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HomeMy WebLinkAbout07. Lighting Landscape AGENDA MEMO DATE: April 22, 2008 TO: Mayor and Members of the City Council FROM: Office of the City Manager By: Brian Ragland, Director of Public Works SUBJECT: LIGHTING AND LANDSCAPING DISTRICT, ASSESSMENT DISTRICT 121, FISCAL YEAR 2008/2009 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 2008/2009; 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 2008/2009 ; and 3. Set a pubic hearing for June 10, 2008, to consider setting assessments for street lighting and landscaping operations and maintenance. DISCUSSION: There are currently 6,227 street lights in the City of Downey which provide illumination for traffic and pedestrian safety. Of the total, 1,436 street lights are owned by the City of Downey, 57 are owned by the State, 67 are shared with other cities, and 4,667 are owned by the Southern California Edison Company (SCE). 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. 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 last fiscal year a total of thirty-six residential and commercial properties were added to the District in conjunction with development projects. Over fifteen acres of commercial properties were added during 2007/2008, expanding Zone II by 2.6%. For purposes of calculating assessments, the District is divided into seven zones. A summary of the zones, including the maximum assessment rate for individual parcels, is provided in Table 1. CITY OF DOWNEY, CALIFORNIA Mayor and Members of the City Council Lighting & Landscaping District April 22, 2008 Page 2 Table 1 - Summary of Zones Funding Zone Description Lights Maximum Assessment Sources I. Lighting of public roadways 2,351 General $21.41/du (1-20 units) adjacent to residential properties, Property Tax; $10.70/du (21-60) but not including motels and Direct $5.35/du (61-109) hotels. Assessment $2.68/du (110-460) II. Lighting of public roadways 1,648 General $114.90/10 ksf adjacent to commercial and Property Tax; (1-200 ksf) industrial properties. Direct $38.30/10 ksf Assessment (200 ksf+) Residential: III. Lighting of public roadways at 2,065 Direct intersections, including traffic Lights Assessment $18 .80/du (1-4 units) signals, throughout the City. 111 $11.28/du (5+) Commercial/Industrial: Signals 4 $37.35/10 ksf Beacons IV. For installation of new lighting in N/A General Varies by Location Zones I and II as requested by Property Tax; petition. Direct Assessment V. Lighting of public roadways 23 General $21.28/10 ksf adjacent to Regional Shopping Property Tax; Center Direct Assessment VI. Lighting of public roadways 35 General $45.57/10 ksf adjacent to commercial properties Property Tax; on the north side of Firestone Direct Blvd. from Old River School Road Assessment 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. Residential: L. Tree trimming and removals on N/A Direct public streets and right-of-way. Assessment $7.32/du (1-4 units) $4.40/du (5+) 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 District April 22, 2008 Page 3 ELECTRICITY RATES: Energy charges are a combination of SCE charges and Department of Water Resources charges. SCE utilizes a “LS” rate schedule for street lights, with rates for SCE-owned lights (LS-1) higher than City-owned lights (LS-2 & LS-3). SCE utilizes “TC-1” and “OL-1” rate schedules for traffic control signals and signs. SCE has provided the City with rate changes for FY 2008/2009, summarized below in Table 2. Table 2 - Summary of Energy Charge (cents/kilowatt-hour) FY 2007/2008 FY 2008/2009 % Increase Actual Estimated 17.7 18.7 5.4 Street Lights(LS-1, -2, and -3) 13.2 13.9 5.4 Traffic Lights (TC-1 and OL-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 2008/2009 is $1,488,914, an $82,961 increase over the year end projected cost of $1,405,953 for FY 2007/2008. During FY 2008/2009 construction of approximately 55 lights within Downey Landing on Congressman Steve Horn Way and Ardis Avenue, the installation of approximately 100 street and pedestrian lighting associated with the Lakewood Boulevard Improvements Project between Meadow Road and Gardendale Street, plus other development projects will increase electrical and maintenance costs for Zones I and II. Current and anticipated SCE energy rates are incorporated into the FY 2008/2009 cost estimates for all lighting zones. Table 3 also provides historical estimates of expenses by zone. Table 3 - Expenditure History FY 2008-09 FY 2007-08 FY 2006-07 FY 2005-06 FY 2004-05 Estimated Budget Actual Actual Actual Zone I $ 292,702 $ 277,706 $ 261,987 $ 247,454 $ 250,113 Zone II $ 240,126 $ 227,824 $ 214,928 $ 166,803 $ 175,907 Zone III $ 683,430 $ 648,416 $ 611,713 $ 519,323 $ 622,408 Zone IV $ 587 $ 557 $ 525 $ 525 $ 840 Zone V $ 4,754 $ 4,510 $ 4,255 $ 2,101 $ 2,682 Zone VI $ 7,315 $ 6,940 $ 6,547 $ 5,695 $ 5,722 Zone L $ 260,000 $ 240,000 $ 241,153 $ 283,068 $ 320,815 Total $ 1,488,914 $ 1,405,953 $ 1,341,108 $ 1,224,969 $ 1,378,487 Mayor and Members of the City Council Lighting & Landscaping District April 22, 2008 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 2008/2009. 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, IV, and V without increasing current assessment rate levels (see Table 5). For residential Zone I, general property taxes allocated to this zone currently exceed annual expenditures, therefore the rates can remain at zero while a funding reserve is maintained. The commercial properties contributing to Zone II has been increased significantly, with fifteen acres of commercial properties added during the last fiscal year (rates are linked to parcel square footages). This contributes to a reduction in rates to the lowest since FY 2004/2005, while the City still maintains an adequate funding reserve. For Zone VI, the rate was adjusted 3 percent higher to maintain an adequate funding reserve. 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.) landscaping costs will continue to increase accordingly. As of June 30, 2008 a negative balance of $101,180 is anticipated (see Table 5). At this time both, residential and commercial properties are charged the maximum set rate. FY 2008/2009 costs for trimming, removal, installation of trees and landscape maintenance on public right-of-way are projected to leave this fund with a negative balance. Therefore, to restore the Zone L reserve in the future, the maximum set rate 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. 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 Mayor and Members of the City Council Lighting & Landscaping District April 22, 2008 Page 5 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 2008/2009 expenses, it is estimated that the District will use $582,000 in general property tax funds designated specifically for street-light maintenance, $64,750 in interest earned from reserves in the Street Lighting Fund, and $1,021,878 from the direct assessments. Table 5 provides a summary of the funding sources and estimated costs at the end of FY 2007/2008 and the projected costs for FY 2008/2009. Although other sources of revenue will continue to be used to pay for expenditures in the District, none of the proposed collections will exceed the maximum assessment rates. Mayor and Members of the City Council Lighting & Landscaping District April 22, 2008 Page 6 Table 4 History of Assessment Collection Rates by Fiscal Year ASSESSMENT 08/09 07/08 06/07 05/06 04/05 03/04 02/03 01/02 00/01 MAX. ZONES (Prop.) Zone I 1-20 units ($/DU) $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $5.82 $0.00 $0.00 $21.41 21-60 units ($/DU) $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $2.91 $0.00 $0.00 $10.70 61-109 units ($/DU) $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $1.46 $0.00 $0.00 $5.35 110-460 units ($/DU) $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.73 $0.00 $0.00 $2.68 Zone II 1-200,000 s.f. ($/10ksf) $37.10 $46.50 $54.31 $45.26 $36.31 $45.26 $68.46 $45.26 $13.09 114.90 200,001+ s.f. ($/10ksf) $12.37 $15.55 $18.17 $15.14 $12.10 $15.14 $22.82 $15.14 $4.36 $38.30 Zone III 1-4 units ($/DU) $18.80 $18.80 $18.80 $18.80 $18.80 $14.30 $18.80 $18.80 $18.80 $18.80 5+ units ($/DU) $11.28 $11.28 $11.28 $11.28 $11.28 $8.58 $11.28 $11.28 $11.28 $11.28 all sizes ($/10ksf) $37.35 $37.35 $37.35 $37.35 $37.35 $28.39 $37.35 $37.35 $36.21 $37.35 Zone IV (N/A) Zone V all sizes ($/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 $44.20 $44.20 $44.20 $44.20 $45.47 $44.20 $45.47 $21.76 $45.47 Zone L 1-4 units ($/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 District April 22, 2008 Page 7 Table 5 – FINANCIAL SUMMARY Zone I Zone II Zone III Zone IV Zone V Zone VI Zone L Total BALANCE AS OF $935,929 $326,526 $377,504 $159,672 $59,525 $3,824 ($115,880) $1,747,100 6/30/07 FY 2007/2008 Interest $34,800 $12,200 $14,000 $3,700 $2,300 $200 ($4,300) $62,900 Earned Property Tax $427,503 $123,674 $0 $17,494 $6,532 $0 $0 $575,203 Funds $1,398,232 $462,400 $391,504 $180,866 $68,357 $4,024 ($120,180) $2,385,203 Available Assessment $0 $98,000 $670,000 $1,500 $0 $8,400 $259,000 $1,036,900 Revenue Funds + $1,398,232 $560,400 $1,061,504 $182,366 $68,357 $12,424 $138,820 $3,422,103 Assessment Expenditures $277,706 $227,824 $648,416 $557 $4,510 $6,940 $240,000 $1,405,953 BALANCE AS OF $1,120,526 $332,576 $413,088 $181,809 $63,847 $5,484 ($101,180) $2,016,150 6/30/08 - budgeted FY 2008/2009 Est. Interest $35,000 $12,500 $14,500 $4,000 $2,500 $250 ($4,000) $64,750 Earned Est. Property $430,000 $125,000 $0 $20,000 $7,000 $0 $0 $582,000 Tax Est. Funds $1,585,526 $470,076 $427,588 $205,809 $73,347 $5,734 ($105,180) $2,662,900 Available Est. Assessment $0 $79,982 $670,888 $1,500 $0 $8,723 $260,785 $1,021,878 Revenue Est. Funds + $1,585,526 $550,058 $1,098,476 $207,309 $73,347 $14,457 $155,605 $3,684,778 Assessment Budget Expenditure $292,702 $240,126 $683,430 $587 $4,754 $7,315 $260,000 $1,488,914 Estimate BALANCE AS OF $1,292,824 $309,932 $415,046 $206,722 $68,593 $7,142 (104,395) $2,195,864 6/30/09 - estimated Attachments:  Resolutions (2)  Engineer’s Report S:\AgendaMemos2008\agenda042208\Eng.Rptdistrict121 RESOLUTION NO. 08-_____ 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 2008/2009. WHEREAS, by said Resolution No. 08-7043, 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. 08-7043, and filed with the City Clerk on the _____ day of ________, 2008, is hereby approved. SECTION 2. The City Clerk shall certify to the adoption of this Resolution. APPROVED AND ADOPTED this day of April, 2008. _________________________________________ DAVID R. GAFIN, 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, 2008, 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. 08-____ 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 2008/2009. WHEREAS, the City Council by Resolution No. 08-____, 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. 08-7043, the City ordered the Engineer to file a report for the District for the Fiscal Year 2008/2009 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 2008/2009, 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 10, 2008, 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, 2008. _________________________________________ DAVID R. GAFIN, 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, 2008, 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 2008/2009 April 22, 2008 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 2008/2009. LIGHTING IMPROVEMENTS AND MAINTENANCE: Pursuant to the Landscaping and Lighting Act of 1972, the City collects assessments for lighting 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. Parcels owned by public agencies are also assessed according to the same rate structure. All properties in Zone III are also in Zone L. Properties added to the District boundaries during fiscal year 2007/2008 are listed in Appendix C of the 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 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 and 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 2008/2009 is $1,488,914$1,021,878. . The total direct assessment levy for A.D. 121 is Additional $582,000 revenues from general property taxes and interest income are estimated at $64,750 and 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 Ragland, Director of Public Works Date APPENDIX A-1 LIGHTING AND LANDSCAPING DISTRICT A.D. 121 FISCAL YEAR 2008/2009 ESTIMATED ASSESSMENT ZONE I - RESIDENTIAL $0.00 TO BE ASSESSED Direct assessments in Zone I are distributed based on the special benefit each property receives. Streets within this zone have been improved with mid-block lighting. Since streets provide vehicular and pedestrian access to properties, the special benefit is apportioned based on the amount of these trips generated by each parcel. The Institute of Transportation Engineers has established a standard of trip generation that states that multiple dwelling units generate less pedestrian and vehicle trips than single family homes. Therefore, parcels with denser housing are assessed at a lesser rate per dwelling unit in general proportion to the trips generated. This basis provides an equitable relationship to the benefit received. Total Density (No. of No. of Dwelling Rate Total D.U. per Parcel) Parcels Units(D.U.) ($/D.U.) Amount 1-20 units 10,798 12,925 $0.00 $0.00 21-60 units 41 1,389 $0.00 $0.00 61-109 units 11 937 $0.00 $0.00 110-460 units 2 658 $0.00 $0.00 Total: 10,852 15,909 $0.00 $0.00 ASSESSMENT RATE ($/D.U.) Density Maximum (D.U./Parcel) FY08/09 FY07/08 FY06/07 FY05/06 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: 269 SCE Owned: 2,082 Total No. of Lights: 2,351 APPENDIX A-2 LIGHTING AND LANDSCAPING DISTRICT A.D. 121 FISCAL YEAR 2008/2009 ESTIMATED ASSESSMENT ZONE II - INDUSTRIAL / COMMERCIAL $79,982 TO BE ASSESSED Direct assessments in Zone II are distributed based on the special benefit each property receives. Streets within this zone have been improved with mid-block lighting. Since streets provide vehicular and pedestrian access to commercial properties, the special benefit is apportioned based on the amount of these trips generated by each parcel. The Institute of Transportation Engineers has established a standard of trip generation that states that pedestrian and vehicle trips increase as the square footage of the land use increases. In general, larger parcels generate more trips. Therefore, every parcel in this zone is assessed according the land square footage of the parcel. This basis provides an equitable relationship to the benefit received. Density (s.f. No. of Total Area Rate Total Amount per parcel) Parcels (s.f.) ($/10ksf) 1-200,000 s.f. 696 19,299,050 $37.10 $ 71,599 200,001+ 17 6,776,623 $12.37 $ 8,383 Total: 713 26,075,673 $ 79,982 ASSESSMENT RATE ($/10ksf) Density Maximum (s.f./parcel) FY08/09 FY07/08 FY06/07 FY05/06 Rate 1-200,000 s.f. $37.10 $46.50 $54.31 $45.26 $114.90 200,001+ $12.37 $15.55 $18.17 $15.14 $38.30 Number of Lights in Zone II City Owned: 760 SCE Owned: 888 Total No. of Lights: 1,648 APPENDIX A-3 LIGHTING AND LANDSCAPING DISTRICT A.D. 121 FISCAL YEAR 2008/2009 ESTIMATED ASSESSMENT ZONE III - SAFETY LIGHTS AND TRAFFIC SIGNALS $670,888 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. Since residential and commercial properties generate different levels of street use, the assessment rates are calculated separately. Approximately 80% of the City is zoned Residential. The other 20% is commercial, industrial or other. RESIDENTIAL (80%) - $532,839 TO BE ASSESSED Direct assessments in Zone III-Residential are distributed based on the special benefit each property receives. Parcels are assessed similar to Zone I. Density (No. of D.U. per Trips per Rate Rate Total Parcel) Total Units D.U. ($/Trip) ($/D.U.) Amount 1-4 units 22,544 10 $1.88 $18.80 $423,827 5+ units 9,664 6 $1.88 $11.28 $109,010 Total: 32,208 $532,839 ASSESSMENT RATE ($/D.U.) Density (No. of D.U. per Maximum Parcel) FY07-08 FY06-07 FY05-06 FY04-05 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 2008/2009 ESTIMATED ASSESSMENT ZONE III - SAFETY LIGHTS AND TRAFFIC SIGNALS COMMERCIAL (20%) - $ 140,553 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. Rate Total Land Area ($/10ksf) Amount 37,631,257 $37.35 $140,553 ASSESSMENT RATE ($/10 ksf) Maximum Density (s.f./parcel) FY08/09 FY07/08 FY06/07 FY05/06 Rate all sizes (s.f.) $37.35 $37.35 $36.21 $36.21 $37.35 Number of Lights in Zone III State Owned: 57 City-Owned: 316 City-Others 33 (Shared): SCE Owned: 1,659 Total No. of Lights: 2,065 Number of Traffic Signals in Zone III City-Owned: 77 City-Others 34 (Shared): Total: 111 Number of Flashing Beacons in Zone III City-Owned: 4 City-Others 0 (Shared): Total: 4 APPENDIX A-4 LIGHTING AND LANDSCAPING DISTRICT A.D. 121 FISCAL YEAR 2008/2009 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. Edison Cost for one street light served overhead: $ 650 Edison surcharge (28 percent): $ 221 Total Edison: $ 871 City Engineering Design and Overhead: $ 436 Total to install: $ 1,307 Cost per lot (one light serves four lots): $ 1,307 / 4 = $ 326.75 Yearly cost (less than $100 per year): $ 326.75 / 4 years = $ 81.69 APPENDIX A-5 LIGHTING AND LANDSCAPING DISTRICT A.D. 121 FISCAL YEAR 2008/2009 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) FY07-08 FY06-07 FY05-06 FY04-05 Rate all sizes (s.f.) $0.00 $0.00 $0.00 $0.00 $21.28 Number of Lights in Zone V City Owned: 10 SCE Owned: 13 Total No. of Lights: 23 APPENDIX A-6 LIGHTING AND LANDSCAPING DISTRICT A.D. 121 FISCAL YEAR 2008/2009 ESTIMATED ASSESSMENT ZONE VI - COMMERCIAL WEST FIRESTONE BL. $8,723 TO BE ASSESSED Direct assessments in Zone VI are distributed based on the special benefit to the properties on Firestone Boulevard (commercial properties on the north side of Firestone Blvd. from Old River School Road to the West City Limit, and on the south side of Firestone Blvd. from 250 feet west of Arnett St. to the West City Limit). Streets adjacent to this zone have been improved with mid block lighting. Every parcel adjacent to these streets is assessed on land square footage in the same manner as Zone II. Rate Land Area (s.f.) ($/10ksf) Total Amount 1,918,383 $45.47 $8,723 ASSESSMENT RATE ($/10ksf) Density Maximum (s.f./parcel) FY08/09 FY07/08 FY06/07 FY05/06 Rate all sizes (s.f.) $45.47 $44.20 $44.20 $44.20 $45.47 Number of Lights in Zone VI City Owned: 0 SCE Owned: 35 Total No. of Lights: 35 APPENDIX A-7 LIGHTING AND LANDSCAPING DISTRICT A.D. 121 FISCAL YEAR 2008/2009 ESTIMATED ASSESSMENT ZONE L - ON-STREET LANDSCAPE MAINTENANCE $260,785 TO BE ASSESSED Direct assessments in Zone VII are distributed based on the special benefit each property receives. Parcels are assessed in the same manner as Zone III. RESIDENTIAL (80%) - $207,725 TO BE ASSESSED Density (No. of Trips per Total Units Rate ($/Trip) Rate ($/D.U.) Total Amount D.U. per Parcel) D.U. 1-4 units 22,564 10 $0.732 $7.32 $165,168 5+ units 9,672 6 $0.732 $4.40 $42,557 Total: 32,236 $207,725 ASSESSMENT RATE ($/D.U.) Density (No. of Maximum FY08/09 FY07/08 FY06/07 FY05/06 D.U. per Parcel) 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%) - $53,060 TO BE ASSESSED Rate Land Area Total Amount ($/10ksf) 37,631,257 $14.10 $53,060 ASSESSMENT RATE ($/10 ksf) Density Maximum FY08/09 FY07/08 FY06/07 FY05/06 (s.f./parcel) 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 $935,929 $326,526 $377,504 $159,672 $59,525 $3,824 ($115,880) $1,747,100 6/30/07 FY 2007/2008 Interest $34,800 $12,200 $14,000 $3,700 $2,300 $200 ($4,300) $62,900 Earned Property Tax $427,503 $123,674 $0 $17,494 $6,532 $0 $0 $575,203 Funds $1,398,232 $462,400 $391,504 $180,866 $68,357 $4,024 ($120,180) $2,385,203 Available Assessment $0 $98,000 $670,000 $1,500 $0 $8,400 $259,000 $1,036,900 Rev Funds + Rev $1,398,232 $560,400 $1,061,504 $182,366 $68,357 $12,424 $138,820 $3,422,103 Expenditures $277,706 $227,824 $648,416 $557 $4,510 $6,940 $240,000 $1,405,953 BALANCE AS OF $1,120,526 $332,576 $413,088 $181,809 $63,847 $5,484 ($101,180) $2,016,150 6/30/08 - budgeted FY 2008/2009 Est. Interest $35,000 $12,500 $14,500 $4,000 $2,500 $250 ($4,000) $64,750 Earned Est. Property $430,000 $125,000 $0 $20,000 $7,000 $0 $0 $582,000 Tax Est. Funds $1,585,526 $470,076 $427,588 $205,809 $73,347 $5,734 ($105,180) $2,662,900 Available Est. Assessment $0 $79,982 $670,888 $1,500 $0 $8,723 $260,785 $1,021,878 Levy Est. Funds + $1,585,526 $550,058 $1,098,476 $207,309 $73,347 $14,457 $155,605 $3,684,778 Levy Budget $292,702 $240,126 $683,430 $587 $4,754 $7,315 $260,000 $1,488,914 Request BALANCE AS OF $1,292,824 $309,932 $415,046 $206,722 $68,593 $7,142 (104,395) $2,195,864 6/30/09 - estimated APPENDIX C LIGHTING AND LANDSCAPING DISTRICT A.D. 121 PROPERTIES ADDED FY 2007-2008 Parcel # Area (sf) # Units Zone Location Street Name 6284-019-001 384,635 1 C 9236 HALL RD 6259-002-040 1 R 8101 COLE ST 6259-002-040 1 R 8103 COLE ST 6259-002-040 1 R 8105 COLE ST 6259-002-040 1 R 8107 COLE ST 6363-003-023 19,330 1 C 9637 LAKEWOOD 8283-015-036 1 R 9751 IMPERIAL 8283-015-036 1 R 9753 IMPERIAL 8283-015-036 1 R 9755 IMPERIAL 8283-015-036 1 R 9759 IMPERIAL 8283-015-036 1 R 9763 IMPERIAL 8283-015-036 1 R 9765 IMPERIAL 8283-015-036 1 R 9767 IMPERIAL 8283-015-036 1 R 9769 IMPERIAL 6258-008-054 1 R 12002A DOWNEY 6258-008-055 1 R 12002B DOWNEY 6258-008-056 1 R 12002C DOWNEY 6258-008-057 1 R 12002D DOWNEY 6258-008-058 1 R 12012A DOWNEY 6258-008-059 1 R 12012B DOWNEY 6258-008-060 1 R 12012C DOWNEY 6258-008-061 1 R 12012D DOWNEY 6258-008-062 1 R 12012E DOWNEY 6367-033-051 16,120 1 C 8801 LAKEWOOD 6254-004-034 62,726 1 C 8530 FIRESTONE 6254-004-033 20,660 1 C 8500 FIRESTONE 6252-006-024 1 R 10432 BROOKSHIRE 6252-006-025 1 R 10419 BELLDER 6254-028-066 11,830 1 C 11003 LAKEWOOD 6284-010-011 1 R 9049 HALL RD 6248-001-015 41,760 1 C 7624 FIRESTONE 6363-055-037 1 R 9802 BROOKSHIRE 6363-005-038 1 R 9804 BROOKSHIRE 6266-030-027 1 R 13602 DOWNEY 6256-001-017 113,343 1 C 11610 LAKEWOOD 6251-020-034 1 R 7950 FOURTH ST