Agenda packet, regular meeting, second session — Citrus Heights City Council Meetings, July 28, 2022 (part 1 of 2)

**AMENDED**
JULY 28, 2022 AGENDA

CITY OF CITRUS HEIGHTS CITY COUNCIL
6:00 PM REGULAR MEETING
City Hall Council Chambers
6360 Fountain Square Drive, Citrus Heights, CA
HOW TO PARTICIPATE:

The City of Citrus Heights welcomes your interest and involvement in the City’s legislative process.

The City of Citrus Heights is allowing for remote and in person participation. The City Council has established a procedure for addressing the Council. Speaker Identification Sheets are provided on the table inside the Council Chambers. If you wish to address the Council during the meeting, please either complete a Speaker Identification Sheet and give it to the City Clerk, if participating via webcast you may use the Zoom hand raise function (or *9 if you join the webinar via telephone) and the host will unmute you when it is time to speak. Speakers will be limited to 3 minutes each.

Alternatively, you may submit your comment via email to [email protected] or by completion of an online Speaker Card at https://www.citrusheights.net/FormCenter/City -Council- Meetings-Speaker-Card-30. Written public comments shall be limited to 250 words or less. Each comment will be read aloud by the City Clerk.

Regular Meeting Zoom Meeting –Webinar
link: https://us02web.zoom.us/j/81201820154
PLEASE NOTE: In order to minimize the spread of the COVID-19 virus, this meeting is being held pursuant to Government Code Section 54953(e). Please be advised that the some, or all, Council Members may attend City Council meetings telephonically or otherwise electronically.

If you need a disability-related modification or accommodation, to participate in this meeting, please contact the City Clerk ’s Office 916-725-2448, [email protected], or City Hall 6360 Fountain Square Drive at least 48 hours prior to the meeting. TDD: California Relay Service 7-1-1. **AMENDED** July 28, 2022 Regular City Council Agenda Packet AMENDED JULY 28 REGULAR CITY COUNCIL MEETING AGENDA.PDF UPDATED Item 8 Attachment 4 - Revised Engineer's Report FINAL ENG REPORT LMAD 98-01_98-02_03-01 FY 22-23 UPDATED 7-25- 2022.PDF
UPDATED Item 9 Attachment 2 - Revised Engineer's Report FINAL ENG REPORT LMAD 97-01 FY 22-23 UPDATED 7-25-2022.PDF

CALL REGULAR MEETING TO ORDER

1. Flag Salute

2. Roll Call: Council Members: Bruins, Daniels, Miller, Schaefer, Middleton

3. Video Statement

APPROVAL OF AGENDA

COMMENTS BY COUNCIL MEMBERS AND REGIONAL BOARD UPDATES

PUBLIC COMMENT

CONSENT CALENDAR
It is recommended that all consent items be acted on simultaneously unless separate discussion and/or action are requested by a Council Member.

4. SUBJECT: Approval Of Minutes
RECOMMENDATION: Approve the Minutes of the Regular Meeting of July 14, 2022

5. SUBJECT: Resolution Amending The City’s Permanent Local Housing Allocation Program
STAFF: C. Kempenaar/ N. Piva
RECOMMENDATION: Adopt Resolution No. 2022-___, A Resolution of the City Council of the City of Citrus Heights, California Authorizing the Community Development Director or Designee to Execute Any Amendments or Modifications and to sign any Required Documentation for the Permanent Local Housing Allocation Grant Program

REGULAR CALENDAR

6. SUBJECT: Approval Of The Utilization Of Economic Development Support Fund For Agreement With The Greater Sacramento Economic Council
STAFF: M. Huber
RECOMMENDATION: Adopt Resolution No. 2022-___, A Resolution of the City Council of the City of Citrus Heights, California Approving an Agreement between the Greater Sacramento Economic Council and City of Citrus Heights in an Amount not to exceed $35,124 for FY 2022-2023

7. SUBJECT: Authorization For Issuance Of Infrastructure Financing Strategies FRP To Inform The Sunrise Tomorrow Development Plan
STAFF: M. Huber
RECOMMENDATION: Staff recommends the City Council move to authorize the City Manager to issue an RFP substantially similar to the draft attached to this staff report.

PUBLIC HEARINGS

8. SUBJECT: Landscape Maintenance Assessment Districts 98 -01, 98-02, And 03-01 Levy Of Fiscal Year 2022/2023 Assessments
STAFF: R. Cave/ L. Blomquist
RECOMMENDATION: Staff Recommends the Following:
a. Convene the public hearing for the district regarding the proposed annual assessment for Fiscal Year 2022/2023; and
b. Adopt Resolution No. 2022-___, Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2022/2023 Assessments for Landscape Maintenance Assessment District No. 98-01 (Stock Village Units Nos. 1 and 2)
c. Adopt Resolution No. 2022-___, Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2022/2023 Assessments for Landscape Maintenance Assessment District No. 98-02 (Zone 1: Sorenson Ranch, Zone 2: Autumnwood, Zone 3: Mariposa Creek and Zone 4: Wyatt Ranch)
d. Adopt Resolution No. 2022-___, Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2022/2023 Assessments for Landscape Maintenance Assessment District No. 03-01 (Stock Ranch Zones 1: Stock Ranch North, Zone 2:Stock Ranch South and Zone 3: Mitchell Farms)

9. SUBJECT: Landscape Maintenance Assessment District 97 -01 (Zones 1, 2, 3, And 4) Levy Of Fiscal Year 2022/2023 Assessments
STAFF REPORT: R. Cave/ L. Blomquist
RECOMMENDATION: Staff recommends the following:
a. Convene the public hearing for the district regarding the proposed annual assessment for Fiscal Year 2022/2023; and
b. Adopt Resolution No. 2022-___, A Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2022/2023 Assessments for Landscape Maintenance Assessment District No. 97-01 (Zones 1, 2, 3, and 4)

10. SUBJECT: Citrus Heights Lighting Assessment District Levy Of Fiscal Year 2022/2023 Assessments
STAFF: R. Cave/ L. Blomquist
RECOMMENDATION: Staff recommends the following:
a. Convene the public hearing for the district regarding the proposed annual assessment for Fiscal Year 2022/2023; and
b. Adopt Resolution No. 2022-___, A Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2022/2023 Assessments for the Citrus Heights Lighting Assessment District

DEPARTMENT REPORTS

11. SUBJECT: School Safety Update
DEPARTMENT: Police Department

CITY MANAGER ITEMS

ITEMS REQUESTED BY COUNCIL MEMBERS / FUTURE AGENDA ITEMS

CLOSED SESSION

12. CONFERENCE WITH REAL PROPERTY NEGOTIATORS
Pursuant to Government Code Section 54956.8
Property: 7501 Sunrise Boulevard, Citrus Heights, CA 95610 Agency Negotiator: City Manager Ashley J. Feeney and City Attorney Ryan Jones Negotiating Parties: Auburn Oaks Center, LLC, a California Limited Liability Company, and The Low Income Family Enrichment Corporation, a California Public Benefit Corporation and 501(c)(3)
Under Negotiation: Price and terms of payment

ADJOURNMENT
Documents:

Documents:

**AMENDED**
JULY 28, 2022 AGENDA

CITY OF CITRUS HEIGHTS CITY COUNCIL
6:00 PM REGULAR MEETING
City Hall Council Chambers
6360 Fountain Square Drive, Citrus Heights, CA
HOW TO PARTICIPATE:

The City of Citrus Heights welcomes your interest and involvement in the City’s legislative process.

CALL REGULAR MEETING TO ORDER

1. Flag Salute

2. Roll Call: Council Members: Bruins, Daniels, Miller, Schaefer, Middleton

3. Video Statement

APPROVAL OF AGENDA

COMMENTS BY COUNCIL MEMBERS AND REGIONAL BOARD UPDATES

PUBLIC COMMENT

CONSENT CALENDAR
It is recommended that all consent items be acted on simultaneously unless separate discussion and/or action are requested by a Council Member.

4. SUBJECT: Approval Of Minutes
RECOMMENDATION: Approve the Minutes of the Regular Meeting of July 14, 2022

REGULAR CALENDAR

PUBLIC HEARINGS

DEPARTMENT REPORTS

11. SUBJECT: School Safety Update
DEPARTMENT: Police Department

CITY MANAGER ITEMS

ITEMS REQUESTED BY COUNCIL MEMBERS / FUTURE AGENDA ITEMS

CLOSED SESSION

ADJOURNMENT
Documents:

Documents:

**AMENDED**
JULY 28, 2022 AGENDA

CITY OF CITRUS HEIGHTS CITY COUNCIL
6:00 PM REGULAR MEETING
City Hall Council Chambers
6360 Fountain Square Drive, Citrus Heights, CA
HOW TO PARTICIPATE:

The City of Citrus Heights welcomes your interest and involvement in the City’s legislative process.

CALL REGULAR MEETING TO ORDER

1. Flag Salute

2. Roll Call: Council Members: Bruins, Daniels, Miller, Schaefer, Middleton

3. Video Statement

APPROVAL OF AGENDA

COMMENTS BY COUNCIL MEMBERS AND REGIONAL BOARD UPDATES

PUBLIC COMMENT

CONSENT CALENDAR
It is recommended that all consent items be acted on simultaneously unless separate discussion and/or action are requested by a Council Member.

4. SUBJECT: Approval Of Minutes
RECOMMENDATION: Approve the Minutes of the Regular Meeting of July 14, 2022

REGULAR CALENDAR

PUBLIC HEARINGS

DEPARTMENT REPORTS

11. SUBJECT: School Safety Update
DEPARTMENT: Police Department

CITY MANAGER ITEMS

ITEMS REQUESTED BY COUNCIL MEMBERS / FUTURE AGENDA ITEMS

CLOSED SESSION

ADJOURNMENT
Documents:

Documents:

**AMENDED**
JULY 28, 2022 AGENDA

CITY OF CITRUS HEIGHTS CITY COUNCIL
6:00 PM REGULAR MEETING
City Hall Council Chambers
6360 Fountain Square Drive, Citrus Heights, CA
HOW TO PARTICIPATE:

The City of Citrus Heights welcomes your interest and involvement in the City’s legislative process.

CALL REGULAR MEETING TO ORDER

1. Flag Salute

2. Roll Call: Council Members: Bruins, Daniels, Miller, Schaefer, Middleton

3. Video Statement

APPROVAL OF AGENDA

COMMENTS BY COUNCIL MEMBERS AND REGIONAL BOARD UPDATES

PUBLIC COMMENT

CONSENT CALENDAR
It is recommended that all consent items be acted on simultaneously unless separate discussion and/or action are requested by a Council Member.

4. SUBJECT: Approval Of Minutes
RECOMMENDATION: Approve the Minutes of the Regular Meeting of July 14, 2022

REGULAR CALENDAR

PUBLIC HEARINGS

DEPARTMENT REPORTS

11. SUBJECT: School Safety Update
DEPARTMENT: Police Department

CITY MANAGER ITEMS

ITEMS REQUESTED BY COUNCIL MEMBERS / FUTURE AGENDA ITEMS

CLOSED SESSION

ADJOURNMENT
Documents:

Documents:

City Council meetings take place in
the City Hall Council Chambers.

Porsche Middleton, Mayor
Tim Schaefer, Vice Mayor
Jeannie Bruins, Council Member
Bret Daniels, Council Member
Steve Miller, Council Member
*** AMENDED AGENDA ***
CIT

Y OF CITRUS HEIGHTS

CITY COUNCIL
Regular Meeting of Thursday, July 28, 2022
City Hall Council Chambers
6360 Fountain Square Drive, Citrus Heights, CA
Regular Meeting 6:00 p.m.

HOW TO PARTICIPATE:

The Ci
ty of Citrus Heights welcomes your interest and involvement in the City’s legislative process. The City of Citrus Heights is allowing for remote and in person participation. The City Council has established a procedure for addressing the Council. Speaker Identification Sheets are provided on the table inside the Council Chambers. If you wish to address the Council during the meeting, please either complete a Speaker Identification Sheet and give it to the City Clerk, if participating via webcast you may use the Zoom hand raise function (or *9 if you join the webinar via telephone) and the host will unmute you when it is time to speak.

Speakers will be limited to 3 minutes each. Alternatively, you may submit your comment via email to [email protected]
or by completion of an online Speaker Card at
https://www.citrusheights.net/FormCenter/City-Council-Meetings-Speaker-Card-30. Written public comments shall be limited to 250 words or less. Public Comments should be submitted to the City Clerk by 4:00 p.m. prior to the start of the City Council meeting. Each comment will be read aloud by the City Clerk.

Zoom M
eeting –Webinar link: https://us02web.zoom.us/j/81201820154 The Ci
ty provides three ways to watch a City Council meeting.

IN PERSON ONLINE ON TELEVISION
PLEASE NOTE: In order to minimize the spread of the COVID-19 virus, this meeting is being held pursuant to Government Code Section 54953(e). Please be advised that some, or all, Council Members may attend City Council meetings telephonically or otherwise electronically.

Jul
y 22, 2022
_______________________
Amy Van, City Clerk
Watch the livestream and replay past
meetings on the City website.

Watch live and replays of meetings
on Sac Metro Cable, Channel 14.

Agenda Packet Page 1

REGULAR CITY COUNCIL MEETING
6:00 PM

CALL REGULAR MEETING TO ORDER

1. Flag Salute

2. Roll Call: Council Members: Bruins, Daniels, Miller, Schaefer, Middleton

3. Video Statement

APPROVAL OF AGENDA

COMMENTS BY COUNCIL MEMBERS AND REGIONAL BOARD UPDATES

PUBLIC COMMENT

CONSENT CALENDAR
It is recommended that all consent items be acted on simultaneously unless separate discussion and/or action are requested by a Council Member.

4. SUBJECT: Approval of Minutes
RECOMMENDATION: Approve the Minutes of the Regular Meeting of July 14, 2022

5. SUBJECT: Resolution Amending the City’s Permanent Local Housing Allocation Program STAFF: C. Kempenaar/ N. Piva
RECOMMENDATION: Adopt Resolution No. 2022-___, A Resolution of the City Council of the City of Citrus Heights, California Authorizing the Community Development Director or Designee to Execute Any Amendments or Modifications and to sign any Required Documentation for the Permanent Local Housing Allocation Grant Program

REGULAR CALENDAR

6. SUBJECT: Approval of the Utilization of Economic Development Support Fund for Agreement with the Greater Sacramento Economic Council
STAFF: M. Huber
RECOMMENDATION: Adopt Resolution No. 2022-___, A Resolution of the City Council of the City of Citrus Heights, California Approving an Agreement between the Greater Sacramento Economic Council and City of Citrus Heights in an Amount not to exceed $35,124 for FY 2022- 2023

7. SUBJECT: Authorization for Issuance of Infrastructure Financing Strategies FRP to inform the Sunrise Tomorrow Development Plan
STAFF: M. Huber
RECOMMENDATION: Staff recommends the City Council move to authorize the City Manager to issue an RFP substantially similar to the draft attached to this staff report.

Agenda Packet Page 2

PUBLIC HEARING

8. SUBJECT: Landscape Maintenance Assessment Districts 98-01, 98-02, and 03-01 Levy of Fiscal Year 2022/2023 Assessments
STAFF: R . Cave/ L. Blomquist
RECOMMENDATION: Staff Recommends the Following:
a. Convene the public hearing for the district regarding the proposed annual assessment for Fiscal Year 2022/2023; and
b. Adop
t Resolution No. 2022-___, Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2022/2023 Assessments for Landscape Maintenance Assessment District No. 98-01 (Stock Village Units Nos. 1 and 2)
c. Adop
t Resolution No. 2022-___, Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2022/2023 Assessments for Landscape Maintenance Assessment District No. 98-02 (Zone 1: Sorenson Ranch, Zone 2: Autumnwood, Zone 3: Mariposa Creek and Zone 4: Wyatt Ranch) d. Adop
t Resolution No. 2022-___, Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2022/2023 Assessments for Landscape Maintenance Assessment District No. 03-01 (Stock Ranch Zones 1: Stock Ranch North, Zone 2:Stock Ranch South and Zone 3: Mitchell Farms)

9. SUBJECT: Landscape Maintenance Assessment District 97-01 (Zones 1, 2, 3, and 4) Levy of Fiscal Year 2022/2023 Assessments
STAFF REPORT: R. Cave/ L. Blomquist
RECOMMENDATION: S taff recommends the following:
a. Conv
ene the public hearing for the district regarding the proposed annual assessment for Fiscal Year 2022/2023; and
b. Adop
t Resolution No. 2022-___, A Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2022/2023 Assessments for Landscape Maintenance Assessment District No. 97-01 (Zones 1, 2, 3, and 4)

10. SUBJECT: Citrus Heights Lighting Assessment District Levy of Fiscal Year 2022/2023 Assessments
STAFF: R . Cave/ L. Blomquist
RECOMMENDATION: Staff recommends the following:
a. Conv
ene the public hearing for the district regarding the proposed annual assessment for Fiscal Year 2022/2023; and
Agenda Packet Page 3
b. Adopt Resolution No. 2022-___, A Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2022/2023 Assessments for the Citrus Heights Lighting Assessment District

DEPARTMENT REPORTS

11. SUBJECT: School Safety Update
DEPARTMENT: Police Department

CITY MANAGER ITEMS

ITEMS REQUESTED BY COUNCIL MEMBERS/ FUTURE AGENDA ITEMS

CLOSED SESSION

ADJOURNMENT
Agenda Packet Page 4

CITY OF CITRUS HEIGHTS

CITY COUNCIL

MINUTES
Regular Meeting of Thursday, July 14, 2022
City Hall Council Chambers and Virtually
6360 Fountain Square Drive
Citrus Heights, CA 95621

CALL REGULAR MEETING TO ORDER
The reg
ular council meeting was called to order at 6:01 p.m. by Vice Mayor Schaefer.

1. The Fl
ag Salute was led by Council Member Bruins.

2. Roll Call:

Council Members present: Bruins, Daniels, Miller, Schaefer Council Members absent: Middleton
Staff present: Anderson, Blomquist, Cave, Dippert, Feeney, Frey, Jones, Kempenaar, Poole, Reid, Russo, Talwar,
Turcotte, and Van.

3. The vi
deo statement was read by City Clerk Van.

APPROVAL OF AGENDA
ACTION: On a motion by Council Member Daniels, seconded by Council Member Bruins, the City Council approved the agenda.

AYES: B
ruins, Daniels, Miller, Schaefer
NOES: None
ABSENT: Middleton

COMMENTS BY COUNCIL MEMBERS AND REGIONAL BOARD UPDATES
Coun
cil Member Miller had no updates at this time.

Counci
l Member Bruins shared an update from the recent Prospective Council Candidate Workshop held with City Executive Staff on June 30 in the Council Chambers. She stated the workshop was recorded and is available on the City’s website. She recently attended a ribbon cutting at Future Honda on Auburn Blvd and Greenback Lane. Council Member Bruins provided an update on the Regional Sanitation board meeting. She also provided information regarding upcoming Police Activities League events.

Counci
l Member Daniels shared information regarding the upcoming Council Candidate Nomination Filing period.

Vic
e Mayor Schaefer recently attended the Prospective Candidate workshop on June 30.

Agenda Packet Page 5

PUBLIC COMMENT
Gina O
livares addressed the Council regarding the creation of a space for students to be heard. She is a parent to three teenagers who go to school in Citrus Heights. She urged the City Council to create a youth specific committee that would give students an opportunity to be heard, especially during difficult times like the COVID-19 pandemic and remote school.

Jim
my Bobak addressed the Council regarding the creation of an ordinance regulating cannabis sales and taxes in Citrus Heights. Citrus Heights does not currently allow the sale of medicinal or recreational cannabis sales. He stated the City is losing millions in tax revenue, and while the City does not allow sales, people are still having marijuana delivered into the City. He believes that by allowing for cannabis sales the City would benefit greatly.

PRESENTATION

4. Empl
oyee Service Recognition
Cit
y Manager Feeney stated tonight we will be recognizing individual employees who have reached a milestone, either their 5, 10, 15 or 20 years of service with the City.

Comm
ander Russo and Commander Frey began by recognizing Abbie Marconi-Gora, William Niethammer, and Mary Brunmier for 15 years of service.

Cit
y Manager Feeney recognized Casey Kempenaar for 15 years of service.

Comm
unity Development Director Kempenaar recognized Greg Anderson and Susan McLendon for 15 years of service.

Comm
ander Russo recognized Ruben Hernandez for 10 years of service.

Operat
ions Manager Poole recognized Michelle Parker for 10 years of service.

Inter
im Human Resources Manager Dippert recognized Meagan Bushey for 5 years of service.

Cit
y Clerk Van recognized Laura McGill for 5 years of service.

Comm
ander Frey recognized Daniel Hanson for 5 years of service.

CONSENT CALENDAR

5. SUBJECT: Approval of Minutes
RECOMMENDATION: Approve the Minutes of the Special/Regular Meeting of June 23, 2022

6. SUBJECT: Approve Resolution for Continued Remote Meetings in Accordance with AB 361 STAFF: A. V an/ R. Jones
Agenda Packet Page 6
RECOMMENDATION: Adopt Resolution No. 2022-060, A Resolution of the City Council of the City of Citrus Heights, California Making the Legally Required Findings to Continue to Authorize the Conduct of Remote “Telephonic” Meetings During the State of Emergency

7. Pulled for discussion.

8. Pulled for discussion.

9. SUBJECT: Citrus Heights Lighting Assessment District Initiate Proceedings for Fiscal Year 2022/2023 Annual Update
STAFF: R. Cave/ L. Blomquist
RECOMMENDATION: Staff recommends the following:

a. Adopt Resolution No. 2022- 069, A Resolution of the City Council of the City of Citrus Heights, California, to Initiate Proceedings Pursuant to the Landscaping and Lighting Act of 1972 for the Citrus Heights Lighting District; and

b. Adopt Resolution No. 2022- 070, A Resolution of the City Council of the City of Citru s Heights, California, for the Intention to Levy and Collect Assessments for Fiscal Year 2022 /2023 for the Citrus Heights Lighting District.

10. SUBJECT: Old Auburn Road Complete Streets Project (Phase 1) Award of Professional Engineering Services Agreement – City PN 15-21-008
STAFF: R. Cave/ L. Blomquist
RECOMMENDATION: Adopt Resolution No. 2022-071, A Resolution of the City Council of the City of Citrus Heights, California, Authorizing the City Manager to Execute a Contract with GHD, Inc. to Provide Professional Engineering Services for the Old Auburn Road Complete Streets Project (Phase 1)

11. SUBJECT: Second Reading – Fire Capital Facilities Impact Fee Ordinance STAFF: C. Kempenaar/ R. Cave
RECOMMENDATION: Approve Ordinance No. 2022-006, an Ordinance of the City Council of the City of Citrus Heights Adding Article XXIX to Chapter 18 of the Citrus Heights Municipal Code for the Fire Capital Facilities Impact Fee

12. SUBJECT: Purchase and Sale Agreement with Citrus Heights Water District for Proposed Well Parcels on Sayonara Drive
STAFF: C. Kempenaar/ R. Jones
RECOMMENDATION: Adopt Resolution No. 2022-072, A Resolution of the City Council of the City of Citrus Heights, California, Giving the City Manager Authority to Execute a Purchase and Sale Agreement with Citrus Heights Water District

Council Member Daniels requested to pull items 7 and 8 for a separate vote.

ACTION: On a motion by Council Member Daniels, seconded by Council Member Miller, the City Council adopted Consent Calendar Items 5, 6, 9, 10, 11, and 12.

Agenda Packet Page 7
AYES: Bruins, Daniels, Miller, Schaefer
NOES: None
ABSENT: Middleton

CONSENT ITEMS PULLED FOR DISCUSSION

7. SUBJECT: Initiate Proceedings for Fiscal Year 2022/2023 Annual Update Landscape Maintenance Assessment Districts 98-01, 98-02 (Zones 1, 2, 3, & 4), And 03-01 (Zones 1, 2 & 3) STAFF: R. Cave/ L. Blomquist
RECOMMENDATION: Staff Recommends the Following:
a. Adopt
Resolution No. 2022-061, Resolution of the City Council of the City of Citrus Heights, California, to Initiate Proceedings Pursuant to the Landscaping and Lighting Act of 1972 for Landscape Maintenance Assessment District No. 98-01.
b. Adopt
Resolution No. 2022-062, Resolution of the City Council of the City of Citrus Heights, California, to Initiate Proceedings Pursuant to the Landscaping and Lighting Act of 1972 for Landscape Maintenance Assessment District No. 98-02, Zones 1, 2, 3, and 4. c. Adopt
Resolution No. 2022-063, Resolution of the City Council of the City of Citrus Heights, California, to Initiate Proceedings Pursuant to the Landscaping and Lighting Act of 1972 for Landscape Maintenance Assessment District No. 03-01, Zones 1, 2, and 3. d. Adopt
Resolution No. 2022-064, Resolution of the City Council of the City of Citrus Heights, California, for the Intention to Levy and Collect Assessments for Fiscal Year 2022/2023 for Landscape Maintenance Assessment District No. 98-01.
e. Adopt
Resolution No. 2022-065, Resolution of the City Council of the City of Citrus Heights, California, for the Intention to Levy and Collect Assessments for Fiscal Year 2022/2023 for Landscape Maintenance Assessment District No. 98-02, Zones 1, 2, 3, and 4. f. Adopt
Resolution No. 2022-066, Resolution of the City Council of the City of Citrus Heights, California, for the Intention to Levy and Collect Assessments for Fiscal Year 2022/2023 for Landscape Maintenance Assessment District No. 03-01, Zones 1, 2 and 3.

ACTION: On a motion by Council Member Bruins, seconded by Vice Mayor Schaefer, the City Council adopted Consent Calendar Item 7.

AYES: Brui
ns, Miller, Schaefer
NOES: Daniels
ABSENT: Middleton

8. SUBJECT: Initiate Proceedings For Fiscal Year 2022/2023 Annual Update for Landscape Maintenance Assessment District 97-01 (Zones 1, 2, 3, and 4) STAFF REPORT: R. Cave/ L. Blomquist
RECOMMENDATION: St aff recommends the following:

Agenda Packet Page 8
a. Adopt Resolution No. 2022-067, A Resolution of the City Council of the City of Citrus Heights, California, to Initiate Proceedings Pursuant to the Landscaping and Lighting Act of 1972 for Landscape Maintenance Assessment District No. 97-01 (Zones 1, 2, 3, and 4); b. Adopt
Resolution No. 2022-068, A Resolution of the City Council of the City of Citrus Heights, California, for the Intention to Levy and Collect A ssessments for Fiscal Year 202 2/2023 for Landscape Maintenance Assessment District No. 97-01 (Zones 1, 2, 3, and 4) ACTION: On a motion by Council Member Bruins, seconded by Council Member Miller, the City Council adopted Consent Calendar Item 8.

AYES: Brui
ns, Miller, Schaefer
NOES: Daniels
ABSENT: Middleton

PUBLIC HEARING

13. SUBJECT: Fire Impact Fee Update
STAFF: C. Kempenaar/ R. Cave
RECOMMENDATION: Adopt Resolution No. 2022-073, A Resolution of the City Council of the City of Citrus Heights, California, Adopting a Fire Capital Facilities Development Impact Fee Comm
unity Development Director Kempenaar introduced the item. At their June 23, 2022 meeting, Council introduced the Fire Capital Facilities Impact Fee Ordinance 2022-006 for the first reading. Kempenaar stated that following the adoption of the ordinance, Council would need to adopt a resolution for the fee as well.

Vic
e Mayor Schaefer opened the public hearing at 6:33 p.m. Hearing no public comment, he closed the public hearing.

ACTION: On a motion by Council Member Bruins, seconded by Council Member Miller, the City Council adopted Resolution No. 2022-073 a Resolution of the City Council of the City of Citrus Heights, California, Adopting a Fire Capital Facilities Development Impact Fee.

AYES: Brui
ns, Daniels, Miller
NOES: Schaefer
ABSENT: Middleton

14. SUBJECT: Resolution Confirming Report of Delinquent Solid Waste Charges and Ordering Collection of Delinquencies on the Property Tax Roll
STAFF: R. Cave/ M. Poole
RECOMMENDATION: Adopt Resolution No. 2022-074, A Resolution of the City Council of the City of Citrus Heights, California Confirming a Report of Delinquent Solid Waste Charges and Ordering Collection of Delinquencies on the Property Tax Roll
Operat
ions Manager Poole introduced the item. Poole stated this is an annual item before the City to assist Republic Services in collecting delinquent solid waste charges on the tax roll. As of June 14, there are Agenda Packet Page 9
1,058 delinquent accounts amounting in $448,288.42 in penalties due. Following the adopting of the resolution, a final reconciliation with Republic Services will be issued out to those accounts with outstanding solid waste charges.

Vic
e Mayor Schaefer opened the public hearing at 6:38 p.m. Hearing no public comment, he closed the public hearing.

ACTION: On a motion by Council Member Bruins, seconded by Council Member Daniels, the City Council adopted Resolution No. 2022-074 a Resolution of the City Council of the City of Citrus Heights, California, Confirming a Report of Delinquent Solid Waste Charges and Ordering Collection of Delinquencies on the Property Tax Roll.

AYES: Brui
ns, Daniels, Miller, Schaefer
NOES: None
ABSENT: Middleton

DEPARTMENT REPORTS
None

CITY MANAGER ITEMS
City Manag
er Feeney provided updates to Council. He shared that the Citrus Heights Police Department recently won first place in the Citrus Heights Chamber’s “Best of Citrus Heights” awards for best government services. He also shared information on the new beautification crew, which has acquired a flatbed truck and is recruiting for two limited term positions in the General Services Department. Feeney shared an update on the fireworks enforcement that took place over the Fourth of July holiday. Citrus Heights residents submitted over 500 online fireworks reports and police seized over 216 lbs. of illegal fireworks. Lastly, he informed the Council that the City received a $700,000 budget appropriation in the state budget for a Gateway Activation Plan (GAP) project to look for opportunities within current trails to connect and enhance.

ITEMS REQUESTED BY COUNCIL MEMBERS/ FUTURE AGENDA ITEMS None

ADJOURNMENT
Vice
Mayor Schaefer adjourned the regular meeting at 6:48 p.m.

Respec
tfully submitted,
________
__________________
Amy Van, City Clerk
Agenda Packet Page 10

CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM
DATE: J
uly 28, 2022
TO: Mayor and City Council Members
Ashley J. Feeney, City Manager
FROM
: Casey Kempenaar, Community Development Director
Nicole Piva, Housing and Grants Program Technician
SUBJ
ECT: Resolution Amending the City’s Permanent Local Housing Allocation Program
Summary and Recommendation
On July 9, 2020, the City Council approved the City’s Permanent Local Housing Allocation (PLHA) application and five-year spending plan. The State of California Department of Housing and Community Development (HCD) has accepted the City’s PLHA funding application, but directed staff to amend signing authority for the PLHA grant program.

The
2020 resolution identifies former Community Development Director Colleen McDuffee as the signing authority for any documents related to the PLHA grant program; therefore, staff has prepared the attached resolution amending signing authority as follows:

Comm
unity Development Director or designee, is authorized to execute any amendments or modifications thereto, as well as any other required documentation for the PLHA grant program.

Staf
f recommends the City Council:

1. Approve
Resolution No. 2022-____ authorizing the Community Development Director or designee to execute any amendments or modifications and to sign any required documentation for the Permanent Local Housing Allocation grant program.

Fiscal Impact
Ther
e is no anticipated impact on the City’s General Fund associated with this action. The PLHA program will provide approximately $1.8 million over five years for housing related activities as outlined in the previously approved PLHA Plan.

Agenda Packet Page 11
Background and Analysis

On February 26, 2020, the State of California’s Department of Housing and Community Development (HCD) released a Notice of Funding Availability (NOFA). Funding for this NOFA is provided pursuant to Senate Bill (SB) 2 (Chapter 364, Statues of 2017). SB 2 established the Building Homes Jobs Trust Fund and authorizes the Department to allocate 70 percent of monies collected and deposited in the Fund, beginning in calendar year 2019, to local governments for eligible housing and homelessness activities. The intent of the bill is to provide a permanent, on- going source of funding to local governments for housing-related projects and programs that assist in addressing the unmet housing needs of their local communities.

In July 2020, the City Council adopted a resolution approving the following activities to be funded:

• Predevelopment, development, acquisition, rehabilitation, and preservation of affordable rental and ownership housing, including Accessory Dwelling Units (ADUs) that meets the needs of a growing workforce earning up to 120 percent of AMI. • Assisting persons who are experiencing or at-risk of homelessness. • Homeownership opportunities, including, but not limited to, down payment assistance.

The previously approved resolution authorized a specific employee by name rather than the specific position able to execute grant related documents. As a result staff has updated the resolution to include the Community Development Director or designee as the signing authority within the resolution consistent with PLHA regulations.

Attachment

1. Resolution No. 2022-____Authoring the Community Development Director or Designee to Execute any Amendments or Modifications and to Sign any Required Documentation for the Permanent Local Housing Allocation Grant Program.

Agenda Packet Page 12
RESOLUTION NO. 2022-_____

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CITRUS HEIGHTS,

CALIFORNIA AUTHORIZING THE COMMUNITY DEVELOPMENT DIRECTOR OR

DESIGNEE TO EXECUTE ANY AMENDMENTS OR MODIFICATIONS AND TO

SIGN ANY REQUIRED DOCUMENTATION FOR THE PERMANENT LOCAL

HOUSING ALLOCATION GRANT PROGRAM

WHEREAS, the State of California (the “State”), Department of Housing and Community Development (“Department”) is authorized to provide up to $195 million under the SB 2 Permanent Local Housing Allocation Program Formula Component from the Building Homes and Jobs Trust Fund for assistance to Cities and Counties (as described in Health and Safety Code section 50470 et seq. (Chapter 364, Statutes of 2017 (SB 2)); WHEREAS, the Department issued a re-opening of Notice of Funding Availability (“NOFA”) dated 10/23/2020 under the Permanent Local Housing Allocation (PLHA) Program; WHEREAS, Applicant is an eligible local government applying for the program to administer one or more eligible activities, or a local or regional Housing Trust Fund to whom an eligible local government delegated its PLHA formula allocation; and WHEREAS, the Department may approve funding allocations for PLHA Program, subject to the terms and conditions of the Guidelines, NOFA, Program requirements, the Standard Agreement and other contracts between the Department and PLHA grant recipients;

NOW, THEREFORE, BE IT RESOLVED THAT:

1. If Applicant receives a grant of PLHA funds from the Department pursuant to the above referenced PLHA NOFA, it represents and certifies that it will use all such funds in a manner consistent and in compliance with all applicable state and federal statutes, rules, regulations, and laws, including without limitation all rules and laws regarding the PLHA Program, as well as any and all contracts Applicant may have with the Department.

2. Applicant is hereby authorized and directed to receive a PLHA grant, in an amount not to exceed the five-year estimate of the PLHA formula allocations, as stated in Appendix C of the current NOFA ($1,876,554) in accordance with all applicable rules and laws.

3. Applicant hereby agrees to use the PLHA funds for eligible activities as approved by the Department and in accordance with all Program requirements, Guidelines, other rules and laws, as well as in a manner consistent and in compliance with the Standard Agreement and other contracts between the Applicant and the Department.

4. Pursuant to section 302(c)(4) of the Guidelines, Applicant’s PLHA Plan is attached to this resolution, and Applicant certifies compliance with all public notice, comment, and hearing requirements in accordance with the Guidelines.

5. If applicable: Applicant certifies that it has or will subgrant some or all of its PLHA funds to another entity or entities. Pursuant to Guidelines Section 302(c)(3), “entity” means a Agenda Packet Page 13
housing developer or program operator, but does not mean an administering Local government to whom a Local government may delegate its PLHA allocation

6. Applicant certifies that its selection process of these subgrantees was or will be accessible to the public and avoided or shall avoid any conflicts of interest.

7. Pursuant to Applicant’s certification in this resolution, the PLHA funds will be expended only for eligible Activities and consistent with all program requirements.

8. Applicant certifies that, if funds are used for the acquisition, construction or rehabilitation of for-sale housing projects or units within for-sale housing projects, the grantee shall record a deed restriction against the property that will ensure compliance with one of the requirements stated in Guidelines Section 302(c)(6)(A),(B) and (C).

9. Applicant certifies that, if funds are used for the development of an Affordable Rental Housing Development, the Local government shall make PLHA assistance in the form of a low-interest, deferred loan to the Sponsor of the Project, and such loan shall be evidenced through a Promissory Note secured by a Deed of Trust and a Regulatory Agreement shall restrict occupancy and rents in accordance with a Local government- approved underwriting of the Project for a term of at least 55 years.

10. Applicant shall be subject to the terms and conditions as specified in the Standard Agreement, the PLHA Program Guidelines and any other applicable SB 2 Guidelines published by the Department.

11. Community Development Director or designee, is authorized to execute any amendments or modifications and sign any required documentation for the Permanent Local Housing Allocation grant program.

PASSED AND ADOPTED by the City Council of the City of Citrus Heights the 28 th day of
July 2022, by the following roll call vote:

Ayes: Council Members:

Noes: Council Members:

Abstain: Council Members:

Absent: Council Members:

Signature of Approving Officer

________________________________________
Porsche Middleton, Mayor

Agenda Packet Page 14

CERTIFICATE OF THE ATTESTING OFFICER
The undersigned, Officer Amy Van, does hereby attest and certify that the [foregoing / attached] Resolution is a true, full and correct copy of a resolution duly adopted at a meeting of the City of Citrus Heights which was duly convened and held on the date stated thereon, and that said document has not been amended, modified, repealed or rescinded since its date of adoption and is in full force and effect as of the date hereof.

ATTEST:

_________________________________
Amy Van, City Clerk

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CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM
DATE: J
uly 28, 2022
TO: Mayor and City Council Members
Ashley J. Feeney, City Manager
FROM
: Meghan Huber, Economic Development & Community Engagement Director
SUBJ
ECT: Approval of the utilization of Economic Development Support Fund for Agreement with the Greater Sacramento Economic Council Summary and Recommendation
The City’s Economic Development Support Fund – Part I provides grants and sponsorships to businesses, business associations, and economic development related organizations for events, marketing and promotions, studies to further economic development, and other economic development-related activities that promote the program goals. Per the program, applications are received on an on-going basis and require City Council approval. Greater Sacramento Area Economic Council (GSEC) is a regional economic development organization and public-private partnership of prominent regional businesses and local governments to build and retain a diversified and sustainable economy in the six-county Sacramento Region. Citrus Heights has historically participated via annual membership utilizing the Economic Development Support Fund.

Staf
f recommends the City Council approve Resolution No. 2022____, A Resolution of the City Council of the City of Citrus Heights approving an agreement between the Greater Sacramento Economic Council and the City of Citrus Heights in an amount not to exceed $35,124 for FY 2022-2023.

Fiscal Impact
The FY 2022-2023 fiscal impact of approving an agreement with Greater Sacramento is $35,124.

This amount is based on $0.40 per capita applied to the Public Jurisdiction’s population as reported in the 2021 population estimates from the California Department of Finance Demographic Research Unit, which listed the Public Jurisdiction as having a population of 87,811. City of Citrus Heights has historically funded Greater Sacramento Economic Council partnership using the Economic Development Support Fund. The City Council allocated $159,135 for FY 2022-2023 to the Economic Development Support Fund (100-51-140-53450).

To date, there have been no other funding requests this fiscal year. Upon approval of this Agenda Packet Page 16
sponsorship for the requested amount, $124,011 will remain available in the fund for future requests in Fiscal Year 22/23.

Background and Analysis
GSEC is a regional economic development organization focused on strengthening the region’s job-creating capacity and developing and advancing the Greater Sacramento Region’s brand and story. The goal is for the Sacramento Region to be known as the best and easiest place to do business in California. Greater Sacramento is funded by 21 cities and counties (including Citrus Heights) and over 100 private investors. All participating jurisdictions are entitled to:

• A public sector board seat to participate on Greater Sacramento’s Board of Directors alongside 37 private sector CEOs. City Manager Ashley Feeney serves as representative. • A representative to participate on the Economic Development Directors Taskforce (EDDT). Economic Development & Community Engagement Director Meghan Huber served as Chair of EDDT for the 21/22 Fiscal Year.
• Participation in GSEC events (Site Selector Forums, Competitiveness Council, etc.) • Access to research staff and databases, valued at $500,000 • Involvement in all business development activities

Benefits: In addition to the overall regional business attraction and retention efforts, Citrus Heights has also benefited from the following because of our membership:
• A voting seat on the Greater Sacramento Board of Directors. This seat has provided an opportunity to work directly with business leaders throughout the region as well as elected officials on marketing the region for business retention, expansion and attraction. • Access to a variety of economic and real estate data that would otherwise be too costly for the City to acquire on its own.
• One-on-one meetings with Greater Sacramento staff to discuss concerns and opportunities.
• Opportunity to provide input on GSEC’s marketing strategy and efforts (assists the City with its own marketing campaign).
• Monthly participation in Greater Sacramento’s Economic Development Director Taskforce (EDDT) meetings, which include Economic Development Directors from all over the region.
• Participation on EDDT’s “Business Climate” Subcommittee, which focuses on improving and expediting the permitting process with outside agencies. • Networking opportunities with a variety of local businesses, including financial institutions.

The City of Citrus Heights and the Greater Sacramento Economic Council have benefited from a productive partnership over the past several years and Citrus Heights has been a valued member of GSEC since its creation in 2015. In addition to the benefits described above, the regional collaboration that is occurring with Greater Sacramento leadership cannot be discounted. Greater Sacramento has assembled a team of not only economic developers, but also data Agenda Packet Page 17
collectors/analysts, and marketing professionals to regionally market and support the Greater Sacramento region as a whole. With the city’s focused efforts on economic development, staff anticipates working even more closely with GSEC to market, find users and developers, and catalyze redevelopment efforts at key opportunity sites throughout the city.

Attachments

(1) Resolution No. 2022-__: A Resolution of the City Council of the City of Citrus Heights approving an agreement between the Greater Sacramento Economic Council and the City of Citrus Heights in an amount not to exceed $35,124 for FY 2022-2023.

(2) Greater Sacramento Economic Council Agreement
Agenda Packet Page 18
RESOLUTION NO. 2022- ___

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CITRUS HEIGHTS, APPROVING

THE AGREEMENT BETWEEN THE GREATER SACRAMENTO ECONOMIC COUNCIL AND THE CITY OF CITRUS HEIGHTS IN AN AMOUNT NOT TO EXCEED $35,124 FOR FY 2022-23

WHEREAS, G reater Sacramento Economic Council is a regional economic development organization working through a public -private partnership of local businesses and governments to retain, attract, grow and create sustainable business and industry clusters in the six -county Sacramento Region;

WHEREAS, the City of Citrus Heights has been an active member of the Greater Sacramento Economic Council since 2015;

WHEREAS, the City of Citrus Heights desires to renew its membership with the Greater Sacramento Economic Council;

WHEREAS, as a member, the City of Citrus Heights shall have a seat on the Board of Directors of the Greater Sacramento Economic Council; and will continue its participation on the Economic Development Director’s Taskforce.

NOW THEREFORE BE IT RESOLVED AND ORDERED the City Manager is authorized to execute an agreement between the Greater Sacramento Economic Council and the City of Citrus Heights in an amount not to exceed $35,124 for Fiscal Year 2022-23, subject to the terms agreed upon by the City Manager and City Attorney.

The City Clerk shall certify the passage and adoption of this Resolution and enter it into the book of original resolutions.

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 28th day of July 2022 by the following vote, to wit:

AYES: Council Members:

NOES: Council Members:

ABSTAIN: Council Members:

ABSENT: Council Members:

Porsche Middleton, Mayor

ATTEST:

Amy Van, City Clerk

Exhibit

A. Greater Sacramento Economic Council Agreement
Agenda Packet Page 19

ECONOMIC DEVELOPMENT AGREEMENT BETWEEN

THE GREATER SACRAMENTO ECONOMIC COUNCIL

AND THE CITY OF CITRUS HEIGHTS

This Economic Development Agreement (“Agreement”) is entered into by and between the City of Citrus Heights, a California municipality (the “Public Jurisdiction”), and the Greater Sacramento Area Economic Council ( “Greater Sacramento ”), a Ca lifornia non -profit corporation (e ach a “Party” and collectively referred to as the “Parties”). The Agreement shall be effec tive ( “Effective Date ”) upon signature of both Parties.

WHEREAS, the Parties acknowledge and agree that any previous contract relating to the subject matter herein is terminated and replaced with this Agreement.

NOW, THEREFORE , in consideration of the mutual promises contained herein, the Public Jurisdiction and Greater Sacramento agree as follows:

I. RESPONSIBILITIES OF GREATER SACRAMENTO
A. MISSION: Greater Sacramento is an economic d evelopment organization working through a public-private partnership of local businesses and governments to retain, attract, grow, and create sustainable businesses in the six-county Sacramento Region, including El Dorado, Placer, Sacramento, Sutter, Yolo, and Yuba Counties and the 23 cities therein.

B. GOALS: Greater Sacramento is guided by and strategically focused on the following specific long-range goals:

1. Develop and utilize in -depth data and analytics to guide strategic economic development efforts and improve the region’s competitive position.

2. Strategically market the region to generate qualified company prospects in targeted economic clusters.

3. Leverage public and private partners and resources to locate qualified prospects.

C. RETENTION AND EXPANSION POLICY:

1. Greater Sacramento’s primary role is developing the Sacramento Region’s market intelligence strategy for high -wage, base industry clusters in coordination with representatives of local communities.

2. Both Parties understand that retention and expansion of existing businesses within communities is primarily a local issue, but Greater Sacramento will confidentially assist local leaders on these projects.

3. Greater Sacramento will support communities ’ efforts to retain and expand existing businesses through coordinating regional support and providing research on key retention and expansion projects, as requested by the local community.

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4. Greater Sacramento will advise communities when an existing company contacts Greater Sacramento regarding a retention or expansion issue, subject to any legal and/or contractual non-disclosure obligations.

D. ACTION PLANS: In accordance with the Mission, Goals, and Retention and Expansion Policy set forth above and subject to the availability of adequate funding, Greater Sacramento shall implement strategic action plans a dopted by its Board of Directors and Economic Development Directors Taskforce (EDDT). The Public Jurisdiction shall be entitled to provide input on these action plans through its participation in these advisory groups as specified in Sections III.A. and III.B. of this Agreement. The Public Jurisdiction acknowledges and agrees that Greater Sacramento may, in its reasonable judgment in accordance with its own practices and procedures, substitute, change, reschedule, cancel, or defer certain activities as requ ired by a result of changing market conditions, funding availability, or other circumstances beyond Greater Sacramento ’s reasonable control.

E. PERFORMANCE TARGETS: Specific performance targets shall be established by Greater Sacramento’s Board of Directors and shall be used to evaluate and report progress on Greater Sacramento’s implementation of strategic action plans. Greater Sacramento will provide regular reports to the Public Jurisdiction detailing its progress in implementing such plans. As required by a result of changing market conditions, funding availability, or other circumstances beyond Greater Sacramento ’s reasonable control, these performance targets may be revised with the approval of the Board of Directors or a majority of the designated members of Greater Sacramento’s EDDT.

F. ECONOMIC DEVELOPMENT DIRECTORS TASKFORCE (EDDT): Greater Sacramento will organize and lead the Economic Development Directors Taskforce (EDDT), which will develop and follow set protocol for issues such as: business attraction, retention, and expansion; e xternal marketing and communications; and p ermitting streamlining. The Public Jurisdiction may appoint one representative to the taskforce as outlined in Section III.B. of this Agreement.

II. RESPONSIBILITIES OF THE PUBLIC JURISDICTION
A. STAFF SUPPORT OF GREATER SACRAMENTO ’S EFFORTS: The Public Jurisdiction shall provide staff support to Greater Sacramento ’s economic development efforts as follows:

1. The Public Jurisdiction shall respond to leads or prospects referred by Greater Sacramento in a professional manner within the time frame specified by the lead or prospect if the Public Jurisdiction desires to compete and if the lead is appropriate for the Public Jurisdiction. When possible, the Public Jurisdiction agrees to provide its response in the format developed jointly by Greater Sacramento and the EDDT.

2. The Public Jurisdiction shall provide appropriate local hospitality, tours, and briefings for prospects visiting sites in the Public Jurisdiction.

Agenda Packet Page 21

3. The Public Jurisdiction shall provide an official economic development representative to represent the Public Jurisdiction on the EDDT, which advises Greater Sacramento’s President & CEO.

4. The Public Jurisdiction shall cooperate in the implementation of Greater Sacramento/EDDT process improvement recommendations including presentation formats, exchange of information on prospects with Greater Sacramento staff, use of shared data systems, land and building databases, and private sector real estate industry interfaces.

5. The Public Jurisdiction shall use its best efforts to respond to special requests by Greater Sacramento for specific information about the Public Jurisdiction within the time frame specified in such request.

6. In order to enable Greater Sacramento to be more sensitive and responsive to the Public Jurisdiction’s requirements, the Public Jurisdiction shall, at its sole option, deliver to Greater Sacramento copies of any economic development strategies approved by the Public Jurisdiction, work plans, programs, and evaluation criteria.

Greater Sacramento shall not disclose the information to outside parties.

7. The Public Jurisdiction shall use its best efforts to cause an economic development professional representing the Public Jurisdiction to attend all marketing events and other functions to which the Public Jurisdiction has committed itself.

8. The Public Jurisdiction agrees to work with Greater Sacramento to improve the Public Jurisdiction’s competitiveness and market readiness to support the growth and expansion of targeted industries.

B. RECOGNITION OF GREATER SACRAMENTO: The Public Jurisdiction agrees to recognize Greater Sacramento as the Public Jurisdiction ’s officially designated regional economic development organization.

III. ADDITIONAL AGREEMENTS OF THE PARTIES
A. BOARD OF DIRECTORS REPRESENTATION: The Public Jurisdiction shall have a single voting representative on the Greater Sacramento Board of Directors so long as such Director will not cause Greater Sacramento to exceed the maximum number of authorized Directors. The Director under this paragraph shall be the highest -ranking non -elected official with the Public Jurisdiction. This highest-ranking non-elected official shall be permitted to delegate his or her position as Director to the highest-ranking elected official with the Public Jurisdiction to serve as an alternate to the Director, provided, however, that (a) in the case that the Public Jurisdiction is a county, the highest-ranking elected official may be any one of the county supervisor s and need not be the chair of the county supervisors, and (b) in the case that the Public Jurisdiction is a city with a mayor elected by and from the city council members (and not a mayor that is elected as mayor by the voters), the highest -ranking elected official may be any one of the city councilmembers and need not be the then-current rotating mayor. Any such Director (the representative or his or her alternate) will be qualified to serve on the Board of Directors only if the Public Jurisdiction remains current on its annual contribution at an amount equal to or greater than Agenda Packet Page 22
its full formula allocation as determined from time to time by the Board of Directors and laid out in this contract in Section III.E.1., and as long as the Public Jurisdiction make s a long-term commitment to assist and carry out the mission and purpose of Greater Sacramento and fulfills the additional requirements set forth in this Agreement.

B. ECONOMIC DEVELOPMENT DIRECTORS TASKFORCE (EDDT)
REPRESENTATION: The Public Jurisdiction shall also appoint one (1) economic development professional from its staff, local economic development partner organization, or other qualified community member, subject to the approval of Greater Sacramento, to represent the Public Jurisdict ion on Greater Sacramento ’s Economic Development Directors Taskforce (EDDT), which advises Greater Sacramento’s President & CEO.

C. PARTICIPATION IN MARKETING EVENTS: Representative(s) of the Public Jurisdiction shall be entitled to participate in Greater S acramento’s marketing events provided that such participation shall not be at Greater Sacramento’s expense.

D. PROVISION OF ASSISTANCE: When requested and appropriate, Greater Sacramento will use its best efforts to provide assistance and support to the Public Jurisdiction ’s economic development staff for business location prospects identified and qualified by the Public Jurisdiction and assist the Public Jurisdiction with presentations to prospects in the Public Jurisdiction or corporate locations.

E. COMPENSATION:

1. The Pu blic Jurisdiction agrees to pay $35,124 for services to be provided by Greater Sacramento pursuant to the Agreement during the fiscal year ending on June 30, 2023, as set forth in this Agreement. This amount is based on $0.40 per capita applied to the Public Jurisdiction ’s population as reported in the 20 21 population estimates from the California Department of Finance Demographic Research Unit, which listed the Public Jurisdi ction as having a population of 87,811. Any adjustment to this formula shall be reviewed and approved by the Board of Directors and presented in writing to the Public Jurisdiction for approval.

2. Nothing herein shall preclude the Public Jurisdiction from contracting separately with Greater Sacramento for services to be provided in addition to those to be provided hereunder, upon terms and conditions to be negotiated by the Public Jurisdiction and Greater Sacramento.

3. Greater Sacramento shall submit annual invoices to the Public Jurisdiction on or before July 1 each year. To allow the Public Jurisdiction to budget appropriately, Greater Sacramento shall submit to the Public Jurisdiction a letter indicatin g the rate structure and full contribution amount no later than May 1 each year. The Public Jurisdiction shall submit full payment within the first quarter of its fiscal year beginning July 1. The Public Jurisdiction is entitled to receive annual audit reports for Greater Sacramento and financial reports at Board of Directors meetings held at least four (4) times per year.

F. COOPERATION:

Agenda Packet Page 23

1. The purpose of this Agreement is to set forth the regional economic development program that Greater Sacramento agrees to u ndertake, the support that the Public Jurisdiction agrees to provide, the respective roles of Greater Sacramento and the Public Jurisdiction, and the payments of the Public Jurisdiction to Greater Sacramento for the fiscal year ending June 30, 2023.

2. The parties acknowledge that Greater Sacramento is a cooperative organization effort between Greater Sacramento and local communities. Accordingly, the Public Jurisdiction and Greater Sacramento covenant and agree to work together in a productive and harmonious manner, to cooperate in furthering Greater Sacramento’s goals for the 2022/2023 fiscal year.

3. The Public Jurisdiction agrees to work with Greater Sacramento, as necessary or appropriate, to revise the performance measures, benchmarks, and/or goals for the FY 2022/2023 contract.

IV. GENERAL PROVISIONS
A. INDEMNIFICATION AND HOLD HARMLESS: During the term of this Agreement, Greater Sacramento shall indemnify, defend, hold, protect, and save harmless the Public Jurisdiction and any and all of its elected officials, officers, and employees from and against any and all actions, suits, proceedings, claims and demands, loss, liens, costs, expense, and liability of any kind and nature whatsoever, for injury to or death of persons, or damage to property, including propert y owned by Public Jurisdiction brought, made, filed against, imposed upon, or sustained by the Public Jurisdiction, its officers, or employees arising out of a third party action, suit, proceeding, claim or demand caused by the negligent performance of Greater Sacramento’s obligations under this Agreement.

Any party entitled to indemnity shall promptly notify Greater Sacramento’s President & CEO in writing of the existence of any claim, demand, or other matter to which Greater Sacramento’s indemnification obligations would apply, shall investigate and mitigate the harm, and shall cooperate with and give to Greater Sacramento a reasonable opportun ity to defend the same at its own expense and with counsel reasonably satisfactory to the indemnified party. To the extent that notice is not timely provided to Greater Sacramento and Greater Sacramento is prejudiced thereby, Greater Sacramento ’s indemnification obligations shall be reduced accordingly.

Nothing in this Subsection A shall be deemed to provide indemnification to any indemnified party with respect to any liabilities arising from the fraud, negligence, omissions, wrongful acts or willful misco nduct of such indemnified party (including its officials, officers, employees and agents).

Greater Sacramento’s aggregate liability arising out of or relating to this Agreement , regardless of the form of the cause of action, whether in contract, tort, statute or otherwise, shall be subject to the other terms of this Agreement and shall in no event exceed the amounts paid by the Public Jurisdiction to Greater Sacramento for services to be provided by Greater Sacramento pursuant to the Agreement during the fis cal year ending on June 30, 2023, as set forth in this Agreement.

Agenda Packet Page 24
Notwithstanding anything to the contrary contained in this Agreement, to the full extent permitted by applicable law, Greater Sacramento shall not, under any circumstances, b e liable for any claim for any consequential, incidental, indirect, punitive, exemplary or special damages of any nature whatsoever, or for any damages resulting from, arising out of, or in connection with any delays, loss of data, lost revenues, lost prof its, interference, interruption of service, or loss of business or anticipatory profits, regardless of the form of action, whether in contract, tort, strict liability or otherwise.

B. INSURANCE: Greater Sacramento shall procure and maintain for the duration of this Agreement, at Greater Sacramento ’s own cost and expense, insurance against claims for injuries to persons or damages to property which may arise from or in connection with this Agreement by Greater Sacramento, its agents, representatives, employees, or contractors.

C. EQUAL EMPLOYMENT OPPORTUNITY: During the performance of this Agreement, Greater Sacramento will not discriminate against any employee or applicant for employment because of race, color, religion, creed, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation and identity, national origin, ancestry, age, genetic information, citizenship, medical condition or illness, AIDS/HIV, ethnic background, physically or mentally disabled, retaliation, criminal record, military or veteran status, marital status, or political activities or affiliations, status as a victim of domestic violence, sexual harassment, assault, or stalking. Greater Sacramento also makes reasonable accommodations for handicapped and disabled employees. Finally, Greater Sacramento prohibits the harassment of any individual on any basis listed above, or any other consideration made unlawful by federal, state or local laws. All such discrimination is unlawful and will not be tolerated.

D. NONLIABILITY OF OFFICIALS AND EMPLOYEES: No member, official, or employee of the Public Jurisdiction will be personally liable to Greater Sacramento, or any successor in interest, in the event of any default or breach by the Public Jurisdiction or for any amount which may become due to Greater Sacramento or successor, or on any obligation under the terms of this Agreement. No member, official, or employee of Greater Sacramento will be personally liable to the Public Jurisdiction, or any successor in interest, in the event of any default or breach by Greater Sacramento or for any amount which may become due to the Public Jurisdiction or successor, or on any obligation under the terms of this Agreement.

E. NOTICE: Any notice or other communication provided for herein or given hereunder to a Party hereto shall be in writing or delivered by electronic transmission, as designated by each Party, using the contact information below. Notices or communications in wr iting shall be given in person, by overnight courier, or by mail (registered or certified mail, postage prepaid, return -receipt requested) to the respective Parties. Notices or communications may be delivered by electronic mail or facsimile, as designated by each Party, in a manner that creates a record that is capable of being retained, retrieved, and reviewed, and that may thereafter be rendered into clearly legible tangible form, unless or until either party revokes consent of use of that means of transmission for communications or either Party is unable to deliver communications by that means.

If to Greater Sacramento:

Agenda Packet Page 25
Greater Sacramento Economic Council
Attn: Chief Executive Officer
400 Capitol Mall, Suite 2500
Sacramento, CA 95814

If to the Public Jurisdiction:

City of Citrus Heights
Attn: City Manager
6360 Fountain Square Drive
Citrus Heights, CA 95621

F. CONFIDENTIAL INFORMATION: Both Pa rties agree, duri ng the term of this Agreement and thereafter, to ho ld in strict est confidence, and not to use, except for the benefit of the other Party, or to disclose to any person, firm, or corporation without the prior written authorization of either Party, any Confidential Information of either Party, except (i) as may be legally required to respond to a request pursuant to the California Public Records Act (provided, however, the Parties acknowledge and agree that Greater Sacramento is not subject to the California Public Records Act) , or (ii) in accordance with a judicial or governmental order, provided, however, that, to the extent reasonably possible, Public Jurisdiction shall give Greater Sacramento reasonable notice prior to making any such disclosure under (i) or (ii) above so Greater Sacramento may contest or seek a protective order (including, without limitation, a temporary restraining order) to prevent such disclosure if it so chooses, and provided further that Public Jurisdiction shall disclose only that portion of the Confidential Information that it is legally required to disclose. “Confidential Information” means any of Greater Sacramento/the Public Jurisdiction ’s proprietary and/or confidential information, technical data, trade secrets, or know-how, including, but not limited to, research, product plans, produ cts, services, client lists, markets, trade secrets, software, d evelopments, inventions, pro cesses, formulas, te chnology, designs, dr awings, e ngineering, h ardware configuration info rmation, ma rketing, finances, billing, charging, or oth er business information d isclosed to one P arty by the oth er, either directly or indi rectly, which is designated as confidential or that reasonably should be understood to be confidential given the nature of the information and the circumstances of disclosure. Either Party may use the Confidential Information to the extent n ecessary for negotiations, dis cussions, and consultations with autho rized p ersonnel or authorized r epresentatives or for any other purpose that either Party may hereafter authorize in writing; provided, however, that such authorized use does not create any license to use or disclose such Confidential Information except as explicitly granted by either Party. The Parties acknowledge that they are neither responsible nor liable for any business decisions made by the other Party in reliance upon any Confidential Information. The Parties make no representations or warranties, express or implied, with respect to the accuracy or completeness of the Confidential Information.

The Parties agree that in the event of any breach or threatened breach of this Section, either Party may obtain, in addition to any other legal remedies, which m ay be available, such equitable relief as may be necessary to protect it against any such breach or threatened breach.

G. OWNERSHIP OF WORK PRODUCT: Public Jurisdiction acknowledges and agrees that all work product or deliverables prepared for, arising from, related to, or incorporated Agenda Packet Page 26
in the services to be provided by Greater Sacramento including, without limitation, all ideas, concepts, inventions, expressions, information, material, works of authorship, plans, programs, programming code, systems, work notes, drafts, specifications, design documents, flow charts, software programs , analyses, data, surveys, print copy, artwork, plates, photo negatives and positives, boards, preliminary outlines, sketches, letters, invoices, proposals, databases, and reports (collectively, “Work Product”) shall be owned solely and exclusively by Greater Sacramento, including without limitation, all corrections, modifications, and derivative works to such Work Product. The Work Product shall be considered Greater Sacramento’s Confidential Information.

H. REPRESENTATIONS AND WARRANTIES: The Parties each represent and warrant as follows:

1. Each Party has full power, authority, and right to perform its obligations under the Agreement.

2. This Agreement is a legal, valid, and binding obligation of each Party, enforceable against it in accordance with its terms (except as may be limited by bankruptcy, insolvency, moratorium, or sim ilar laws affecting creditors’ rights generally and equitable remedies).

3. Entering into this Agreement will not violate the charter or bylaws of either Party or any material contract to which that Party is also a party or any law applicable to a Party.

I. RELATIONSHIP OF THE PARTIES; BENEFICIARIES: Nothing in this Agreement will be deemed to create an agency, employment, partnership, fiduciary or joint venture between the Parties. No Party (nor any agent or employee of t hat Party) shall make any representations or warranties or incur any liability on behalf of the other Party. There are no third-party beneficiaries of this Agreement.

J. MODIFICATIONS: No amendment, change, or modification of this Agreement shall be valid unless in writing and signed by both Parties.

K. ASSIGNMENT: This Agreement and the services contemplated hereunder are personal to Greater Sacramento and the Public Jurisdiction and neither Party shall have the right or ability to assign, transfer, or subcontract any rights or obligations under this Agreement without the advanced written consent of the other Party. This Agreement will be binding upon and inure to the benefit of the parties hereto, their successors, and assigns.

L. GOVERNING LAW: This Agreement shall be governed by the laws of the State of California.

M. COUNTERPARTS/ELECTRONIC SIGNATURES: This Agreement may be executed in one or more counterparts, each of which shall be deemed an original but all of which shall constitute one and the same instrument. For purposes of this Agreement, use of a facsimile, e-mail, or oth er electronic medium shall have the same force and effect as an original signature.

Agenda Packet Page 27
N. SEVERABILITY: Whenever possi ble, each provision of this A greement will be interpreted in such manner as to be effective and valid under applicable law, but if any provision of this Agreement is held to be invalid, illegal, or unenforceable in any respect under any applicable l aw or rule in a ny jurisdiction, su ch invalidity, i llegality, or unenforceability will not a ffect a ny other p rovision or any other jurisdiction, but this Agreement will be reformed, construed, and enforced in such jurisdiction as if such invalid, illegal, or unenforceable provisions had never been contained herein.

O. ENTIRE AGREEMENT, WAIVERS, AND AMENDMENTS: This Agreement integrates all of the terms and conditions mentioned herein or incidental hereto, and supersedes all negotiations or previous agreements between the parties with respect to all or any part of the subject matter hereof.

All waivers of the provisions of this Agreement must be in writing and signed by the appropriate authorities of the Public Jurisdiction or Greater Sacramento, and all amendments hereto must be in writing and signed by the appropriate authorities of the parties hereto.

[SIGNATURES ON FOLLOWING PAGE]
Agenda Packet Page 28
The Agreement is executed as follows:

I, ____________________________, acknowledge that I am the ____________________________ of ____________________________, ____________________________, and as such officer, being authorized so to do, execute the foregoing instrument for the purposes therein contained, by signing as such officer.
____________________________, ____________________________ By: ______________________________ Date: ______________________________ ____________________________
Attest: Approved as to Form:
_________________________________ _________________________________ ____________________________ ____________________________ I, Barry Broome, acknowledge that I am the President & CEO of the Greater Sacramento Economic Council, a California nonprofit corporation, and as such officer, being authorized so to do, execute the foregoing instrument for the purposes therein contained, by signing as such officer.

GREATER SACRAMENTO ECONOMIC COUNCIL,
A California nonprofit corporation
By: ______________________________ Date: __________________ Barry Broome, President & Chief Executive Officer
April 1, 2022
Agenda Packet Page 29

CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM
DATE: J
uly 28, 2022
TO: Mayor and City Council Members
Ashley J. Feeney, City Manager
FROM
: Meghan Huber, Economic Development & Community Engagement Director
SUBJ
ECT: Authorization for I ssuance of Infrastructure Financing Strategies RFP to inform the Sunrise Tomorrow development plan
Summary and Recommendation
Cit
rus Heights City Council unanimously approved the Sunrise Tomorrow Specific Plan on November 10, 2021. At the most recent City Council Strategic Planning Retreat on May 10, 2022 a goal was set to “Issue a Request for Proposals to conduct analysis of various public infrastructure financing scenarios and other economic development tools to inform future development agreement discussions for Sunrise Tomorrow.” Staf
f recommends the City Council move to authorize the City Manager to issue an RFP substantially similar to the draft attached to this staff report.

Fiscal Impact
The f
inal sources for and amount of funding would be identified when the RFP contract comes before City Council in the future for award. Funding may come from land ownership groups and/or other sources.

Background and Analysis
The S
unrise Tomorrow Specific Plan was approved in November 2021 tripling the density and diversifying uses on the 100-acre Sunrise Mall site. The plan supports a mixed-use redevelopment/infill project proposed to be phased in over period of 5 to 20 years. At build out, development allowances permit approximately 2,200 multifamily residential units, 480 hotel rooms, 320,000 SF of retail, 960,000 SF of office/employment campus, and 450,000 SF of community/institutional space.

With
the Specific Plan’s approval, City Council and city staff now turn attention to implementation and catalyzing development. Although infrastructure such as water, sewer, storm Agenda Packet Page 30
drainage, power and utilities exist along Sunrise Blvd and Greenback Lane, the site still requires project specific infrastructure and an associated funding plan to facilitate eventual infill redevelopment. This need was acknowledged at a most recent City Council Strategic Planning Retreat on May 10, 2022 and is codified as the following current strategic goal: “Issue a Request for Proposals to conduct analysis of various public infrastructure financing scenarios and other economic development tools to inform future development agreement discussions for Sunrise Tomorrow.”

As a next step in Specific Plan implementation and consistent with the above strategic goal, staff proposes the issuance of an Infrastructure Financing Strategies RFP to comprehensively understand:

1. The options, fiscal and economic benefits, advantages and disadvantages to designating portions of infrastructure as public to facilitate development

2. How to potentially leverage a variety of financing tools and public funding sources to plan and construct needed infrastructure

The resulting study is intended to be used as an action plan to potentially position the site to be eligible for infrastructure grants and implement financing tools that will help facilitate its development.

Attachments

1. Infrastructure Financing Strategies RFP

Agenda Packet Page 31

Public Notice

DRAFT REQUEST FOR PROPOSALS (RFP)

Citrus Heights Sunrise Tomorrow Specific Plan
Infrastructure Financing Strategies

City of Citrus Heights
6360 Fountain Square Drive
Citrus Heights, CA 95621-5577
(916) 725-2448

Agenda Packet Page 32

REQUEST FOR PROPOSALS

Sunrise Tomorrow Specific Plan
Infrastructure Financing Strategies

RELEASE DATE: TBD

CLOSING DATE: TBD

CONTACT PERSON: Meghan Huber
Economic Development & Community Engagement Director
916-727-4745
[email protected]

City of Citrus Heights
6360 Fountain Square Drive
Citrus Heights, CA 95621-5577
Hours: Monday –Friday 8:00AM – 5:00PM

Purpose

The City of Citrus Heights is requesting proposals from qualified financial consultants/economists to prepare Infrastructure Financing Strategies for the Sunrise Tomorrow Specific Plan (STSP).

The STSP is a mixed-use redevelopment/infill project proposed to be phased in over period of 5 to 20 years. At build out, development allowances permit approximately 2,200 multifamily residential units, 480 hotel rooms, 320,000 SF of retail, 960,000 SF of office/employment campus, and 450,000 SF of community/institutional space.

The City

The City incorporated as a General Law city with a Council/M anager form of government in January 1997. It is located approximately 10 miles east of downtown Sacramento on Interstate 80 between Sacramento and Roseville, California. The City has a population of almost 90,000 residing in a 14 square mile area in a mature, urbanized area estimated to be approximately 97% built out.

The City currently employs over 190 full -time employees providing services in the areas of community development, general services, general administration, economic development, finance and police services. Citrus Heights is not a full-service city. Various special districts within Citrus Heights provide such services as water, fire, schools, and parks & recreation. The City Council Agenda Packet Page 33
priorities include maintain fiscal stability, improving streets and infrastructure, diversifying for a changing economy, enhancing and expanding public safety, and improving community vibrancy and engagement.

Project Background

Sunrise Mall in Citrus Heights was built in 1971 and has the distinction of being the Sacramento region’s original destination shopping mecca. Over time, with the addition of other shopping centers and the advent and eventual prominence of online shopping, the mall’s occupancy and economic impact have been in steep and continued decline. Like other older malls and commercial centers, Sunrise Mall has the added dynamic of multiple owners (the site is subdivided with separate owners for anchor, inline shops, and outlying buildings). Given these factors, the City of Citrus Heights was reasonably concerned about the mall’s long-term viability.

Despite its challenges, Sunrise Mall is still retaining tenants and the site has much potential for redevelopment and revitalization. The property sits at the second highest volume intersection in Sacramento County, and 75 of the site’s 100 acres is surplus parking. With this potential and the looming impacts of decreased economic activity in mind, the City of Citrus Heights embarked on a process to create a new future for the Sunrise Mall site.

In October 2019 Citrus Heights City Council approved a General Plan amendment that directed staff to begin a Specific Plan process: a set of zoning and entitlement tools that create a new vision for the site’s future by allowing new uses, increasing density, and incentivizing development. Specific Plans also require any future development to be consistent with the outlined vision. The process involved contracting a variety of expert consultants to perform a market analysis, execute a Specific Plan, and complete an Environmental Impact Report.

With its adoption in November 2021, the Sunrise Tomorrow Specific Plan:
• Allows new uses at the Sunrise Mall site, with zoning for a variety of residential typologies, entertainment, retail, hospitality, employment campus, and more. • Triples the development potential on the site, creating an opportunity for the community to diversify its economy, attract quality industry sectors like medical and tech, and more. • Streamlines future development review, so that projects aligned with the Sunrise Tomorrow vision can be expedited, saving developer’s time and money. • Allows flexibility for redevelopment, empowering responsiveness to changes in the market.
• Fulfills CEQA requirements and mitigates development risk, which is one of the most impactful ways local government can stimulate redevelopment. • Aligns market demand with community vision, building grassroots, local support in favor of re-imagining the Sunrise Mall site.

Sunrise Mall will continue to operate and new development will likely phase around it, starting with the surplus parking areas. The City actively encourages the community to continue to shop and attend events at the Sunrise Mall. Should the mall itself ever close, this plan will serve as a toolbox for accelerated revitalization.

Agenda Packet Page 34

Although infrastructure such as water, sewer, storm drainage, power and utilities exist along Sunrise Blvd and Greenback Lane, the site still requires tactical infrastructure phasing/implementation/financing analysis in order to facilitate eventual redevelopment.

To support infill development, all the roadways and infrastructure within the proposed development will need to be constructed.

Scope of Work

Project Goal

The city seeks to comprehensively understand:

1. The options, fiscal and economic benefits and drawbacks to designating portions of infrastructure as public to facilitate development

2. How to potentially leverage a variety of financing tools and public funding sources to plan and construct needed infrastructure
Deliverables

• Provide a sensitivity analysis for an acceptable market range of assessment burden for the various land use types in the STSP.
• Provide an evaluation of potential revenue generating scenarios based upon overall assessment burden load scenarios at different debt terms (i.e. 25, 50, 75-year). • Provide analysis of available tax increment financing scenarios, forecasting potential revenues based upon reasonable development assumptions. • Provide an analysis for a financing districts that allows for phasing of specific parcels by different owners when ready for development.
• Prepare an achievable financing plan strategy that provides options for creative use of public financing tools.
• Provide a description of the process, schedule and costs to develop the implementation measures necessary to facilitate the Infrastructure Financing Strategies.

A technically accurate document is essential, but the City also requires submitted proposals to be easy to use. The proposal text must clearly address the scope topics raised and listed under the “Deliverables” section of this RFP, and must indicate where supporting documentation/evidence for conclusions, policies or synopsis of data is found.

Agenda Packet Page 35
Proposal Format

• Cover Letter
• Company Overview: Should contain a brief descr iption of vendor’s company and its qualifications and technical capacity, listing of all sub -consultants, explanation of past projects relevant to all phases of the project described in this RFP, and a minimum of three references with URLs and contact information.
• Project Approach: Should include a statement of the project as vendor understands it, and a description of vendor’s development process or execution plan (project stages, milestones, and deliverables). It should also describe vendor’s quality control and testing processes and criteria, and a general timeline (number of days to complete project). • Project Experience: Should include examples of similar projects with which vendor has experience
• Project Team : Should list the proposed team (including sub- consultants), their qualifications and roles. May also request identification of a project manager and resumes for all team members.
• Project Pricing: Should include fixed price amount for development, assumptions, and/or terms of payment.

Evaluation Criteria

Proposals will be evaluated based on qualifications and ability to execute quality work product in an expedited manner.

Key Action Dates/Timeline

TBD

General Terms & Conditions

Limitation: The Request for Proposals (RFP) does not commit the City of Citrus Heights (City) to award a contract, to pay any cost incurred in the preparation of the firm’s RFP response or to procure or contract for services or supplies. The City reserves the right to accept or reject any or all RFP responses received as a result of this request, to negotiate with all qualified sources or to cancel all or part of this RFP.

Award: The firm/entity selected may be required to participate in negotiations and to submit such revisions of their proposals as may result from negotiations. The City reserves the right to award a contract/select a service provider without discussion based upon the initial proposals.

Insurance: The consultant shall maintain in full force and effect the insurance as outlined in Attachment A. The City reserves the right to waive or modify such insurance coverage. However, consultants meeting the insurance requirements will receive greater consideration during the selection procedure. All insurance shall be evidenced by a Certificate of Insurance and Agenda Packet Page 36
endorsement, acceptable to the Risk Manager, prior to execution of a contract. The consultant shall state their ability to meet the City’s insurance requirements within their submittal.

Signature: The consultant’s RFP response shall provide the fol lowing the following information:
name, title, address and telephone number of individuals with authority to bind the service provider and also who may be contacted during the period of proposal evaluation. The consultant’s RFP response shall be signed by an official authorized to bind the consultant, signifying complete understanding of and ability to comply with all requirements of the RFP, including those related to insurance as identified above.

Submission Instructions

Email or mailed proposals must be received no later than TBD at the City of Citrus Heights:

Meghan Huber
Economic Development & Community Engagement Director
City of Citrus Heights
6360 Fountain Square Drive
Citrus Heights, CA 95621-5577

[email protected]

Late proposals will not be accepted.

Attachments: Attachment A – Standard Insurance Requirements Attachment B – Sunrise Tomorrow Specific Plan
Attachment C – Sunrise Tomorrow Environmental Impact Report Agenda Packet Page 37
Attachment A
Standard Insurance Requirements

To the fullest extent permitted by law, Consultant shall indemnify, defend with counsel acceptable to City, and hold harmless City and its officers, officials, employees, agents and volunteers (collectively, “Indemnitees”) from and against any and all liability, loss, dama ge, claims, expenses, and costs, including without limitation, attorney’s fees, costs and fees of litigation, (collectively, “Liability”) of every nature arising out of or in connection with Consultant’s performance of the services under this Agreement, or its failure to comply with any of its obligations contained in this Agreement, or its failure to comply with any applicable law or regulation, except such Liability caused by the sole negligence or willful misconduct of City.

In order to comply with the bonding and insurance requirements contained in your contract with the City of Citrus Heights there are several things that we require. It is our intent to facilitate consideration of every project, so we are including here a summary checklist for your convenience.

All bonds and insurance requirements need to be complete and submitted prior to your contract being approved.

I. GENERAL
A. Send these requirement sheets to your insurance broker for immediate compliance.

B. NO CONTRACTS WILL BE APPROVED UNTIL ALL BONDS AND CERTIFICATES ARE IN ORDER.

C. New and renewal Certificates and endorsements must reference a specific job. "All Operations" certificates are not acceptable.

D. All contractors and subcontractors working on a project or jobsite must meet the same insurance requirements you do, prior to starting work on the project or site.

E. All insurance companies must have an AM Best rating of A:VII or better.

F. Any deductibles must be declared to and approved by the City.

G. All insurance coverage, with the exception of Professional Liability coverage must be written on a full "per occurrence" basis.

H. A 30-day cancellation notice is required, and written or modified to a form that binds the insurer to provide it. For non-payment of premium, a 10-day notice is acceptable.

I. Expiration dates are required on all certificates.

J. All Bonds and Certificates must have an original signature.

II. GENERAL LIABILITY/AUTOMOBILE LIABILITY
A. GENERAL LIABILITY
$4,000,000 General Aggregate
$2,000,000 Products and/or Completed Operations
$2,000,000 Each Occurrence

AUTOMOBILE LIABILITY
$1,000,000 Combined Single Limit
B. WORKERS' COMPENSATION AND EMPLOYER'S LIABILITY
STATUTORY Workers' Compensation
Agenda Packet Page 38
C. P

ROFESSIONAL LIABILITY
Consultant, at its own cost and expense, shall maintain for the period covered by this Agreement professional liability insurance for licensed professionals performing work pursuant to this Agreement in an amount not less than $1,000,000 per occurrence or claim covering the Consultant’s errors and omissions.

III. ENDORSEMENTS
A. The GENERAL LIABILITY AND AUTOMOBILE LIABILITY policies are to be endorsed to contain, the following provisions:

1. The Entity, its officers, officials, employees, and agents are to be covered as insureds with respect to liability arising out of automobiles owned, leased, hired or borrowed by or on behalf of the contractor; and with respect to liability arising out of work or operations performed by or on behalf of the Contractor including materials, parts or equipment furnished in connection with such work or operations. General Liability coverage shall be provided in the form of an Additional Insured endorsement (CG 20 10 11 85 or equivalent) to the contractor’s insurance policy, or as a separate owner’s policy.

2. There must be an endorsement indicating that coverage is primary and non-contributory with respect to additional insureds.

3. There must be an endorsement that includes a severability of interest clause. (cross liability).

4. Where applicable, the General Liability policy shall contain an endorsement or provision stating that such insurance applies to the liability assumed by any subcontractor. (Owners and Contractors Protective)

5. The General Liability coverage shall be at least as broad as ISO form CG 00 01 (ed. 10/01).

6. The auto coverage shall be provided for owned, hired, and non-owned autos.

7. The auto coverage shall be as broad as ISO form CA 00 01.

B. The WORKERS COMPENSATION/EMPLOYERS LIABILITY policy must contain an endorsement with a waiver of subrogation in favor of the City of Citrus Heights for all work performed by the contractor, its employees, agents and subcontractors.

C. Acceptance of any bond, certificate of insurance, or endorsement showing proof of insurance required by your contract does not constitute approval or agreement by the City of Citrus Heights that the insurance requirements have been met or that the bond or insurance policies referenced on any certificates and endorsements are in compliance with your contractual requirements.

Agenda Packet Page 39

CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM
DATE: July 28, 2022
TO: Mayor and City Council Members
Ashley J. Feeney, City Manager
FROM
: Regina Cave, General Services Director
Leslie Blomquist, City Engineer
SUBJ
ECT: Landscape Maintenance Assessment Districts
98-01, 98-02 and 03-01
Levy of Fiscal Year 2022/2023 Assessments
Summary and Recommendation
On July 14, 2022, City Council took the first steps toward the proposed annual update for Fiscal Year 2022/2023 for the Landscape Maintenance Assessment Districts (LMAD) 98-01, 98-02 (Zones 1, 2, 3 and 4), and 03-01 (Zones 1, 2 and 3). At that time, Council adopted Resolutions of Intention to update the districts and called for public hearings on July 28, 2022. Subsequently, the City Clerk published the required notice.

Sta
ff recommends the City Council adopt the following resolutions in the order listed:

1. Convene the public hearing for the district regarding the proposed annual assessment for Fiscal Year 2022/2023; and

2. Res
olution No. 2022- ____: Resolution of the City Council of the City of Citrus Heights, California, to confirm the diagram and assessment and to levy Fiscal Year 2022/2023 assessments for Landscape Maintenance Assessment District No. 98- 01 (Stock Village Units Nos. 1 and 2).

3. Res
olution No. 2022- ____: Resolution of the City Council of the City of Citrus Heights, California, to confirm the diagram and assessment and to levy Fiscal Yea r 2022/2023 assessments for Landscape Maintenance Assessment District No. 98 -02 (Zone 1: Sorenson Ranch, Zone 2: Autumnwood, Zone 3: Mariposa Creek and Zone 4: Wyatt Ranch).

4. Res
olution No. 2022- ____: Resolution of the City Council of the City of Citrus Heights, California, to confirm the diagram and assessment and to levy Fiscal Year 2022/2023 assessments for Landscape Maintenance Assessment District No. 03-01 (Stock Ranch Zones 1:

Stock Ranch North, Zone 2:Stock Ranch South and Zone 3: Mitchell Farms).

Fiscal Impact
Assessment Districts 98-01, 98-02 (Zones 1, 2, 3 and 4), and 03-01 (Zones 1, 2 and 3) are currently fully funded by their annual assessments and operating reserves as needed; therefore, there is no fiscal Agenda Packet Page 40
impact to the General Fund for these districts. The following tables (Nos. 1, 2, 3, 4, 5, 6, 7 and 8) summarize the revenues and expenditures for each of the districts/zones) contained in the engineer’s report:

Table No. 1
98-01 Stock Village
Description FY 21/22 Actual FY 22/23 Proposed
REVENUE:

Special Assessments Revenues $10,613.87 $10,959.20
Interest on Fund Balance $251.93 $0.00
Total Revenues $10,865.80 $10,959.20

EXPENDITURES:

Total Expenditures $11,095.00 $14,097.00

Annual Operating Balance -$229.20 (1) -$3,137.80 (1)
(1) Assessment fund reserves programmed to balance the annual operating shortfall.

Table No. 2
98-02, Zone 1 – Sorenson Ranch
Description FY 21/22 Actual FY 22/23 Proposed
REVENUE:

Special Assessments Revenues $21,889.58 $22,866.00
Interest on Fund Balance $120.10 $0.00
Total Revenues $22,009.68 $22,866.00

EXPENDITURES:

Total Expenditures $26,220.75 $31,122.00

Annual Operating Balance -$4,211.07 (1) -$8,256.00 (1)
(1) Assessment fund reserves programmed to balance the annual operating shortfall.

Agenda Packet Page 41
Table No. 3
98-02, Zone 2 - Autumnwood
Description FY 21/22 Actual FY 22/23 Proposed
REVENUE:

Special Assessments Revenues $15,880.54 $16,776.31
Interest on Fund Balance $53.30 $0.00
Total Revenues $15,933.84 $16,776.31

EXPENDITURES:

Total Expenditures $12,009.34 $18,045.00

Annual Operating Balance $3,924.50 (1) -$1,268.69 (2)
(1) Balance to appropriate fund reserves per Engineer’s Report. (2) Assessment fund reserves programmed to balance the annual operating shortfall

Table No. 4
98-02, Zone 3 – Mariposa Creek
Description FY 21/22 Actual FY 22/23 Proposed
REVENUE:

Special Assessments Revenues $11,265.65 $11,638.79
Interest on Fund Balance $30.04 $0.00
Total Revenues $11,295.69 $11,638.79

EXPENDITURES:

Total Expenditures $6,331.61 $5,900.00

Annual Operating Balance $4,964.08 (1) $5,738.79 (1)
(1) Balance to appropriate fund reserves per Engineer’s report.

Agenda Packet Page 42

Table No. 5
98-02, Zone 4 – Wyatt Ranch
Description FY 21/22 Actual FY 22/23 Proposed(1)
REVENUE:

Special Assessments Revenues $0 $9,224.38
Interest on Fund Balance $0 $0
Total Revenues $0 $9,224.38

EXPENDITURES:

Total Expenditures $0 $1,760.00

Annual Operating Balance $0 $7,464.38 (2)
(1) FY22/23 is initial year of levy.
(2) Balance to appropriate fund reserves per Engineer’s Report.

Table No. 6
03-01, Zone 1 – Stock Ranch NORTH
Description FY 21/22 Actual FY 22/23 Proposed
REVENUE:

Special Assessments Revenues $88,667.76 $91,361.10
Interest on Fund Balance $1,642.94 $0
Total Revenues $90,310.70 $91,361.10

EXPENDITURES:

Total Expenditures $183,485.00 $112,855.00

Annual Operating Balance -$93,174.30 (1) -$21,493.90 (1) (1) Assessment fund reserves programmed to balance the annual operating shortfall (maintenance reserve).

Agenda Packet Page 43
Table No. 7
03-01, Zone 2 – Stock Ranch SOUTH
Description FY 21/22 Actual FY 22/23 Proposed
REVENUE:

Special Assessments Revenues $20,300.81 $20,697.87
Interest on Fund Balance $56.40 $0.00
Total Revenues $20,357.21 $20,697.87

EXPENDITURES:

Total Expenditures $31,426.00 $38,563.00

Annual Operating Balance -$11,068.79 (1) -$14,275.13 (1) (1) Fund Reserves programmed to balance the annual operating shortfall.

Table No. 8
03-01, Zone 3 – Mitchell Farms
Description FY 21/22 Actual FY 22/23 Proposed
REVENUE:

Special Assessments Revenues $88,850.04 $88,850.04
Interest on Fund Balance $30.65 $0
Total Revenues $88,880.69 $88,850.04

EXPENDITURES:

Total Expenditures $0 $0

Annual Operating Balance $88,880.69 (1) $88,850.04 (1)
(1) Balance to appropriate fund reserves per Engineer’s Report.

Continually increasing utility rates and monthly maintenance costs as well as updated methods for allocation of the city’s overhead costs have all contributed to an overall increase in district expenditures.

Background and Analysis
The City currently has four (4) landscape maintenance districts with several zones in some of the districts.

Assessment
District
Zone Creation
Date
Location
97-01 1 1997 “Bridgemont” subdivision off of Van Maren Lane 2 1997 “St. Andrews Court” subdivision off of Old Auburn Road 3 1997 “Verner Glenn” (Summerhill) subdivision off of Verner Avenue 4 1997 “Villa Creekridge” subdivision off of Oak Avenue Agenda Packet Page 44
98-01 1 1998 “Stock Village Unit No. 1 & 2” Subdivision off of Stock Ranch Road
98-02 1 1998 “Sorenson Ranch” subdivision off of Van Maren Lane 2 2014 “Autumnwood” subdivision off of Antelope Road
3 2018 “Mariposa Creek” subdivision off Antelope Road
4 2019 “Wyatt Ranch” subdivision off Sunrise Boulevard
03-01 1 2003 “Stock Ranch” development on Auburn Blvd - properties north of Arcade Creek
2 2003 “Stock Ranch” development off of Stock Ranch Road – properties south of Arcade Creek
3 2020 “Mitchell Farms” subdivision between Sunrise Boulevard and Fair Oaks Boulevard, north of Arcadia Drive.

This agenda item addresses LMADs 98 -01, 98- 02, and 03- 01 (LMAD 97 -01 is addressed under a separate agenda item). Specific maintenance responsibilities for each of these districts are discussed in the Engineer’s Report.

On July 14, 2022, the City Council adopted Resolutions of Intention for each of the three LMADs approving the Engineer’s Report , declaring its intention to order the annual update for Fiscal Year 2022/2023, to levy and collect assessments for the City of Citrus He ights Landscape Maintenance Assessment Districts, and setting Thursday, July 28, 2022 at 6:00 p.m. (or shortly thereafter) as the time and date for the public hearings.

Pursuant to State Law, the city must hold a public hearing on the matter for each Dist rict. Since an increase in assessments beyond the allowable annual increase per Zone is not proposed and thus not triggering prop 218, the code only requires the notice to be published in a newspaper.

The annual update and the levy of assessments for Fiscal Year 202 2/2023 for the Landscape Maintenance Assessment Districts Nos. 98-01, 98-02 (Zones 1, 2, 3 and 4) and 03-01 (Zones 1, 2 and 3), proposed by the resolutions will fund the following: maintenance and servicing of landscaping, trees, and other vegetation, and related or appurtenant facilities, including weeding, fertilizing, pruning, and controlling fungus, disease and insect infestation; operation of irrigation and drainage systems including the provision of water and power, and maintenance of sound walls.

The Engineer’s Report summarizes maintenan ce efforts and recommends increasing assessments for Fiscal Year 202 2/2023 by 3% (4% maximum allowed) for Districts 98- 01; 98-02 Zones 1, 2, and 3; and 03-01 Zones 1 and 2. The recommended increases are in an effort to help sustain existing reserves in each of the respected zones as well as maintain current levels of service.

For 98-02 Zone 4, FY 22/23 will be the first year assessment will be levied as this is a new Zone created in conjunction with the new Wyatt Ranch subdivision. For District 03-01, Zone 3 (Mitchell Farms), the recommendation is to continue levying assessments at the same rate as FY 2021/2022. The assessment district diagrams a nd assessment rolls for these assessment districts are contained in the Engineer’s Reports.

Attachments

1. Resolution No. 2022-____: Resolution of the City Council of the City of Citrus Heights, California, to confirm the diagram and assessment and to levy Fiscal Year 2022/2023 Agenda Packet Page 45
assessments for Landscape Maintenance Assessment District No. 98-01 (Stock Village Units Nos. 1 and 2).

2. Resolution No. 2022-____: Resolution of the City Council of the City of Citrus Heights, California, to confirm the diagram and assessment and to levy Fiscal Year 2022/2023 assessments for Landscape Maintenance Assessment District No. 98-02 (Zone 1: Sorenson Ranch, Zone 2: Autumnwood, Zone 3: Mariposa Creek and Zone 4: Wyatt Ranch).

3. Resolution No. 2022-____: Resolution of the City Council of the City of Citrus Heights, California, to confirm the diagram and assessment and to levy Fiscal Year 2022/2023 assessments for Landscape Maintenance Assessment District No. 03-01 (Zone 1: Stock Ranch North, Zone 2: Stock Ranch South and Zone 3: Mitchell Farms).

4. Revised Engineer’s Report

Agenda Packet Page 46
RESOLUTION NO. 2022-

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CITRUS

HEIGHTS, CALIFORNIA, TO CONFIRM THE DIAGRAM AND ASSESSMENT AND TO LEVY FISCAL YEAR 2022/2023 ASSESSMENTS FOR LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 98-01 (STOCK VILLAGE UNITS NOS. 1 AND 2)

WHEREAS, on July 14, 2022, the City Council (Council ) of the City of Citrus Heights (City) adopted its Resolution No. 2022- 061, initiating proceedings pursuant to the landscaping and Lighting Act of 1972, being California Streets and Highways Code Sections 22500 et seq . (Act), to levy and collect assessments for Fiscal Year 2022/2023 in the City of Citrus Heights Landscape Maintenance Assessment District No. 98-01 (Stock Village Units Nos. 1 and 2);

WHEREAS, as directed by this Council, the City Engineer has prepared and filed with the City Clerk a report for Fiscal Year 2022/2023 (Engineer’s Report) in accordance with the Act;

WHEREAS, on July 14, 2022, Council adopted its Resolution No. 2022- 064, approving Engineer’s Report, and setting a public hearing date of July 28, 2022 at 6:00 p.m., at the Citrus Heights C ouncil Chambers located at 6360 Fountain Square Drive, Citrus Heights, California 95621;

WHEREAS, a notice of the public hearing was published in the form, time and manner required by law; and

WHEREAS, at the public hearing, the Council duly heard all interested persons desiring to be heard.

NOW THEREFORE BE IT RESOLVED AND ORDERED, by the City Council of the City of Citrus Heights hereby declares that:

Section 1. Recitals. The foregoing recitals are true and correct and the Council so finds and determines.

Section 2. Approval of Engineer’s Report. This Council hereby approves the Engineer’s Report as now on file with the City Clerk.

Section 3. Improvements Ordered. This Council hereby orders the proposed improvements described in the Engineer’s Report to be made.

Section 4. Special Benefit Finding . This Council hereby finds and determines that the assessment included in the Engineer’s Report assesses all of the subdivisions of land in the assessment district for the special benefits provided by the improvements in proportion to the special benefits to be received by such subdivision, respectively, from the improvements.

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Section 5 . Confirmation of Assessment Diagram. This Council hereby confirms the diagram and the assessment now on file with it.

Section 6. Directive to file Diagram and Assessment. This Council hereby directs the City Clerk to file a certified copy of the diagram and the assessment as confirmed with the Sacramento County Auditor.

Section 7. Entry on the Roll. The Sacramento County Auditor is hereby requested to enter on the County Assessment Roll opposite each lot or parcel of land the amount assessed thereupon, as shown on the assessment filed by the City Clerk.

Section 8. Effective Date. This resolution shall take effect from and after the date of its passage.

The City Clerk shall certify the passage and adoption of this Resolution and enter it into
the book of original resolutions.

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 28th day of July 2022 by the following vote, to wit:

AYES: Council Members:

NOES: Council Members:

ABSTAIN: Council Members:

ABSENT: Council Members:

Porsche Middleton, Mayor
ATTEST:

_________________________________

Agenda Packet Page 48
RESOLUTION NO. 2022-

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CITRUS HEIGHTS,

CALIFORNIA, TO CONFIRM THE DIAGRAM AND ASSESSMENT AND TO LEVY FISCAL YEAR 2022/2023 ASSESSMENTS FOR LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 98-02 (ZONE 1: SORENSON RANCH,
ZONE 2: AUTUMNWOOD, ZONE 3: MARIPOSA CREEK and ZONE 4: WYATT RANCH)

WHEREAS, on July 14, 2022, the City Council (Council) of the City of Citrus Heights (City) adopted its Resolution No. 2022-062, initiating proceedings pursuant to the La ndscaping and Lighting Act of 1972, being California Streets and Highways Code Sections 22500 et seq . (Act), to levy and collect assessments for Fiscal Year 2022/2023 in the City of Citrus Heights Landscape Maintenance Assessment District No. 98 -02 (Zone 1: Sorenson Ranch, Zone 2:

Autumnwood, Zone 3: Mariposa Creek and Zone 4: Wyatt Ranch);

WHEREAS, as directed by this Council, the City Engineer has prepared and filed with the City Clerk a report for Fiscal Year 2022/2023 (Engineer’s Report) in accordance with the Act;

WHEREAS, on July 14, 2022, the Council adopted its Resolution No. 2022 – 065, approving Engineer’s Report, and setting a public hearing date of July 28, 2022, at 6:00 p.m., at the Citrus Heights Council Chambers located at 6360 Fountain Square Drive, Citrus Heights, California 95621;

WHEREAS, a notice of the public hearing was published in the form, time and manner required by law; and

WHEREAS, at the public hearing, the Council duly heard all interested persons desiring to be heard.

NOW THEREFORE BE IT RESOLVED AND ORDERED, by the City Council of the City of Citrus Heights hereby declares that:

Section 1. Recitals. The foregoing recitals are true and correct and the Council so finds and determines.

Section 2. Approval of Engineer’s Report. This Council hereby approves the Engineer’s Report as now on file with the City Clerk.

Section 3. Improvements Ordered. This Council hereby orders the proposed improvements described in the Engineer’s Report to be made.

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Section 5 . Confirmation of Assessment Diagram. This Council hereby confirms the diagram and the assessment now on file with it.

Section 8. Effective Date. This resolution shall take effect from and after the date of its passage.

The City Clerk shall certify the passage and adoption of this Resolution and enter it into
the book of original resolutions.

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 28th day of July 2022 by the following vote, to wit:

AYES: Council Members:

NOES: Council Members:

ABSTAIN: Council Members:

ABSENT: Council Members:

Porsche Middleton, Mayor
ATTEST:

_________________________________
Amy Van, City Clerk
Agenda Packet Page 50
RESOLUTION NO. 2022-

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CITRUS HEIGHTS,

CALIFORNIA, TO CONFIRM THE DIAGRAM AND ASSESSMENT AND TO LEVY FISCAL YEAR 2022/2023 ASSESSMENTS FOR LANDSCAPE
MAINTENANCE ASSESSMENT DISTRICT NO. 03-01
(ZONE 1: STOCK RANCH NORTH, ZONE 2: STOCK RANCH SOUTH
and ZONE 3: MITCHELL FARMS)

WHEREAS, on July 14, 2022, the City Council (Council) of the City of Citrus Heights (City) adopted its Resolution No. 2022-063, initiating proceedings pursuant to the Landscaping and Lighting Act of 1972, being California Streets and Highways Code Sections 22500 et seq . (Act), to levy and collect assessments for Fiscal Year 2022/2023 in the City of Citrus Heights Landscape Maintenance Assessment District No. 03 -01 (Zone 1: Stock Ranc h North, Zone 2:

Stock Ranch South and Zone 3: Mitchell Farms);

WHEREAS, as directed by this Council, the City Engineer has prepared and filed with the City Clerk a report for Fiscal Year 2022/2023 (Engineer’s Report) in accordance with the Act;

WHEREAS, on July 14, 2022 the Council adopted its Resolution No. 2022-066, approving Engineer’s Report, and setting a public hearing date of July 28, 2022 at 6:00 p.m., at the Citrus Heights Co uncil Chambers located at 63 60 Fountain Square Drive, Citrus Heights, California 95621;

WHEREAS, a notice of the public hearing was published in the form, time and manner required by law; and

WHEREAS, at the public hearing, the Council duly heard all interested persons desiring to be heard.

NOW THEREFORE BE IT RESOLVED AND ORDERED, by the City Council of the City of Citrus Heights hereby declares that:

Section 1. Recitals. The foregoing recitals are true and correct and the Council so finds and determines.

Section 2 . Recit als Approval of Engineer’s Report. This Council hereby approves the Engineer’s Report as now on file with the City Clerk.

Section 3. Improvements Ordered. This Council hereby orders the proposed improvements described in the Engineer’s Report to be made.

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Section 5 . Confirmation of Assessment Diagram. This Council hereby confirms the diagram and the assessment now on file with it.

Section 8. Effective Date. This resolution shall take effect from and after the date of its passage.

The City Clerk shall certify the passage and adoption of this Resolution and enter it into
the book of original resolutions.

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 28th day of July 2022 by the following vote, to wit:

AYES: Council Members:

NOES: Council Members:

ABSTAIN: Council Members:

ABSENT: Council Members:

Porsche Middleton, Mayor
ATTEST:

_________________________________
Amy Van, City Clerk

Agenda Packet Page 52

CITY OF CITRUS HEIGHTS

SACRAMENTO COUNTY

CALIFORNIA

ENGINEER’S REPORT
for
Landscape Maintenance Districts
Assessment District Numbers: 98-01, 98-02 and 03-01
Annual Update for Fiscal Year 2022/2023

Prepared by

Leslie Blomquist
City Engineer
July 28, 2022

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ENGINEER’S REPORT

LANDSCAPE MAINTENANCE DISTRICT
ASSESSMENT DISTRICT NO. 98-01, Stock Village Unit Nos. 1 & 2 ASSESSMENT DISTRICT NO. 98-02, Zone 1, Sorensen Ranch
ASSESSMENT DISTRICT NO. 98-02, Zone 2, Autumnwood
ASSESSMENT DISTRICT NO. 98-02, Zone 3, Mariposa Creek
ASSESSMENT DISTRICT NO. 98-02, Zone 4, Wyatt Ranch
ASSESSMENT DISTRICT NO. 03-01, Zone 1, Stock Ranch NORTH ASSESSMENT DISTRICT NO. 03-01, Zone 2, Stock Ranch SOUTH ASSESSMENT DISTRICT NO. 03-01, Zone 3, Mitchell Farms

LEVY of FISCAL YEAR 2022/2023 ASSESSMENTS

INTRODUCTION

The City of Citrus Heights has four (4) separate landscape maintenance assessment districts, which provide for maintenance of common areas within nine (9) distinct communities around the City. This Engineer’s Report addresses three of the Districts, 98-01, 98-02 (Zones 1, 2, 3 and 4), and 03-01 (Zones 1, 2 and 3). The general locations of these districts are shown on the maps on the following pages.

Assessment District 98-01, first created in 1998, is for the maintenance of certain areas within the subdivision called Stock Village Unit No. 1 and Unit No. 2. A Strip of land along the west edge of the subdivision and a strip of land along the east edge, adjacent to Stock Ranch Road are the areas to be maintained.

Assessment District 98-02 (Zone 1), first created in 1998, is for the maintenance of certain areas within and adjacent to the subdivisions called Sorensen Ranch Unit Nos. 1, 2, 3, and 4 development. All improvements are on public property. The improved parcels to be maintained are along the west side of Van Maren Lane (approximately 1500 feet); along the north side of Oak Lakes Lane (approximately 1300 feet); and shorter parcels along Campfire Way at Van Maren Lane (approximately 100 feet on the south side); Horseman Way at Van Maren Lane (approximately 100 feet on the north and south side); and the east side of Silversaddle Way at Oak Lake Lane (approximately 100 feet).

Assessment District 98-02 (Zone 2), first created in 2014, is for the maintenance of certain areas within and adjacent to the Autumnwood Subdivision development. All improvements are on public property. The improved parcels to be maintained are along the south side of Antelope Road (approximately 300 feet); along the east side of Live Oak Way (approximately 370 feet); and two (2) detention basins within the subdivision.

Assessment District 98-02 (Zone 3), first created in 2018, is for the maintenance of certain areas within and adjacent to the Mariposa Creek Subdivision development. All improvements are on public property. The improved parcels to be maintained are along the north side of Antelope Agenda Packet Page 55
R
oad (approximately 436 feet); along Cripple Creek (approximately 185 lineal feet) located on the east side of the development; a pedestrian pathway with landscaping (Lot C) within the subdivision.

Assessment District 98-02, (Zone 4), provides for the maintenance of landscaping in certain dedicated public spaces within the Wyatt Ranch Subdivision. First annexed into Assessment District 98-02 by the City Council on November 14, 2019, the assessments for this 23 lot single- family parcel residential subdivision located on Lawrence Avenue on the west side of Sunrise Boulevard were not levied for the past two fiscal years due to the uncertainty of the pandemic situation and the resulting delays to construction. However, with completion of construction of the subdivision expected in the next year, assessments for the parcels within this subdivision will be levied for FY 2022/2023.

Assessment District 03-01 (Zones 1 & 2), first created in 2003, is for the maintenance of certain areas within the commercial and residential developments called Stock Ranch. Zone 1 (NORTH) consists of the landscaping along Auburn Boulevard between San Tomas Drive and Raintree Drive (north side of the street and within the medians) and the open space north of Arcade Creek. Zone 2 (SOUTH) consists of the open space on the south side of Arcade Creek and along the north side of Stock Ranch Road.

Assessment District 03-01 (Zone 3), first created in 2020, is for the maintenance of certain areas within and adjacent to the Mitchell Farms Subdivision development. All improvements are on public property. Zone 3 provides for be maintenance of a large open space area (Lot A) along Arcade Creek located in the center of the development (to be dedicated to the Sunrise Recreation and Parks District upon completion) and the landscaping within roundabout and three approach islands on Arcadia Drive.

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ASSESSMENT DISTRICT 98-01

GENERAL

Landscape Maintenance Assessment District (LMAD) 98-01, first created in 1998, is located along the west side of Stock Ranch Road north of the Stock Ranch Road / Fountain Square Drive intersection. This LMAD provides for the maintenance of certain areas in and adjacent to Units 1 & 2 of the Stock Village subdivision. There are 133 parcels within this district, whose boundaries are more particularly described on the Assessment Diagram contained in Figure 1.1.

Specific features maintained along the western boundary of the subdivision include, a large group of mature oak trees, the west surface of the sound wall along that edge (but not the structural aspects of the wall) and the tree well areas on the west side of the sound wall. Initially the LMAD was responsible for maintaining 42 large Live and Blue oaks, however, through storm damage, disease, and age; that number has been reduced to 16. The City is committed to ensuring the health and viability of the remaining trees as well as the safety of the nearby residents. Therefore, the trees are regularly inspected by an arborist who specializes in oak tree care and maintenance (i.e. removal, pruning and/or cabling) is performed as recommended.

On the eastern boundary of the development, the LMAD maintains landscaping and irrigation in two planter areas adjacent to Stock Ranch Road (Parcels A and B) and the surface and structural aspects of the sound wall along the residential parcels abutting the two planter areas. The City is committed to the appearance of the development through proper maintenance of the plantings as well as periodic replacement of the plant materials. Additionally, the City also focuses on immediate abatement of graffiti on walls and other public structures.

City performs/manages the maintenance for the LMAD using its own forces or those of contract providers. Figure 1.2 describes the maintenance specifications for the district.

It is understood that should the assessment district be dissolved or not generate enough funds to provide the amount of maintenance described herein, the City may reduce the level of maintenance and reduce or discontinue the repair of the improvements on parcels A and B.

Additionally, the City shall then have no obligation to maintain the oak trees and sound wall on the west side of the subdivision. The individual property owners could perform the work on the west edge of the subdivision. The individual property owners would not be a beneficiary of the access easement along the west edge of the subdivision.

Agenda Packet Page 60

DISTRICT FINANCING/ASSESSMENT

The funding for the District is from annual assessments levied on properties within the assessment boundary (Figure 1.1) pursuant to the Landscaping and Lighting Act of 1972.

LMAD 98-01 is currently fully funded by its assessments and has accumulated sufficient reserves to address its long-term tree and wall maintenance responsibilities. Beginning in Fiscal Year 2004-2005 the annual assessment was reduced from $158 to $80. This reduced assessment rate permitted the District to eliminate excessive increases in the reserve balance, while fully funding annual landscape maintenance and maintaining sufficient reserves to provide for unscheduled maintenance (i.e. wall repairs, oak tree trimming and electrical system repairs).

Annual adjustments are proposed for Fiscal Year 2022/2023. As shown in Figure 1.3. “Summary Analysis”, the Fiscal Year 2022/2023 assessments for District 98-01 are proposed to increase by 3% (less than the maximum allowable 4%) by approximately $2.40 per residential parcel. These additional revenues are necessary to support the Districts operations and maintenance as well as help to preserve existing operating reserves.

METHOD OF ASSESSMENT

Development of the single-family Stock Village Unit No. 1 and Unit No. 2 subdivision was conditioned upon establishing a funding source to provide for ongoing maintenance to the re- vegetation planting and the sound walls and the frontage landscaping and irrigation. Because each of the single-family lots within the District was created as a result of compliance with this condition, each lot benefits in the same proportion. Therefore, the assessment costs are allocated on a per parcel basis for all Assessment Diagram parcels located in the Assessment District that could qualify as a buildable single-family parcel per the current City of Citrus Heights Zoning Ordinances.

The City of Citrus Heights may be required to increase the assessment on each assessed parcel within the District because of the rise in the cost of maintenance activities and utilities. Each annual increase, if any, that exceeds the amount assessed to the property owners for the prior years shall not exceed the cost of living increase based on the Bay Area Consumer Price Index for all urban consumers.

The District’s Assessment Roll is shown in Figure 1.4.

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FIGURE 1.1

Agenda Packet Page 62
FIGURE 1.2

ASSESSMENT DISTRICT NO. 98-01

MAINTENANCE SPECIFICATION

West edge of Subdivision

1) Maintain 16 Oak trees. Prune Oak trees once every 5 years or as recommended by an arborist. Supply material and apply insect and disease control chemicals to trees and shrubs. Irrigate Oak trees as necessary. Clean debris from around trees once per year.

Annual Oak tree inspection and associated report.

2) Maintain west sound wall. Clean all graffiti from west surface of wall once every three months, if required.

East edge of Subdivision

1) Maintain tree and other planting along east frontage of the subdivision, a minimum of once every two weeks. Maintain irrigation system, weekly. Weed area a minimum of once every two weeks. Fertilize area a minimum of twice per year. Control infestation of fungus, diseases and/or insects. This item includes irrigation repair and replanting as needed.

2) Maintain east sound wall. Clean all graffiti from east surface of wall once every three months, if required.

Agenda Packet Page 63
FIGURE 1.3

ASSESSMENT DISTRICT 98-01

283-75-293; County DL 0273

DESCRIPTION FY 21/22**
ACTUAL
FY 22/23

PROPOSED
BUDGET
ASSESSMENT RATES:

Rate Per Parcel $80.00 $82.40
Total Number of Parcels 133 133
Total Special Assessm ents $10,640.00 $10,959.20
REVENUE:

Interest on Fund Balance $0.00 $0.00
Special Assessments $10,613.87 $10,959.20
Total Revenues: $10,613.87 $10,959.20
EXPENDITURES:

Advertising $1,074.82 $550.00
Utilities - Gas & Electric $318.18 $270.00
Utilities - Water $1,524.50 $1,800.00
Professional Services $0.00 $500.00
Contract - Landscape and Tree Maintenance (services) $5,112.00 $8,000.00 Contract - Construction, Repairs & Extra Work $174.50 $0.00 Cost Allocation (Overhead) $2,891.00 $2,977.00
Total Expenditures: $11,095.00 $14,097.00
-$481.13 -$3,137.80
Transfer to/from Operating Reserve $481.13 $3,137.80
$0.00 $0.00

OPERATING RESERVE
Beginning Fund Balance (July 1st) $142,969.78 $142,488.65 Operating Reserve Set-a-side $0.00 $0.00
Transfer from (to) Annual Operating Balance ($481.13) ($3,137.80) Ending Operating Reserve Balance (June 30th) $142,488.65 $139,350.85 **
$xx.xx
Annual Operating Balance
Annual Ending Balance
Recorded actual ex penses for the first 3 quarters of the current Fiscal Y ear plus projection for the 4th quarter.

Audited Fund Balance from previous Fiscal Y ear
Agenda Packet Page 64
FIGURE 1.4

ASSESSMENT DISTRICT 98-01 for STOCK VILLAGE
UNITS NO. 1 AND NO. 2
Tax Assessor's Number
Assessment
Diagram #
Assessment
Amount
243 0570 001 0000 1 82.40
243 0570 002 0000 2 82.40
243 0570 003 0000 3 82.40
243 0570 004 0000 4 82.40
243 0570 005 0000 5 82.40
243 0570 006 0000 6 82.40
243 0570 007 0000 7 82.40
243 0570 008 0000 8 82.40
243 0570 009 0000 9 82.40
243 0570 010 0000 10 82.40
243 0570 011 0000 11 82.40
243 0570 012 0000 12 82.40
243 0570 013 0000 13 82.40
243 0570 014 0000 14 82.40
243 0570 015 0000 15 82.40
243 0570 016 0000 16 82.40
243 0570 017 0000 17 82.40
243 0570 018 0000 18 82.40
243 0570 019 0000 19 82.40
243 0570 020 0000 20 82.40
243 0570 021 0000 21 82.40
243 0570 022 0000 22 82.40
243 0570 023 0000 23 82.40
243 0570 024 0000 24 82.40
243 0570 025 0000 25 82.40
243 0570 026 0000 26 82.40
243 0570 027 0000 27 82.40
243 0570 028 0000 28 82.40
243 0570 029 0000 29 82.40
243 0570 030 0000 30 82.40
243 0570 031 0000 31 82.40
243 0570 032 0000 32 82.40
243 0570 033 0000 33 82.40
243 0570 034 0000 34 82.40
243 0570 035 0000 35 82.40
243 0570 036 0000 36 82.40
243 0570 037 0000 37 82.40
243 0570 038 0000 38 82.40
243 0570 039 0000 39 82.40
243 0570 040 0000 40 82.40
243 0570 041 0000 41 82.40
243 0570 042 0000 42 82.40
243 0570 043 0000 43 82.40
243 0570 044 0000 44 82.40
243 0570 045 0000 45 82.40
243 0570 046 0000 46 82.40
243 0570 047 0000 47 82.40
243 0570 048 0000 48 82.40

Agenda Packet Page 65
ASSESSMENT DISTRICT 98-01 for STOCK VILLAGE
UNITS NO. 1 AND NO. 2
Tax Assessor's Number
Assessment
Diagram #
Assessment
Amount
243 0570 049 0000 49 82.40
243 0570 050 0000 50 82.40
243 0570 051 0000 51 82.40
243 0570 052 0000 52 82.40
243 0570 053 0000 53 82.40
243 0570 054 0000 54 82.40
243 0570 055 0000 55 82.40
243 0570 056 0000 56 82.40
243 0570 057 0000 57 82.40
243 0570 058 0000 58 82.40
243 0570 059 0000 59 82.40
243 0570 060 0000 60 82.40
243 0570 061 0000 61 82.40
243 0570 062 0000 62 82.40
243 0570 063 0000 63 82.40
243 0570 064 0000 64 82.40
243 0570 065 0000 65 82.40
243 0570 066 0000 66 82.40
243 0570 067 0000 67 82.40
243 0570 068 0000 68 82.40
243 0570 069 0000 69 82.40
243 0570 070 0000 70 82.40
243 0570 071 0000 71 82.40
243 0570 072 0000 72 82.40
243 0570 073 0000 73 82.40
243 0570 074 0000 74 82.40
243 0570 075 0000 75 82.40
243 0570 076 0000 76 82.40
243 0570 077 0000 77 82.40
243 0570 078 0000 78 82.40
243 0570 079 0000 79 82.40
243 0570 080 0000 80 82.40
243 0580 001 0000 81 82.40
243 0580 002 0000 82 82.40
243 0580 003 0000 83 82.40
243 0580 004 0000 84 82.40
243 0580 005 0000 85 82.40
243 0580 006 0000 86 82.40
243 0580 007 0000 87 82.40
243 0580 008 0000 88 82.40
243 0580 009 0000 89 82.40
243 0580 010 0000 90 82.40
243 0580 011 0000 91 82.40
243 0580 012 0000 92 82.40
243 0580 013 0000 93 82.40
243 0580 014 0000 94 82.40
243 0580 015 0000 95 82.40
243 0580 016 0000 96 82.40

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ASSESSMENT DISTRICT 98-01 for STOCK VILLAGE
UNITS NO. 1 AND NO. 2
Tax Assessor's Number
Assessment Diagram
# Assessment Amount
243 0580 017 0000 97 82.40
243 0580 018 0000 98 82.40
243 0580 019 0000 99 82.40
243 0580 026 0000 105 82.40
243 0580 027 0000 106 82.40
243 0580 028 0000 107 82.40
243 0580 029 0000 108 82.40
243 0580 030 0000 109 82.40
243 0580 031 0000 110 82.40
243 0580 032 0000 111 82.40
243 0580 033 0000 112 82.40
243 0580 034 0000 113 82.40
243 0580 035 0000 114 82.40
243 0580 036 0000 115 82.40
243 0580 037 0000 116 82.40
243 0580 038 0000 117 82.40
243 0580 039 0000 118 82.40
243 0580 040 0000 119 82.40
243 0580 041 0000 120 82.40
243 0580 042 0000 121 82.40
243 0580 043 0000 122 82.40
243 0580 044 0000 123 82.40
243 0580 045 0000 124 82.40
243 0580 046 0000 125 82.40
243 0580 047 0000 126 82.40
243 0580 048 0000 127 82.40
243 0580 049 0000 128 82.40
243 0580 050 0000 129 82.40
243 0580 051 0000 130 82.40
243 0580 052 0000 131 82.40
243 0580 053 0000 132 82.40
243 0580 054 0000 133 82.40
243 0580 056 0000 100 82.40
243 0580 057 0000 101 82.40
243 0580 058 0000 102 82.40
243 0580 059 0000 103 82.40
243 0580 060 0000 104 82.40

133 Parcels; Total 98-01 Assessments is $10,959.20

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ASSESSMENT DISTRICT 98-02 – Zone 1 (Sorensen Ranch)

GENERAL

Landscape Maintenance Assessment District (LMAD) 98-02, Zone 1 (Sorensen Ranch), first created in 1998, is located west of Van Maren Lane and north of Oak Lakes Lane. This LMAD provides for the maintenance of certain areas within and adjacent to Unit Nos. 1, 2, 3, and 4 of the Sorensen Ranch development. There are 222 parcels in this district, whose boundaries are more particularly described on the Assessment Diagram contained in Figure 2.1.

All improvements are on public property. The improved parcels to be maintained are along the west side of Van Maren Lane (approximately 1500 feet); along the north side of Oak Lakes Lane (approximately 1300 feet); and shorter parcels along Campfire Way at Van Maren Lane (approximately 100 feet on the south side); Horseman Way at Van Maren Lane (approximately 100 feet on the north and south side); and the east side of Silversaddle Way at Oak Lakes Lane (approximately 100 feet).

The improvements to be maintained include 81 Oak trees and various conifer trees and accent trees. Shrubs, groundcover, lawn planting, irrigation, sound walls, sign walls with lighting, planters and mow strips are also included. The City is committed to the appearance of the development through proper maintenance of the plantings as well as periodic replacement of the plant materials. Additionally, the City also focuses on immediate abatement of graffiti on walls and other public structures.

City performs/manages the maintenance for the LMAD using its own forces or those of contract providers. Figure 2.2 describes the maintenance specifications for the district.

DISTRICT FINANCING/ASSESSMENT

The funding for the District is from annual assessments levied on properties within the assessment boundary (Figure 2.1) pursuant to the Landscaping and Lighting Act of 1972.

LMAD 98-02 is currently fully funded by its assessments and has accumulated sufficient reserves to address its annual landscape maintenance and long-term tree and wall maintenance responsibilities. Beginning in Fiscal Year 2003-2004 the annual assessment was reduced from $200 to $100. This reduced assessment rate permitted the District to eliminate excessive increases in the reserve balance, while fully funding annual landscape maintenance and maintaining sufficient reserves to provide for unscheduled maintenance (i.e. wall repairs, oak tree trimming and periodic plant replacement). However, with increasing costs for maintenance and utilities, it is necessary to increase revenues.

Annual adjustments are proposed for Fiscal Year 2022/2023. As shown in Figure 2.3. “Summary Analysis”, the Fiscal Year 2022/2023 assessments for District 98-02 Zone 1 are proposed to increase by 3% (less than the maximum allowable 4%) by approximately $3.00 per residential parcel. These additional revenues are necessary to support the Districts operations and maintenance as well as help to preserve existing operating reserves.

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METHOD OF ASSESSMENT

As a condition of approval, the developer of the single family Sorensen Ranch Unit Nos. 1, 2, 3, and 4 subdivisions was required to establish a funding source to provide for ongoing maintenance of the re-vegetation planting and the sound walls and the frontage landscaping and irrigation. Because each of the single-family lots within the zone was created as a result of compliance with this condition, each lot benefits in the same proportion. Therefore, the assessment costs are allocated on a per parcel basis for all assessment diagram parcels located in the Assessment District that could qualify as a buildable single-family parcel per the current City of Citrus Heights Zoning Ordinances.

The City of Citrus Heights may be required to increase the assessment on each assessed parcel within the district because of the rise in the cost of maintenance activities and utilities. Each annual increase, if any, that exceeds the amount assessed to the property owners for the prior years shall not exceed the cost of living increase based on the Bay Area Consumer Price Index for all urban consumers.

BOUNDARY DESCRIPTION OF AREA TO BE MAINTAINED

All that real property situated in the City of Citrus Heights, County of Sacramento, State of California, which is further described as follows:

Parcel 1, Parcel 2, and Parcel 3 as shown on that certain parcel map entitled “A Portion of the Southwest One-Quarter of Section 27, Township 10 North, Range 6 East, M.D.M.”, filed for record in the office of the Recorder of Sacramento County, on May 28, 1998, in Book 151 of Parcel Maps, at Page 3, and more particularly described on the Assessment Diagram contained in Figure 2.1.

The District’s Assessment Roll is contained in Figure 2.4.

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FIGURE 2.1
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FIGURE 2.2

ASSESSMENT DISTRICT NO. 98-02
Zone 1 (Sorensen Ranch)

MAINTENANCE SPECIFICATION

East and South edge of Subdivision

1) Maintain 81 Oak (mitigation requirement), and various conifer and accent trees. Prune Oak trees once every 5 years. Supply material and apply insect and disease control chemicals to trees and shrubs. Annual Oak tree inspection and associated report.

2) Maintain sound wall. Clean all graffiti from street side of wall as needed. Perform structural repairs/replacement as needed.

3) Maintain trees, turf and other plantings along frontage of the subdivision, a minimum of once every two weeks. Maintain irrigation system, weekly. Weed area a minimum of once every two weeks. Fertilize area a minimum of twice per year. Control infestation of fungus, diseases and/or insects. This item includes irrigation repair and replanting as needed.

Agenda Packet Page 71
FIGURE 2.3

ASSESSMENT DISTRICT 98-02 ZONE 1

284-75-294; County DL 0275
DESCRIPTION FY 21/22**
ACTUAL
FY 22/23

PROPOSED
BUDGET

ASSESSMENT
RATES:

Rate Per Parcel $100.00 $103.00
Total Number of Parcels 222 222
Total Special Assessments $22,200.00 $22,866.00

REVENUE
Interest on Fund Balance $0.00 $0.00
Special Assessments $21,899.58 $22,866.00
Total Sources of Funds: $21,899.58 $22,866.00

EXPENDITURES
Advertising & Mail $341.39 $550.00
Utilities $7,836.36 $12,000.00
Professional Services $0.00 $500.00
Contract - Landscape Maintenance $5,652.00 $9,000.00

Contract - Construction, Repairs &
Extra Work $3,583.00 $0.00
Contract - Materials & Supplies $0.00 $0.00
Cost Allocation (Overhead) $8,808.00 $9,072.00
Total Expenditures: $26,220.75 $31,122.00

Annual Operating Balance -$4,321.17 -$8,256.00
Transfer to/from Operating Reserve $4,321.17 $8,256.00
Annual Ending Balance $0.00 $0.00

OPERATING RESERVE
Beginning Fund Balance (July 1st) $73,518.04 $69,196.87 Operating Reserve Set-a-side $0.00 $0.00

Transfer from (to) Annual Operating
Balance ($4,321.17) ($8,256.00)

Ending Operating Reserve Balance
(June 30th) $69,196.87 $60,940.87
** Recorded actual expenses for the first 3 quarters of the current Fiscal Year plus projection for the 4th quarter.
$xx.xx Audited Fund Balance from previous Fiscal Year

Agenda Packet Page 72
Figure 2.4
ASSESSMENT DISTRICT 98-02 ZONE 1 for
SORENSON RANCH UNITS NO. 1, 2, 3 and 4
UNIT 1
Tax Assessor's Number
Assessment
Diagram #
Assessment
Amount Tax Assessor's Number
Assessment
Diagram #
Assessment
Amount
211 0830 001 0000 11 $103.00 211 0830 038 0000 110 $103.00 211 0830 002 0000 12 $103.00 211 0830 039 0000 111 $103.00 211 0830 003 0000 13 $103.00 211 0830 040 0000 149 $103.00 211 0830 004 0000 14 $103.00 211 0830 041 0000 150 $103.00 211 0830 005 0000 15 $103.00 211 0830 042 0000 151 $103.00 211 0830 006 0000 16 $103.00 211 0830 043 0000 152 $103.00 211 0830 007 0000 17 $103.00 211 0830 044 0000 153 $103.00 211 0830 008 0000 18 $103.00 211 0830 045 0000 154 $103.00 211 0830 009 0000 19 $103.00 211 0830 046 0000 155 $103.00 211 0830 010 0000 20 $103.00 211 0830 047 0000 156 $103.00 211 0830 011 0000 21 $103.00 211 0830 048 0000 157 $103.00 211 0830 012 0000 22 $103.00 211 0830 049 0000 158 $103.00 211 0830 013 0000 23 $103.00 211 0830 050 0000 159 $103.00 211 0830 014 0000 86 $103.00 211 0830 051 0000 160 $103.00 211 0830 015 0000 87 $103.00 211 0830 052 0000 161 $103.00 211 0830 016 0000 88 $103.00 211 0830 053 0000 162 $103.00 211 0830 017 0000 89 $103.00 211 0830 054 0000 163 $103.00 211 0830 018 0000 90 $103.00 211 0830 055 0000 164 $103.00 211 0830 019 0000 91 $103.00 211 0830 056 0000 2 $103.00 211 0830 020 0000 92 $103.00 211 0830 057 0000 3 $103.00 211 0830 021 0000 93 $103.00 211 0830 058 0000 4 $103.00 211 0830 022 0000 94 $103.00 211 0830 059 0000 5 $103.00 211 0830 023 0000 95 $103.00 211 0830 060 0000 6 $103.00 211 0830 024 0000 96 $103.00 211 0830 061 0000 7 $103.00 211 0830 025 0000 97 $103.00 211 0830 062 0000 8 $103.00 211 0830 026 0000 98 $103.00 211 0830 063 0000 9 $103.00 211 0830 027 0000 99 $103.00 211 0830 064 0000 10 $103.00 211 0830 028 0000 100 $103.00
211 0830 029 0000 101 $103.00
211 0830 030 0000 102 $103.00
211 0830 031 0000 103 $103.00
211 0830 032 0000 104 $103.00
211 0830 033 0000 105 $103.00
211 0830 034 0000 106 $103.00
211 0830 035 0000 107 $103.00
211 0830 036 0000 108 $103.00
211 0830 037 0000 109 $103.00

Agenda Packet Page 73
A
SSESSMENT DISTRICT 98-02 ZONE 1 for
SORENSON RANCH UNITS NO. 1, 2, 3 and 4
UNIT 2
Tax Assessor's Number
Assessment
Diagram #
Assessment
Amount Tax Assessor's Number
Assessment
Diagram #
Assessment
Amount
211 0830 067 0000 24 $103.00 211 0830 105 0000 113 $103.00 211 0830 068 0000 25 $103.00 211 0830 106 0000 114 $103.00 211 0830 069 0000 26 $103.00 211 0830 107 0000 115 $103.00 211 0830 070 0000 27 $103.00 211 0830 108 0000 116 $103.00 211 0830 071 0000 28 $103.00 211 0830 109 0000 117 $103.00 211 0830 072 0000 29 $103.00 211 0830 110 0000 118 $103.00 211 0830 073 0000 30 $103.00 211 0830 111 0000 119 $103.00 211 0830 074 0000 31 $103.00 211 0830 112 0000 120 $103.00 211 0830 075 0000 32 $103.00 211 0830 113 0000 122 $103.00 211 0830 076 0000 33 $103.00 211 0830 114 0000 123 $103.00 211 0830 077 0000 34 $103.00 211 0830 115 0000 145 $103.00 211 0830 078 0000 35 $103.00 211 0830 116 0000 181 $103.00 211 0830 079 0000 36 $103.00 211 0830 117 0000 180 $103.00 211 0830 080 0000 37 $103.00 211 0830 118 0000 148 $103.00 211 0830 081 0000 38 $103.00 211 0830 119 0000 147 $103.00 211 0830 082 0000 39 $103.00 211 0830 120 0000 146 $103.00 211 0830 083 0000 40 $103.00
211 0830 084 0000 41 $103.00
211 0830 085 0000 42 $103.00
211 0830 086 0000 43 $103.00
211 0830 087 0000 44 $103.00
211 0830 088 0000 45 $103.00
211 0830 089 0000 71 $103.00
211 0830 090 0000 72 $103.00
211 0830 091 0000 73 $103.00
211 0830 092 0000 74 $103.00
211 0830 093 0000 75 $103.00
211 0830 094 0000 76 $103.00
211 0830 095 0000 77 $103.00
211 0830 096 0000 78 $103.00
211 0830 097 0000 79 $103.00
211 0830 098 0000 80 $103.00
211 0830 099 0000 81 $103.00
211 0830 100 0000 82 $103.00
211 0830 101 0000 83 $103.00
211 0830 102 0000 84 $103.00
211 0830 103 0000 85 $103.00
211 0830 104 0000 112 $103.00

Agenda Packet Page 74
ASSESSMENT DISTRICT 98-02 ZONE 1 for
SORENSON RANCH UNITS NO. 1, 2, 3 and 4
UNIT 3
Tax Assessor's Number
Assessment
Diagram #

Assessment
Amount Tax Assessor's Number
Assessment
Diagram #

Assessment
Amount
211 0840 048 0000 221 $103.00 211 0840 084 0000 63 $103.00 211 0840 049 0000 222 $103.00 211 0840 085 0000 64 $103.00 211 0840 050 0000 193 $103.00 211 0840 086 0000 65 $103.00 211 0840 051 0000 194 $103.00 211 0840 087 0000 66 $103.00 211 0840 052 0000 187 $103.00 211 0840 088 0000 67 $103.00 211 0840 053 0000 188 $103.00 211 0840 089 0000 68 $103.00 211 0840 054 0000 189 $103.00 211 0840 090 0000 69 $103.00 211 0840 055 0000 190 $103.00 211 0840 091 0000 70 $103.00 211 0840 056 0000 191 $103.00 211 0840 092 0000 46 $103.00 211 0840 057 0000 192 $103.00 211 0840 093 0000 47 $103.00 211 0840 058 0000 133 $103.00 211 0840 094 0000 48 $103.00 211 0840 059 0000 134 $103.00 211 0840 095 0000 49 $103.00 211 0840 060 0000 135 $103.00 211 0840 096 0000 50 $103.00 211 0840 061 0000 136 $103.00 211 0840 097 0000 51 $103.00 211 0840 062 0000 137 $103.00 211 0840 098 0000 52 $103.00 211 0840 063 0000 138 $103.00 211 0840 099 0000 53 $103.00 211 0840 064 0000 139 $103.00 211 0840 100 0000 54 $103.00 211 0840 065 0000 140 $103.00 211 0840 101 0000 55 $103.00 211 0840 066 0000 141 $103.00 211 0840 102 0000 56 $103.00 211 0840 067 0000 142 $103.00 211 0840 103 0000 57 $103.00 211 0840 068 0000 143 $103.00 211 0840 104 0000 58 $103.00 211 0840 069 0000 144 $103.00
211 0840 070 0000 123 $103.00
211 0840 071 0000 124 $103.00
211 0840 072 0000 125 $103.00
211 0840 073 0000 126 $103.00
211 0840 074 0000 127 $103.00
211 0840 075 0000 128 $103.00
211 0840 076 0000 129 $103.00
211 0840 077 0000 130 $103.00
211 0840 078 0000 131 $103.00
211 0840 079 0000 132 $103.00
211 0840 080 0000 59 $103.00
211 0840 081 0000 60 $103.00
211 0840 082 0000 61 $103.00
211 0840 083 0000 62 $103.00

Agenda Packet Page 75
A
SSESSMENT DISTRICT 98-02 ZONE 1 for
SORENSON RANCH UNITS NO. 1, 2, 3 and 4
UNIT 4
Tax Assessor's Number
Assessment
Diagram #

Assessment
Amount Tax Assessor's Number
Assessment
Diagram #

Assessment
Amount
211 0840 001 0000 165 $103.00 211 0840 027 0000 201 $103.00 211 0840 002 0000 166 $103.00 211 0840 028 0000 202 $103.00 211 0840 003 0000 167 $103.00 211 0840 029 0000 203 $103.00 211 0840 004 0000 168 $103.00 211 0840 030 0000 204 $103.00 211 0840 005 0000 169 $103.00 211 0840 031 0000 205 $103.00 211 0840 006 0000 170 $103.00 211 0840 032 0000 206 $103.00 211 0840 007 0000 171 $103.00 211 0840 033 0000 207 $103.00 211 0840 008 0000 172 $103.00 211 0840 034 0000 208 $103.00 211 0840 009 0000 173 $103.00 211 0840 035 0000 209 $103.00 211 0840 010 0000 174 $103.00 211 0840 036 0000 210 $103.00 211 0840 011 0000 175 $103.00 211 0840 037 0000 211 $103.00 211 0840 012 0000 176 $103.00 211 0840 038 0000 212 $103.00 211 0840 013 0000 177 $103.00 211 0840 039 0000 213 $103.00 211 0840 014 0000 178 $103.00 211 0840 040 0000 214 $103.00 211 0840 015 0000 179 $103.00 211 0840 041 0000 215 $103.00 211 0840 016 0000 182 $103.00 211 0840 042 0000 216 $103.00 211 0840 017 0000 183 $103.00 211 0840 043 0000 217 $103.00 211 0840 018 0000 184 $103.00 211 0840 044 0000 218 $103.00 211 0840 019 0000 185 $103.00 211 0840 045 0000 219 $103.00 211 0840 020 0000 186 $103.00 211 0840 046 0000 220 $103.00 211 0840 021 0000 195 $103.00 211 0840 047 0000 1 $103.00 211 0840 022 0000 196 $103.00
211 0840 023 0000 197 $103.00
211 0840 024 0000 198 $103.00
211 0840 025 0000 199 $103.00
222 Parcels; Total 98-02 Zone 1 Assessments is
$22,866.00
211 0840 026 0000 200 $103.00

Agenda Packet Page 76
ASSESSMENT DISTRICT 98-02 – Zone 2 (Autumnwood Subdivision)

GENERAL

Landscape Maintenance Assessment District (LMAD) 98-02, Zone 2 (Autumnwood Subdivision), first created in 2014, is located south side of Antelope Road and west of Amsterdam Avenue. This LMAD provides for the maintenance of certain areas within and adjacent to the Autumnwood subdivision development. All improvements are on public property.

There are 46 residential parcels in this district, whose boundaries are more particularly described on the Assessment Diagram contained in Figure 3.1.

Zone 2 consists of forty-six (46) residential lots and seven (7) lots used for landscaping, pedestrian pathways, and drainage detention basins.

Development of the property was conditioned upon establishing a funding source to provide for ongoing maintenance of landscaping, open space, pedestrian/bike trails, masonry walls, drainage detention basins and related appurtenances.

The facilities in Zone 2 include landscaping south of Antelope Road (Lots E and along the frontage of 7106 Antelope Road) and also within the subdivision (Lots A, B, C, D, F, and H). On -going maintenance of the landscaped areas require routine care of trees, shrubs , and groundcover, including weed control, fertilization , mulch replacement, and litter removal. The pedestrian pathways require routine maintenance, including surface and structural maintenance , and graffiti abatement.

The facilities in Zone 2 also include masonry walls on the North and East sides of the subdivision located within Lots A, B, C, E, and the frontage along 7106 Antelope Road. The walls require routine maintenance, including surface and structural maintenance, and graffiti abatement.

The walls and landscaping within the City’s Right -of-Way along the frontage of 7106 Antelope Road (APN: 204-0193-027- 0000) as dedicated by separate instrument (County of Sacramento Book 20140715, Page 0721) is also included as areas to be maintained in LMAD 98-02, Zone 2.

The facilities in Zone 2 also include a drainage detention basin located in the northwest corner of the property in Lot D and a drainage detention basin located in the southeast corner of the property in Lot F. The drainage detention basins and appurtenances require routine maintenance including surface and structural maintenance, graffiti abatement, landscape maintenance, and litter removal.

Additionally, the facilities in Zone 2 include a pedestrian trail for circulation (Lots D, F, and H).

The trail will require routine maintenance and replacement.

Figure 3.2 contains a detailed listing of items to be maintained and/or replacement of each of the items. City performs/manages the maintenance for the LMAD using its own forces o r those of contract providers.

Agenda Packet Page 77

DISTRICT FINANCING/ASSESSMENT

The funding for Zone 2 will be from annual assessments levied on residential parcels within the zone’s assessment boundary (Figure 3.1), pursuant to the Landscaping and Lighting Act of 1972.

The Summary Analysis for Zone 2 more completely describes the funding and is part of the engineer’s report.

After the initial year of the formation of the assessment district, the City of Citrus Heights may be required to increa se the assessment on each addressed parcel within the District to pay for increased costs of maintenance and replacement. The amount of the assessments authorized to be collected may be increased by a maximum of four percent (4%) annually.

Annual adjustments are proposed for Fiscal Year 2022/2023. As shown in Figure 3.3. “Summary Analysis”, the Fiscal Year 2022/2023 assessments for District 98-02 Zone 2 are proposed to increase by 3% (less than the maximum allowable 4%) by approximately $10.62 per residential parcel. These additional revenues are necessary to support the Districts operations and maintenance as well as help to preserve existing operating reserves.

METHOD OF ASSESSMENT

As a condition of approval, the developer of the single family Autumnwood Subdivision was required to establish a funding source to provide for ongoing maintenance of the landscaping, irrigation, detention basins, pedestrian pathways, and masonry walls located within Lots A, B, C, E, and the frontage along 7106 Antelope Road. Because each of the single-family lots within the zone was created as a result of compliance with this condition, each lot benefits in the same proportion. Therefore, the assessment costs are allocated on a per parcel basis for all assessment diagram parcels located in the Assessment District that qualified as a buildable single-family parcel per the current City of Citrus Heights Zoning Ordinances.

The district’s Assessment Roll is contained in Figure 3.4.

BOUNDARY DESCRIPTION OF AREA TO BE MAINTAINED

All that real property situated in the City of Citrus Heights, County of Sacramento, State of California, which is further described as follows:

Lots A, B, C, D, E, F, and H of the Autumnwood Subdivision and also including the frontage along 7106 Antelope Road; more particularly described on the Assessment Diagram contained in Figure 3.1.

Agenda Packet Page 78
FIGURE 3.1

Agenda Packet Page 79
FIGURE 3.2

ASSESSMENT DISTRICT NO. 98-02
Zone 2 (Autumnwood Subdivision)

MAINTENANCE SPECIFICATION

1) Maintain trees and other plantings along frontage of the subdivision along Antelope Road (Lot E) and Live Oak Way (Lots A-C) a minimum of once every two weeks. Maintain irrigation system, weekly. Weed area a minimum of once every two weeks. Fertilize area a minimum of twice per year. Control infestation of fungus, diseases and/or insects.

This item includes irrigation repair, landscaping materials (wood chips, chemicals, etc.), and replanting as needed.

2) Maintain trees and other plantings within the detention basins (Lots D and F)

3) Maintain masonry walls (Lots A-F). Clean all graffiti from street side of wall as needed.

Perform structural repairs/replacement as needed.

4) Maintain pedestrian pathways (Lots D, F, and H). Clean all graffiti as needed. Perform structural repairs/replacement as needed.

Agenda Packet Page 80
FIGURE 3.3

ASSESSMENT DISTRICT 98-02 ZONE 2

285-75-295; County DL 0268

FY 21/22**
ACTUAL
FY 22/23

PROPOSED
BUDGET
ASSESSMENT RATES:

Rate Per Parcel $354.08 $364.70
Total Number of Parcels 46 46
Total Special Assessm ents $16,287.68 $16,776.31
REVENUE:

Interest on Fund Balance $0.00 $0.00
Special Assessments $15,880.54 $16,776.31
Total Revenue: $15,880.54 $16,776.31
EXPENDITURES:

Advertising & Mail $341.39 $550.00
Utilities $2,289.23 $3,200.00
Professional Services $0.00 $150.00
Contract - Landscape Maintenance $6,228.00 $8,500.00
Contract - Construction, Repairs & Extra Work $97.72 $0.00 Contract - Materials & Supplies $0.00 $2,500.00
Cost Allocation (Overhead) $3,053.00 $3,145.00
Total Expenditures: $12,009.34 $18,045.00
$3,871.20 -$1,268.69
Transfer to/from Operating Reserve -$3,871.20 $1,268.69 $0.00 $0.00

OPERATING RESERVE
Beginning Fund Balance (July 1st) $30,722.51 $34,593.71 Operating Reserve Set-a-side $0.00 $0.00
Transfer from (to) Annual Operating Balance $3,871.20 ($1,268.69) Ending Operating Reserve Balance (June 30th) $34,593.71 $33,325.02 **
$xx.xx

DESCRIPTION
Annual Operating Balance
Annual Ending Balance
Recorded actual ex penses for the first 3 quarters of the current Fiscal Y ear plus projection for the 4th quarter.

Audited Fund Balance from previous Fiscal Y ear
Agenda Packet Page 81
FIGURE 3.4
ASSESSMENT DISTRICT 98-02 ZONE 2
for AUTUMNWOOD

Tax Assessor's Number
Assessment
Diagram #
Assessment
Amount Tax Assessor's Number
Assessment
Diagram #
Assessment
Amount
204 0740 001 0000 1 $ 364.70 204 0740 029 0000 29 $ 364.70 204 0740 002 0000 2 $ 364.70 204 0740 030 0000 30 $ 364.70 204 0740 003 0000 3 $ 364.70 204 0740 031 0000 31 $ 364.70 204 0740 004 0000 4 $ 364.70 204 0740 032 0000 32 $ 364.70 204 0740 005 0000 5 $ 364.70 204 0740 033 0000 33 $ 364.70 204 0740 006 0000 6 $ 364.70 204 0740 034 0000 34 $ 364.70 204 0740 007 0000 7 $ 364.70 204 0740 035 0000 35 $ 364.70 204 0740 008 0000 8 $ 364.70 204 0740 036 0000 36 $ 364.70 204 0740 009 0000 9 $ 364.70 204 0740 037 0000 37 $ 364.70 204 0740 010 0000 10 $ 364.70 204 0740 038 0000 38 $ 364.70 204 0740 011 0000 11 $ 364.70 204 0740 039 0000 39 $ 364.70 204 0740 012 0000 12 $ 364.70 204 0740 040 0000 40 $ 364.70 204 0740 013 0000 13 $ 364.70 204 0740 041 0000 41 $ 364.70 204 0740 014 0000 14 $ 364.70 204 0740 042 0000 42 $ 364.70 204 0740 015 0000 15 $ 364.70 204 0740 043 0000 43 $ 364.70 204 0740 016 0000 16 $ 364.70 204 0740 044 0000 44 $ 364.70 204 0740 017 0000 17 $ 364.70 204 0740 045 0000 45 $ 364.70 204 0740 018 0000 18 $ 364.70 204 0740 046 0000 46 $ 364.70 204 0740 019 0000 19 $ 364.70 204 0740 020 0000 20 $ 364.70 46 Parcels; Total 98-02 Zone 2 Assessments is $16,776.31 204 0740 021 0000 21 $ 364.70 204 0740 022 0000 22 $ 364.70 204 0740 023 0000 23 $ 364.70 204 0740 024 0000 24 $ 364.70 204 0740 025 0000 25 $ 364.70 204 0740 026 0000 26 $ 364.70 204 0740 027 0000 27 $ 364.70 204 0740 028 0000 28 $ 364.70

Agenda Packet Page 82
ASSESSMENT DISTRICT 98-02 – Zone 3 (Mariposa Creek Subdivision)

GENERAL

Landscape Maintenance Assessment District (LMAD) 98-02, Zone 3 (Mariposa Creek Subdivision), first created in 2018, is located north side of Antelope Road at Turner Court. This LMAD provides for the maintenance of certain areas within and adjacent to the Mariposa Creek Subdivision development. All improvements are on public property. There are 15 residential parcels in this district, whose boundaries are more particularly described on the Assessment Diagram contained in Figure 4.1.

Zone 3 consists of fifteen (15) residential parcels and three (3) lots used for landscaping, pedestrian pathways, and creek open space.

Development of the property was conditioned upon establishing a funding source to provide for ongoing maintenance of landscaping, open sp ace, pedestrian/bike pathways, masonry walls, and related appurtenances.

The facilities in Zone 3 include landscaping north of Antelope Road (Lots A and B) and also within the subdivision (Lot C). On -going maintenance of the landscaped areas require routine care of trees, shrubs, and groundcover, including weed control, fertilization, mulch replacement, litter removal, irrigation systems and pathway lighting . The pedestrian pathways require routine maintenance, including surface and structural maintenanc e, maintenance and repairs of pathway lighting and graffiti abatement.

The facilities in Zone 3 also include masonry walls on the north side of Antelope Road (within Lots A & B of the subdivision) The walls require routine maintenance, including surface and structural maintenance, and graffiti abatement.

The facilities in Zone 3 also include a pedestrian pathway, street paving, storm drain system and retaining walls located in the northwest corner of the development in Lot C. The walls, pedestrian pathways, and various appurtenances require routine maintenance including surface and structural maintenance, graffiti abatement, landscape maintenance, litter removal, and electrical & irrigation repairs.

The facilities in Zone 3 also include a drainage syst em along the north property line of the subdivision and creek open space along the east side of the development (Lot B). The drainage system & creek open space appurtenances require routine maintenance including structural maintenance, keeping the creek & floodplain area clear of debris and paving maintenance.

Figure 4.2 contains a detailed listing of items to be maintained and/or replacement of each of the items. City performs/manages the maintenance for the LMAD using its own forces o r those of contract providers.

Agenda Packet Page 83

DISTRICT FINANCING/ASSESSMENT

The funding for Zone 3 will be from annual assessments levied on residential parcels within the zone’s assessment boundary (Figure 4.1), pursuant to the Landscaping and Lighting Act of 1972.

The Summary Analysis for Zone 3 more completely describes the funding and is part of the engineer’s report.

After the initial year of the formation of the assessment district, the City of Citrus Heights may be required to increase the assessment on each addressed parcel within the District to pay for increased costs of maintenance and replacement. The amount of the assessments authorized to be collected may be increased by a maximum of four percent (4%) annually.

Annual adjustments are proposed for Fiscal Year 2022/2023. As shown in Figure 4.3. “Summary Analysis”, the Fiscal Year 2022/2023 assessments for District 98-02 Zone 3 are proposed to increase by 3% (less than the maximum allowable 4%) by approximately $22.60 per residential parcel. These additional revenues are necessary to support the Districts operations and maintenance as well as help to preserve existing operating reserves.

METHOD OF ASSESSMENT

As a condition of approval, the developer of the single family Mariposa Creek Subdivision was required to establish a funding source to provide for ongoing maintenance of the landscaping, irrigation, storm drain system, creek open space, pedestrian pathways, and masonry walls located within Lots A, B, and C. Because each of the single-family lots within the zone was created as a result of compliance with this condition, each lot benefits in the same proportion. Therefore, the assessment costs are allocated on a per parcel basis for all assessment diagram parcels located in the Assessment District that qualified as a buildable single-family parcel per the current City of Citrus Heights Zoning Ordinances.

The district’s Assessment Roll is contained in Figure 4.4.

BOUNDARY DESCRIPTION OF AREA TO BE MAINTAINED

All that real property situated in the City of Citrus Heights, County of Sacramento, State of California, which is further described as follows:

Lots A, B and C of the Mariposa Creek Subdivision; more particularly described on the Assessment Diagram contained in Figure 4.1.

Agenda Packet Page 84
FIGURE 4.1

Agenda Packet Page 85
FIGURE 4.2

ASSESSMENT DISTRICT NO. 98-02
Zone 3 (Mariposa Creek Subdivision)

MAINTENANCE SPECIFICATION

1) Maintain trees and other plantings a minimum of once every two weeks along frontage of the subdivision along Antelope Road (Lots A & B) and the pedestrian pathway within Lot C of subdivision development. Maintain irrigation system, weekly. Weed area a minimum of once every two weeks. Fertilize area a minimum of twice per year. Control infestation of fungus, diseases and/or insects. This item includes irrigation repair, landscaping materials (wood chips, chemicals, etc.), and replanting as needed.

2) Maintain masonry walls (Lots A & B). Clean all graffiti from street-facing side of wall(s) as needed. Perform structural repairs/replacement as needed.

3) Maintain pedestrian pathway (Lot C). Clean all graffiti as needed. Perform structural repairs/replacement as needed. This item includes repair and materials to maintain the light bollards along the pathway.

4) Maintain the creek open space and storm drain system (Lots B & C and along the north property lines of the subdivision development). Keep the existing creek open space free from debris to assure flow of Cripple Creek, repair and maintenance of storm drain system within Lot C and public drainage system along the north property lines of the subdivision development. This item includes any paving repairs and miscellaneous items for the small portion of Orange Drive located within Lot C.

Agenda Packet Page 86
FIGURE 4.3

ASSESSMENT DISTRICT 98-02 ZONE 3
292-75-300; County DL0281

DESCRIPTION FY 21/22**
ACTUAL
FY 22/23

PROPOSED
BUDGET

ASSESSMENT
RATES:

Rate Per Parcel $753.32 $775.92
Total Number of Parcels 15 15
Total Special Assessments $11,299.80 $11,638.79
REVENUE:

Interest on Fund Balance $0.00 $0.00
Special Assessments $11,265.65 $11,638.79
Total Revenue: $11,265.65 $11,638.79

EXPENDITURES:

Materials and Supplies $0.00 $0.00
Advertising & Mail $341.40 $350.00
Utilities $802.71 $950.00
Professional Services $0.00 $0.00

Contract - Landscape and Tree
Maintenance $3,816.00 $4,600.00
Construction and/or Repairs $1,371.50 $0.00
Cost Allocation* (Overhead) $0.00 $0.00
Total Expenditures: $6,331.61 $5,900.00

Annual Operating Balance $4,934.04 $5,738.79
Transfer to/from Operating Reserve -$4,934.04 -$5,738.79 Annual Ending Balance $0.00 $0.00

OPERATING RESERVE
Beginning Fund Balance (July 1st) $16,423.09 $21,357.13

Transfer from (to) Annual Operating
Balance $4,934.04 $5,738.79

Ending Operating Reserve Balance (June
30th) $21,357.13 $27,095.92
* Cost Allocation for this district zone is not included. This is the initial year and staff does not have data from a previous year.
**
Recorded actual expenses for the first 3 quarters for the current Fiscal Year plus projections for the 4th quarter.
$xx.xx Audited Fund Balance from previous Fiscal Year

Agenda Packet Page 87

FIGURE 4.4
ASSESSMENT DISTRICT 98-02 ZONE 3
for MARIPOSA CREEK
Tax Assessor's Number
Assessment
Diagram # Assessment Amount
204-0500-060-0000 1 $ 775.92
204-0500-061-0000 2 $ 775.92
204-0500-062-0000 3 $ 775.92
204-0500-063-0000 4 $ 775.92
204-0500-064-0000 5 $ 775.92
204-0500-065-0000 6 $ 775.92
204-0500-066-0000 7 $ 775.92
204-0500-067-0000 8 $ 775.92
204-0500-068-0000 9 $ 775.92
204-0500-069-0000 10 $ 775.92
204-0500-070-0000 11 $ 775.92
204-0500-071-0000 12 $ 775.92
204-0500-072-0000 13 $ 775.92
204-0500-073-0000 14 $ 775.92
204-0500-074-0000 15 $ 775.92

15 Parcels; Total 98-02 Zone 3 Assessments is $11,638.79

Agenda Packet Page 88
ASSESSMENT DISTRICT 98-02 – Zone 4 (Wyatt Ranch Subdivision)

GENERAL

Landscape Maintenance Assessment District (LMAD) 98-02, Zone 4 (Wyatt Ranch Creek Subdivision), first created by City Council action on November 14, 2019, is located on the west side of Sunrise Boulevard at Lawrence Avenue. This LMAD provides for the maintenance of certain areas within and adjacent to the Wyatt Ranch Subdivision development. All improvements are on public property or easements. There are 23 residential parcels in this zone, whose boundaries are more particularly described on the Assessment Diagram contained in Figure 5.1.

Zone 4 consists of twenty three (23) residential parcels and one (1) public utility, wall, landscape and pedestrian walkway easement used for landscaping, masonry wall and walkway along Sunrise Boulevard.

Development of the property was conditioned upon establishing a funding source to provide for ongoing maintenance of landscaping, masonry wall, walkways, and related appurtenances.

The facilities in Zone 4 include landscaping along the west side of Sunrise Boulevard. On-going maintenance of the landscaped areas require routine care of trees, shrubs and groundcover, including weed control, fertilization, mulch replacement, and litter removal. The pedestrian walkways require routine maintenance, including surface and structural maintenance and graffiti abatement. This includes replacement of the walkways in the next 40 years.

The facilities in Zone 4 also include a masonry wall along the west side of Sunrise Boulevard.

The walls require routine maintenance, including surface and structural maintenance and graffiti abatement. This item includes replacement of the masonry wall, in the next 40 years.

Figure 5.2 contains a detailed listing of items to be maintained and/or replacement of each of the items. City performs/mana ges the maintenance for the LMAD using its own forces or those of contract providers.

DISTRICT FINANCING/ASSESSMENT

The funding for Zone 4 will be from annual assessments levied on residential parcels within the zone’s assessment boundary (Figure 5.1), pursuant to the Landscaping and Lighting Act of 1972.

The Summary Analysis for Zone 4 more completely describes the funding and is part of this engineer’s report.

After the initial year of the formation of the assessment district, the City of Citrus Heights may be required to increase the assessment on each addressed parcel within the District to pay for increased costs of maintenance and replacement. The amount of the assessments authorized to be collected may be increased by a maximum of four percent (4%) annually.

Agenda Packet Page 89
A
lthough formally created by the City Council in November 2019, no assessments were levied on the parcels in this zone for the past two fiscal years due to the uncertainty of the Covid-19 situation and delays in construction. However, with completion of construction of the subdivision expected in the next year, assessments for the parcels within this subdivision will be levied for FY 2022/2023.

As shown in Figure 5.3. “Summary Analysis”, the Fiscal Year 2022/2023 assessments for District 98-02, Zone 3 are proposed to be levied at the rates adopted in the original Engineers Report dated November 14, 2019.

METHOD OF ASSESSMENT

As a condition of approval, the developer of the single family Wyatt Ranch Subdivision was required to establish a funding source to provide for ongoing maintenance of the landscaping, irrigation, pedestrian pathways, and masonry wall located within the Public Utility, Wall, Landscape and Pedestrian Walkway Easement. Because each of the single-family lots within the zone was created as a result of compliance with this condition, each lot benefits in the same proportion. Therefore, the assessment costs are allocated on a per parcel basis for all assessment diagram parcels located in the Assessment District that qualified as a buildable single-family parcel per the current City of Citrus Heights Zoning Ordinances.

The district’s Assessment Roll is contained in Figure 5.4.

BOUNDARY DESCRIPTION OF AREA TO BE MAINTAINED

All that real property situated in the City of Citrus Heights, County of Sacramento, State of California, which is further described as follows:

P.U.E., Wall, Landscape and Pedestrian Easement of the Wyatt Ranch Subdivision; more particularly described on the Assessment Diagram contained in Figure 5.1.

Agenda Packet Page 90
FIGURE 5.1

Agenda Packet Page 91
FIGURE 5.2

ASSESSMENT DISTRICT NO. 98-02
Zone 4 (Wyatt Ranch Subdivision)

MAINTENANCE SPECIFICATION

1) Maintain trees and other plantings a minimum of once every two weeks along the Sunrise Boulevard frontage of the subdivision (P.U.E., Wall, Landscape and Pedestrian Easement). Maintain irrigation system & litter removal, weekly. Weed area a minimum of once every two weeks. Fertilize area a minimum of twice per year. Control infestation of fungus, diseases and/or insects. This item includes utilities (water & electricity), irrigation repair, landscaping materials (wood chips, chemicals, etc.), and replanting as needed.

2) Maintain masonry wall. Clean all graffiti from street-facing side of wall(s) as needed.

Perform structural repairs/replacement as needed.

3) Maintain pedestrian pathway. Clean all graffiti as needed. Perform structural repairs/replacement as needed.

Agenda Packet Page 92
FIGURE 5.3
ASSESSMENT DISTRICT 98-02 ZONE 4
Fund and County DL TBD

DESCRIPTION FY 21/22(1)
ACTUAL
FY 22/23 (2)

PROPOSED
BUDGET
ASSESSMENT RATES:

Rate Per Parcel N/A $401.06
Total Number of Parcels 23 23
Total Special Assessm ents $0.00 $9,224.38
REVENUE:

Release from Maintenance/Repair Reserve Balance N/A
Release from Facility Replacement Reserve Balance N/A $0.00 Interest on Fund Balance N/A $0.00
Special Assessments N/A $9,224.38
Other Revenue N/A $0.00
Total Revenue: $0.00 $9,224.38
EXPENDITURES:

Materials and Supplies N/A $0.00
Advertising & Mail N/A $260.00
Utilities N/A $500.00
Professional Services N/A $0.00
City Contract Landscape N/A $1,000.00
Cost Allocation (Overhead) N/A $0.00
Total Expenditures: $0.00 $1,760.00
$0.00 $7,464.38
Transfer to Maintenance/Repair Reserve $0.00 -$5,598.28 Transfer to Facility Replacement Reserve -$1,866.10
$0.00 $0.00

MAINTENANCE /REPAIR RESERVE
Beginning Fund Balance (July 1st) $0.00 $0.00
Release to Operating Revenue $0.00
Transfer from Operating Balance N/A $5,598.28
Ending Operating Reserve Balance (June 30th) $0.00 $5,598.28

FACILITY REPLACEMENT RESERVE
Beginning Facility Replacement Balance (July 1st) $0.00 $0.00 Transfer from Operating Balance $1,866.10
Ending Facility Replacement Balance (June 30th) $0.00 $1,866.10 $xx.xx Audited Fund Balance from previous Fiscal Y ear (1) No assessments or ex penditures for FY 21/22; FY 22/23 is the first year assessments will be levied. (2) Assessm ents and estim ated ex penditures for FY 22/23 derived from estim ate contained in original Engineer's Report dated Novem ber 14, 2019
Annual Operating Balance
Annual Ending Balance
Agenda Packet Page 93
FIGURE 5.4
ASSESSMENT DISTRICT 98-02 ZONE 4
for WYATT RANCH

Tax Assessor's Number Assessment Diagram # Assessment Amount TBD 1 $ 401.06
TBD 2 $ 401.06
TBD 3 $ 401.06
TBD 4 $ 401.06
TBD 5 $ 401.06
TBD 6 $ 401.06
TBD 7 $ 401.06
TBD 8 $ 401.06
TBD 9 $ 401.06
TBD 10 $ 401.06
TBD 11 $ 401.06
TBD 12 $ 401.06
TBD 13 $ 401.06
TBD 14 $ 401.06
TBD 15 $ 401.06
TBD 16 $ 401.06
TBD 17 $ 401.06
TBD 18 $ 401.06
TBD 19 $ 401.06
TBD 20 $ 401.06
TBD 21 $ 401.06
TBD 22 $ 401.06
TBD 23 $ 401.06

23 Parcels; Total 98-02 Zone 4 Assessments is $9,224.38

Agenda Packet Page 94
ASSESSMENT DISTRICT 03-01 - ZONE 1 Stock Ranch NORTH
(Auburn Commerce District)

GENERAL

This assessment district, first created in 2003, is for the maintenance of certain areas within and adjacent to the Stock Ranch development. All improvements are on public property.

Assessment District 03-01 has two service areas, Zones 1 and 2. The boundaries of Zone 1 are more particularly described on the Assessment Diagram contained in Figure 6.1.

Zone 1 (Auburn Commerce District) is responsible for the landscaping along Auburn Boulevard between San Tomas Drive and Raintree Drive (both sides of the street and the medians), sound walls (surface and structural maintenance) along the east and west sides of the development and the open space north of Arcade Creek including the drainage basins, pedestrian trails and bridge.

The City is committed to the appearance of the development through proper maintenance of the plantings as well as periodic replacement of the plant materials. Additionally, the City also focuses on immediate abatement of graffiti on walls and other public structures.

The City maintains LMAD related landscape areas in and adjacent to public streets using City forces or those of contract providers. Facilities located in the open-space areas within the District are maintained by the Sunrise Park and Recreation District. Figure 6.2 describes the maintenance specifications for the district.

DISTRICT FINANCING/ASSESSMENT

The funding for the District will be from annual assessments levied on property within the zone’s assessment boundary (Figure 6.1) pursuant to the Landscaping and Lighting Act of 1972. By agreement, the developer of the Stock Ranch subdivisions installed and maintained all landscaping improvements described in this Engineer’s Report until the City’s acceptance.

Annual adjustments are proposed for Fiscal Year 2022/2023. As shown in Figure 6.3. “Summary Analysis”, the Fiscal Year 2022/2023 assessments for District 03-01 Zone 1 are proposed to increase by 3% (less than the maximum allowable 4%) by approximately $72.27 per acre (12 parcels). These additional revenues are necessary to support the Districts operations and maintenance provided by the Sunrise Recreation and Park District as well as through City forces, and well as help to preserve existing operating and replacement reserves.

METHOD OF ASSESSMENT:

The method used to spread the assessments for Zone 1 is as follows:
• Zone 1 consists of 67.20 total acres with 36.82 acres designated for commercial uses. • The cost to maintain the improvements within Zone 1 is to be allocated as follows:

1. The assessment for each parcel is calculated by multiplying the total developable acres, as shown in Figure 4.4, by the cost per acre.

2. The assessment is subject to an annual adjustment not to exceed 4% beginning with FY 2004-2005.

Agenda Packet Page 95
F
igure 6.4 contains the Assessment Roll for A.D. 03-01 – Zone 1.

FIGURE 6.1

Agenda Packet Page 96
FIGURE 6.2

ASSESSMENT DISTRICT NO. 03-01
Zone 1

MAINTENANCE SPECIFICATION

The following sections provide detailed explanations and describe the zone of benefit and the facilities to be maintained.

ZONE 1
Maintained by the City or City contractors:

Landscaping north of Auburn Boulevard and within the median on Auburn Boulevard.

On-going maintenance of the Auburn Boulevard landscape requires routine care of lawn, trees, shrubs and groundcover, including weed control, fertilization and litter removal.

Drainage facilities in the open space area next to the creek way include three detention basins and drain manholes which will require routine maintenance and include cleaning and clearing of debris.

Maintained by the Sunrise Parks and Recreation District

Masonry walls on the east and west side of the zone adjacent to open space areas. These walls require routine maintenance, including surface and structural maintenance and graffiti abatement.

Pedestrian circulation facilities in the Zone includes a pedestrian trail with lighting and benches and pedestrian bridge. The trail and benches will require routine maintenance and lighting along the trail will require period maintenance and replacement of bulbs.

Agenda Packet Page 97
FIGURE 6.3
ASSESSMENT DISTRICT 03-01 ZONE 1

286-75-296; County DL 0276

DESCRIPTION FY 21/22**
ACTUAL
FY 22/23

PROPOSED
BUDGET
ASSESSMENT RATES:

Rate Per Acre $2,409.02 $2,481.29
Total Number of Acres (12 Parcels) 36.82 36.82
Total Special Assessm ents $88,700.12 $91,361.10
REVENUE:

Release from Fund Balance $0.00 $0.00
Interest on Fund Balance $0.00 $0.00
Special Assessments $88,667.76 $91,361.10
Contributions $0.00 $0.00
Other Revenue $0.00 $0.00
Total Revenues: $88,667.76 $91,361.10
EXPENDITURES:

Advertising $366.71 $350.00
Utilities - Electrical $2,066.88 $2,400.00
Utilities - Water $2,878.24 $2,600.00
Professional Services (includes SRPD Services) $150,772.85 $78,100.00 Contract - Repairs & Extra Work $1,590.00 $1,000.00
Contract - Landscape Maintenance $17,568.00 $20,050.00
Contract - Bus Stop Maintenance $4,743.00 $4,750.00
Contract -Materials & Supplies $0.00 $0.00
Cost Allocation (Overhead) $3,500.00 $3,605.00
Total Uses of Funds: $183,485.68 $112,855.00
-$94,817.92 -$21,493.90
Transfer to/from Operating Reserve $94,817.92 $21,493.90 $0.00 $0.00

OPERATING RESERVE
Beginning Operating Reserve Balance (July 1st) $931,674.00 $836,856.08 Operating Reserve Set-aside $0.00 $0.00
Transfer from (to) Annual Operating Balance -$94,817.92 -$21,493.90 Ending Operating Reserve Balance (June 30th) $836,856.08 $815,362.18

FACILITY REPLACEMENT RESERVE
Beginning Facility Replacement Balance (July 1st) $392,535.00 $392,535.00 Facility Replacement Set-aside $0.00 $0.00
Replacement Project Cost $0.00 $0.00
Ending Facility Replacement Balance (June 30th) $392,535.00 $392,535.00 MAINTENANCE RESERVE $444,321.08 $422,827.18
**
$xx.xx
Annual Operating Balance
Annual Ending Balance
Recorded actual ex penses for the first 3 quarters of the current Fiscal Y ear plus projection for the 4th Audited Fund Balance from previous Fiscal Y ear
Agenda Packet Page 98
FIGURE 6.4

ASSESSMENT DISTRICT 03-01 ZONE 1
for Auburn Commerce District

Tax Assessor's Number
Assessment
Diagram # Area (acres) Amount per Acre Total Assessment 211 0870 012 0000 1 1.44 $ 2,481.29 $ 3,573.06 211 0870 011 0000 2 1.1 $ 2,481.29 $ 2,729.42 211 0870 007 0000 3 0.78 $ 2,481.29 $ 1,935.41 211 0870 006 0000 4 0.61 $ 2,481.29 $ 1,513.59 211 0870 005 0000 5 1.06 $ 2,481.29 $ 2,630.17 211 0870 004 0000 6 0.81 $ 2,481.29 $ 2,009.84 211 0870 003 0000 7 3.55 $ 2,481.29 $ 8,808.58 211 0870 008 0000 8 0.76 $ 2,481.29 $ 1,885.78 211 0870 009 0000 9 0.98 $ 2,481.29 $ 2,431.66 211 0870 010 0000 10 0.98 $ 2,481.29 $ 2,431.66 211 0870 001 0000 11 13.19 $ 2,481.29 $ 32,728.22 211 0870 002 0000 14 11.56 $ 2,481.29 $ 28,683.71

15 Parcels; Total 98-02 Zone 3 Assessments is $11,638.79 $ 91,361.10

Agenda Packet Page 99
ASSESSMENT DISTRICT 03-01 - ZONE 2 Stock Ranch SOUTH

GENERAL

This assessment district, first created in 2003, is for the maintenance of certain areas within and adjacent to the Stock Ranch development. All improvements are on public property.

Assessment District 03-01 has two service areas, Zones 1 and 2. On July 13, 2006 the City Council approved the annexation of Phases 3 and 4 of the Stock Ranch Residential development into Zone 2. The boundaries of Zone 2 are more particularly described on the Assessment Diagram contained in Figure 7.1.

Zone 2 is responsible for the open space on the south side of Arcade Creek and along the north side of Stock Ranch Road, the landscape strip along the north side of Stock Ranch Road (Sol Way to Woodside Drive), the pedestrian trails and park facilities, a future median in Stock Ranch Road, east of the roundabout, and a future landscape strip along the south side of Stock Ranch Road. The City is committed to the appearance of the development through proper maintenance of the plantings as well as periodic replacement of the plant materials. Additionally, the City also focuses on immediate abatement of graffiti on walls and other public structures.

The City maintains LMAD related landscape areas in and adjacent to public streets using City forces or those of contract providers. Facilities located in the open-space areas within the District are maintained by the Sunrise Park and Recreation District. Figure 7.2 describes the maintenance specifications for the district.

DISTRICT FINANCING/ASSESSMENT

The funding for the District is from annual assessments levied on properties within the zone’s assessment boundary (Figure 7.1) pursuant to the Landscaping and Lighting Act of 1972.

LMAD 03-01, Zone 2 is currently fully funded by its assessments and has accumulated sufficient reserves to address its annual landscape maintenance and long-term tree and wall maintenance responsibilities.

Annual adjustments are proposed for Fiscal Year 2022/2023. As shown in Figure 7.3. “Summary Analysis”, the Fiscal Year 2022/2023 assessments for District 03-01 Zone 2 are proposed to increase by 3% (less than the maximum allowable 4%) by approximately $2.57 residential parcel; and approximately $12.85 per acre for undeveloped/commercial properties.

These additional revenues are necessary to support the extensive maintenance needs for the District, provided by the Sunrise Recreation and Park District as well as the City through contract services. It estimated all reserves for this district will be fully expended by FY 2023/2024.

METHOD OF ASSESSMENT:

The methods used to spread the assessments for Zone 2 is as follows:

1. Each single family residential parcel (121) within Zone 2 is assessed the cost of $85.72 per parcel per year (fiscal year 2021-2022) for a total annual assessment of $10,372.12.

Agenda Packet Page 100

2. The assessment for each non-residential parcel is calculated by multiplying the total developable acres, as shown in Figure 7.4, by the cost per acre ($428.33 per acre in Fiscal Year 2021-2022)

3. The assessments are subject to an annual adjustment not to exceed 4% beginning with FY 2004-2005.

Figure 7.4 contains the Assessment Roll for A.D. 03-01 – Zone 2.

Agenda Packet Page 101
FIGURE 7.1

Agenda Packet Page 102
FIGURE 7.2

ASSESSMENT DISTRICT NO. 03-01
Zone 2

MAINTENANCE SPECIFICATION

The following sections provide detailed explanations and describe the zone of benefit and the facilities to be maintained.

ZONE 2

Maintained by the City or City contractors:

Along the north side of Stock Ranch Road, the landscaping and irrigation of land within the 15-foot landscape corridor shall be maintained and repaired as necessary. The street frontage landscape includes lawn, trees, shrubs and groundcover. Ongoing street frontage maintenance requires weekly care of the lawn, trees, shrubs and groundcover including weed control, fertilization, pruning and litter removal.

A future median in Stock Ranch Road between Fountain Square Drive and Sol Way and a landscape corridor along the south side of Stock Ranch Road, east of Fountain Square Drive will also be maintained. Once construction is complete, maintenance of these future improvements will begin following a required plant establishment period.

Maintained by the Sunrise Parks and Recreation District:

Zone 2 includes maintenance of the open space area south of Arcade Creek and within the open space parcels located immediately east of Stock Ranch Road. Routine maintenance includes pruning, tree and shrub maintenance and weed abatement adjacent to homes within the District. A post and cable fence between Stock Ranch Road and the open space parcels will require periodic maintenance and replacement.

Pedestrian circulation facilities in the Zone include a pedestrian trail that requires routine maintenance.

Agenda Packet Page 103
FIGURE 7.3
ASSESSMENT DISTRICT 03-01 ZONE 2
287-75-297; County DL 0278

DESCRIPTION FY 21/22**
ACTUAL
FY 22/23

PROPOSED
BUDGET
ASSESSMENT RATES:

Rate Per Parcel (Residential) $85.72 $88.29
Total Number of Residential Parcels 121 121
Sub-Total A $10,372.12 $10,683.09
Rate Per Acre (Commercial/Undeveloped) $428.33 $441.18
Total Number of Acres (5 Parcels) 22.7 22.7
Sub-Total B $9,723.09 $10,014.78
Total Special Assessments (A+B) $ 20,095.21 $ 20,697.87

REVENUE:

Release from Fund Balance $0.00 $0.00
Interest on Fund Balance $0.00 $0.00
Special Assessments $20,300.81 $20,697.87
Contributions $0.00 $0.00
Other Revenue $0.00 $0.00
Total Revenues: $20,300.81 $20,697.87

EXPENDITURES:

Advertising $366.71 $350.00
Utilities - Electric $662.82 $750.00
Utilities - Water $1,123.74 $2,400.00
Professional Services (includes SRPD Services) $15,079.49 $15,000.00 Contract - Landscape Maintenance $11,016.00 $13,200.00
Contract - Repairs, Tree Trimming & Extra Work $0.00
Cost Allocation (Overhead) $3,178.00 $3,273.00
Total Expenditures: $31,426.76 $34,973.00

Annual Operating Balance -$11,125.95 -$14,275.13
Transfer to/from Operating Reserve $0.00 $0.00
Annual Ending Balance -$11,125.95 -$14,275.13

OPERATING RESERVE
Beginning Fund Balance (July 1st) $34,456.35 $23,330.40 Operating Reserve Set-a-side $20,300.81 $20,697.87
Transfer from (to) Annual Operating Balance $31,426.76 $34,973.00 Ending Operating Reserve Balance (June 30th) $23,330.40 $9,055.27

FACILITY REPLACEMENT RESERVE
Beginning Facility Replacement Balance (July 1st) $0.00 $0.00 Annual Replacement Set-aside $0.00 $0.00
Subtract Replacement Project Cost $0.00 $0.00
Ending Facility Replacement Balance (June 30th) $0.00 $0.00

MAINTENANCE RESERVE $23,330.40 $9,055.27
** Recorded actual expenses for the first 3 quarters of the current Fiscal Year plus projection for the 4th quarter.
$xx.xx Audited Fund Balance from previous Fiscal Year
Agenda Packet Page 104
FIGURE 7.4
ASSESSMENT DISTRICT 03-01 ZONE 2 for STOCK RANCH

Tax Assessor's Number Assessment
Diagram #
Assessment
Amount
Tax Assessor's Number Assessment
Diagram #
Assessment
Amount
243 0590 026 0000 1 $ 88.29 211 0880 003 0000 50 $ 88.29 243 0590 027 0000 2 $ 88.29 211 0880 004 0000 51 $ 88.29 243 0590 028 0000 3 $ 88.29 211 0880 005 0000 52 $ 88.29 243 0590 029 0000 4 $ 88.29 211 0880 006 0000 53 $ 88.29 243 0590 030 0000 5 $ 88.29 211 0880 007 0000 54 $ 88.29 243 0590 031 0000 6 $ 88.29 211 0880 008 0000 55 $ 88.29 243 0590 032 0000 7 $ 88.29 211 0880 009 0000 56 $ 88.29 243 0590 033 0000 8 $ 88.29 211 0880 010 0000 57 $ 88.29 243 0590 034 0000 9 $ 88.29 211 0880 011 0000 58 $ 88.29 243 0590 035 0000 10 $ 88.29 211 0880 012 0000 59 $ 88.29 243 0590 036 0000 11 $ 88.29 211 0880 013 0000 60 $ 88.29 243 0590 037 0000 12 $ 88.29 211 0880 014 0000 61 $ 88.29 243 0590 038 0000 13 $ 88.29 211 0880 015 0000 62 $ 88.29 243 0590 039 0000 14 $ 88.29 211 0880 016 0000 63 $ 88.29 243 0590 040 0000 15 $ 88.29 211 0880 017 0000 64 $ 88.29 243 0590 041 0000 16 $ 88.29 211 0880 018 0000 65 $ 88.29 243 0590 042 0000 17 $ 88.29 211 0880 019 0000 66 $ 88.29 243 0590 043 0000 18 $ 88.29 211 0880 020 0000 67 $ 88.29 243 0590 044 0000 19 $ 88.29 211 0880 021 0000 68 $ 88.29 243 0590 045 0000 20 $ 88.29 211 0880 022 0000 69 $ 88.29 243 0590 046 0000 21 $ 88.29 211 0880 023 0000 70 $ 88.29 243 0590 047 0000 22 $ 88.29 243 0590 073 0000 71 $ 88.29 243 0590 048 0000 23 $ 88.29 243 0590 074 0000 72 $ 88.29 243 0590 049 0000 24 $ 88.29 243 0590 075 0000 73 $ 88.29 243 0590 050 0000 25 $ 88.29 243 0590 001 0000 74 $ 88.29 243 0590 051 0000 26 $ 88.29 243 0590 002 0000 75 $ 88.29 243 0590 052 0000 27 $ 88.29 243 0590 003 0000 76 $ 88.29 243 0590 053 0000 28 $ 88.29 243 0590 004 0000 77 $ 88.29 243 0590 054 0000 29 $ 88.29 243 0590 005 0000 78 $ 88.29 243 0590 055 0000 30 $ 88.29 243 0590 006 0000 79 $ 88.29 243 0590 056 0000 31 $ 88.29 243 0590 007 0000 80 $ 88.29 243 0590 057 0000 32 $ 88.29 243 0590 008 0000 81 $ 88.29 243 0590 058 0000 33 $ 88.29 243 0590 009 0000 82 $ 88.29 243 0590 059 0000 34 $ 88.29 243 0590 010 0000 83 $ 88.29 243 0590 060 0000 35 $ 88.29 243 0590 011 0000 84 $ 88.29 243 0590 061 0000 36 $ 88.29 243 0590 012 0000 85 $ 88.29 243 0590 062 0000 37 $ 88.29 243 0590 013 0000 86 $ 88.29 243 0590 063 0000 38 $ 88.29 243 0590 014 0000 87 $ 88.29 243 0590 064 0000 39 $ 88.29 243 0590 015 0000 88 $ 88.29 243 0590 065 0000 40 $ 88.29 243 0590 016 0000 89 $ 88.29 243 0590 066 0000 41 $ 88.29 243 0590 017 0000 90 $ 88.29 243 0590 067 0000 42 $ 88.29 243 0590 018 0000 91 $ 88.29 243 0590 068 0000 43 $ 88.29 243 0590 019 0000 92 $ 88.29 243 0590 069 0000 44 $ 88.29 243 0590 020 0000 93 $ 88.29 243 0590 070 0000 45 $ 88.29 243 0590 021 0000 94 $ 88.29 243 0590 071 0000 46 $ 88.29 243 0590 022 0000 95 $ 88.29 243 0590 072 0000 47 $ 88.29 243 0590 023 0000 96 $ 88.29 211 0590 001 0000 48 $ 88.29 243 0590 024 0000 97 $ 88.29 211 0880 002 0000 49 $ 88.29 243 0590 025 0000 98 $ 88.29

Agenda Packet Page 105
ASSESSMENT DISTRICT 03-01 ZONE 2 for STOCK RANCH

Tax Assessor's Number Assessment
Diagram #
Assessment
Amount
211 0880 026 0000 104 $ 88.29
211 0880 027 0000 105 $ 88.29
211 0880 028 0000 106 $ 88.29
211 0880 029 0000 107 $ 88.29
211 0880 030 0000 108 $ 88.29
211 0880 031 0000 109 $ 88.29
211 0880 032 0000 110 $ 88.29
211 0880 033 0000 111 $ 88.29
211 0880 034 0000 112 $ 88.29
211 0880 035 0000 113 $ 88.29
211 0880 036 0000 114 $ 88.29
211 0880 037 0000 115 $ 88.29
211 0880 038 0000 116 $ 88.29
211 0880 039 0000 117 $ 88.29
211 0880 040 0000 118 $ 88.29
211 0880 041 0000 119 $ 88.29
211 0880 042 0000 120 $ 88.29
211 0590 081 0000 121 $ 88.29
211 0590 082 0000 122 $ 88.29
211 0590 083 0000 123 $ 88.29
211 0590 084 0000 124 $ 88.29
211 0590 085 0000 125 $ 88.29
211 590 086 0000 126 $ 88.29

121 Parcels; Total 03-01 Zone 2 Assessments is $10,683.09

ASSESSMENT DISTRICT 03-01 – ZONE 2 (COMMERCIAL PARCELS) Revised Tax Assessor's
Number*
Assessment
Diagram # Area (acres)
Amount per
Acre Total Assessment
243 0010 0045 0000 99 8 441.18 $ 3,529.44 243 0010 051 0000 100 .55 441.18 $ 242.65 243 0010 050 0000 101 1.77 441.18 $ 780.89 243 0010 027 0000** 102 11.08 441.18 $ 4,888.27 243 0020 051 0000 103 1.78 441.18 $ 785.30

5 Commercial Parcels; Total Zone 2 Commercial Assessment $10,014.78***

*based on current county parcel viewer data; reflects lot splits and new assigned parcel numbers **no change to parcel number.
***acres to be verified prior to final report.

Agenda Packet Page 106
ASSESSMENT DISTRICT 03-01 – Zone 3 (Mitchell Farms Subdivision)

GENERAL

Landscape Maintenance Assessment District (LMAD) 03-01, Zone 3 (Mitchell Farms Subdivision), first created by City Council action on April 23, 2020, is located east of Sunrise Boulevard, north of Arcadia Drive, and west of Fair Oaks Boulevard. This LMAD provides for the maintenance of a large open-space lot within the Mitchell Farms Subdivision development and landscaping within a roundabout on Arcadia Drive. All improvements are on public property. There are 258 residential parcels in this district, whose boundaries are more particularly described on the Assessment Diagram contained in Figure 8.1.

This subdivision of land, covered by Zone 3, includes 258 residential lots, one public park lot (Lot A) and 51 common area and alley lots owned and maintained by the Home Owners Association (HOA). Upon recordation of the Final Map and completion of the construction of the park improvements, Lot A will be dedicated to Sunrise Recreation and Parks District (SRPD).

To supplement the available funding for the long-term maintenance and replacement costs for the improvements within Lot A and the landscaping and irrigation within the new Arcadia Drive roundabout, the development was conditioned to create a new Landscape Maintenance Assessment District (LMAD).

Public amenities in Zone 3, to be maintained on an annual basis with this LMAD funding, include trees, natural grasses, irrigation systems, pedestrian/bike pathways, pathway lighting and bridges within the open-space lot (Lot A) and landscaping and irrigation system within the Arcadia Drive roundabout. On-going maintenance of the landscaped areas require routine care of trees, shrubs, and groundcover, including weed control, fertilization, mulch replacement, litter removal and irrigation systems. The pedestrian pathways and associated bridges require routine maintenance, including surface and structural maintenance, maintenance and repairs of pathway lighting and graffiti abatement.

In addition to regular annual maintenance, the facilities in Zone 3 (pedestrian/bike pathway, bridges, pathway lighting system, irrigation system, and roundabout landscape and irrigation) require periodic major repairs and/or replacement. Zone 3 provides a funding set-aside for long- term capital replacement of these items.

Figure 8.2 contains a detailed listing of items to be maintained and/or replacement of each of the items. City and the SRPD perform/manage the maintenance for the LMAD using its own forces or those of contract providers.

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DISTRICT FINANCING/ASSESSMENT

The funding for LMAD 03-01, Zone 3 will be from annual assessments levied on property within the zone’s assessment boundary (Figure 8.1), pursuant to the Landscaping and Lighting Act of 1972.

After the initial year of the formation of the assessment district, the City of Citrus Heights may be required to increase the assessment on each addressed parcel within the District to pay for increased costs of maintenance and replacement. The amount of the assessments authorized to be collected may be increased by a maximum of four percent (4%) annually.

The district’s Maintenance Summary is contained in Figure 8.3. The Fiscal Year 2022/2023 assessments proposed for District 03-01, Zone 3 are proposed to remain the same as Fiscal Year 2021/2022. No annual adjustments are proposed for Fiscal Year 2022/2023.

METHOD OF ASSESSMENT

The method used to spread the assessments for each lot are the following:

Zone 3 consists 258 residential lots, 30 lettered HOA landscape lots, 20 alley lots, and one public park lot (Lot A).

The costs of the maintenance for the improvements within Mitchell Farms are to be allocated as follows:

The assessment for each Assessor’s Parcel is calculated by dividing the total annual coast, by the total number of residential lots within the subdivision. As follows: Annual cost/number of lots = Annual cost of $88,851.20 divided by 258 lots = $344.38 per lot per year.

The above assessment is subject to an annual adjustment not to exceed 4% beginning with FY 2021-2022.

The development is currently under construction, so the developer has agreed to maintain the landscaped areas and other features until the proposed improvements are formally accepted by the agencies (Sunrise Recreation and Parks District for Lot A and the City of Citrus Heights for the Arcadia Drive roundabout).

The district’s Assessment Roll is contained in Figure 8.4.

BOUNDARY DESCRIPTION OF AREA TO BE MAINTAINED

All that real property situated in the City of Citrus Heights, County of Sacramento, State of California, which is further described as follows:

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Lot A of the Mitchell Farms Subdivision and the adjacent Arcadia Drive roundabout; more particularly described on the Assessment Diagram contained in Figure 8.1.

FIGURE 8.1

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FIGURE 8.2

ASSESSMENT DISTRICT NO. 03-01
Zone 3 (Mitchell Farms Subdivision)

MAINTENANCE SPECIFICATION

1) Maintain pedestrian pathway (Lot A). Clean all graffiti as needed. Perform structural repairs/replacement as needed. This item includes repair and materials to maintain the light bollards along the pathway.

2) Maintain pedestrian pathway bridges (Lot A). Clean all graffiti as needed. Perform structural repairs/replacement to hand rails, deck, abutments and other bridge appurtenances as needed.

3) Maintain the creek open space (Lot A). Keep the existing creek open space free from debris to assure flow of Arcade Creek, maintain irrigation system and regular inspection and pruning for health of all trees (including planted mitigation trees), Mow open-space as needed for fuel-load management and appearance.

4) Maintain trees and other plantings a minimum of once every two weeks in the planters (center of roundabout and three approach islands) at the Arcadia Drive roundabout.

Maintain irrigation system as needed to ensure proper operation and optimum health of the plantings. Weed area a minimum of once every two weeks. Fertilize area a minimum of twice per year. Control infestation of fungus, diseases and/or insects. This item includes irrigation repair, landscaping materials (wood chips, chemicals, etc.), and replanting as needed.

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FIGURE 8.3
ASSESSMENT DISTRICT 03-01 ZONE 3

296-75-289; County DL1128

DESCRIPTION FY 21/22 (1)
ACTUAL
FY 22/23

PROPOSED
BUDGET
ASSESSMENT RATES:

Rate Per Parcel $344.38 $344.38
Total Number of Parcels 258 258
Total Special Assessments $88,850.04 $88,850.04
REVENUE:

Release from Maintenance/Repair Reserve Balance $0.00 $0.00 Release from Facility Replacement Reserve Balance $0.00 $0.00 Interest on Fund Balance $0.00 $0.00
Special Assessments $88,850.04 $88,850.04
Other Revenue $0.00 $0.00
Tota l Revenue: $88,850.04 $88,850.04
EXPENDITURES:

Materials and Supplies $0.00 $0.00
Advertising & Mail $0.00 $350.00
Utilities $0.00 $0.00
Professional Services (Cnty Tax Collection fees) $0.00 $0.00 City Contract Landscape $0.00 $1,000.00
SRPD Maintenance $0.00 $30,000.00
Cost Allocation* (Overhead) $0.00 $0.00
Total Expenditures: $0.00 $31,350.00
$88,850.04 $57,500.04
Transfer to Maintenance/Repair Reserve -$88,850.04 -$57,500.04 $0.00 $0.00

MAINTENANCE/REPAIR RESERVE
Beginning Maintenance/Repair Reserve Balance (7/1) $0.00 $88,850.04 Release to Operating Revenue $0.00 $0.00
Transfer from Annual Operating Balance $88,850.04 $57,500.04 Ending Maintenance/Repair Reserve Balance (6/30) $88,850.04 $146,350.08

FACILITY REPLACEMENT RESERVE
Beginning Facility Replacement Reserve Balance (7/1) $0.00 $0.00 Replacement Project Cost $0.00 $0.00
Facility Replacement Set-aside $0.00 $0.00
Replacement Project Cost $0.00 $0.00
Ending Facility Replacement Reserve Balance (6/30) $0.00 $0.00 $xx.xx Audited Fund Balance from previous Fiscal Year
Annual Operating Balance
Annual Ending Balance
(2) Assessments and estimated expenditures for FY 22/23 derived from estimate contained in original Engineer's Report dated April 23, 2020.
(1) Improvements not yet accepted by City, so developer responsible for all maintenance in FY Agenda Packet Page 111

FIGURE 8.4

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CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM
DATE: July 28, 2022
TO: Mayor and City Council Members
Ashley J. Feeney, City Manager
FROM
: Regina Cave, General Services Director
Leslie Blomquist, City Engineer
SUBJ
ECT: Landscape Maintenance Assessment District 97-01 (Zones 1, 2, 3, and 4) Levy of Fiscal Year 2022/2023 Assessments
Summary and Recommendation
On July 14, 2022, City Council took the first steps toward the proposed annual update for Fiscal Year 2022/2023 for the Landscape Maintenance Assessment Districts (LMAD) 97 -01 (Zones 1, 2, 3, and 4). At that time, Council adopted Resolutions of Intention to update the districts and called for a public hearing on July 28, 2022. Subsequently, the City Clerk published the required notice.

The
City Council’s intent at that meeting was to maintain the assessments for Zones 1, 2, 3, and 4 at the same level as the prior year.

Staf
f recommends the City Council:

1. Convene
the public hearing for the district regarding the proposed annual assessment for Fiscal Year 2022/2023; and

2. Adopt Resolution No. 2022-____: A Resolution of the City Council of the City of Citrus Heights, California, to confirm the diagram and assessment and to levy Fiscal Year 2022/2023 assessments for Landscaping Maintenance Assessment District No. 97 -01 (Zones 1, 2, 3, and 4).

Fiscal Impact
Assessment District 97 -01, Zone 1 (Table No.1) and Zone 2 (Table No. 2) are currently fully funded by their annual assessments as well as use of fund reserves as necessary; therefore, there are no fiscal impacts to the General Fund for these zones.

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Table No. 1
97-01, Zone 1
Description FY 21/22 Actual* FY 22/23 Proposed
REVENUE:

Special Assessments Revenues $10,317.86 $10,523.20
Interest on Fund Balance $54.89 $0.00
Total Revenues $10,372.75 $10,523.20

EXPENDITURES:

Total Expenditures $17,916.37 $16,642.00

Annual Operating Balance (1) -$7,543.62 -$6,118.80
Transfer to/from Operating Reserve $7,543.62 $6,118.80 Ending Balance $0.00 $0.00
(1) Assessment Fund reserves available to balance the annual operating shortfall.

Table No. 2
97-01, Zone 2
Description FY 21/22 Actual* FY 22/23 Proposed
REVENUE:

Special Assessments Revenues $12,262.45 $12,413.16
Interest on Fund Balance $128.90 $0.00
Total Revenues $12,391.35 $12,413.16

EXPENDITURES:

Total Expenditures $18,545.40 $14,415.00

Annual Operating Balance (1) -$6,154.05 -$2,001.84
Transfer to/from Operating Reserve $6,154.05 $2,001.84 Ending Balance $0.00 $0.00
(1) Assessment Fund reserves available to balance the annual operating shortfall.

Historically, Zone 3 has had adequate funding to cover the annual expenditures. However, beginning in FY 19/20, Zone 3 began operating under a shortfall with insufficient revenues to offset these costs. For FY 21/22, Zone 3 ha d a projected shortfall of $8,192.58. Staff’s recommendation is to utilize Gas Tax revenues (Fund 205) to cover this shortfall. For FY 22/23, the fund shortfall is expected to increase to $9,018.60.

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Table No. 3
97-01, Zone 3
Description FY 21/22 Actual* FY 22/23 Proposed
REVENUE:

Special Assessments Revenues $6,353.78 $6,550.40
Interest on Fund Balance $0 $0
Total Revenues $6,353.78 $6,550.40

EXPENDITURES:

Total Expenditures $14,546.36 $15,569.00

Annual Operating Shortfall (1) -$8,192.58 -$9,018.60
(1) Gas Tax (Fund 205) revenue recommended to balance the annual operating shortfall.

The funding for Zone 4 does not adequately cover the maintenance costs. Historically, this Zone has had a shortfall and the city has implemented cost saving measures to try and reduce the shortfall to the greatest extent possible. In past years, contributions from the city’s Gas Tax and General Fund revenues were used to balance Zone 4. For FY 21/22, Zone 4 had an estimated shortfall of $15,088.53. Staff’s recommendation is to utilize Gas Tax revenues (Fund 205) to cover this shortfall. For FY 22/23, the fund shortfall is expected to be at $14,871.50.

Table No. 4
97-01, Zone 4
Description FY 21/22 Actual* FY 22/23 Proposed
REVENUE:

Special Assessments Revenues $4,624.79 $4,717.50
Interest on Fund Balance $0 $0
Total Revenues $4,624.79 $4,717.50

EXPENDITURES:

Total Expenditures $19,713.32 $19,589.00

Annual Operating Shortfall (1) -$15,088.53 -$14,871.50 (1) Gas Tax (Fund 205) revenue recommended to balance the annual operating shortfall.

Since the city first took over the LMAD 97- 01 from Sacramento County in 1997, the revenues have not been adequate to cover the costs in each of the zones. Over the years, many efforts have been made to reduce costs and in some cases the city has been required to increase assessment.

However, continually increasing utility rates and monthly maintenance costs as well as updated methods for allocation of the city’s overhead costs have all contributed to the increasing shortfall in Zones 3 and 4 and more recently, staff is using fund reserves in Zones 1 and 2 to balance the Agenda Packet Page 117
annual budgets. The underlying problem is that the assessment rates (outlined in Fiscal Impact, above) have remained largely unchanged since 1996 when Proposition 218, which requires a vote of those assessed to approve an increase, was passed by the California voters. Note: the property owners in Zone 2 did approve a one -time assessment increase in 2000, but annual expenditures now exceed the additional annual revenues.

Background and Analysis
The city currently has four landscape maintenance districts and several zones within some of the districts.

Assessment
District
Zone Creation
Date
Location
97-01 1 1997 “Bridgemont” subdivision off of Van Maren Lane 2 1997 “St. Andrews Court” subdivision off of Old Auburn Road 3 1997 “Verner Glenn” (Summerhill) subdivision off of Verner Avenue
4 1997 “Villa Creekridge” subdivision off of Oak Avenue 98-01 1 1998 “Stock Village Unit No. 1 & 2” Subdivision off of Stock Ranch Road
98-02 1 1998 “Sorenson Ranch” subdivision off of Van Maren Lane 2 2014 “Autumnwood” subdivision off of Antelope Road
3 2018 “Mariposa Creek” subdivision off Antelope Road
4 2019 “Wyatt Ranch” subdivision off Sunrise Boulevard
03-01 1 2003 “Stock Ranch” development on Auburn Blvd - properties north of Arcade Creek
2 2003 “Stock Ranch” development off of Stock Ranch Road – properties south of Arcade Creek
3 2020 “Mitchell Farms” subdivision between Sunrise Boulevard and Fair Oaks Boulevard, north of Arcadia Drive.

This agenda item addresses LMAD 97 -01 and LMAD’s 98-01, 98-02 and 03- 01 are addressed under a separate agenda item. The annual update and the levy of assessments for Fiscal Year 2022/2023 for the LMAD 97 -01 (Zones 1, 2, 3, and 4), proposed by the resolution will fund the following: maintenance and servicing of landscaping, trees, and other vegetation, and related or appurtenant facilities, including weeding, fertilizing, pruning, and controlling fungus, disease and insect infestation; operation of irrigation and drainage systems, including the provision of water and power, and maintenance of sound walls. Specific maintenance responsibilities for each zone in the district are discussed in the Engineer’s Report.

The revenues including reserves for Zones 1 and 2 are adequate to cover their annual expenses and the Engineer’s Report proposes the assessment rates for these zones remain at the rate levied in Fiscal Year 2021/2022.

Since the ci ty took over 97- 01 from the County of Sacramento, Zones 3 and 4 have been underfunded and as a result, the city has used various funds, including Gas Tax and General Fund revenues, to cover the operating shortfall.

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To eliminate the funding gap in Zone 3, an assessment increase was approved by the owners of the assessed properties in 2005. The amount increased from $42.50 per parcel to $80 per parcel.

Until FY 2017/2018, the increase provided enough funds to cover the costs for maintenance and utilities leaving an account balance of a few hundred dollars each year to build reserves. However, irrigation repairs, tree maintenance, the continuing increase in utility rates, and updated methods for allocation of the city’s overhead costs have all contributed the depletion of the existing reserves and ultimately a budget shortfall for FY 2021/2022.

To balance the Zone 4 budget, the city twice proposed to increase the annual assessment. In 2005 and again in 2009, the owners of properties within Zone 4 voted against a proposed increase in the annual assessment. In 2010, to reduce future subsidies, the city incorporated a xeriscaping (low - water and maintenance) plan to eliminate some of the more labor intensive and water consuming landscape features, such as turf, and reduced the level of service on the remaining landscaping to a minimum. There have been significant reductions in maintenance and utility costs, but the expenditures still exceeded the existing revenues for this zone. The city’s General Fund subsidized this shortfall. To eliminate future subsidies, the city reduced the frequency of maintenance as a pilot project (i.e., every 6 or 8 weeks instead of monthly). The budget for Zone 4 was balanced with a reduced maintenance schedule. However, after numerous complaints from the public of its poor appearance, a higher level of maintenance was reinstated during the FY 2011/2012 year and the Zone continues to see a shortfall in FY 2020/2021.

Pursuant to the Landscaping and Lighting Act of 1972, assessment districts of this type must be updated annually. A Resolution to Initiate Proceedings is required as the first action of the City Council in order to initiate the update of the LMADs. Subsequent approval of the assessments to be levied and collected wil l be for the purpose of meeting operating expenses and purchasing supplies, equipment, or materials necessary to maintain landscape facilities for the districts.

On July 14, 2021, the City Council adopted a Resolution of Intention for LMAD 97-01 (Zones 1, 2, 3, and 4) approving the Engineer’s Report; declaring its intention to order the annual update for Fiscal Year 2022/2023 to levy and collect assessments for the City of Citrus Heights Landscape Maintenance Assessment District ; and setting Thursday, July 28, 2022 at 6:00 p.m. (or shortly thereafter) as the date and time for the public hearing.

Pursuant to State Law, the city must hold a public hearing on the matter for each District. Since an increase in assessments is not proposed, the c ode only requires the notice to be published in a newspaper.

The Engineer’s Report proposes the assessment rates will not exceed the rate levied in Fiscal Year 2021/2022. No ballot procedure or special notice will be necessary to maintain these assessments.

The assessment district diagrams and assessment rolls are contained in the Engineer’s Reports.

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Attachments
1) Resolution No. 2022-____: A Resolution of the City Council of the City of Citrus Heights, California, to confirm the diagram and assessment and to levy Fiscal Year 202 2/2023 assessments for Landscaping Maintenance Assessment District No. 97- 01 (Zones 1, 2, 3 and 4).

2) Revised Engineer’s Report

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RESOLUTION NO. 2022-

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CITRUS

HEIGHTS, CALIFORNIA, TO CONFIRM THE DIAGRAM AND ASSESSMENT AND TO LEVY FISCAL YEAR 2022/2023 ASSESSMENTS FOR LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 97-01 (ZONES 1, 2, 3, and 4)

WHEREAS, on July 14 , 2022 the City Council (Council ) of the City of Citrus Heights (City) adopted its Resolution No. 2022 - 067, initiating proceedings pursuant to the landscaping and Lighting Act of 1972, being California Streets and Highways Code Sections 22500 et seq . (Act), to levy and collect assessments for Fiscal Year 20 22/2023 in the City of Citrus Heights Landscape Maintenance Assessment District No. 97-01 (Zones 1, 2, 3, and 4);

WHEREAS, as directed by this Council, the City Engineer has prepared and filed with the City Clerk a report for Fiscal Year 2022/2023 (Engineer’s Report) in accordance with the Act;

WHEREAS, on July 14, 2022, Council adopted its Resolution No. 2022 - 068, approving Engineer’s Report, and sett ing a public hearing date of July 28, 2022, at 6 :00 p.m., at the Citrus Heights Council Chambers located at 6360 Fountain Square Drive, Citrus Heights, California 95621;

WHEREAS, a notice of the public hearing was published in the form, time and manner required by law; and

WHEREAS, at the public hearing, Council duly heard all interested persons desiring to be heard.

NOW THEREFORE BE IT RESOLVED AND ORDERED, by the City Council of the City of Citrus Heights hereby declares that:

Section 1. Recitals. The foregoing recitals are true and correct and the City Council so finds and determines.

Section 2. Approval of Engineer’s Report. This Council hereby approves the Engineer’s Report as now on file with the City Clerk.

Section 3. Improvements Ordered. This Council hereby orders the proposed improvements described in the Engineer’s Report to be made.

Section 4. Special Benefit Finding . This Council hereby finds and determines that the assessment included in the Engineer’s Report assesses all of t he subdivisions of land in the assessment district for the special benefits provided by the improvements in proportion to the special benefits to be received by such subdivision, respectively, from the improvements.

Section 5 . Confirmation of Assessment Diagram . This Council hereby confirms the diagram and the assessment now on file with it.

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Section 8. Effective Date. This resolution shall take effect from and after the date of its passage.

The City Clerk shall certify the passage and adoption of this Resolution and enter it into the book
of original resolutions.

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 28
th day of Ju1y 2022, by the following vote to wit:

AYES: Council Members:

NOES: Council Members:

ABSENT: Council Members:

ABSTAIN: Council Members:

Porsche Middleton, Mayor
ATTEST:

_________________________________
Amy Van, City Clerk

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CITY OF CITRUS HEIGHTS

SACRAMENTO COUNTY

CALIFORNIA

ENGINEER’S REPORT
for
Landscape Maintenance Districts

Assessment District No. 97-01(Zones 1, 2, 3, and 4)
Annual Update for Fiscal Year 2022/2023

Prepared by

Leslie Blomquist
City Engineer
July 28, 2022

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ENGINEER’S REPORT

LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT
NO. 97-01, Zones 1, 2, 3, and 4

LEVY of FISCAL YEAR 2022/2023 ASSESSMENTS

INTRODUCTION

The City of Citrus Heights has four (4) separate Landscape Maintenance Assessment Districts (LMADs), which provide for maintenance of common areas within nine (9) distinct communities around the City. This report addresses only LMAD 97-01, which contains four (4) separate zones. The general locations for Zones 1, 2, 3, and 4 are shown on the maps on the following pages.

The Sacramento County Landscape Maintenance Assessment District (SCLMAD) was created in 1994 by Sacramento County to consolidate eighteen separate landscape maintenance districts into a single district with five zones. Zones were established based on the type of landscaping, the frequency and level of service required and geographical location.

Upon incorporation, all of Zone 1, and part of Zones 2 and 4 of the SCLMAD fell within the boundaries of the City of Citrus Heights. As a result, the City created Assessment District 97- 01 (AD 97-01) on August 13, 1997 to take over responsibility for the maintenance of the zones or portions of zones located within Citrus Heights. Subsequently, in 2004, the City split the existing Zone 4 into two separate zones, Zone 3 and Zone 4.

Funding for the District will be from annual assessments levied on property in the four zones.

The annual assessment levied on each property is related to the maintenance costs for the zone in which the parcel is located.

The following sections provide detailed explanations of each Zone. The corresponding Budget Assessment tables list the 2022/2023 sources of funds (revenues), uses of funds (direct and indirect expenditures), and the proposed assessment for each. Prior year expenditures and assessments are shown for comparison. The City has separated the accounting for each of the four zones; therefore, any noticing and balloting requirements for each of the zones will be treated independently.

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ZONE 1

General:

Known as the Bridgemont Landscape Maintenance Zone, the limits of Zone 1 are defined by Van Maren Lane on the east; north and south of Bridgemont Way, and by Cripple Creek on the west. There are 80 parcels in this Zone, whose boundaries are particularly shown on the Assessment Diagram in Figure 1.1.

The landscape is a natural open space re-vegetation area along Cripple Creek and adjacent to Van Maren Lane. It consists of naturalized and mitigated oak tree stands and other California native plantings. An automatic drip irrigation system is no longer providing water to the re- vegetation plantings, because the plantings are already well established. Routine maintenance includes tree and shrub care, pruning, fertilization, and tree and shrub well maintenance. A minimum of two times per year, in the spring and summer, weed abatement is performed along the open space perimeter, adjacent to the homes within the district.

City performs/manages the maintenance for the LMAD using its own forces or those of contract providers. Figure 1.2 describes the maintenance specifications for the district.

Method of Assessment:

Development of the single family Bridgemont subdivision was conditioned upon establishing a funding source to provide for ongoing landscape maintenance to the re-vegetation planting and open space area. Because each of the single-family lots within the Zone was created as a result of compliance with this condition, each lot benefits in the same proportion. Therefore, the assessment costs are allocated on a per parcel basis for all parcels located in Zone 1 that currently qualify as a buildable single-family parcel per the current City of Citrus Heights Zoning Ordinances.

The Summary Analysis in Figure 1.3 shows details of the Fiscal Year 2022/2023 budget and assessments for Zone 1. The assessments are proposed to remain the same as the previous fiscal year, at $131.54 per parcel per year for a total annual assessment of $10,523.20, as this district does not allow for increasing the assessments without a vote of the effected property owners.

While this zone presently has cash reserves, the annual costs for maintenance exceeds total revenues from the assessments; it is anticipated the cash balance will be depleted by FY 2024/2025, and other revenues may be required to continue services.

This Zone’s Assessment Roll is shown in Figure 1.4.

Zone 1 Boundary Description:

All that territory situated in the City of Citrus Heights, County of Sacramento, State of California, more particularly described as follows and as shown on the Assessment Diagram for Zone 1 in Figure 1.1.

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Area Description:

All that real property included in the map of Bridgemont, as recorded in the office of the recorder of Sacramento County in Book 195 of Maps, Map number 10 on July 12, 1989.

FIGURE 1.1
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FIGURE 1.3

ASSESSMENT DISTRICT 97-01 - ZONE 1

280-75-290; County DL 0270

DESCRIPTION FY 21/22
ACTUAL**
FY 22/23

PROPOSED
BUDGET

ASSESSMENT RATES:

Rate Per Parcel $ 31.54 $ 131.54 Total Number of Parcels 80 80
Total Special Assessments $ 0,523.20 $ 10,523.20

REVENUE:

Interest on Fund Balance $0.00 $0.00
Special Assessments $10,317.86 $10,523.20
Total Revenue: $10,317.86 $10,523.20

EXPENDITURES:

Advertising & Mail $262.37 $360.00
Professional Services $0.00 $150.00
Contract - Landscape/Tree Maintenance $12,672.00 $11,000.00 Cost Allocation (Overhead) $4,982.00 $5,132.00
Total Expenditures: $17,916.37 $16,642.00

Annual Operating Balance (7,598.51) (6,118.80)
Transfer to/from Operating Reserve 7,598.51 6,118.80
Annual Ending Balance 0.00 0.00

OPERATING RESERVE
Beginning Fund Balance (July 1st) 36,644.10 29,045.59
Operating Reserve Set-a-side 0.00 0.00
Transfer from (to) Annual Operating Balance (7,598.51) (6,118.80) Ending Operating Reserve Balance (June 30th) 29,045.59 22,926.79 ** Recorded actual expenses for the first 3 quarters of the current Fiscal Year plus projections for the 4th quarter.
$xx.xx Audited Fund Balance from previous Fiscal Year

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FIGURE 1.4

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ZONE 2

General:

Known as the Heather Downs Landscape Maintenance Zone, the Zone 2 limits are defined by Old Auburn Road on the south, east and west of Wickham Drive; and Mariposa Avenue on the west, north and south of Heredia Way. There are 82 parcels in this Zone, whose boundaries are more particularly shown on the Assessment Diagram in Figure 2.1.

The maintained area in Zone 2 consists of two landscape types, a natural, open space, re- vegetation area, and a street frontage (corridor). It consists of naturalized and mitigated oak tree stands, other California native plantings and an automatic drip irrigation system providing water to the re-vegetation plantings. Routine maintenance includes tree and shrub care, pruning, fertilization, and tree and shrub well maintenance. A minimum of three times per year, weed abatement mowing is performed in the open space.

The street frontage landscape includes lawn, trees, shrubs, and ground cover. Ongoing street frontage maintenance requires weekly care of the lawn, trees, shrubs, and ground cover, including weed control, fertilization, pruning, and litter removal.

City performs/manages the maintenance for the LMAD using its own forces or those of contract providers. Figure 2.2 describes the maintenance specifications for the district.

General Fund money was used to supplement this zone in the past. However, in Fiscal Year 2000/2001 the property owners within this zone voted to approve an assessment increase from $122.74 to $151.38 per parcel. This increase has historically kept the district fully funded, however, operating costs continue to increase, necessitating use of the districts reserves.

Method of Assessment:

As a condition of approval, the developer of the single family subdivision was required to establish a funding source to provide ongoing landscape maintenance. Because each of the single-family lots within the Zone was created as a result of compliance with this condition, each lot benefits in the same proportion. Therefore, the assessment costs are allocated on a per parcel basis for all parcels located in Zone 2 that currently qualify as a buildable single-family parcel per the current City of Citrus Heights Zoning Ordinances.

The Summary Analysis in Figure 2.3 shows details of the Fiscal Year 2022/2023 budget and assessments for Zone 2. The assessments for Zone 2 are proposed to remain the same as the previous fiscal year, at $151.38 per parcel per year for a total annual assessment of $12,413.16, as this district does not allow for increasing the assessments without a vote of the effected property owners. While this zone presently has cash reserves, the annual costs for maintenance exceeds total revenues from the assessments; it is anticipated the cash balance will be depleted in future years, and other revenues may be required to continue services.

This Zone’s Assessment Roll is shown in Figure 2.4.

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Zone 2 Boundary Description:

Area Description:

All that real property included in the revised map of Heather Downs Two, as recorded in the office of the recorder of Sacramento County in Book 206 of Maps, Map number 2; July, 1991.

FIGURE 2.1

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FIGURE 2.3

ASSESSMENT DISTRICT 97-02 – ZONE 2

281-75-291; County DL 0271

DESCRIPTION FY 21/22
ACTUAL**
FY 22/23

PROPOSED
BUDGET
ASSESSMENT RATES:

Rate Per Parcel $151.38 $151.38
Total Number of Parcels 82 82
Total Special Assessments $12,413.16 $12,413.16

REVENUE:

Interest on Fund Balance $0.00 $0.00
Special Assessments $12,262.45 $12,413.16
Total Revenue: $12,262.45 $12,413.16

EXPENDITURES:

Advertising & Mail $262.37 $360.00
Utilities $2,101.68 $1,950.00
Professional Services $0.00 $115.00
Contract - Landscape/Tree Maintenance $10,620.00 $6,800.00

Contract - Construction, Repairs & Extra
Work $522.35 $0.00
Cost Allocation (Overhead) $5,039.00 $5,190.00
Total Expenditures: $18,545.40 $14,415.00

Annual Operating Balance -$6,282.95 -$2,001.84
Transfer to/from Operating Reserve $6,282.95 $2,001.84 Annual Ending Balance $0.00 $0.00

OPERATING RESERVE
Beginning Fund Balance (July 1st) $77,582.00 $71,299.05 Operating Reserve Set-a-side $0.00 $0.00
Transfer from (to) Annual Operating Balance -$6,282.95 -$2,001.84

Ending Operating Reserve Balance (June
30th) $71,299.05 $69,297.21
** Recorded actual expenses for the first 3 quarters of the current Fiscal Year plus projections for the 4th quarter. $xx.xx Audited Fund Balance from previous Fiscal Year

Agenda Packet Page 135
FIGURE 2.4

Agenda Packet Page 136
ZONE 3

General:

Zone 4 of LMAD 97-01, as originally adopted by the City, consisted of two widely separated landscape areas with differing landscaping and maintenance responsibilities. In 2004, the City Council adopted a resolution dividing Zone 4 into two parts and thereby creating Zone 3 (previously non-existent). Zone 3 consists of the Verner Glen Subdivision (commonly known as Summerhill). There are 80 parcels in this Zone, whose boundaries are particularly shown on the Assessment Diagram in Figure 3.1.

The maintained area in Zone 3 consists of street frontage landscape including lawn, trees, shrubs, and ground cover. Ongoing street frontage maintenance requires weekly care of the lawn, trees, shrubs, and ground cover, including weed control, fertilization, pruning, and litter removal.

City performs/manages the maintenance for the LMAD using its own forces or those of contract providers. Figure 3.2 describes the maintenance specifications for the district.

General Fund money was used to supplement maintenance of landscaped areas in Zone 3 in the past. To eliminate the assessment revenue shortfall, an increase in assessment was proposed in Fiscal Year 98/99. However, the increase was unanimously opposed in the required balloting process. In 2005 an increase in the annual assessment was again proposed and subsequently the property owners approved an increase in the assessment from $42.50 to $81.88.

The assessment increase approved in 2005 along with focus ed efforts to reduce overall maintenance costs has kept Zone 3 expenditures below available revenues. However, increased monthly utility costs and the implementation of updated cost allocation procedures by the city have resulted in a shortfall of approximately $8,192.58 for FY 2021/22. With no current reserves, this shortfall w as subsidized by G as Tax funds. A shortfall of approximately $9,018.60 is anticipated for FY 22/23.

Method of Assessment:

As a condition of approval, the developer of the single family subdivision was required to establish a funding source to provide ongoing landscape maintenance. Because each of the single-family lots within the Zone was created as a result of compliance with this condition, each lot benefits in the same proportion. Therefore, the assessment costs are allocated on a per parcel basis for all parcels located in Zone 3 that currently qualify as a buildable single-family parcel per the current City of Citrus Heights Zoning Ordinances.

The Summary Analysis in Figure 3.3 shows details of the Fiscal Year 2022/2023 budget and assessments for Zone 3. The assessments for Zone 3 are proposed to remain the same as Fiscal Year 2021/2022, at $81.88 per parcel per year for a total annual assessment of $6,550.40, as this district does not allow for increasing the assessments without a vote of the effected property owners.

Agenda Packet Page 137

This Zone’s Assessment Roll is shown in Figure 3.4.

Zone 3 Boundary Description:

All that territory situated in the City of Citrus Heights, County of Sacramento, State of California, more particularly described as follows and as shown on the Assessment Diagram in Figure 3.1.

Area Description:

All that real property included in the Plat of Verner Glen, as recorded in the office of the recorder of Sacramento County in Book 181 of Maps, Map number 21, on March 1988.

FIGURE 3.1
Agenda Packet Page 138

Agenda Packet Page 139
FIGURE 3.3

ASSESSMENT DISTRICT 97-01 – ZONE 3

288-75-298; County DOL 0279

DESCRIPTION FY 21/22*
ACTUAL
FY 22/23

PROPOSED
BUDGET
ASSESSMENT RATES:

Rate Per Parcel $81.88 $81.88
Total Number of Parcels 80 80
Total Special Assessm ents: $6,550.40 $6,550.40
REVENUE:

Interest on Fund Balance $0.00 $0.00
Special Assessments $6,353.78 $6,550.40
Total Revenue: $6,353.78 $6,550.40
EXPENDITURES:

Advertising & Mail $262.38 $160.00
Utilities $2,797.98 $3,200.00
Professional Services $0.00 $115.00
Contract - Landscape Maintenance $6,540.00 $7,000.00
Contract - Construction, Repairs & Extra Work $0.00 $0.00 Contract -Materials & Supplies $0.00 $0.00
Cost Allocation (Overhead) $4,946.00 $5,094.00
Total Expenditures: $14,546.36 $15,569.00
(8,192.58) (9,018.60)
Transfer to/from Operating Reserve 8,192.58 9,018.60

0.00 0.00

OPERATING RESERVE
Beginning Fund Balance (July 1st) 0.00 0.00
Operating Reserve Set-a-side 0.00 0.00
Transfer from (to) Annual Operating Balance (8,192.58) (9,018.60) Ending Operating Reserve Balance (June 30th) (8,192.58) (9,018.60) **
Annual Operating Balance
Annual Ending Balance
Recorded actual ex penses for the first 3 quarters of the current Fiscal Y ear plus projections for the 4th quarter.

Agenda Packet Page 140
FIGURE 3.4

Agenda Packet Page 141
ZONE 4

General:

Zone 4, as originally adopted by the City, consisted of two widely separated landscape areas with differing landscaping and maintenance responsibilities.

As a result of the different geographical locations and maintenance responsibilities, the City Council adopted a resolution in 2004 to divide Zone 4 into two parts. The Verner Glenn (Summerhill development) was placed in the newly created Zone 3. With the creation of Zone 3, Zone 4 consists of 111 parcels located in the Villa Creekridge Subdivision. Figure 4.1 shows the boundaries of Zone 4.

City performs/manages the maintenance for the LMAD using its own forces or those of contract providers. Figure 4.2 describes the maintenance specifications for the district.

General Fund money has been used to supplement maintenance in Zone 4 in the past. To reduce the assessment revenue shortfall, staff repeatedly re-evaluated and adjusted the maintenance effort to reduce costs. In July 2007, the City Council approved detaching a portion of the maintained area from Zone 4 (landscaping along Fireweed Circle). This detached area is now maintained by a neighboring Homeowner’s Association under a special agreement. While detaching part of the maintained area has reduced the maintenance costs for the District, the projected cost to maintain the remaining area continues to exceed the anticipated revenues of Zone 4. In 2005 and again in 2009, the City proposed to increase in the annual assessment. For Fiscal Year 09/10, the proposed increase was $37.50 per parcel (from the existing assessed level of $42.50 to $80.00). However, the increase was unanimously opposed in the required balloting process.

Originally the maintained area in Zone 4 consisted of street frontage landscape including lawn, trees, shrubs, and ground cover. Ongoing street frontage maintenance requires weekly care of the lawn, trees, shrubs, and ground cover, including weed control, fertilization, pruning, and litter removal.

In 2010, to reduce future subsidies, the City implemented a xeriscaping (low-water and maintenance) plan to eliminate some of the more labor intensive and water consuming landscape features, such as turf, and reduced the level of service on the remaining landscaping to a minimum. Zone 4 now consists of street frontage landscape including trees, shrubs, and ground cover; all with monthly maintenance.

As part of these modifications, there were significant reductions in maintenance and utility costs, but the expenditures still exceeded the existing revenues for this zone. This shortfall was subsidized by the City’s General Fund.

In 2011, t o eliminate future subsidies, the City conducted a pilot project that reduced the frequency of maintenance (i.e. every 6 or 8 weeks instead of monthly). However, the monthly maintenance schedule was reinstated due to complaints on its appearance from the public. This resulted in a shortfall of $3,500 which was funded by the City’s General Fund. For the years Agenda Packet Page 142
since, the City has continued its monthly maintenance and has continued to supplement the shortfall using Gas Tax revenue.

For the 2021/2022 fiscal year, the increase of monthly utility costs and the implementation of updated cost allocation procedures by the city has resulted in a shortfall of $15,088.53. With no current reserves, this shortfall was subsidized by Gas Tax revenues. For fiscal year 2022/2023 the projected budget shortfall is $14,873.50.00 and again Gas Tax revenues are being budgeted to cover the shortfall.

Method of Assessment:

As a condition of approval, the developer of the single family subdivision was required to establish a funding source to provide ongoing landscape maintenance. Because each of the single-family lots within the Zone was created as a result of compliance with this condition, each lot benefits in the same proportion. Therefore, the assessment costs are allocated on a per parcel basis for all parcels located in Zone 4 that currently qualify as a buildable single-family parcel per the current City of Citrus Heights Zoning Ordinances.

The Summary Analysis in Figure 4.3 shows details of the Fiscal Year 2020/21 budget and assessments for Zone 4. The assessments for Zone 4 shall remain the same as Fiscal Year 2021/2022, at $42.50 per parcel per year for a total annual assessment of $4,717.50, as this district does not allow for increasing the assessments without a vote of the effected property owners.

This Zone’s Assessment Roll is shown in Figure 4.4.

Zone 4 Boundary Description:

Area Description:

All that real property included in the Plat of Villa Creekridge, as recorded in the office of the recorder of Sacramento County Book 188 of Maps, Map number 3; December, 1988.

Agenda Packet Page 143

FIGURE 4.1

Agenda Packet Page 144

Agenda Packet Page 145
FIGURE 4.3

ASSESSMENT DISTRICT 97-01 – ZONE 4
282-75-292; County DOL 0272
DESCRIPTION FY 21/22
ACTUAL**
FY 22/23

PROPOSED
BU
DGET
ASSESSMENT RATES:

Rate Per Parcel $42.50 $42.50
Total Number of Parcels 111 111
Total Special Assessm ents $4,717.50 $4,717.50
REVENUE:

Interest on Fund Balance $0.00 $0.00
Special Assessments $4,624.79 $4,717.50
Total Revenues: $4,624.79 $4,717.50
EXPENDITURES:

Advertising $262.38 $360.00
Utilities - Electric $636.26 $500.00
Utilities - Water $4,731.98 $4,200.00
Professional Services $0.00 $135.00
Contract - Landscape Maintenance $8,508.00 $9,300.00
Contract - Construction, Repairs & Extra Work $628.70 $0.00 Contract - Materials & Supplies $0.00 $0.00
Cost Allocation (Overhead) $4,946.00 $5,094.00
Total Expenditures: $19,713.32 $19,589.00
($15,088.53) ($14,871.50)
Transfer to/from Operating Reserve $15,088.53 $14,871.50 $0.00 $0.00

OPERATING RESERVE
Beginning Fund Balance (July 1st) $0.00 $0.00
Operating Reserve Set-a-side $0.00 $0.00
Transfer from (to) Annual Operating Balance ($15,088.53) ($14,871.50) Ending Operating Reserve Balance (June 30th) ($15,088.53) ($14,871.50)

FACILITY REPLACEMENT RESERVE
Beginning Facility Replacement Balance (July 1st) $0.00 $0.00 Facility Replacement Set-aside $0.00 $0.00
Replacement Project Cost $0.00 $0.00
Ending Facility Replacement Balance (June 30th) $0.00 $0.00 ** Recorded actual ex penses for the first 3 quarters of Fiscal Y ear plus projection for the 4th quarter.

Annual Operating Balance
Annual Ending Balance
Agenda Packet Page 146
FIGURE 4.4

Agenda Packet Page 147

Agenda Packet Page 148

CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM
DATE: July 28, 2022
TO: Mayor and City Council Members
Ashley J. Feeney, City Manager
FROM
: Regina Cave, General Services Director
Leslie Blomquist, City Engineer
SUBJ
ECT: Citrus Heights Lighting Assessment District
Levy of Fiscal Year 2022/2023 Assessments
Summary and Recommendation
On July 14, 2022, the City Council took the first steps toward the proposed annual update for Fiscal Year 2022/2023 for the Citrus Heights Lighting District (CHLD, or District). At that time, the City Council adopted a Resolution of Intention to update the CHLD and called for a public hearing on July 28, 2022. Subsequently, the City Clerk published the required notice.

No cha
nges are recommended to the assessment rates in conjunction with the annual update of the CHLD. However, over the past fiscal year, new street lights and infrastructure have been installed at various locations throughout the City. Staff updated the assessment role to reflect the new rates for several individual parcels that now benefit from the newly installed lighting.

Staf
f recommends the City Council:

1. Convene
a public hearing for the District regarding the proposed annual assessment for Fiscal Year 2022/2023; and

2. Adopt R
esolution No. 2022-____ A Resolution of the City Council of the City of Citrus Heights, California, to confirm the diagram and assessment and to levy Fiscal Year 2022/2023 assessments for the Citrus Heights Lighting Assessment District.

Fiscal Impact
During Fiscal Year 2021/2022, the District (Fund 289) had a shortfall of $78,263.74, which was covered using Measure A Maintenance funds (Fund 210).

For Fiscal Year 2022/2023, the annual special assessment revenue and reimbursement from Caltrans for several shared facilities are projected to cover a portion of the CHLD’s anticipated expenditures. However, as a result of the continuing increases to electrical power costs and the Agenda Packet Page 149
ongoing repairs related to aging equipment, the proposed Fiscal Year 2022/2023 budget reflects an anticipated shortfall of approximately $105,205.72.

Over the past fiscal year the city implemented an energy efficiency project, funded through a low interest (1%) loan granted by the California Energy Commission, to upgrade 593 street light fixtures to low energy LED models. While there has been a cost savings in electricity during FY 2021/2022, FY 2022/2023 will be the first year that repayment of the loan is required, which will be paid for using the associated energy cost savings.

A summary of the CHLD budget is as follows:

Description FY 21/22
Actual
FY 22/23
Anticipated
REVENUE:

Special Assessments $332,131.30 $350,000.00
Shared Maintenance Cost
Reimbursement from Caltrans $122.60 $125.00
Total District Funding $332,253.90 $350,125.00

EXPENDITURES:

SMUD Electric Costs $252,188.33 $260,000.00
Scheduled Maintenance Costs $92,045.40 $95,000.00
Unscheduled Maintenance
Costs and Knockdowns $42,113.86 $45,000.00
CEC Loan Repayment(1) $0.00 $23,155.72
Other Costs $24,170.05 $32,200.00
Total District Expenditures $410,517.64 $455,355.72

DISTRICT SHORTFALL - $78,263.74 - $105,230.72
(1) FY 22/23 represents the first year for repayment of a low interest (1%) Energy Efficiency Loan from the California Energy Commission (CEC) for conversion of approximately 593 street lights to energy efficient models.

Energy cost savings will be used to repay the loan.

Although there is no impact to the General Fund, Measure A Maintenance funds (Fund 210) are proposed to supplement the special assessments to cover the anticipated FY 22/23 CHLD budget shortfall.

With the passage of Proposition 218 in 1996, lighting assessment rates are essentially frozen and can only be changed by a two-thirds vote of the people since this is considered a special tax.

Therefore, the assessment rates were unchanged for Fiscal Year 2021/2022 and, as summarized in the table below, no changes are recommended for Fiscal Year 2022/2023.

Agenda Packet Page 150
Assessment Rate
FY 2022/2023 Rates
(Unchanged from FY 2021/2022 Rates)
Safety Light Only $2.56/parcel
Safety and Street Light (single family residential) $17.88/parcel Safety and Street Light (non-single family
residential)
$2.56/parcel + $0.2519 per linear foot of
frontage

Background and Analysis
Sacramento County created County Service Area No. 1 (CSA-1) to provide revenue to operate and maintain street and safety lights throughout the County. In June 2005, the City Council voted to begin the process of detaching from CSA-1 in an effort to improve levels of service on safety and street lighting within the City. In June 2006, the City completed the process by forming the CHLD and became fully responsible for operation and maintenance of all street and safety lights within the City.

Specific maintenance responsibilities for the District are discussed in the Engineer’s Report, enclosed as Attachment 2.

The annual update and the levy of assessments for Fiscal Year 2022/2023 for the CHLD, proposed by the resolution, will fund operation and maintenance of street lights and safety lights, including the cost of electricity, replacement of bulbs and repair and replacement of damaged light poles, luminaires, and other related equipment.

Through ongoing analysis of the District, the City has substantially improved the level of service related to street light maintenance and operations, and fine-tuned the scope of the annual maintenance contract. In the past several years, continued efforts by staff have resulted in reductions to the annual expenses. Currently, a total of approximately 2,041 energy efficient LED lights (approximately 43% of the District’s total inventory) have been installed and/or converted from existing street lights. Early efforts to install more efficient LED lighting and lower annual maintenance rates reduced the District’s total expenditures. However, repeated increases in electric utility rates, more frequent repair of aging street lighting equipment, and damages due to vehicular crashes have offset these cost savings resulting in a projected shortfall for Fiscal Year 2022/2023. The increase of the number of safety lights included in the City’s Capital Improvement Projects (CIPs) and development projects has also added additional electricity and maintenance costs.

Staff continues to identify and evaluate additional measures to reduce District expenditures and offset rising electricity costs. In 2019, the City conducted a feasibility study evaluating the possibility to update various City-owned equipment and facilities with the goal of reducing energy costs. On April 8, 2020, the California Energy Commission (CEC) approved a low interest (1%) Energy Efficiency Loan for the implementation of an energy efficiency upgrade project consisting of a significant number of street light retrofits. In June 2021, a City-retained contractor began replacing existing street lights with LED fixtures, which was completed in October 2021. As a result of the LED upgrades, the City’s electrical bills from the Sacramento Agenda Packet Page 151
Municipal Utility District (SMUD) decreased on average $2,243.59 per month for the six month period of December 2021 to May 2022 compared to the same timeframe the prior year.

In addition, LED conversions have become part of the regular maintenance program and staff continue to work with the Sacramento Municipal Utility District (SMUD) to ensure accurate billings, including quantities, type, and wattages for the entire District inventory. Monthly updates, LED conversions and changes are communicated to SMUD which are subsequently reflected in the monthly utility billings.

No major expansion of the existing system, except when included in major transportation projects funded by grants or new development projects, will be considered until additional revenues can be identified to cover the initial and ongoing costs associated with an expansion.

The CHLD has been underfunded since the City first took it over from Sacramento County in 2006. Many efforts have been made to reduce costs (i.e. installing LED lights and negotiating lower maintenance rates); however, continually increasing utility rates and monthly maintenance cost as well as updated methods for allocation of the City’s overhead costs have all contributed to the ever increasing shortfall. The underlying problem is that the assessment rates (outlined in Fiscal Impact, above) have remained unchanged since 1996 when Proposition 218, which requires a vote of those assessed to approve an increase, was passed by the California voters.

On July 14, 2022, the City Council adopted a Resolution of Intention for the CHLD approving the Engineer’s Report, declaring its intention to order the annual update for Fiscal Year 2022/2023, to levy and collect assessments for the District, and setting the time and date for the public hearing.

Pursuant to the Landscaping and Lighting Act of 1972, the City must hold a public hearing on the matter for the District. Since an increase in assessments is not proposed, the Code only requires the Notice to be published in a newspaper.

The Engineer’s Report proposes the assessment rates will not exceed the rate levied in Fiscal Year 2021/2022. No ballot procedure or special notice will be necessary to maintain these assessments. The Assessment District diagram and assessment rolls are contained in the Engineer’s Reports.

Attachments

1. Resolution No. 2022-____ A Resolution of the City Council of the City of Citrus Heights, California, to confirm the diagram and assessment and to levy Fiscal Year 2022/2023 assessments for the Citrus Heights Lighting District.

2. Engineer’s Report

Agenda Packet Page 152
RESOLUTION NO. 2022-

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CITRUS

HEIGHTS, CALIFORNIA, TO CONFIRM THE DIAGRAM AND ASSESSMENT AND TO LEVY FISCAL YEAR 2022/2023 ASSESSMENTS FOR THE

CITRUS HEIGHTS LIGHTING ASSESSMENT DISTRICT

WHEREAS, on July 14, 2022 the City Council (Council) of the City of Citrus Heights (City) adopted its Resolution No. 2022-069, initiating proceedings pursuant to the Landscaping and Lighting Act of 1972, being California Streets and Highways Code Sections 22500 et seq . (Act), to levy and collect assessments for Fiscal Year 202 2/2023 in the City of Citrus Heights Lighting Assessment District;

WHEREAS, as directed by this Council, the City Engineer has prepared and filed with the City Clerk a report for Fiscal Year 2022/2023 (Engineer’s Report) in accordance with the Act;

WHEREAS, on July 14, 2022, the Council adopted its Resolution No. 2022-070, approving Engineer’s Report, and setting a public hearing date of July 28, 2022, at 6:00 p.m., or soon after, at the Citrus Heights Council Chambers located at 6360 Fountain Square Drive, Citrus Heights, California 95621;

WHEREAS, a notice of the public hearing was published in the form, time, and manner required by law; and

WHEREAS, at the public hearing, the Council duly heard all interested persons desiring to be heard.

NOW THEREFORE BE IT RESOLVED AND ORDERED, by the City Council of the City of Citrus Heights hereby declares that:

Section 1. Recitals. The foregoing recitals are true and correct and the City Council so finds and determines.

Section 2. Approval of Engineer’s Report. This Council hereby approves the Engineer’s Report as now on file with the City Clerk.

Section 3. Improvements Ordered. This Council hereby orders the proposed improvements described in the Engineer’s Report to be made.

Section 4. Special Benefit Finding . This Council hereby finds and determines that the assessment included in the Engineer’s Report assesses all of the subdivisions of land in the assessment district for the special b enefits provided by the improvements in proportion to the special benefits to be received by such subdivision, respectively, from the improvements.

Section 5 . Confirmation of Assessment Diagram. This Council hereby confirms the diagram and the assessment now on file with it.

Agenda Packet Page 153

Section 8. Effective Date. This resolution shall take effect from and after the date of its passage.

The City Clerk shall certify the passage and adoption of this Resolution and enter it into the book of original resolutions.

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 28
th day of July, 2022, by the following vote, to wit:

AYES: Council Members:

NOES: Council Members:

ABSTAIN: Council Members:

ABSENT: Council Members:

Porsche Middleton, Mayor
ATTEST:

Amy Van, City Clerk

Agenda Packet Page 154

CITY OF CITRUS HEIGHTS

SACRAMENTO COUNTY

CALIFORNIA

ENGINEER’S REPORT

For

Citrus Heights Lighting District

Annual Update for Fiscal Year 2022/2023

Prepared by

Leslie Blomquist
City Engineer
July 28, 2022

Agenda Packet Page 155
Agenda Packet Page 156
Citrus Heights Lighting District July 28, 2022
FY 2022/2023 Engineer’s Report Page ii

Page ii

Table of Contents

Section I: Overview ................................................................................................................................. 1 Contents of the Engineer’s Report ........................................................................................... .... 1 Introduction and Background .................................................................................................. ..... 1 Section II: Plans and Specifications ..................................................................................................... 2 General Description of the District .............................................................................................. 2 Description of Services and Im provements to Be Maintained ..................................................... 2 Section III: District Budget ................................................................................................................... 3 Proposed Fiscal Year Budget .................................................................................................. ...... 3 Description of Budget Items .................................................................................................. ....... 4 Section IV: Method of Apportionment ................................................................................................ 5 General .......................................................................................................................................... 5 Special Benefit Analysis ..................................................................................................... .......... 6 Assessment Methodology ....................................................................................................... ...... 6 Rates ........................................................................................................................ ..................... 7 Section V: Assessment Roll ................................................................................................................... 8 Section VI: Assessment Diagram ......................................................................................................... 8

Figure 1.1 ................................................................................................................................................. 9 Table 1.1 ................................................................................................................................................ 10

Agenda Packet Page 157
Citrus Heights Lighting District July 28, 2022
FY 2022/2023 Engineer’s Report Page 1

Page 1 of 10 ends

Section I: Overview
A. Contents of the Engineer’s Report
This Report describes the District boundaries and the proposed improvements to be assessed to the property owners located within the District. The Report is made up of the following sections:

Section I: Introduction and Background – Provide s a general introduction into the Report and provides background on the assessment.

Section II: Plans and Specifications – Contains a general description of the improvements that are maintained and serviced by the District.

Section III: Estimate of Costs – Identifies the cost of the maintenance and services to be provided by the District including incidental costs and expenses.

Section IV: Method of Apportionment – Describes the basis in which costs have been apportioned to lots and parcels within the District, in proportion to the special benefit received by each lot and parcel.

Section V: Assessment Roll – The assessment roll iden tifies the maximum assessment to be levied to each lot or parcel within the District.

Section VI: Assessment Diagram – Displays a diagram of the District showing the boundaries of the District.

For this Report, each lot or parcel to be assessed, refers to an individual property assigned its own Assessment Parcel Number by the Sacramento County Assessor’s Office as shown on the last equalized roll of the assessor.

B. Introduction and Background
County Service Area 1 (CSA-1) was created in 1986 by the Sacramento County Board of Supervisors (Board) by reorganizing five existing street light maintenance districts. CSA-1 provides street light services to those portions of Sacramento County that were unincorporated in 1986. Since that time, the Cities of Citrus Heights, Elk Grove and Rancho Cordova have incorporated, but street light services remained with CSA-1. On June 14, 2005 the County Board of Supervisors approved the establishment of separate zones within CSA-1 for each of the incorporated cities served. The City of Citrus Heights was identified as CSA-1 Zone 3.

The City of Citrus Heights (City) incorporated on January 1, 1997. In the time between when the City incorporated and assumed ownership of CSA-1 Zone 3, City staff worked with County staff regarding street light maintenance and repairs by forwarding requests for service from City residents to the County. CSA-1’s revenues were essentially fixed since the passage of Proposition 218 in 1996 and expenses (electricity, labor, materials, etc.) continued to rise. Ultimately, CSA-1 was forced to reduce staffing levels, which eventually increased the response time for repairs.

Believing the transfer of street light maintenance responsibilities and assessments from CSA-1 Zone 3 to the City was essential to improving maintenance response on City street lights, the Citrus Heights Agenda Packet Page 158
Citrus Heights Lighting District July 28, 2022
FY 2022/2023 Engineer’s Report Page 2

Page 2 of 10 ends

City Council adopted Resolution No. 2005-58 on June 22, 2005 advising the County Board of Supervisors of the City’s desire to detach Zone 3 from CSA-1.

After working closely with CSA-1 and the Local Agency Formation Commission (LAFCO) over the next year, on June 8, 2006, the City Council adopted Resolution No. 2006-63 declaring its intent to form the Citrus Heights Lighting District. The final step in the process came on June 22, 2006, when the City Council adopted Resolution No. 2006-70 forming the Citrus Heights Lighting District (CHLD or District) pursuant to the Landscape and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code §22500 (1972 Act). Formation of the CHLD in this way allowed the City to continue to levy the direct assessment charges previously authorized under CSA-1. The City assumed revenues and maintenance responsibilities from Sacramento County at the start of Fiscal Year 2006/2007.

This Engineer’s Report (Report) has been prepared pursuant to the 1972 Act (Part 2 of Division 15 Sections 22500 through 22679 of the Streets and Highways Code) and describes the District and the proposed assessments for the annual update. The proposed assessments are based on the historical cost to maintain the improvements, energy rates, and historical information from neighboring jurisdictions.

Assessments will be applied to those parcels that receive a special benefit from street and safety lights.

Each parcel within the District is required to be assessed proportionately for the special benefits provided to the parcel from the improvements.

Section II: Plans and Specifications
A. General Description of the District
The boundaries of the Citrus Heights Lighting District are coterminous with the boundaries of the City of Citrus Heights (see Figure 1.1). Citrus Heights is located in the northernmost section of Sacramento County along Interstate 80 and covers approximately 14 square miles.

B. Description of Services and Improvements to be Maintained All lighting improvements and facilities maintained and serviced through District assessments are owned or operated by the City of Citrus Heights or Sacramento Municipal Utility District (SMUD).

For the purposes of the Report, charges are separated into two categories by type of light. Highway Safety Lights are those lights located at intersections, on major streets and along the rear of properties that abut major streets. Street Lights are all lights not designated as Highway Safety lights, primarily local street lighting. Maintenance services will be provided by City personnel, contractors, and SMUD. The District provides funding for all Street and Highway Safety Lighting services within the City, including, but not limited to the following activities:
 Maintenance, repair and replacement of street light poles and fixtures, including changing light bulbs, painting, photoelectric cell repair or replacement, and repairing damage caused by automobile accidents, vandalism, time and weather.
 Electrical conduit and pullbox repair and replacement due to damage by construction, vehicle accidents, and weather.
 Payment of the electrical bill for the existing street light system.

Agenda Packet Page 159
Citrus Heights Lighting District July 28, 2022
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 Responding to constituent and business inquiries and complaints regarding street lighting.  Remedial projects for major repairs or upgrading of facilities. Engineering services are provided by General Services Department staff or by consultant.  Installation of Highway Safety Lights for highway safety purposes only along major streets and at intersections. These Safety Lights are normally installed with new construction of signalized intersections, or as a condition of development. The capital costs are typically paid through the City’s Capital Improvement Program for newly signalized intersections and by the developer for new installations adjacent to new development construction.  Street light inventory database creation and maintenance, pole numbering, and mapping to establish and keep current the number of street lights that must be maintained, as well as the condition and location of these street lights as part of an effective maintenance program.  Acquisition of land, easements, and rights of way necessary to maintain the Street and Highway Safety Lighting system.
 Administration of the District.

Maintenance means the furnishing of services and materials for the ordinary and usual operation of the public lighting facilities. This includes repair, removal, or replacement of all or part of any of the improvements or appurtenant facilities necessary for the operation of the lighting improvements.

Service means the furnishing of all labor materials, equipment, and utilities necessary to maintain and operate all public facilities provided by the City.

Based upon current maintenance records, the combined number of Street Lights and Highway Safety Lights within the Citrus Heights Lighting District is 4,810.

Section III: District Budget
A. Proposed Fiscal Year Budget
Since taking over responsibility for the lighting district from the County in June 2006, the City has identified current revenue sources and developed a clear understanding of all District expenditures.

Additionally, the City has substantially improved the level of service related to street light and highway safety light maintenance and operations and refined the procedures guiding the annual maintenance contract to reduce expenditures to a minimum.

The 2022/2023 Fiscal Year funds collected through special assessments are projected to cover the majority of the District’s anticipated expenditures. However, as a result of the increased electrical power costs and ongoing repair related to aging equipment, there is a projected total shortfall of approximately $105,205. Costs for contract unscheduled maintenance work (materials & repairs for damages due to knockdowns and aging infrastructure) are difficult to predict each year. For FY 2022/2023, the estimated costs for unscheduled maintenance work is projected to be $45,000. Cost recovery related to insurance settlements on street light knockdowns will be pursued as appropriate.

Agenda Packet Page 160
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In the past year, the City has converted existing street lights and added new energy efficient Light Emitting Diode (LED) fixtures with roadway projects; bringing the total to approximately 2,041 LED lights citywide (43% of the District’s total inventory).

Staff continues to identify and evaluate additional measures to reduce District expenditures and offset rising electricity costs. In 2019, the City conducted a feasibility study evaluating the possibility to update various City-owned equipment and facilities with the goal of reducing energy costs. On April 8, 2020, the California Energy Commission (CEC) approved a low interest (1%) Energy Efficiency Loan for the implementation of an energy efficiency upgrade project consisting of a significant number of street light retrofits. In June 2021, a City-retained contractor began replacing existing street lights with LED fixtures, which was completed in October 2021. As a result of the LED upgrades, the City’s electrical bills from the Sacramento Municipal Utility District (SMUD) decreased on average $2,243.59 per month for the six month period of December 2021 to May 2022 compared to the same timeframe the prior year.

In December 2022, the City will begin paying back the low interest loan from the CEC, which expense is included in Table 1.1 at the end of this report. The bi-annual loan payment of $11,577.86 will be paid for utilizing the energy savings reflected in lower utility bills. After the 20 year payback period, District expenditures will decrease by the yearly loan payment amount.

In addition, staff regularly work with SMUD to ensure accurate billings, including quantities, type, and wattages for the entire District inventory. As street light fixtures are updated, SMUD reflects these changes in monthly utility billings.

The proposed District budget is summarized in the Budget Analysis shown on Table 1.1, including the estimated costs to provide the improvements, the collection of administrative costs and the special benefit assessment (Balance to Levy).

B. Description of Budget Items
The following is a brief description of the various components of the District budget including the sources and uses of funds, which are included in Table 1.1.

Sources of Funds – This includes the sources of funds used by the District in maintaining and servicing lighting improvements. This may include interest on any fund balance, special assessments, cost recovery and other sources.
 Interest on Fund Balance – Includes any interest earned on the balances in the District’s fund.  Special Assessments – Revenue received from assessments levied on properties within the District that benefit from the street and highway safety lights.  Cost Recovery – Revenue from cost recovery efforts associated with insurance settlements on knockdowns and/or damage to street lights and highway safety lights.

Agenda Packet Page 161
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 Other Revenue – Contributions from the City’s General Fund or other source to offset excess expenditures.

Uses of Funds – This includes the costs of maintaining and servicing lighting improvements. This may include, but is not limited to, the costs for labor, utilities, equipment, supplies, repairs, replacements and upgrades that are required to properly maintain the items that provide a direct benefit to the District.
 Electrical Costs – Includes the cost of providing electricity to the lights. Additionally, some lights are maintained by SMUD, the cost for maintenance of these lights is also included on the utility bill.
 Professional Services – Includes costs for the City’s consultant to verify that all assessor information is correct for each parcel on the assessment role for the district. The consultant also incorporates all new parcels into the role, assessment collection fees charged by the Sacramento County Assessor’s office to collect the District assessments from property owners and disperse those proceeds to the City. Also includes costs charged by Sacramento County to levy each parcel with the approved assessment.
 Contract Maintenance (Scheduled) – Includes the contract labor associated with the monthly maintenance of the street lights and the cost of preparing and maintaining the light inventory.  Contract Maintenance (Unscheduled) – Includes work by the contractor for repairs & materials for aging infrastructure, knock-down repairs & replacements, and other work not included in the monthly scheduled maintenance program.
 Construction – Funds set aside for special projects to upgrade street and safety lights and related facilities.

Section IV: Method of Apportionment
A. General
The 1972 Act permits the establishment of assessment districts by agencies for the purpose of providing certain public improvements, which include the construction, maintenance, and servicing of street lights, traffic signals, landscaping, parks and drainage facilities.

Streets and Highways Code Section 22573 requires that maintenance assessments be levied according to benefit rather than the assessed value.
“The net amount to be assessed upo n 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 bene fits to be received by each such lot or parcel from the improvements.”
Section 22574 of the 1972 Act also allows the designation of zones of benefit within an assessment district if “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.” Agenda Packet Page 162
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Citrus Heights City Council MeetingsJuly 28, 2022

Citrus Heights City Council Meetings
July 28, 2022