Loading...
HomeMy WebLinkAboutResolution No. 22-8075 - Apprv Engineer's Report - Lighting & Landscaping Assess (AD 121)A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF 11)0114�� APPROVING THE ENGINEER'S REPORT FOR ASSESSMENTS WITHIN THE LIGHTING AND LANDSCAPING DISTRICT, ASSESSMENT DISTRICT 121, FOR FISCAL YEAR 2022-2023 WHEREAS, by said Resolution No. 22-8053, the City Council of the City of Downey (City Council) ordered an Engineer's Report be prepared in accordance with Section 22565 of the California Streets and Highway Code; and WHEREAS, the City Council has now reviewed and examined the Engineer's report attached hereto as Exhibit "A". ArRiffiLeA RARNMAJOR =W161110k."imi 1 i I so rew-TIM111,41 I I K-710 0 SP I U1 Iowa", W"M MID, W= 17 11111111WININ-'al"Illaw- IMNAff"ImIm- APPROVED AND ADOPTED this 14 th day of June NCA PACHECO, Mayor ATTEST: 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 14 th day of June, 2022, by the following vote, to AYES: Council Members: Frometa, La Plante, Trujillo, Alvarez, Mayor Pachect NOES: Council Members: None. ABSENT: Council Members: None. ABSTAIN: Council Members: None. RESOLUTION NO. 22-8075 PAGE 2 W/:11-3kr_1 City of Downey Lighting and Landscaping Assessment District No. 121 For Fiscal Year 202212023 City of Downey, r 'fr T2 tau I r^w-�r ,TI , 11, �M4 Dated this day of 2022. VVilldan Financial Services Assessment Engineer cGul pal •bsultant, Project Manager By: Tyrone Peter PE # C 81888 Table of Contents INTRODUCTION ....................... ........................... ...... ........................ ......w................... .....1 District i I Year 2022/2023...... ProceedingsReport Content and Annual ........................ ---- .............. ..2 PART I ® PLANS AND SPECIFICATIONS........................................................................... BenefitZones of ...................... Description........................... ...................... .................. ........,.......... PART I- i! i Provisions ........... ........ <.......... ....... ........................ .................. Benefit 10 I i ....................:...................................:................................... ........... PART III - ......... . . PART I PART V - DISTRICT DIAGRAMS............... Downey Lighting and Landscaping Assessment District No. 121 W�v I LLDAN Engineer's Annual Report Fiscal Year 2022/2023 Introduction The City Of Downey (the ity"), under the provisions of the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code (the 1972 Act") annually levies and collects special assessments for the City's assessment district designated as: Lighting and Landscaping Assessment District No. 121 (the "District") in order to provide and maintain various lighting and landscaping improvements throughout the City that provide special benefits to properties within the City. location, and extent of the improvements that provide special benefits to parcels in the District. Within the boundaries of the District, parcels are assigned to various Zones each of which is associated with a set of improvements and/or type of improvements that provide special benefit to properties within that Zone. In fiscal year 2021/2022, the District was comprised of the following Zones: );, Zone 1: Residential Street Lighting Account 23-4-5511; 'io. Zone II: Commercial Street Lighting Account 23-4-5512; )�. Zone III: Safety Lighting and Traffic Signals Account 23-4-5513; )o. Zone IV: Petition Street Light Installations Account 23-4-5514; )o. Zone V: Regional Shopping Center Street Lighting Account 23-4-5515; );- Zone L: On -street Landscaping Account 23-4-5517 For fiscal year 2022/2023 there are no notable or substantial changes to the District boundaries. and/or improvements since the adoption of the fiscal year 2021/2022 Annual Engineer's Report. However, based onresearch conducted with the cooperation of the Los Angeles County Auditor Controller's [)ffiue, it was determined that the ad vo|onenn revenue collected as part of the one - percent general property taxes on various parcels within the City and allocated to this District does not have any identified restrictions other than the allocation of the funds is specifically for this District. Therefone, while these non -assessment revenues have historically been allocated to annually to the Residential Street Lighting Zone 1, Non -Residential Street Lighting Zone 2. Petition Installation Street Lighting Zone 4. and Regional Shopping Center Street Lighting Zone 5 based on the ad valorem revenue associated with the parcels within those respective Zones, for fiscal year 2022/2023 this ad vo|nnanm revenue and eesooiobad fund balances have been redistributed across the District Zones based onproportional expenditures. im A Downey Lighting and Landscaping Assessment District No. 121 -O/WILLAN Engineer's Annual Report Fiscal Year 2022/2023 As required by the 1972 Act, this Engineer's Report describes the improvements to be provided, maintained, and serviced by the District, an estimated budget for the District improvements, and the proposed assessments to be levied upon each assessable lot or parcel within the District for fiscal year 2022/2023. While the budgets outlined in this Report reflect the estimated costs necessary to fully and adequately provide for the maintenance and operation of the improvements within the District, in some circumstances the estimated costs and associated services may not be fully funded by the combination of the current special benefit assessment revenues, available fund balances, and the City contribution for general benefits. Therefore, in addition to the City's contribution for general benefit costs, at the discretion of the City Council, the City may also provide additional funding to support the improvements and/or implement service reductions for the fiscal year. To fully fund the improvements that are considered special benefits, it may be necessary in the future to increase assessment revenues which would require the support of the property owners for new or increased assessments through a ballot proceeding conducted under the provisions of the California Constitution Article XIII D. This Report consists of five (5) parts: Plans and i2ecifications This section provides a general description of the District and the improvements for which parcels are assessed. The proposed assessments as outlined in this Report are based on the improvements and appurtenant facilities that provide a special benefit to the properties within the District and generally consist of on -street landscaping improvements throughout the City, arterial and local street lighting, safety Lights, traffic signals and related traffic mitigation equipment, and operational expenses authorized pursuant to the 1972 Act. The plans and specifications contained in this Report generally describe the nature and extent of the improvements. In conjunction with these general descriptions of the improvements a visual depiction of the landscape improvement areas is provided in "Part V- Assessment Diagrams" of this Report. More detailed information regarding the specific plans and specifications associated with the improvements are on file in the Public Works Department and by reference are made part of this Report. Method of Apportionment: This section includes a discussion of the general and special benefits associated with the various improvements to be provided within the District (Benefit Analysis), which includes a discussion of the proportional costs of the special benefits and a separation of costs considered to be of general benefit (and therefore not assessed). This section of the Report also outlines the method of calculating each property's proportional special benefit necessary to calculate the property's annual assessment. This method of apportionment is consistent with the previously adopted method of apportionment for the District that was approved by the property owners in a protest ballot proceeding conducted in 1997 as well as subsequent Property Owner Protest Ballot Proceedings conducted for increased assessments in individual Zones pursuant to the provisions of the California Constitution Article XIIID. Page 3 � K K-���J DownoyUghdngendLanduoapingAaoeoumentD���No. 121 Q�y�� .��'In_x-u�v�/� Engineer's Annual Report ~�~~~ Fiscal Year 2O22/2O23 Estimate of Costs: An estimate of the annual costs to oParate, nnain1ain, and service the landscaping and lighting improvements and appurtenant facilities. The budget for each Zone includes an estimate of the maintenance costs and incidental expenses including, but not limited to: |abor, nnateria|e, uU|it|ee, equ|pnnent, and administration expenses aswell aethe collection of other appropriate funding authorized by the 1972 Act and deemed necessary to fully support the improvements, even though not all costs identified in these budgets are necessarily supported by the current assessment revenues. Those improvements and/or costs determined tnbeofgeneral benefit shall be funded by a City contribution. In addition to the general benefit costs, the City may provide additional funding to support the maintenance and operation of the improvements considered to be of special benefit. but City staff shall make the determination of which improvements, and the extent of the ean/iceo and activities that shall be provided based on available revenues. Assessment Roll: The assessment amounts tobelevied and collected infiscal year 2O22/2O23 for each parcel is based on the parcel's calculated proportional special benefit amoutlined in"Part || - Method of Apportionment" and the annual aeneeennerd rates established by the estimated budgets in "Part ||| - Estimate of Costs" of this Report. Due to the number of parcels within the District, the Assessment Roll for fiscal year 2022/2023 has been filed electronically with the City Clerk rather than displayed in this Report and by reference the ||ebng of the /\aeaeeor'e Parcel Numbers and the corresponding assessment amounts are made part of this Report. Assessment DiaUL section of the Report contains e series of diagrams showing the boundaries of the Zones within the District for fiscal year 2022/2023 which incorporate the parcels determined to receive special benefits from the various District improvements. For those Zones that provide landscape improvements, the diagrams also provide a visual depiction of the location and extent of the landscaped oneme being maintained. Parcel identification, the |inee, and dimensions of each |md, parce|, and subdivision of land within the District and Zones are shown on the Los Angeles County Assessor's Parcel K8epo and shall include any subsequent lot line adjustments or parcel changes therein. Reference is hereby made to the Lou Angeles County Assessor's Parcel Maps for a detailed description of the lines and dimensions of each lot and parcel of land within the District. DLighting and Landscaping Assessment District No. 121 Wt'WILLDAN Downey Engineer's Annual Report Fiscal Year 2022/2023 Part I - Plans and Specifications The territory within the District consists of all lots or parcels of land within the City of Downey and the boundaries of the District are coterminous with the City boundaries. The purpose of this District is to provide in part through annual assessments, funding for the ongoing operation, maintenance, and servicing of landscaping, street lighting, traffic signal and safety lighting improvements and related facilities and services that provide special benefits to various parcels throughout the City. Improvements currently provided within the District generally include but are not limited to: )o- Landscape improvements within the street rights -of -way including median islands, parkway side -panels, parkway slopes, entryway features and street trees throughout the City. These landscaped improvements and areas may include but are not limited to various combinations of trees; turf; ground cover; shrubs, plantings and other amenities including retaining walls, monuments, fencing, sidewalks, stamped concrete or pavers; irrigation and drainage systems; and related appurtenances. Lighting facilities on the public streets within the City including street lights, traffic signals, safety lights, and related traffic mitigation equipment (i.e., Vehicle Speed Feedback Signs and Flashing Beacons). These lighting improvements may include but are not limited to street lights located on the City's arterial streets, traffic signals located throughout the City and local street lights within or adjacent to the various developments and subdivisions. M- M 'low JI _ to various properties within that Zone. Yo com—yallu I general benefits costs associated with the improvements provided. These changes and any changes that may be implemented for fiscal year 2022/2023 will not facilitate an increase to the previously approved maximum assessment rates. Zone 1: Residential Street Lighting Zone 2: Commercial Street Lighting Zone 3: Safety Lighting and Traffic Signals Zone 4: Petition Street Light Installations Zone 5: Regional Shopping Center Street Lighting Zone 6: Commercial Street Lighting (West Firestone Boulevard) Zone L: On -street Landscaping Account 23-4-5511; Account 23-4-5512; Account 23-4-5513; Account 23-4-5514; Account 23-4-5515; Account 23-4-5516; and Account 23-4-5517 Page 5 Downey Lighting and Landscaping Assessment District No. 121 4WWILLDAN Engineer's Annual Report Fiscal Year 2022/2023 Description of Improvements As authorized by the 1972 Act, the improvements provided by the District and associated with each Zone incorporate various landscaping or lighting improvements that are maintained and serviced for the benefit of real property within the District. The work to be performed within each respective Zone may include but is not limited to (as applicable), the personnel, materials, ,aq;*Tmm=- wic-o-water ntract services I_e -pair and rehabilitation of the improvements and -co x incidental expenses required to operate the District and provide the improvements and services for each Zone. The improvements provided within the District and for which parcels receive special benefits are generally described in the following. other easement parcels of land that are iclentried as exempt) are proportion ij assessen-Tur the net -special benefit costs for the operation and maintenance of these improvements. The application of these standards is used to conform to the adjacent land use grouped by individual zones and City account numbers as follows: Zone 1: Residential Account 23-4-5511 For lighting of public roadways adjacent to residential properties, including apartments an, condominiums, but not including motels or hotels. For energy and maintenance, includinl-l. 1542n-.2,S2,• # hts associate with this Zone currently include the following: I Number of Lights in Zone 1 City Owned: 837 SCE Owned: 3,426 FWMV_349•� V �Pfll properties. For energy and maintenance, including replacement of damaged or obsolete lights, and administrative costs. The street lights associated with this Zone currently include the following: Number of Lights in Zone 2 City Owned: 1324 SCE Ownedi 904 0 . 0 0 • DLighting and Landscaping Assessment District No. 121 WOV I LLDAN Downey Engineer's Annual Report Fiscal Year 2022/2023 Zone 4: Petition Installations Account 23-4-5514 For installation of new lighting within Zones I and 11, 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 11, as determined by property use. Currently there are no newly installed street lights being funded by this Zone, uz-y= For lighting of public roadways adjacent to the Stonewood Regional Shopping Center. For energy and maintenance, including replacement of damaged lights, and administrative costs. The street lights associated with this Zone currently include the following: Number of Lights in Zone 5 City Owned: 64 SCE Owned, 35 I 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. The street lights associated with this Zone currently include the following: Number of Lights in Zone 6 City Owned: 9 SCE Owned: 44 IM Downey Lighting and Landscaping Assessment District No. 121 Engineer's Annual Report Fiscal Year 2022/2023 Safety Lighting and Traffic Signal Improvements Zone 3: Safety Lighting and Traffic Signals Account 23-4-5513 V Number of Safety Lights State Owned: 41 City -Owned: 537 City -Others (Shared): 89 Total No. of Lights: 667 Number of Traffic Signals City -Owned: 94 City -Others (Shared): 23 Total No. of Signals: 117 Number of Vehicle Speed Feedback Signs Total Feedback Signs: 28 Number of Flashing Beacons City -Owned: 12 City -Others (Shared): 0 Total Flashing Beacons: 12 Zone L: On -street Landscaping Account 23-4-6517 For tree trimming, replacement, removals, and other landscaping maintenance along the parkways and medians of public street rights -of -way, including administrative costs. The landscape improvement areas for which properties in this Zone receive special benefit are generally shown on the Landscaping Zone L Diagram in part V of this Report. Page 8 Downey Lighting and Landscaping Assessment District No. 121 ILLDANEngineer's Annual Report Fiscal Year 2022/2023 I Legislative Authority and Provisions 1972 Act The 1972 Act permits the establishment of assessment districts by agencies for the purpose of providing certain public improvements, including the acquisition, construction, installation and servicing of landscape improvements and related facilities. The 1972 Act requires that the cost of these improvements be levied according to benefit rather than assessed value: Section 22573 defines the net amount to be assessed as follows: "The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefits to be received by each such lot or parcel from the improvements." Section 22574 provides for zones as follows: "The diagram and assessment may classify various areas within an assessment district into different zones where, by reason of variations in the nature, location, and extent of the improvements, the various areas will receive differing degrees of benefit from the improvements. A zone shall consist of all territory which will receive substantially the same degree of benefit from the improvements." The formulas used for calculating assessments and the designation of zones herein reflect the composition of parcels within the District and the improvements and activities to be provided, and have been designed to fairly apportion the cost of providing those improvements based on a determination of the proportional special benefits to each parcel, consistent with the requirements of the 1972 Act and the provisions of Proposition 218 and Article X111 D of the California Constitution. California Constitution The costs of the proposed improvements for fiscal year 2022/2023 have been identified and allocated to properties within the District based on special benefit. The improvements provided by this District and for which properties are assessed are local public landscape improvements were installed in connection with the development of the properties or District. The assessments and method of apportionment is based on the premise that these improvements would otherwise not have been required without the development of those parcels within the District. "District means an area determined by an agency to contain all parcels which will receive a special benefit from a proposed public improvement or property -related service",, Article XIII D Section 2i defines Special Benefit as follows: "Special benefit" means a particular and distinct benefit over and above general benefits conferred on real property located in the district or to the public at large. General enhancement of property value does not constitute "special benefit." Downey Lighting and Landscaping Assessment District No. 121 Engineer's Annual Report Fiscal Year 2022/2023 Article XIII D Section 4a defines proportional special benefit assessments as follows: "An agency which proposes to levy an assessment shall identify all parcels which will have a special benefit conferred upon them and upon which an assessment will be imposed. The proportionate special benefit derived by each identified parcel shall be determined in relationship to the entirety of the capital cost of a public improvement, the maintenance and operation expenses of a public improvement, or the cost of the property related service being provided. No assessment shall be imposed on any parcel which exceeds the reasonable cost of the proportional special benefit conferred on that parcel. " BenefitsSpecial The ongoing maintenance of landscaped areas and tree trimming within the District provide aesthetic benefits to the properties within the District and a more pleasant environment to walk, drive, live, and work. The primary function of the landscape improvements and related amenities is to serve as an aesthetically pleasing enhancement of the immediate area for the benefit of the surrounding properties and developments for which the improvements were installed and/or were facilitated by the development or potential development of properties. These improvements are an integral part of the physical environment associated with the parcels in the City and while some of these improvements may in part be visible to properties outside the City or by the public at large, collectively if the improvements are not properly maintained, it is the developed parcels within the City and District that would be aesthetically burdened. Additionally, the street landscaping and trees serve as both a physical buffer as well as a sound reduction buffer between the roadways and the properties in the District and serve as a pleasant aesthetic amenity that enhances the approach to the parcels and overall serve as an extension of the physical attributes of the parcels assessed, similar to the private property landscaping associated with each parcel assessed. These green space areas may also provide a greater opportunity for recreation. As a result, the maintenance of these landscaped improvements provides particular and distinct benefits to the properties and developments within the District. Likewise, street lighting in the District is primarily useful for illuminating the streets that provide access to the properties in the District as well as the sidewalks and parking lanes associated with those properties. While it is recognized that both street lights and traffic signals serve in part to enhance traffic safety, installation and construction of these improvements are clearly required by the development of properties within the District and these improvements provide three main special benefits to those properties: (i) property security benefit, (ii) pedestrian safety benefit, and (iii) parkway/roadway egress benefit. Furthermore, because traffic circulation in the City is largely the result of local traffic to and from these properties by the property owners and guests, it is reasonable to assume that these properties derive a particular and distinct benefit from the street lights and traffic signals that support the safe access to the properties and essentially all pedestrians and parking vehicles in the lit areas will, after dark, be directly associated with the assessed properties. As a result, the maintenance of these lighting improvements is a particular and distinct benefit to the properties and developments within each Zone. Page 10 *(,e Downey Lighting and Landscaping Assessment District No. 121 WILLDAN Engineer's Annual Report Fiscal Year 2022/2023 `0 of tnese impr9vomenTs are unly neuebbdi T 131 u IF 7P 7EI within District that are directly associated with thosd iMproVernents and those improverne (particularly the level of maintenance and servicing) are not required nor necessarily desired any properties outside the District boundaries. It is also evident that the maintenance the improvements and the level of maintenance provided has a direct and particular impact (speci n benefit) only on those properties in proximity to those improvements and such maintenan, beyond that which is required to ensure the safety and protection of the general public al• property in general, has limited (if any) indirect or incidental benefit to the public at large• properties outside the District which is difficult to quantify. -)troct/Zone, the City's maintenance of these improvemen Emil 0 Mogul "I ON 011119w,"111411111191111m- -Nowl-Wou- im of service would typically provide for periodic servicing of these areas on an as -needed basi,: This baseline level of service would provide for public safety and essential property protection i avoid negative impacts on adjacent roadways and vehicles traveling on those roadways a potential property damage, but results in a far less visually pleasing environment than is creat with the enhanced levels of services associated with the regular tree trimming and landsca maintenance that can be provided through the District/Zone assessments. I Isom 1=4 service cost per square toot represents less tnan TIVe PeFG OT ine UTera i i 7.5-SU7, -1 foot to operate, maintain and service most landscape areas. Other Landscaping General Benefits In addition to the general benefit identified above, it is recognized that there are indirect or associated with regular landscape maintenance services, including: Minimization of dust and debris; and Decreased potential water runoff from both properties and the landscaped areas. Although these types of benefits might best be characterized as indirect consequences of the special benefits of the landscape maintenance provided to assessed parcels, for the purposes of calculating proportional benefits, we assume these types of benefits to be general benefits. It is apparent that trees, shrubs, plants, and other vegetation and groundcover reduce dust, debris, and potential water runoff that might otherwise occur if such landscape improvements did not exist. However, it is also recognized that with the regular maintenance of the landscape improvements, the effort and cost to monitor and address these issues are reduced to isolated areas and/or less frequent servicing, and these activities, generally represent less than two percent (2%) of the overall landscape maintenance costs. Therefore, conservatively, we estimate that the costs associated with these indirect and incidental benefits do not exceed two percent (2%) of the annual maintenance expenditures for the landscaping improvements. Em Iff"Oe Downey Lighting and Landscaping Assessment District No. 121 WILL DAN Engineer's Annual Report Fiscal Year 2022/2023 Likewise, street lighting on the arterial streets and other non-residential areas, it is reasonable to v liq lillill 11111 proportional special benefit for street lighting, Tor tiscal year 212-2/2-142.5 ine Uny wm 0111M U I-011 I I V general benefit an amount equal to thirty percent (30%) of the combined estimated "Total Annual Maintenance Expenditures" and "Annual Administration Expenses" budgeted for arterial street lighting. Similar to street lights on major thoroughfares, traffic signals are located throughout the City on streets and at intersections that provide direct access to each property in the District. Like street lights (both arterial and local), it is certainly reasonable to recognize the gene 11 benefit to the Page 13 0 1 FA, Downey Lighting and Landscaping Assessment District No. 121 Engineer's Annual Report Fiscal Year 2022/2023 Zone 1: Residential Account 23-4-5511 assessed at a lesser rate per dwelling unit in general proportion to the trips generated. I Ills basis provides an equitable relationship to the benefit received. Applied Fiscal Year Maximum Maximum Density (Number of Dwelling Assessed Dwelling Assessment Rates 2022/2023 Assessment Rate Authorized Units per Parcel) Parcels Units ($/Dwelling Unit) Assessment ($/Dwelling Unit) Revenue Amount 1-20 Units 21,763 28,347 $21.41 $ 671,139,27 $21.41 $ 671,139.27 21-60 Units 128 4,313 $10.70 $ 28,173.10 $10.70 $ 28,17310 61-109 Units 18 1,502 $5.35 $ 3,306.30 $5.35 $ 3,306.30 109-460 Units 4 935 $2.68 $ 1,337.32 $2.68 $ 1,337.32 Tota 1., 21,913 35,097 $ 703,955.99 $ 703,955.99 The Fiscal Year 2022/2023 total special benefit assessment amount for Zone 1 is $703,955.99. Zone 2: Commercial Account 23-4-6612 h ro ert recei I Density (Square Feet per Assessed Lot Square Parcel) Parcels Feet I — 1-200,000 square feet 200, 001 + square feet W1 Applied Fiscal Year Maximum Maximum Assessment Rate 2022/2023 Assessment Rate Authorized ($/10,000 s.f.) Assessment ($110,000 s.f.) Revenue Amount 1,145 32,402,750 $114.90 $450,433.92 $114.90 $450,433.92 34 13,501,846 $38.30 $ 25,667.89 $38.30 $ 25,667.89 1,179 45,904,596 $476,101.81 1� Downey Lighting anLandscaping Assessment istrict N. 121 W�VILLDAN d Do Engineer's Annual Report Fiscal Year 2022/2023 Zone 3: Safety Lighting and Traffic Signals Account 23-4-6513 Direct assessments in this zone are separated according to the proportion of residential and commercial properties in the City. Since streets provide vehicular and pedestrian access to properties, the special benefit is apportioned based on the amount of these trips generated by each parcel. Given that residential and commercial properties generate different levels of street use, the assessment rates are calculated separately. Approximately 75% of the City is zoned Residential, while the remaining 25% is comprised of Commercial, Industrial, or other and the assessments are proportionately allocated the same. Trips per Applied Applied RscalYear Maximum Maximum Density (Number of Assessed Dwelling Dwelling Rate Assessment Rates 2022/2023 Assessment Rate Authorized Dwelling Units per Parcel) Parcels Units Unit ($[Trip) ($/Dwelling Unit) Assessment Amount ($/Dwelling Unit) Revenue I 1-4 Units 5+ Units Total, 21,241 23,331 10 $1.88 $18.80 $438,622.80 $18.80 $438,622.80 672 11,766 6 $1,88 $11.28 $132,720.48 $11.28 $132,720.48 7 Me, :?=I M, in I OOTI= $ 571,343.28 Applied Fiscal Year Maximum Density (Square Feet Assessed Dwelling Lot Square Assessment Rate 2022/2023 Assessment Rate per Parcel) Parcels Units Feet ($/10,000 s.f.) Assessment ($/10,00 0 s.f.) Amount all parcel square feet 1,211 50,530,866 $37.35 $188,732.67 $37.35 Total: 1,211 50,530,866 $188,732.67 Grand Total: 23,124 35,097 50,530,866 $571,343.28 Maximum Authorized Revenue $ 188,732.67 $ 188,732.67 $ 760,075.95 The Fiscal Year 2022/2023 total special benefit assessment amount for Zone 3 is $760,075.95. Zone 4: Petition Installations Account 23-4-6514 Direct assessments in Zone 4 are limited to street light installations only. The installation costs 2e� ft 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: $1,600 City engineering design and overhead: $ 900 Total to install: $2,500 Cost per lot (one light serves four lots): $ 2,500 / 4 = $ 625 Yearly cost per lot (cost repaid in four years)' $ 625 / 4 = $ 156 Page 15 owney Lighting and Landscaping Assessment District N. 121 W�NILLDAN Do Engineer's Annual Report Fiscal Year 2022/2023 Zone 5: Regional Shopping Center Account 23-4-5615 Direct assessments in Zone 5 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 2. Applied Fiscal Year Maximum Maximum Density (Square I per Assessed Lot Square Assessment Rate 2022/2023 Assessment Rate Authorized Parcel) Parcels Feet ($/10,000 SJ.) Assessment Amount 10,000 s.f.) Revenue I Entire parcel square feet 26 2,748,765 $21.28 $ 5,849.38 $21.28 $ 5,849.38 Tota 1: 1 26 2,748,765 4�1 Zone 6: Commercial (West Firestone Boulevard) Account 23-4-5516 Direct assessments in Zone 6 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 and on the south side of Firestone Blvd. from 250 feet west of Arnett St. to the West City g Limit). Streets adjacent to this zone have been improved with block lighting. Every parcel adjacent to these streets is assessed on land square footage in the same manner as Zone 2. Applied FiscalTear Maximum Maximum Assessed Lot Square Assessment Rate 202212023 Assessment Rate Authorized Parcels Feet ($/10,000 SI) Assessment ($/10,000 s.f.) Revenue Amount Entire parcel square feet 6 1,877,505 $45.47 $ 8,537.01 $45.47 $ 8,537.01 Tota 1, 6 1,877,505 Page 16 Downey Lighting and Landscaping Assessment District No. 121 Engineer's Annual Report Fiscal Year 2022/2023 Zone L: On -street Landscaping Account 23-4-6517 Direct assessments in Zone L are distributed based on the special benefit each property receives. Parcels are assessed in the same manner as Zone 3. Residential Properties Trips per Applied Applied Fiscal Year Maximum Maximum Density (Number of Assessed Dwelling Dwelling Rate Assessment Rates 2022/2023 Assessment Rate Authorized Dwelling Units per Parcel) Parcels Units Unit ($rrrip) ($/Dwelling Unit) Assessment ($/Dwelling Unit) Revenue Amount 1-4 Units 21,241 23,331 10 $0.732 $7.32 $170,782,92 $7.32 $170,782.92 5+ Units 672 11,766 6 $0,732 $4.40 $ 51,770.40 $4,40 $ 51,770.40 Total, 1-21,9113 35,097 $222,553.32 $ 222,553.32 Applied Fiscal Year Maximum Maximum Density (Square Feet Assessed Dwelling Lot Square Assessment Rate 202212023 Assessment Rate Authorized per Parcel) Parcels Units Feet I ($110,0 00 s.f.) Assessment ($/10,000 s.f.) Revenue Amount all parcel square feet 1,211 50,530,866 $14.10 $ 71,248.56 $14.10 $ 71,248.56 Total' 1,211 50,630,866 $ 71,248.56 $ 71,248.56 Grand Total., 23,124 35,097 50,530,866 $293,801.88 $ 293,801.88 The Fiscal Year 2022/2023 total special benefit assessment amount for Zone L is $293,801.88. Page 17 Downey Lighting and Landscaping Assessment District No. 121 Engineer's Annual Report Fiscal Year 2022/2023 Calculation of Assessments III 1196311V 4**-IIIIQMI4KIIfl*1IIM 0- moo Taking the "Total Annual Expenses" (Total budgeted costs) and subtracting the "General Benefit Expenses (City Funded)", to establish the "Total Eligible Special Benefit Expenses"; Total Annual Expenses — General Benefit Expenses = Total Eligible Special Benefit Expenses To the resulting "Eligible Special Benefit Expenses", various "Funding Adjustments/Contributions" may be applied that may include, but are not limited to: "Additional Property Tax & Other Revenues Applied", represents additional property tax revenues or revenues available from other sources such as interest earnings that was not used to fund general benefit costs that is being applied to reduce the amount to be levied and collected. "Unfunded Reserve Fund Collection", represents an adjustment (reduction) in the amount to be collected for "Operational Reserve Funding" that was budgeted as part of the Total "Unfunded CIP/Rehabilitation Fund Collection", represents an adjustment (reduction) in the amount to be collected for "CIP & Rehabilitation Reserve Fund Collection" that was budgeted as part of the Total Annual Expenses. )o"Reserve Fund Collection (Transfer/Deduction)", represents an amount being collected for Operational Reserves or available existing funds from the "Operational Reserve Fund Balance" being applied to pay a portion of the Special Benefit Expenses for the fiscal year. "Additional City Contribution and/or Service Reductions", represents a further adjustment that addresses the funding gap between the amount budgeted to provide the improvements and services ("Special Benefit Expenses"); and the amount that will be collected through the assessments. This funding gap may be addressed by an additional City contribution, reductions in service and service expenses, or a combination of the two. These adjustments to the Special Benefit Expenses result in the net special benefit amount to be assessed "Balance to Levy"; Eligible Special Benefit Expenses +/- Funding Adjustments/Contributions =Balance to Levy benefit to establish the "Assessment Rates" or "Assessment per EBU" for the fiscal year. This Ra cil is then applied back to each parcel's individual EBU to calculate the parcel's proportionate spe benefit and assessment for the improvements. Balance to Levy / total L51, = Assessment per i561—CAIM �--- Assessment per EBU x Parcel EBU = Parcel Assessment Amount ��� IW.e DLighting and Landscaping Assessment District No. 121 WILLDAN Downey Engineer's Annual Report Fiscal Year 2022/2023 Part III - Estimate of Costs The following outlines the estimated costs (budgets) to maintain and service the various landscaping and lighting improvements described in "Part I - Plans and Specifications" of this Report for fiscal year 2022/2023. In some cases, the costs to properly service and maintain the improvements cannot be fully funded by the existing assessment revenues. Even with some additional funding support from the City, many of the desired services and activities, particularly those associated with long term repairs, replacements and rehabilitation may need to be postponed or eliminated. While City staff will ultimately determine which services and activities shall be eliminated or reduced to keep the actual costs and expenditures for the fiscal year within A—,U-MTVT 1017717 MUMV a result of inflation. To the extent any assessment funds remain after those funds are used to pay the cost of the special benefit in any particular Zone, those monies shall be placed in a reserve account for the respective Zone. The City annually receives ad valorem funding for lighting and landscaping. These general fund revenues are used to fund in whole or in part, the General Benefit Expenses and/or Additional the ad valorem revenues total an estimated $750,823.00 which is allocated to the various Zones as needed. Ad valorem funding not used to reduce the annual assessments is applied to the fund balance for each respective Zone. Page 19 W�VILLDAN •iLightinga iLandscaping � District No. 121 Engineer's Fiscal Year 202212023 Lighting Zone 1, Lighting Zone 2, Traffic Signal Zone 3, and Lighting Zone 4 Residential Non -Residential Safety Lights & Installation Petition BUDGET ITEMS Annual Maintenance Expenses Street Lighting Zone i Street Zone Lighting 2 'Traffic Signals Zone 3 StreetI-Ighfing Zone 4 Personnel, Maintenance, •:. / Contractual Services $ 400,000 Electrical Service ♦00 214.500 Total Annual Maintenance Expenses $ 729,383 $ 228,883 $ 1,032,550 OperationalIncidental Operational 08 10,503 f r I• General Benefit Expenses (City Funded) (240,698) :1 (560,303) TOTALr3,956 476,102 760,07610,503 FUNDING ADJUSTMENTSICONTRIBUTIONS Available Property Tax & Other Revenues• 5 ♦ 3 Reserve Fund Collection /. Total Funding Adjustments i Contributions $ $ $ $ (10,503) BALANCE TO LEVY $ 703,956 $ 476,102760,076 RESERVE & CIP FUND BALANCES Beginning Fund Balance $ CollectionFund Balance Adjustment - /"• : ♦' Estimated Ending Fund Balance i. 62,420 ,:. 208,268 *�'WILLDAN Page 20 Downey Lighting and Landscaping Assessment District No. 121 'I LLDAN Engineers Annual Report Fiscal Year 2022/2023 Lighting Zone 5, Lighting Zone 6, Landscaping Zone L, and District Totals r ' Annual Maintenance Expenses Personnel, Maintenance, Operations $ $ $ $ 39,154 Contractual Services $ $ - $ 780,000 $ 1,180000 Materials, Equipment, Supplies $ $ - $ $ Electrical Service 2,910 8,892 1,563,464 Total Annual Maintenance Expenses $ 2,910 $ 8,892 $ 780,000 $ 2,782,618 Incidental Operational Expenses Operational Reserve Funding Collection $ 4,679 $ 6,317 $ - $ 641,183 Annual Administration Expenses 15,103 10,170 58,502 294909 Total Annual Incidental Expenses $ 19,782 $ 16,487 $ 58,502 $ 936,172 TOTAL ANNUAL EXPENSES 22,692 25,379 $ 83,502 $ 3,718,790 General Benefit Expenses (City Funded) (5,404) (5,719) (83,850) (976,653) TOTAL ELIGIBLE SPECIAL BENEFIT EXPENSES 17,288 $ 19,660 754,652 2,742,237 FUNDING ADJUSTMENTS/CONTRIBUTIONS Available Property Tax & Other Revenues Applied (11,438) - (11,123) (365,954) (399,019) Reserve Fund Collection (Transfer/Deduction) ® 0 (94,896) (94 895).. Total Funding Adjustments/Contributions $ (11,438) $ (11,123) $ (460,850) $ (493,915) BALANCE TO LEVY $ 5,849 $ 8,537 $ 293,802 2,248,322 RESERVE & CIP FUND BALANCES Beginning Fund Balance $ (1,651) $ (1,764) ". $ (36,436) $ (285,426) Fund Balance Adjustment - Collection / (Deduction) _ 4,679 1i 6,317 1'I (94,896) 546,339 Estimated Ending Fund Balance $ 3,028 $ 4,553 $ (131,332) $ 260,913 (1) Ad Valorem Property Tax Revenues not applied to budgeted expenses have been applied to the Fund Balance W I LLDAN Page 21 OMJEM�T Engho�,Annual Report Fiscal Year 202212023 V� Downey Ughdngand LandacapingAoeeoamer�D���No. 121 ~��0��'���I� U ��A�J Engineer's Annual Report Fiscal Year 2022/2023 Part IV - Assessment Roll Due 0othe number ofparcels in the District, the Ameaean1ent Roll for fiscal yeer2D22/2O23 (e listing of the parcels to be assessed within this District along with the assessment amounts) has been filed with the City Clerk inanelectronic format and is, by reference, made part ofthis Report. The proposed Assessment Roll shall beavailable for public inspection in the City Clerk's Office during normal office hours. The Assessment Flo|| reflects all properties currently identified within the District and their assessment amount(s) for fiscal year 2022/2023. Each parcel listed on the Assessment Flo|| is currently shown and illustrated on the County Assessor's Roll and the County Assessor's Parcel Number Maps (APN maps). These records are, by reference, made part of this Report and shall govern for all details concerning the description of the lots or parcels. All assessments presented onthe assessment roll are subject tochange aamresult ofparcel changes made bvthe County including parcel sp|ite, parcel merges or development changes that occur prior to the County Assessor's Office securing the final roll and generating tax bills for fiscal year 2022/2023. ��23 ^���0���K80 ���.m�u���wwN W�Do�nayUghhngand LondooapingAssessment D��o Nu� 121 :WULLDAN En0in��Annual Report Fiscal Year 2022/2023 Part V - District Diagrams�� _ _ The boundary of the Downey Lighting and Landscaping Aooeoennerk District No. 121 is coterminous with the City boundary and consists ofall lots, p8rce|a, and subdivisions Qfland within the C|h/ofDovxney.Th .fo||ovvnQeactiqncontginsvmriouadiagnannathmtahovvtheboundaheoof the ��o'eawithin the District that were previously identified and discussed. |naddition todepicting the boundaries of the Zones within the District, the Landscaping Zone L diagram also show the location and extent ofthe landscape improvements within the Zone. The parcels within each District Zone consist of all kotg, parcels and subdivisions of land within the boundaries as depicted by these diagrams and ohgU consist of and be dictated by the lines and dimensions as those lots, parcels and subdivisions of land shown on the Los Angeles County Assessor's parcel maps for the current year and by reference the Los Angeles County Assessor's parcel maps are incorporated herein and made part of this Report. The following diagrams show the boundaries of the District Lighting Zones 1, 2. 5. and 6. and Landscaping Zone L for fiscal year 2022/2023. The Safety Lights and Traffic Signals Zone 3 is coterminous with the City boundary as well as Landscaping Zone L and therefore not depicted herein as a separate diagram. For fiscal year 2032/2023 there are no parcels currently designated as Lighting Zone 4 so there is no diagram provided for that Zone. Co||ectiwe|y, these diagrams along with the Assessment Roll incorporated inthis Report constitute the District Assessment Diagram for fiscal year2O22/2O23. W"WILLDAN Pogo24 Downey Lighting and Landscaping Assessment District No. 121 40/WILLDANEngineer's Annual Report Fiscal Year 2022/2023 Landscaping Page 25 Downey Lighting and Landscaping Assessment District No 121 Engineer's Annual Report Fiscal Year 20222023 AW y n r, zone e I 4fircsNamry': Page"� WI D rlj;�r . 11M1W1V1J1Lk1JSWW 'PAGE 2 maximum assessments. SECTION 7. Notice is hereby given that on June 28, 2022, at 6:30 p.m., in the Council Chambers of Downey City Hall located at 11111 Brookshire Avenue, Downey, California [or via teleconference as directed by the City Council due to the COVID 19 social �iistancing guidelines], 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 f filed by the property owner, shall contain a description sufficient to identify the property. SECTION 8. 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. Effic" 1 LVA ME ME a I WUMWWHM�11i= 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 14 th day of June, 2022, by the following vote, to AYES: Council Members, NOES: Council Member: ABSENT: Council Member: ABSTAIN: Council Member: ,1 .. . a 0 bi Bill :4 1 I'Ll LCII WWAIM zykfyl Location Street Name Planning Case • 11 ii : f� i 0010 • 1'1 fi• 1 1111: s 11� 1 • 1 1 , REIN, AV '-20-00112 l: 1