.20$44.20$44.20$44.20 $45.47$45.47
Zone L
1-4 units
($/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
May 24, 2011
Page 7
Table 5 – FINANCIAL SUMMARY
Zone I Zone II Zone III Zone IV Zone V Zone VI Zone L Total
BALANCE
AS OF
1,435,897 417,321 162,425240,85084,589(3,635) (383,282)1,954,165
6/30/10
FY
2010/2011
Est. Interest
13,400 3,600 3,1502,25076031 3,15026,341
Earned
Est. Property
0 97,621 04,3150- 208,968310,904
Tax
Est. Funds
1,449,297 518,542 165,575247,41585,349(3,604) (171,164)2,291,410
Available
Est.
Assessment 0 41,429 702,1182,570010,964 271,5411,028,622
Rev
Est. Funds +
1,449,297 559,971 867,693249,98585,3497,360 100,3773,320,032
Rev
Adopted
347,725 264,863 712,4386754,4758,025 335,1001,673,301
Budget Exp.
BALANCE
AS OF
1,101,572 295,108 155,255249,31080,874(665) (234,723)1,646,731
6/30/11 -
estimated
FY
2011/2012
Est. Interest
9,246 2,484 2,1741,55352421 2,17418,176
Earned
Est. Property
0 82,980 -3,67000 177,030263,680
Tax
Est. Funds
1,110,818 380,572 157,429254,53381,398(644) (55,519)1,928,587
Available
Est.
Assessment 0 41,963 703,4993,000-10,964 272,0631,031,489
Levy
Est. Funds +
1,110,818 422,535 860,928257,53381,39810,320 216,5442,960,076
Levy
Budget
375,500 286,000 769,4007304,8008,700 361,9001,807,030
Request
BALANCE
AS OF
735,318 136,535 91,528256,80376,5981,620 (145,356)1,153,046
6/30/12 -
estimated
Attachments:
Resolutions (2)
Engineer’s Report
S:\AgendasMemosCC2011\05-24-11\Lighting & Landscaping District 121
RESOLUTION NO. 11-_____
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
2011/2012.
WHEREAS,
by said Resolution No. 11-7256, 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. 11-7256,
and filed with the City Clerk on the _____ day of ________, 2011, is hereby approved.
SECTION 2.
The City Clerk shall certify to the adoption of this Resolution.
APPROVED AND ADOPTED
this day of _________, 2011.
________________________________
LUIS H. MARQUEZ, Mayor
ATTEST:
_______________________________________
JOYCE E. DOYLE, Interim 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 May, 2011, by the following
vote, to wit:
AYES: Council Members:
NOES: Council Member:
ABSENT: Council Member:
ABSTAIN: Council Member:
_________________________________________
JOYCE E. DOYLE, Interim City Clerk
RESOLUTION NO. 11-____
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 2011/2012.
WHEREAS,
the City Council by Resolution No. 11-7256, 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. 11-7256, the City ordered the Engineer to file a
report for the District for the Fiscal Year 2011/2012 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 2011/2012, 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 13, 2011, 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 May, 2011.
________________________________
LUIS H. MARQUEZ, Mayor
ATTEST:
_______________________________________
JOYCE E. DOYLE, Interim 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 May, 2011, by the following
vote, to wit:
AYES: Council Members:
NOES: Council Member:
ABSENT: Council Member:
ABSTAIN: Council Member:
_________________________________________
JOYCE E. DOYLE, Interim City Clerk
City of Downey
Engineer’s Report
Lighting and Landscaping District
Assessment District No. 121
Assessment Levy 2011/2012
May 24, 2011
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 2011/2012.
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 2011/2012 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 2011/2012 is
.
$1,807,030. The total direct assessment levy for A.D. 121 is $1,031,489 Additional
revenues from general property taxes and interest income are estimated at $263,680
and$18,176 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.
____________________________________________ _________________
John Oskoui, P.E., Director of Public Works Date
APPENDIX A-1
LIGHTING AND LANDSCAPING DISTRICT A.D. 121
FISCAL YEAR 2011/2012
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) FY11/12 FY10/11 FY09/10 FY08/09 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 2011/2012
ESTIMATED ASSESSMENT
ZONE II - INDUSTRIAL / COMMERCIAL
$41,963 TO BE ASSESSED
Direct assessments in Zone II are distributed based on the special benefit each property
receives. Streets within this zone have been improved with mid-block lighting. Since
streets provide vehicular and pedestrian access to commercial properties, the special
benefit is apportioned based on the amount of these trips generated by each parcel.
The Institute of Transportation Engineers has established a standard of trip generation
that states that pedestrian and vehicle trips increase as the square footage of the land
use increases. In general, larger parcels generate more trips. Therefore, every parcel
in this zone is assessed according the land square footage of the parcel. This basis
provides an equitable relationship to the benefit received.
Density (s.f. No. of Total Area Rate
per parcel) Parcels(s.f.)($/10ksf)
Total Amount
1-200,000 s.f. 818 21,723,201 $16.43 $35,691
200,001+ 28 11,445,386 $5.48 $6,272
Total:846 33,168,587 $41,963
ASSESSMENT RATE ($/10ksf)
Density Maximum
FY11/12 FY10/11 FY09/10 FY08/09
(s.f./parcel)Rate
1-200,000 s.f. $16.43 $16.43 $16.43 $37.10 $114.90
200,001+ $5.48 $5.48 $5.48 $12.37 $38.30
Number of Lights in Zone II
City Owned:376
SCE Owned:805
Total No. of Lights:1,181
APPENDIX A-3
LIGHTING AND LANDSCAPING DISTRICT A.D. 121
FISCAL YEAR 2011/2012
ESTIMATED ASSESSMENT
ZONE III - SAFETY LIGHTS AND TRAFFIC SIGNALS
$703,499 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 22,953 10 $1.88 $18.80 $431,516
5+ units 9,669 6 $1.88 $11.28 $109,066
Total:32,622$540,582
ASSESSMENT RATE ($/D.U.)
Density (No. of D.U. per Maximum
Parcel) FY11/12 FY10/11 FY09/10 FY08/09 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 2011/2012
ESTIMATED ASSESSMENT
ZONE III - SAFETY LIGHTS AND TRAFFIC SIGNALS
COMMERCIAL (20%) - $162,917 TO BE ASSESSED
Direct assessments in Zone III-Commercial are distributed based on the special
benefit each property receives. Parcels are assessed similar to Zone II.
RateTotal
($/10ksf) Amount
Land Area
43,619,113 $37.35 $162,917
ASSESSMENT RATE ($/10 ksf)
Maximum
Density (s.f./parcel) FY11/12 FY10/11 FY09/10 FY08/09 Rate
all sizes (s.f.) $37.35 $37.35 $37.35 $37.35 $37.35
Number of Lights in Zone III
State Owned:57
City-Owned:1,190
City-Others (Shared):33
SCE Owned:1,624
Total No. of Lights:2,904
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 2011/2012
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 2011/2012
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) FY11-12FY10-11 FY09-10 FY08-09 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 2011/2012
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) FY11/12 FY10/11 FY09/10 FY08/09 Rate
all sizes (s.f.) $45.47 $45.47 $45.47 $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 2011/2012
ESTIMATED ASSESSMENT
ZONE L - ON-STREET LANDSCAPE MAINTENANCE
$272,063 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 22,953 10 $0.732 $7.32 $168,016
5+ units 9,669 6 $0.732 $4.40 $42,544
Total:32,622 $210,560
ASSESSMENT RATE ($/D.U.)
Density (No. of Maximum
D.U. per Parcel) FY11/12 FY10/11 FY09/10 FY08/09 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%) - $61,503 TO BE ASSESSED
Rate
Land Area ($/10ksf) Total Amount
43,619,113 $14.10 $61,503
ASSESSMENT RATE ($/10 ksf)
Density Maximum
(s.f./parcel) FY11/12 FY10/11 FY09/10 FY08/09 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 1,435,897 417,321 162,425240,85084,589(3,635) (383,282)1,954,165
6/30/10
FY
2010/2011
Interest
13,400 3,600 3,1502,25076031 3,15019,979
Earned
Property Tax 0 97,621 04,31500 208,968310,904
Funds
1,449,297 518,542 165,575247,41585,349(3,604) (171,164)2,291,410
Available
Assessment
0 41,429 702,1182,570010,964 271,5411,028,622
Rev
Funds + Rev 1,449,297 559,971 867,693249,98585,3497,360 100,3773,320,032
Expenditures 347,725 264,863 712,4386754,4758,025 335,1001,673,301
BALANCE
AS OF
1,101,572 295,108 155,255249,31080,874(665) (234,723)1,646,731
6/30/11 -
estimated
FY
2011/2012
Est. Interest
9,246 2,484 2,1741,55352421 2,17418,176
Earned
Est. Property
0 82,980 03,67000 177,030263,680
Tax
Est. Funds
1,110,818 380,572 157,429254,53381,398(644) (55,519)1,928,587
Available
Est.
Assessment 0 41,963 703,4493,000010,964 272,0631,031,489
Levy
Est. Funds +
1,110,818 422,535 860,928257,53381,39810,320 216,5442,960,076
Levy
Budget
375,500 286,000 769,4007304,8008,700 361,9001,807,030
Request
BALANCE
AS OF
735,318 136,535 91,528256,80376,5981,620 (145,356)1,153,046
6/30/12 -
estimated
APPENDIX C
LIGHTING AND LANDSCAPING DISTRICT A.D. 121
PROPERTIES ADDED DURING FY 2010-2011
PARCELAREANO.
ZONELOCATIONSTREET NAME
NO.(SF)UNITS
6252-002-03249,880C10441LAKEWOOD BL
6254-010-03342,959C8255FIRESTONE BL
6254-010-03426,614C8233FIRESTONE BL
6254-010-03520,116C8255FIRESTONE BL
6284-019-0194,490C9244HALL RD
6284-019-0203,960C9268½HALL RD
6284-019-0213,390C9242½HALL RD
6284-019-0223,050C9268HALL RD
6284-019-0234,260C9242HALL RD
6284-019-0243,830C9266½HALL RD
6284-019-0254,260C9240½HALL RD
6284-019-0263,830C9266HALL RD
6284-019-0273,390C9240HALL RD
6284-019-0283,050C9264½HALL RD
6284-019-0293,390C9238½HALL RD
6284-019-0303,050C9264HALL RD
6284-019-0314,260C9238HALL RD
6284-019-0323,830C9262½HALL RD
6284-019-0334,250C9236½HALL RD
APPENDIX C
LIGHTING AND LANDSCAPING DISTRICT A.D. 121
PROPERTIES ADDED DURING FY 2010-2011
PARCELAREANO.
ZONELOCATIONSTREET NAME
NO.(SF)UNITS
6284-019-0343,830C9262HALL RD
6284-019-0353,390C9236HALL RD
6284-019-0363,050C9260½HALL RD
6284-019-0373,390C9234½HALL RD
6284-019-0383,050C9260HALL RD
6284-019-0393,390C9234HALL RD
6284-019-0403,050C9258½HALL RD
6284-019-0413,390C9232½HALL RD
6284-019-0423,050C9258HALL RD
6284-019-0434,250C9232HALL RD
6284-019-0443,830C9256½HALL RD
6284-019-0454,250C9230½HALL RD
6284-019-0463,830C9256HALL RD
6284-019-0474,260C9230HALL RD
6284-019-0483,830C9254½HALL RD
6284-019-0494,260C9228½HALL RD
6284-019-0503,830C9254HALL RD
6284-019-0513,390C9228HALL RD
6284-019-0523,050C9252½HALL RD
APPENDIX CAPPENDIX C
LIGHTING AND LANDSCAPLIGHTING AND LANDSCAPING DISTRICT A.D. 121 ING DISTRICT A.D. 121
PROPERTIES ADDED DURING FY 2010-2011 PROPERTIES ADDED DURING FY 2010-2011
PARCELPARCELAREAAREANO.NO.
ZONEZONELOCATIONLOCATIONSTREET NAME STREET NAME
NO.NO.(SF)(SF)UNITSUNITS
6252-002-0326284-019-0533,390CC9226½HALL RD HALL RD
6254-010-0336284-019-0543,050CC9252HALL RD HALL RD
6254-010-0346284-019-0554,260CC9226HALL RD HALL RD
6254-010-0356284-019-0563,830CC9250½HALL RD HALL RD
6284-019-0196284-019-0574,260CC9224½HALL RD HALL RD
6284-019-0196284-019-0583,830CC9250HALL RD HALL RD
6284-019-0196284-019-0593,390CC9224HALL RD HALL RD
6284-019-0196284-019-0603,050CC9248½HALL RD HALL RD
6284-019-0196284-019-0613,390CC9222½HALL RD HALL RD
6284-019-0196284-019-0623,050CC9248HALL RD HALL RD
6284-019-0196284-019-0634,260CC9222HALL RD HALL RD
6284-019-0196284-019-0643,830CC9246½HALL RD HALL RD
6284-019-0196284-019-0654,260CC9220½HALL RD HALL RD
6284-019-0196284-019-0663,830CC9246HALL RD HALL RD
6284-019-0196284-019-0675,070CC9220HALL RD HALL RD
6284-019-0196284-019-0684,260CC9244½HALL RD HALL RD
6284-019-0196284-025-02044,431CC9441WASHBURN RD HALL RD