Citrus Heights City Council Meetings
July 13, 2023

AGENDA
Thursday, July 13, 2023

CITY OF CITRUS HEIGHTS CITY COUNCIL
5:00 PM SPECIAL MEETING
6:00 PM REGULAR MEETING
City Hall Council Chambers
6360 Fountain Square Drive, Citrus Heights, CA
Teleconference Location -
Hyatt Regency
1107 Jamboree Road
Newport Beach, CA 92660
HOW TO PARTICIPATE:

The City of Citrus Heights welcomes your interest and involvement in the City’s legislative process. The Council may take up any agenda item at any time, regardless of the order listed. If you wish to address the Council during the meeting, please fill out a Speaker Identification Sheet and give it to the City Clerk. When you are called upon to speak, step forward to the podium and state your name for the record. Normally speakers are limited to five minutes each with 30 minutes being allowed for all comments. Any public comments beyond the initial 30 minutes may be heard at the conclusion of the agenda.

The Mayor has the discretion to lengthen or shorted the allotted times. Alternatively, you may submit your comment by 4:00 p.m. on the meeting day to 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.

Any writings or documents provided to a majority of the City Council regarding any item on this agenda will be made available for public inspection during normal business hours at City Hall, located at 6360 Fountain Square Drive. Audio / Visual presentation material must be provided to the City Clerk's Office at least 48 hours prior to the meeting.

Email subscriptions of the agenda are available online by signing up with the City's Notify Me service.

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.

Email subscriptions of the agenda are available online by signing up with the City's Notify Me service.

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.

July 13, 2023 City Council Meeting Agenda Packet
7-13-23 SPECIAL AND REGULAR COUNCIL AGENDA PACKET.PDF

CALL SPECIAL MEETING TO ORDER

1. Roll Call: Council Members: Karpinski-Costa, Lopez-Taff, Middleton, Daniels, Schaefer

2. CONFERENCE WITH LABOR NEGOTIATORS
Pursuant to Government Code Section 54957.6
Agency designated representatives: Ashley Feeney, City Manager, Ryan Jones, City Attorney, and Patrick Clark, Negotiator
Employee organization: Citrus Heights Police Officers Association, Citrus Heights Police Employees Association, and unrepresented employees

PUBLIC COMMENT

CLOSED SESSION

REPORT OUT OF CLOSED SESSION

ADJOURNMENT

CALL REGULAR MEETING TO ORDER

1. Flag Salute

2. Roll Call: Council Members: Karpinski-Costa, Lopez-Taff, Middleton, Daniels, Schaefer

3. Video Statement

APPROVAL OF AGENDA

PUBLIC COMMENT

COMMENTS BY COUNCIL MEMBERS AND REGIONAL BOARD UPDATES

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 Meeting of June 22, 2023

5. SUBJECT: Initiate Proceedings For Fiscal Year 2023/2024 Annual Update For Landscape Maintenance Assessment District 97-01 (Zones 1, 2, 3, & 4) STAFF REPORT: R. Cave / L. Blomquist
Documents:

4. SUBJECT: Approval Of Minutes
RECOMMENDATION: Approve the Minutes of the Meeting of June 22, 2023

5. SUBJECT: Initiate Proceedings For Fiscal Year 2023/2024 Annual Update For Landscape Maintenance Assessment District 97-01 (Zones 1, 2, 3, & 4) STAFF REPORT: R. Cave / L. Blomquist
RECOMMENDATION: Staff recommends the following, in order:
a. Adopt Resolution No. 2023- ___, 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, & 4)
b. Adopt Resolution No. 2023- ___, a Resolution of the City Council of the City of Citrus Heights, California, for the Intention to Levy and Collect Assessments for Fiscal Year 2023/2024 for Landscape Maintenance Assessment District No. 97- 01 (Zones 1, 2, 3, & 4)

6. SUBJECT: Initiate Proceedings For Fiscal Year 2023/2024 Annual Update For Landscape Maintenance Assessment Districts 98-01, 98-02 (Zones 1, 2, 3, & 4) And 03-01 (Zones 1, 2, & 3)
STAFF REPORT: R. Cave / L. Blomquist
RECOMMENDATION: Staff recommends the following, in order:
a. Adopt Resolution No. 2023- ___, 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. 98- 01
b. Adopt Resolution No. 2023- ___, 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. 98- 02 (Zones 1, 2, 3, & 4)
c. Adopt Resolution No. 2023- ___, 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. 03- 01 (Zones 1, 2, & 3)
d. Adopt Resolution No. 2023- ___, a Resolution of the City Council of the City of Citrus Heights, California, for the Intention to Levy and Collect Assessments for Fiscal Year 2023/2024 for Landscape Maintenance Assessment District No. 98- 01
e. Adopt Resolution No. 2023- ___, a Resolution of the City Council of the City of Citrus HeightsCaliforniafor the Intention to Levy and Collect Assessments for Fiscal Year 2023/2024 for Landscape Maintenance Assessment District No. 98- 01
e. Adopt Resolution No. 2023- ___, a Resolution of the City Council of the City of Citrus Heights, California, for the Intention to Levy and Collect Assessments for Fiscal Year 2023/2024 for Landscape Maintenance Assessment District No. 98- 02 (Zones 1, 2, 3, & 4)
f. Adopt Resolution No. 2023- ___, a Resolution of the City Council of the City of Citrus Heights, California, for the Intention to Levy and Collect Assessments for Fiscal Year 2023/2024 for Landscape Maintenance Assessment District No. 03- 01 (Zones 1, 2, & 3)

7. SUBJECT: Citrus Heights Lighting Assessment District – Initiate Proceedings For Fiscal Year 2023/2024 Annual Update
STAFF REPORT: R. Cave / L. Blomquist
RECOMMENDATION: Staff recommends the following, in order:
a. Adopt Resolution No. 2023- ___, 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 b. Adopt Resolution No. 2023- ___, a Resolution of the City Council of the City of Citrus Heights, California, for the Intention to Levy and Collect Assessments for Fiscal Year 2023/2024 for the Citrus Heights Lighting District

8. SUBJECT: Adoption Of Nine-Month Strategic Objectives STAFF REPORT: A. Feeney
RECOMMENDATION: Adopt Resolution No. 2023- ___, a Resolution of the City Council of the City of Citrus Heights, California, Adopting the “Nine- Month Strategic Planning Objectives for June 1, 2023 to March 1, 2024”

9. SUBJECT: On-Call Arborist Services (Tree Assistance Program) STAFF REPORT: C. Kempenaar / A. Bermudez
RECOMMENDATION: Adopt Resolution No. 2023- ___, a Resolution of the City Council of the City of Citrus Heights, California, Authorizing the City Manager to Execute an Agreement with Davey Resource Group for On- Call Arborist Services

10. SUBJECT: Appointment To Fill Vacancy On The Citrus Heights Education Committee
STAFF REPORT: A. Van
RECOMMENDATION: Adopt Resolution No. 2023- ___, a Resolution of the City Council of the City of Citrus Heights, California, Appointing a Member to the Citrus Heights Education Committee (CHEC) to Fill a Vacancy

PUBLIC HEARINGS
Committee
STAFF REPORT: A. Van
RECOMMENDATION: Adopt Resolution No. 2023- ___, a Resolution of the City Council of the City of Citrus Heights, California, Appointing a Member to the Citrus Heights Education Committee (CHEC) to Fill a Vacancy

PUBLIC HEARINGS

11. SUBJECT: Resolution Confirming Report Of Delinquent Solid Waste Charges And Ordering Collection Of Delinquencies On The Property Tax Roll STAFF REPORT: R. Cave / M. Poole
RECOMMENDATION: Adopt Resolution No. 2023 - ___, 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

REGULAR CALENDAR

12. SUBJECT: Resolution To Adopt Affordable Ownership Program Guidelines STAFF REPORT: C. Kempenaar / N. Piva / A. Bermudez
RECOMMENDATION: Adopt Resolution No. 2023- ___, a Resolution of the City Council of the City of Citrus Heights, California, Adopting the Affordable Ownership Program Guidelines and Finding the Project Categorically Exempt from the California Environmental Quality Act

DEPARTMENT REPORTS

CITY MANAGER ITEMS

ITEMS REQUESTED BY COUNCIL MEMBERS / FUTURE AGENDA ITEMS

ADJOURNMENT
Printed on Recycled Paper
City Council meetings take place in
the City Hall Council Chambers.

Tim Schaefer, Mayor
Bret Daniels, Vice Mayor
Jayna Karpinski-Costa, Council Member
MariJane Lopez-Taff, Council Member
Porsche Middleton, Council Member

CITY OF CITRUS HEIGHTS

CITY COUNCIL
Special/Regular Meeting of Thursday, July 13, 2023
City Hall Council Chambers, 6360 Fountain Square Dr., Citrus Heights, CA Teleconference Location – Hyatt Regency, 1107 Jamboree Road, Newport Beach, CA 92660 Special Meeting 5:00 p.m.

Regular Meeting 6:00 p.m.

This meeting will be conducted in accordance with the Brown Act, Government Code Section 54953, Teleconferencing. Any member of the public may attend this meeting either at the Council Chambers or at the teleconference location.

HOW TO PARTICIPATE:

The City of Citrus Heights welcomes your interest and involvement in the City’s legislative process. The Council may take up any agenda item at any time, regardless of the order listed. If you wish to address the Council during the meeting, please fill out a Speaker Identification Sheet and give it to the City Clerk. When you are called upon to speak, step forward to the podium and state your name for the record. Normally, speakers are limited to five minutes each with 30 minutes being allowed for all comments. Any public comments beyond the initial 30 minutes may be heard at the conclusion of the agenda. The Mayor has the discretion to lengthen or shorten the allotted times. Alternatively, you may submit your comment by 4:00 p.m. on the meeting day 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.

Any writings or documents provided to a majority of the City Council regarding any item on this agenda will be made available for public inspection during normal business hours at City Hall, located at 6360 Fountain Square Drive. Audio/Visual presentation material must be provided to the City Clerk’s Office at least 48 hours prior to the meeting. Email subscriptions of the agenda are available online by signing up with the City’s Notify Me service.

The City provides three ways to watch a City Council meeting.

IN PERSON ONLINE ON TELEVISION
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.

July 7, 2023
_______________________
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.

Citrus Heights City Council Thursday, July 13, 2023

Printed on Recycled Paper

SPECIAL CITY COUNCIL MEETING
5:00 PM

CALL SPECIAL MEETING TO ORDER

1. Roll Call: Council Members: Karpinski-Costa, Lopez-Taff, Middleton, Daniels, Schaefer

PUBLIC COMMENT

CLOSED SESSION

2. CONFERENCE WITH LABOR NEGOTIATORS
Pursuant to Government Code Section 54957.6
Agency designated representatives: Ashley Feeney, City Manager, Ryan Jones, City Attorney, and Patrick Clark, Negotiator
Employee organization: Citrus Heights Police Officers Association, Citrus Heights Police Employees Association, and unrepresented employees

REPORT OUT OF CLOSED SESSION

ADJOURNMENT

REGULAR CITY COUNCIL MEETING
6:00 PM

CALL REGULAR MEETING TO ORDER

1. Flag Salute

2. Roll Call: Council Members: Karpinski-Costa, Lopez-Taff, Middleton, Daniels, Schaefer

3. Video Statement

APPROVAL OF AGENDA

PUBLIC COMMENT

COMMENTS BY COUNCIL MEMBERS AND REGIONAL BOARD UPDATES

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 Meeting of June 22, 2023

Citrus Heights City Council Thursday, July 13, 2023

Printed on Recycled Paper

5. SUBJECT: Initiate Proceedings for Fiscal Year 2023/2024 Annual Update for Landscape Maintenance Assessment District 97-01 (Zones 1, 2, 3, & 4) STAFF REPORT: R. Cave / L. Blomquist
RECOMMENDATION: Staff recommends the following, in order:
a. Adopt Resolution No. 2023-___, 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, & 4) b. Adopt Resolution No. 2023-___, a Resolution of the City Council of the City of Citrus Heights, California, for the Intention to Levy and Collect Assessments for Fiscal Year 2023/2024 for Landscape Maintenance Assessment District No. 97-01 (Zones 1, 2, 3, & 4)

6. SUBJECT: Initiate Proceedings for Fiscal Year 2023/2024 Annual Update for Landscape Maintenance Assessment Districts 98-01, 98-02 (Zones 1, 2, 3, & 4) and 03-01 (Zones 1, 2, & 3) STAFF REPORT: R. Cave / L. Blomquist
RECOMMENDATION: Staff recommends the following, in order:
a. Adopt Resolution No. 2023-___, 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. 98-01 b. Adopt Resolution No. 2023-___, 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. 98-02 (Zones 1, 2, 3, & 4) c. Adopt Resolution No. 2023-___, 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. 03-01 (Zones 1, 2, & 3) d. Adopt Resolution No. 2023-___, a Resolution of the City Council of the City of Citrus Heights, California, for the Intention to Levy and Collect Assessments for Fiscal Year 2023/2024 for Landscape Maintenance Assessment District No. 98-01 e. Adopt Resolution No. 2023-___, a Resolution of the City Council of the City of Citrus Heights, California, for the Intention to Levy and Collect Assessments for Fiscal Year 2023/2024 for Landscape Maintenance Assessment District No. 98-02 (Zones 1, 2, 3, & 4) f. Adopt Resolution No. 2023-___, a Resolution of the City Council of the City of Citrus Heights, California, for the Intention to Levy and Collect Assessments for Fiscal Year 2023/2024 for Landscape Maintenance Assessment District No. 03-01 (Zones 1, 2, & 3)

Citrus Heights City Council Thursday, July 13, 2023

Printed on Recycled Paper

7. SUBJECT: Citrus Heights Lighting Assessment District – Initiate Proceedings for Fiscal Year 2023/2024 Annual Update
STAFF REPORT: R. Cave / L. Blomquist
RECOMMENDATION: Staff recommends the following, in order:
a. Adopt Resolution No. 2023-___, 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
b. Adopt Resolution No. 2023-___, a Resolution of the City Council of the City of Citrus Heights, California, for the Intention to Levy and Collect Assessments for Fiscal Year 2023/2024 for the Citrus Heights Lighting District

8. SUBJECT: Adoption of Nine-Month Strategic Objectives STAFF REPORT: A. Feeney
RECOMMENDATION: Adopt Resolution No. 2023-___, a Resolution of the City Council of the City of Citrus Heights, California, Adopting the “Nine-Month Strategic Planning Objectives for June 1, 2023 to March 1, 2024”

9. SUBJECT: On-Call Arborist Services (Tree Assistance Program) STAFF REPORT: C. Kempenaar / A. Bermudez
RECOMMENDATION: Adopt Resolution No. 2023-___, a Resolution of the City Council of the City of Citrus Heights, California, Authorizing the City Manager to Execute an Agreement with Davey Resource Group for On-Call Arborist Services

10. SUBJECT: Appointment to Fill Vacancy on the Citrus Heights Education Committee STAFF REPORT: A. Van
RECOMMENDATION: Adopt Resolution No. 2023-___, a Resolution of the City Council of the City of Citrus Heights, California, Appointing a Member to the Citrus Heights Education Committee (CHEC) to Fill a Vacancy

PUBLIC HEARING

11. SUBJECT: Resolution Confirming Report of Delinquent Solid Waste Charges and Ordering Collection of Delinquencies on the Property Tax Roll
STAFF REPORT: R. Cave / M. Poole
RECOMMENDATION: Adopt Resolution No. 2023 -___, 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

REGULAR CALENDAR

12. SUBJECT: Resolution to Adopt Affordable Ownership Program Guidelines STAFF REPORT: C. Kempenaar / N. Piva / A. Bermudez
RECOMMENDATION: Adopt Resolution No. 2023-___, a Resolution of the City Council of the City of Citrus Heights, California, Adopting the Affordable Ownership Program Guidelines and Finding the Project Categorically Exempt from the California Environmental Quality Act

Citrus Heights City Council Thursday, July 13, 2023

Printed on Recycled Paper

DEPARTMENT REPORTS

CITY MANAGER ITEMS

ITEMS REQUESTED BY COUNCIL MEMBERS/ FUTURE AGENDA ITEMS

ADJOURNMENT

CITY OF CITRUS HEIGHTS

CITY COUNCIL

MINUTES
Regular Meeting of Thursday, June 22, 2023
City Hall Council Chambers
6360 Fountain Square Dive, Citrus Heights, CA

CALL REGULAR MEETING TO ORDER
The regular meeting was called to order at 6:00 p.m. by Mayor Schaefer.

1. The Flag Salute was led by Council Member Lopez-Taff.

2. Roll Call: Council Members present: Karpinski-Costa, Lopez-Taff, Middleton, Daniels, Schaefer Council Members absent: None
Staff present: Bermudez, Cave, Cimino, Feeney, Jones, Kempenaar, Lewis, Piva, Van and department directors.

3. The video statement was read by City Clerk Van.

APPROVAL OF AGENDA
ACTION: On a motion by Vice Mayor Daniels, seconded by Council Member Karpinski-Costa, the City Council approved the agenda.

AYES: Karpinski-Costa, Lopez-Taff, Middleton, Daniels, Schaefer NOES: None
ABSENT: None

PUBLIC COMMENT
Kathy Morris, on behalf of Neighborhood Association Area 7, 8, and 9 (CHASEN) announced their neighborhood is hosting a National Night Out community event on August 1, 2023 from 6 to 8 p.m. at C-Bar-C Park.

COMMENTS BY COUNCIL MEMBERS AND REGIONAL BOARD UPDATES
Council Member Middleton attended the Best of Citrus Heights event hosted by the Citrus Heights Chamber of Commerce. She attended a graduation ceremony for firefighters. She also attended several Juneteenth celebrations. She attended the California Hydrogen Leadership Summit.

Council Member Lopez-Taff attended the Best of Citrus Heights event hosted by the Citrus Heights Chamber of Commerce. She provided a report from the Sacramento Public Library Authority Board meeting. She attended the American Legion Post 637 installation of officers. She also met with the PG&E Government Relations representative.

Council Member Karpinski-Costa attended the Best of Citrus Heights event hosted by the Citrus Heights Chamber of Commerce. She provided a report from the Sacramento Area Sewer District Board meeting. She provided a report from the Sacramento-Yolo Mosquito and Vector Control District Board meeting. She provided ITEM 4 Page 6
Citrus Heights City Council Minutes Thursday, June 22, 2023

a report from the Sacramento Transportation Authority Board meeting. She also attended the Sacramento Area Council of Governments Blueprint meeting.

Vice Mayor Daniels attended the Best of Citrus Heights event hosted by the Citrus Heights Chamber of Commerce. He attended the American Legion Post 637 installation of officer’s event. He participated in the City Council Strategic Planning Retreat. He attended, along with Council Member Lopez-Taff the City Council 2x2 Education committee. He provided a report from the Capitol Corridor Joint Powers Authority meeting. He announced the Citrus Heights Stars and Stripes event to be held on July 1, 6 p.m. at Van Maren Park.

Mayor Schaefer participated in the City Council Strategic Planning Retreat. He attended the Sacramento Area Council of Governments Blueprint meeting.

CONSENT CALENDAR

4. SUBJECT: Approval of Minutes
RECOMMENDATION: Approve the Minutes of the Meeting of June 8, 2023

5. SUBJECT: Resolution Approving Concern as the City of Citrus Heights Employee Assistance Program (EAP)
STAFF REPORT: S. Talwar / M. Dippert
RECOMMENDATION: Adopt Resolution No. 2023-051, a Resolution of the City Council of the City of Citrus Heights, California, Approving Concern as the City of Citrus Heights Employee Assistance Program (EAP)

6. Pulled for discussion.

7. SUBJECT: Cripple Creek Repairs Project – Award of Professional Engineering Services Agreement STAFF REPORT: R. Cave / L. Blomquist / D. Kehrer
RECOMMENDATION: Adopt Resolution No. 2023-052, a Resolution of the City Council of the City of Citrus Heights, California, Authorizing the City Manager to Execute an Agreement for Professional Services with Dokken Engineering for the Cripple Creek Repairs Project

8. SUBJECT: 2022 Residential Street Resurfacing Project – Authorize Additional Work STAFF REPORT: R. Cave / L. Blomquist
RECOMMENDATION: Staff recommends the City Council adopt the following resolutions:
a. Adopt Resolution No. 2023-053, a Resolution of the City Council of the City of Citrus Heights, California, Authorizing the City Manager to Execute Change Orders up to 17% of the contract amount with All Phase Construction, Inc. for the 2022 Residential Street Resurfacing Project and increasing the total authorized construction budget to $2,991,546 b. Adopt Resolution No. 2023-054, a Resolution of the City Council of the City of Citrus Heights, California, Authorizing the City Manager to Execute Amendment No. 1 to the Agreement for Professional Services with Consor North America, Inc. (formerly Quincy Engineering, Inc.) for the 2022 Residential Street Resurfacing Project
ACTION: On a motion by Council Member Karpinski-Costa, seconded by Council Member Middleton, the City Council adopted Consent Calendar Items 4, 5, 7 and 8.

ITEM 4 Page 7
Citrus Heights City Council Minutes Thursday, June 22, 2023

AYES: Karpinski-Costa, Lopez-Taff, Middleton, Daniels, Schaefer NOES: None
ABSENT: None

CONSENT CALENDAR ITEMS PULLED FOR DISCUSSION

6. SUBJECT: Fiscal Year (FY) 2023/24 and FY2024/25 Biennial Budget Document STAFF REPORT: S. Talwar / T. Nossardi / A. Preciado
RECOMMENDATION: Receive and file FY 2023/24 and FY 2024/25 Biennial Budget Document Council Member Karpinski-Costa pulled Item 6 to thank the City Manager and the budget team for putting together a terrific budget document that is available on the City’s website and available to the public.

ACTION: On a motion by Council Member Karpinski-Costa, seconded by Mayor Schaefer, the City Council received and filed the FY 2023/24 and FY 2024/25 Biennial Budget Document.

AYES: Karpinski-Costa, Lopez-Taff, Middleton, Daniels, Schaefer NOES: None
ABSENT: None

REGULAR CALENDAR

9. SUBJECT: Appointments to the Citrus Heights Education Committee (CHEC) STAFF REPORT: A. Van
RECOMMENDATION: Adopt Resolution No. 2023-055, a Resolution of the City Council of the City of Citrus Heights, California, Appointing Seven Members to the Citrus Heights Education Committee (CHEC)
City Clerk Van explained the City accepted applications for a two-week period and the applications were distributed to the City Council. Staff recommends that each Council Member nominate their individual appointments and then nominate two members for the at-large seats.

Public Comment
Karen Mix stated she is very interested in being a part of the education committee and feels that her background uniquely suits her for the position.

Tom Scheeler stated he looks at the examination of a Citrus Heights school district as the next logical step in the growth of Citrus Heights.

Council Member Middleton nominated Jeannie Bruins as her individual appointment.

Council Member Lopez-Taff nominated Karen Mix as her individual appointment.

Vice Mayor Daniels nominated John Kane as his individual appointment.

ITEM 4 Page 8
Citrus Heights City Council Minutes Thursday, June 22, 2023

Council Member Karpinski-Costa nominated Jessica Fork as her individual appointment.

Mayor Schaefer nominated Tom Scheeler as his individual appointment.

The City Council nominated Robin Stout and Laura Wilbur as the two at-large members.

ACTION: On a motion by Mayor Schaefer, seconded by Council Member Lopez-Taff, the City Council adopted Resolution No. 2023-055, a Resolution of the City Council of the City of Citrus Heights, California, Appointing Seven Members to the Citrus Heights Education Committee (CHEC).

AYES: Karpinski-Costa, Lopez-Taff, Middleton, Daniels, Schaefer NOES: None
ABSENT: None

10. SUBJECT: Overview and Discussion of Objective Design and Development Standards for the Auburn Boulevard Special Planning Area
STAFF REPORT: C. Kempenaar / A. Bermudez
RECOMMENDATION: Review and discuss the proposed Objective Design and Development Standards for the Auburn Boulevard Specific Plan
Community Development Director Kempenaar explained staff will be presenting an overview of the Objective Design and Development Standards and then Council will hear from the City’s consultants with Opitcos Design. No action is being recommended, the proposed Objective Design and Development Standards will be presented for action at a future meeting. He stated traditionally local governments have had a wide discretion over development projects and making sure that they adhere to what the community’s vision is and what the City’s expectations are. The City’s expectations are conveyed in development standards that are applicable to projects in different corridors throughout the City. Recent housing legislation now requires cities to adopt objective design standards where there’s no subjectivity and that anyone can make a determination whether it meets that standard or not.

Stefan Pellegrini with Opticos Design stated all jurisdictions in California have been compelled to comply with the suite of state laws to accelerate and produce housing across the state. They have been working with jurisdictions all over the state who are trying to implement objective design standards. The objective standards can provide a balance and an avenue for predictive development, but it also needs to provide a degree of flexibility for developers and applicants so that a city can get different outcomes of architectural diversity.

Senior Planner Bermudez provided an overview of the outreach that was conducted for the project. She explained that the objective design standards are standards that involve no personal or subjective judgment.

The purpose of the standards is to establish objective criteria as a tool for the streamline of ministerial review process for certain housing projects. She noted the objective design standards will only apply to residential housing projects in which the developer is requesting streamlined review. The developer also has a choice if they want to submit an application for a multi-family project or mixed-use project under the current discretionary design guidelines for the Auburn Boulevard Specific Plan.

Caroline Cochran with Opticos Design provided an overview of the draft Objective Design and Development Standards for the Auburn Boulevard Specific Plan. She introduced proposed types of objective standards and examples of build outcomes under the current standards in the Boulevard Plan versus the proposed standards.

ITEM 4 Page 9
Citrus Heights City Council Minutes Thursday, June 22, 2023

City Council questions and comments followed.

DEPARTMENT REPORTS

11. SUBJECT: Presentation on the Citrus Heights Stars and Stripes Celebration to be held July 1, 2023 DEPARTMENT: General Services
General Services Director Cave provided an overview of the Citrus Heights Stars and Stripes event that will feature entertainment by CCsegeR, a kids zone, food for purchase, and a firework display at 9:45 p.m. She noted some streets will be closed to traffic for the event.

12. SUBJECT: Fireworks Enforcement and Operation Plan
DEPARTMENT: Police Department
Lieutenant Lewis provided an overview of the CHPD’s fireworks enforcement and operation plan. The Police Department has actively engaged with the community through social media platforms and the CHPD website with regular updates including tips on fireworks safety and how to report illegal fireworks. The Police Department has held internal meetings with Code Enforcement and with the Regional Fireworks Taskforce on illegal firework enforcement. The Police Department has allocated additional personnel specifically dedicated for firework enforcement. He encouraged the public to report illegal fireworks. He responded to questions from Council Members.

13. SUBJECT: Homeless Navigator Program Update
DEPARTMENT: Police Department
Sergeant Cimino provided an update on the Homeless Outreach Navigator Program. In 2022, the Outreach Navigators contacted 215 individuals and had an active case load of 148 individuals. There were 112 individuals that were housed throughout 2022, and 12 families were able to be placed in shelters that had minor children. On average about six to seven individuals per month were housed through the Navigator program.

Housing & Human Services Program Coordinator Piva explained Sacramento Self-Help Housing has provided services to Citrus Heights since 2018. They have recently dissolved due to bankruptcy in May, therefore staff immediately initiated evaluation of alternative Outreach Services. Staff is proposing to partner with Sacramento County Department of Homeless and Housing for homeless outreach services in Citrus Heights.

Services would be provided by Sacramento Covered, a non-profit organization that provides homeless care coordination for the community. One full-time Community Health Worker would serve Citrus Heights. Staff will bring back an action item at a future meeting for Council consideration to enter into a Memorandum of Understanding with Sacramento County.

City Council comments followed.

CITY MANAGER ITEMS
City Manager Feeney acknowledged the City Council Strategic Planning Retreat that was held last Thursday.

He stated there was a lot of great dialogue that happened between Council Members and the Department ITEM 4 Page 10
Citrus Heights City Council Minutes Thursday, June 22, 2023

Head team and City Attorney. He commended General Services Director Regina Cave for her work on the planning and coordination of the Citrus Heights Stars and Stripes event.

ITEMS REQUESTED BY COUNCIL MEMBERS/ FUTURE AGENDA ITEMS None

ADJOURNMENT
Mayor Schaefer adjourned the regular meeting at 7:54 p.m.

Respectfully submitted,
__________________________
Amy Van, City Clerk
ITEM 4 Page 11

CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM
DATE: July 13, 2023
TO: Mayor and City Council Members
Ashley J. Feeney, City Manager
FROM: Regina Cave, General Services Director
Leslie Blomquist, City Engineer
SUBJECT: Initiate Proceedings for Fiscal Year 2023/2024 Annual Update for Landscape Maintenance Assessment District 97-01 (Zones 1, 2, 3, & 4) Summary and Recommendation
Each year, the city is required to update the assessments for its various Landscape Maintenance Assessment Districts (LMADs). In order to accomplish this, the City Council must first adopt a Resolution Initiating Proceedings for the Fiscal Year 2023/2024 update. Next, City Council must adopt a Resolution of Intention setting the time and date for a public hearing on the proposed assessments and directing staff to publish the appropriate notice of the hearing. An Engineer's Report, prepared by the City Engineer, is attached hereto and describes the levels of maintenance, outlines the proposed financial summary, and includes the Assessment Diagram for each zone in the District.

Staff recommends the City Council approve the resolutions below, in order:

1. Resolution No. 2023-___; 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, & 4);

2. Resolution No. 2023-___; A Resolution of the City Council of the City of Citrus Heights, California, for the Intention to Levy and Collect Assessments for Fiscal Year 2023/2024 for Landscape Maintenance Assessment District No. 97-01 (Zones 1, 2, 3, and 4); The second resolution above also sets July 27, 2023, at 6:00 p.m., as the date and time of the Public Hearing for the proposed assessments and directs staff to give the required notice.

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

ITEM 5 Page 12
Subject: Landscape Maintenance Assessment District 97-01 – Initiate Proceedings for Fiscal Year 23/24 Annual Update Date: July 13, 2023

Table No. 1
97-01, Zone 1 (Bridgemont)
Description FY 22/23 Actual* FY 23/24 Proposed
REVENUE:

Special Assessments Revenues $10,259.69 $10,523.20
Interest on Fund Balance (1) $469.86 $0.00
Total Revenues $10,729.55 $10,523.20
EXPENDITURES:

Total Expenditures $10,445.02 $11,312.00
Annual Operating Balance $284.53 (2) -$788.80 (3)
(1) Interest earnings estimated; will reflect actuals in final report. (2) Balance transferred to Assessment Fund reserve.
(3) Assessment Fund reserves available to balance the annual operating shortfall.

Table No. 2
97-01, Zone 2 (Heather Downs)
Description FY 22/23 Actual* FY 23/24 Proposed
REVENUE:

Special Assessments Revenues $12,118.91 $12,785.55
Interest on Fund Balance (1) $1,110.61 $0.00
Total Revenues $13,229.52 $12,785.55
EXPENDITURES:

Total Expenditures $13,579.65 $14,849.00
Annual Operating Balance (2) -$350.13 -$2,063.45
(1) Interest earnings estimated; will reflect actuals in final report. (2) 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 22/23, Zone 3 had a projected shortfall of $8,416.49. Staff’s recommendation is to utilize Gas Tax revenues (Fund 205) to cover this shortfall. For FY 23/24, the fund shortfall is expected to increase to be $9,486.60.

ITEM 5 Page 13
Subject: Landscape Maintenance Assessment District 97-01 – Initiate Proceedings for Fiscal Year 23/24 Annual Update Date: July 13, 2023

Table No. 3
97-01, Zone 3 (Verner Glen)
Description FY 22/23 Actual* FY 23/24 Proposed
REVENUE:

Special Assessments Revenues $6,402.32 $6,550.40
Interest on Fund Balance $0 $0
Total Revenues $6,402.32 $6,550.40
EXPENDITURES:

Total Expenditures $14,818.81 $16,037.00
Annual Operating Shortfall (1) -$8,416.49 -$9,486.60
(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 22/23, Zone 4 had an estimated shortfall of $15,324.01. Staff’s recommendation is to utilize Gas Tax revenues (Fund 205) to cover this shortfall. For FY 23/24, the fund shortfall is expected to be $15,459.50.

Table No. 4
97-01, Zone 4 (Creekridge)
Description FY 22/23 Actual* FY 23/24 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 $19,853.87 $20,177.00
Annual Operating Shortfall (1) -$15,324.01 -$15,459.50
(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 ITEM 5 Page 14
Subject: Landscape Maintenance Assessment District 97-01 – Initiate Proceedings for Fiscal Year 23/24 Annual Update Date: July 13, 2023

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.

In 2000, the property owners in Zone 2 approved an immediate assessment increase and the addition of a cost of living increase provision to the zone. Annual expenditures in this zone have since exceeded the additional annual revenues and the cost of living provision will need to be implemented to ensure sufficient funding in the future.

In 2005, the property owners in Zone 3 approved a one-time assessment increase, but annual expenditures in this zone have now exceeded the additional annual revenues.

Background and Analysis
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. Upon incorporation, the City of Citrus Heights assumed responsibility for Zone 1, and parts of Zones 2 and 4, which fell within city limits. Assessment District 97-01 (AD 97-01) was created to incorporate these maintenance areas. Zone 3 was created in Fiscal Year 2004/2005 by the city when the original Zone 4 was split.

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 LMAD 97-01.

An Engineer’s Report has been prepared for the proposed assessments and is available for review, by the public, in the City Clerk’s Office. The Engineer’s Report summarizes the maintenance efforts and recommends levying assessments at the same level as in Fiscal Year 2021/2022 for Zones 1, 3, and 4. A 3% cost of living increase in the annual assessment per parcel is proposed for Zone 2 to maintain current levels of service and sustain existing reserves.

City Council approval of a Resolution to Initiate Proceedings is the required first step in the update process. By the Resolution of Intention, the City Council approves the Engineer’s Report for the Landscape Maintenance Assessment District 97-01, Annual Update for Fiscal Year 2023/2024, sets the date for a public hearing on the assessments and directs staff to give the required notice.

Staff recommends that July 27, 2023, at 6:00 p.m., or as soon thereafter as the matter may be heard, be set as the date for the public hearing. At that time, public comment will be received and the Council will consider and adopt a resolution adopting the assessments. Notice of this meeting will be mailed and published in accordance with State Code.

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

ITEM 5 Page 15
Subject: Landscape Maintenance Assessment District 97-01 – Initiate Proceedings for Fiscal Year 23/24 Annual Update Date: July 13, 2023

To eliminate the funding gap in Zone 3, an assessment increase was approved by the owners of the assessed properties in 2005 and the assessment increased from $42.50 to $80.00 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 to the depletion of the existing reserves. Zone 3 continues to see a shortfall for FY 2023/2024.

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. This shortfall was subsidized by the city’s General Fund. 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 Zone 4 continues to see a projected shortfall in FY 2023/2024.

Attachments
1) Resolution No. 2023-_____: 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); 2) Resolution No. 2023-_____: A Resolution of the City Council of the City of Citrus Heights, California, for the intention to levy and collect assessments for Fiscal Year 2023/2024 for Landscape Maintenance Assessment District No. 97-01 (Zones 1, 2, 3 and 4);
3) Engineer’s Report.

ITEM 5 Page 16
RESOLUTION NO. 2023-

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 & 4) WHEREAS, In order to continue to finance the costs of maintaining and servicing landscaping and related facilities in Landscaping and Lighting Maintenance Assessment District 97-01 Zones 1, 2, 3, and 4; and to equitably distribute the costs among benefited landowners, the City Council (the “City Council”) of the City of Citrus Heights (the “City”) has decided to undertake proceedings pursuant to the Landscaping and Lighting Act of 1972, being California Streets and Highways Code Sections 22500 et seq. (the “Act”), to levy assessments for Fiscal Year 2023/2024.

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. Proposal to levy assessments: The City Council proposes to levy assessments for Fiscal Year 2023/2024 for Assessment District 97-01.

Section 3. Description of Improvements: The maintenance to be financed by assessments levied in the City of Citrus Heights Landscape Maintenance Assessment District No. 97-01 consist of street corridor landscape and open space vegetation maintenance, including tree, shrub, lawn, and ground cover care; weed control; pruning; fertilization; litter removal; tree and shrub well maintenance; and irrigation system inspections and repairs.

Section 4. Appointment of Engineer: The City Council hereby appoints the City Engineer as engineer (the “Engineer”) for all purposes of proceedings undertaken by the City with respect to the assessment district. The City Council hereby directs the Engineer to prepare and file with the City Clerk, a report for Fiscal Year 2023/2024 in accordance with Article 4 of Chapter 1 of the Act and Article XIII D, Section 4, of the California Constitution.

Section 5. Effective Date. This resolution shall become effective on 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 13th day of July, 2023, by the following vote, to wit:

AYES: Council Members:

NOES: Council Members:

ABSTAIN: Council Members:

ABSENT: Council Members:

Tim Schaefer, Mayor
ATTEST:

Amy Van, City Clerk
ITEM 5 Page 17
RESOLUTION 2023-____

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

CALIFORNIA, FOR THE INTENTION TO LEVY AND COLLECT ASSESSMENTS FOR FISCAL YEAR 2023/2024 FOR LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT No. 97-01 (ZONES 1, 2, 3 & 4)
WHEREAS, on July 13, 2023, the City Council (the “Council”) of the City of Citrus Heights (the “City”) adopted Resolution No. 2023- initiating proceedings pursuant to the Landscaping and Lighting Act of 1972, being California Streets and Highways Code sections 22500 et seq. (the “Act”), to levy and collect assessments for Fiscal Year 2023/2024 for the City of Citrus Heights Landscape Maintenance Assessment District No. 97-01;
WHEREAS, the City Engineer has prepared and filed with the City Clerk a report for Fiscal Year 2023/2024 (the “Engineer’s Report”) in accordance with the Act; and WHEREAS, the establishment or approval of the assessments proposed by this resolution will be for the purpose of meeting operating expenses and purchasing supplies, equipment, or materials necessary to maintain service within existing service areas.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Citrus Heights as follows:

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

Section 2. Approval of Engineer’s Report. This Council hereby approves the Engineer’s Report as filed.

Section 3. Declaration of Intention. This Council hereby declares its intention to order the levy and collection of assessments for the City of Citrus Heights Landscape Maintenance Assessment District No. 97-01.

Section 4. Description of Improvements. The maintenance to be financed by assessments levied in the City of Citrus Heights Landscape Maintenance Assessment District No. 97-01 consist of street corridor landscape and open space vegetation maintenance, including tree, shrub, lawn, and ground cover care; weed control; pruning; fertilization; litter removal; tree and shrub well maintenance; and irrigation system inspections and repairs.

Section 5. Location of District. The Landscape Maintenance Assessment District No. 97-01 includes the territories described in Figures 1.1, 2.1, 3.1, and 4.1 of the Engineer’s Report.

Section 6. Reference to Engineer’s Report for Particulars. A full and detailed description of the improvements, the boundaries of the assessment district, and the proposed assessments upon assessable lots and parcels of land within the district is set forth in the Engineer’s Report. The Engineer’s Report is on file in the City Clerk’s office, 6360 Fountain Square Drive, Citrus Heights, CA 95621, and is available for review by any interested member of the public during normal business hours.

Section 7. Notice of Public Hearing. On Thursday, July 27, 2023 at 6:00 p.m., or as soon thereafter as the matter may be heard, at the Citrus Heights City Hall Council Chambers, 6360 Fountain ITEM 5 Page 18

Square Drive, Citrus Heights, California, 95621 the City Council shall hold a public hearing on the levy of the proposed assessments. The City does not propose to increase the assessments above last year’s amounts for Zones 1, 2, and 4 of Landscape Maintenance Assessment District 97-01, however, the City does propose to increase the assessments above last year’s amounts for Landscape Maintenance Assessment District 97-01, Zone 2 to support adequate and sustainable maintenance services.

Section 8. Publication of Resolution. The City Clerk is directed to give notice of the public hearing by publication of this Resolution of Intention once in a newspaper of general circulation not less than 10 days before the date of the public hearing.

Section 9. Amount of Assessment. The City does not propose to increase the assessment above last year’s amount for Zones 1, 3, and 4. However, the City does to propose to increase the assessments above last year’s amounts for Landscape Maintenance Assessment District 97-01, Zone 2 to support adequate and sustainable maintenance services.

Section 10. Effective Date. This resolution shall take effect from and after the date of its passage.

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 13th day of Ju1y 2023, by the following vote to wit:

AYES: Council Members:

NOES: Council Members:

ABSENT: Council Members:

ABSTAIN: Council Members:

Tim Schaefer, Mayor
ATTEST:
_________________________________
Amy Van, City Clerk
ITEM 5 Page 19

CITY OF CITRUS HEIGHTS

SACRAMENTO COUNTY

CALIFORNIA
ENGINEER’S REPORT
for
Landscape Maintenance Districts
Assessment District No. 97-01(Zones 1, 2, 3, & 4)
Annual Update for Fiscal Year 2023/2024
Prepared by
Leslie Blomquist
City Engineer
July 13, 2023

ITEM 5 Page 20
1 CERTIFICATIONS

LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT
NO. 97-01, Zones 1, 2, 3 & 4
(Pursuant to the Landscaping and Lighting Act of 1972)
Engineer’s Report for Fiscal Year 2023/2024
The undersigned respectfully submits the enclosed report as directed by the City Council.

DATED: _______ _,2023

CITY OF CITRUS HEIGHTS
By ______________________________
Leslie Blomquist, P.E.

CITY ENGINEER
I HEREBY CERTIFY that the enclosed Engineer’s Report, together with Assessment and Assessment Diagram thereto attached, was filed with me on the _______________ day of __________________, 2023.

Amy Van, City Clerk
City of Citrus Heights,
Sacramento County, California
By ______________________________
I HEREBY CERTIFY that the enclosed Engineer’s Report, together with Assessment and Assessment Diagram thereto attached, was approved and confirmed by the City Council of the City of Citrus Heights, California, on the _______________ day of __________________, 2023.

Amy Van, City Clerk
City of Citrus Heights,
Sacramento County, California
By ______________________________
I HEREBY CERTIFY that the enclosed Engineer’s Report, together with Assessment and Assessment Diagram thereto attached, was filed with the County Auditor of the County of Sacramento on the _______________ day of __________________, 2023.

Amy Van, City Clerk
City of Citrus Heights,
Sacramento County, California
By ______________________________
July 7
ITEM 5 Page 21
2 ENGINEER’S REPORT

LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT
NO. 97-01, Zones 1, 2, 3, & 4
LEVY of FISCAL YEAR 2023/2024 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, & 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 2023/2024 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.

ITEM 5 Page 22
3 ITEM 5 Page 23
4 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 revegetation 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.

District Financing/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. The funding for Zone 1 is from annual assessments levied on residential parcels within the zone’s assessment boundary (Figure 1.1), pursuant to the Landscaping and Lighting Act of 1972. 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 original annual assessment adopted for Zone 1 upon formation in 1997 was $131.54.

This Zone does not have a cost of living increase provision.

Annual Assessment:

The annual costs for maintenance in Zone 1 exceeds total revenues from the assessments and the zones cash reserves have been used to balance the annual budget. However, it is anticipated the cash reserves will be depleted by FY 2024/2025. This zone does not have a provision to increase the annual assessment levied on each parcel. Therefore, as shown in Figure 1.3. “Summary Analysis”, the Fiscal Year 2023/2024 assessments for District 97-01 Zone 1 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. In the future it may be necessary to use other funding sources to cover anticipated shortfalls and/or seek approval of a cost of living increase provision through a property owner vote.

The FY 2023/2024 Assessment Roll for Zone 1 is shown in Figure 1.4.

ITEM 5 Page 24
5 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.

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
ITEM 5 Page 25
6 ITEM 5 Page 26
7 FIGURE 1.3

SUMMARY ANALYSIS
ASSESSMENT DISTRICT 97-01 - ZONE 1
280-75-290; County DL 0270

DESCRIPTION FY 22/23
ACTUAL**
FY 23/24

PROPOSED
BUDGET
ASSESSMENT RATES:

Rate Per Parcel $ 131.54 $ 131.54
Total Number of Parcels 80 80
Total Special Assessments 10,523.20 $ $ 10,523.20
REVENUE:

Interest on Fund Balance $ 469.86 $ -
Special Assessments $ 10,259.69 $ 10,523.20
Total Revenue: 10,729.55 $ $ 10,523.20
EXPENDITURES:

Advertising & Mail $ 313.02 $ 371.00
Professional Services $ - $ 155.00
Contract - Landscape/Tree Maintenance $ 5,000.00 $ 5,500.00 Cost Allocation (Overhead) $ 5,132.00 $ 5,286.00
Total Expenditures: 10,445.02 $ $ 11,312.00
$ 284.53 $ (788.80)
Transfer to/from Operating Reserve $ 788.80 (284.53) $
$ - $ -

OPERATING RESERVE
Beginning Fund Balance (July 1st) $ 28,880.13 $ 29,164.66 Operating Reserve Set-a-side $ - $ -
Transfer from (to) Annual Operating Balance $ 284.53 $ (788.80) Ending Operating Reserve Balance (June 30th) $ 29,164.66 $ 28,375.86 **
$xx.xx
Annual Operating Balance
Annual Ending Balance
Recorded actual expenses for the first 3 quarters of the current Fiscal Year plus projections for the 4th quarter.

Audited Fund Balance from previous Fiscal Year
ITEM 5 Page 27
8 FIGURE 1.4
ITEM 5 Page 28
9 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, revegetation 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.

District Financing/Method of Assessment:

As a condition of approval, the developer of this single family subdivision was required to establish a funding source to provide ongoing landscape maintenance. The funding for Zone 2 is from annual assessments levied on residential parcels within the zone’s assessment boundary (Figure 2.1), pursuant to the Landscaping and Lighting Act of 1972. Because each of the singlefamily 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 original annual assessment adopted for Zone 2 upon formation was $122.74.

The original assessment amount per parcel was insufficient to fund the Zone 2 services after just a few years, so General Fund money was used to supplement this zone. 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.

Concurrent with the approval of the assessment increase in FY 2000/2001, the property owners also voted to include a cost of living adjustment provision for Zone 2. This provision allows for an increase in the annual assessment with the percent of increase over the previous annual assessment being less than or equal to the cost of living increase based on the Bay Area Consumer Price Index for all urban consumers.

ITEM 5 Page 29
10 Annual Assessment:

An adjustment in the annual assessment per parcel is proposed for Fiscal Year 2023/2024.

Maintenance and replacement costs for Zone 2 have continued to increase beyond the amount of revenue generated by the previous annual assessment. As a result, the City of Citrus Heights must increase the annual assessment on each assessed parcel. As shown in Figure 2.3. “Summary Analysis”, the Fiscal Year 2023/2024 assessments for District 97-01 Zone 2 are proposed to increase by 3% (less than the maximum allowable) to an amount of $155.92 per residential parcel. These additional revenues are necessary to support the Zone’s operations and maintenance as well as help to restore an appropriate operating reserve.

The FY 2023/2024 Assessment Roll for Zone 2 is shown in Figure 2.4.

Zone 2 Boundary:

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 2 in Figure 2.1.

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
ITEM 5 Page 30
11 ITEM 5 Page 31
12 FIGURE 2.3

SUMMARY ANALYSIS
ASSESSMENT DISTRICT 97-02 – ZONE 2
281-75-291; County DL 0271
DESCRIPTION FY 22/23
ACTUAL**
FY 23/24

PROPOSED
BUDGET
ASSESSMENT RATES:

Rate Per Parcel $ 151.38 $ 155.92
Total Number of Parcels 82 82
Total Special Assessments 12,413.16 $ $ 12,785.55
REVENUE:

Interest on Fund Balance $ 1,110.61 $ -
Special Assessments $ 12,118.91 $ 12,785.55
Total Revenue: 13,229.52 $ $ 12,785.55
EXPENDITURES:

Advertising & Mail $ 313.02 $ 371.00
Utilities $ 2,208.63 $ 2,009.00
Professional Services $ - $ 119.00
Contract - Landscape/Tree Maintenance $ 5,868.00 $ 7,004.00 Contract - Construction, Repairs & Extra Work $ - $ -
Cost Allocation (Overhead) $ 5,190.00 $ 5,346.00
Total Expenditures: 13,579.65 $ $ 14,849.00
$ (350.13) $ (2,063.45)
Transfer to/from Operating Reserve $ 2,063.45 350.13 $
$ - - $

OPERATING RESERVE
Beginning Fund Balance (July 1st) $ 70,534.28 $ 70,184.15 Operating Reserve Set-a-side $ - $ -
Transfer from (to) Annual Operating Balance $ (350.13) $ (2,063.45) Ending Operating Reserve Balance (June 30th) 70,184.15 $ $ 68,120.70 ** 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
Annual Operating Balance
Annual Ending Balance
ITEM 5 Page 32
13 FIGURE 2.4
Assessment Assessment
224 0910 001 0000 $                155.92 224 0910 042 0000 $                155.92 224 0910 002 0000 $                155.92 224 0910 043 0000 $                155.92 224 0910 003 0000 $                155.92 224 0910 044 0000 $                155.92 224 0910 004 0000 $                155.92 224 0910 045 0000 $                155.92 224 0910 005 0000 $                155.92 224 0910 046 0000 $                155.92 224 0910 006 0000 $                155.92 224 0910 047 0000 $                155.92 224 0910 007 0000 $                155.92 224 0910 048 0000 $                155.92 224 0910 008 0000 $                155.92 224 0910 049 0000 $                155.92 224 0910 009 0000 $                155.92 224 0910 050 0000 $                155.92 224 0910 010 0000 $                155.92 224 0910 051 0000 $                155.92 224 0910 011 0000 $                155.92 224 0910 052 0000 $                155.92 224 0910 012 0000 $                155.92 224 0910 053 0000 $                155.92 224 0910 013 0000 $                155.92 224 0910 054 0000 $                155.92 224 0910 014 0000 $                155.92 224 0910 055 0000 $                155.92 224 0910 015 0000 $                155.92 224 0910 056 0000 $                155.92 224 0910 016 0000 $                155.92 224 0910 057 0000 $                155.92 224 0910 017 0000 $                155.92 224 0910 058 0000 $                155.92 224 0910 018 0000 $                155.92 224 0910 059 0000 $                155.92 224 0910 019 0000 $                155.92 224 0910 062 0000 $                155.92 224 0910 020 0000 $                155.92 224 0910 063 0000 $                155.92 224 0910 021 0000 $                155.92 224 0910 064 0000 $                155.92 224 0910 022 0000 $                155.92 224 0910 065 0000 $                155.92 224 0910 023 0000 $                155.92 224 0920 001 0000 $                155.92 224 0910 024 0000 $                155.92 224 0920 002 0000 $                155.92 224 0910 025 0000 $                155.92 224 0920 003 0000 $                155.92 224 0910 026 0000 $                155.92 224 0920 006 0000 $                155.92 224 0910 027 0000 $                155.92 224 0920 007 0000 $                155.92 224 0910 028 0000 $                155.92 224 0920 008 0000 $                155.92 224 0910 029 0000 $                155.92 224 0920 009 0000 $                155.92 224 0910 030 0000 $                155.92 224 0920 010 0000 $                155.92 224 0910 031 0000 $                155.92 224 0920 011 0000 $                155.92 224 0910 032 0000 $                155.92 224 0920 012 0000 $                155.92 224 0910 033 0000 $                155.92 224 0920 013 0000 $                155.92 224 0910 034 0000 $                155.92 224 0920 014 0000 $                155.92 224 0910 035 0000 $                155.92 224 0920 015 0000 $                155.92 224 0910 036 0000 $                155.92 224 0920 016 0000 $                155.92 224 0910 037 0000 $                155.92 224 0920 017 0000 $                155.92 224 0910 038 0000 $                155.92 224 0920 019 0000 $                155.92 224 0910 039 0000 $                155.92 224 0920 023 0000 $                155.92 224 0910 040 0000 $                155.92 224 0920 024 0000 $                155.92 224 0910 041 0000 $                155.92 224 0920 027 0000 $                155.92 Assessment Number
AD 97‐01 Zone 2 Assessment Roll
Assessment Number
ASSESSMENT DISTRICT 97‐01 ZONE 2
82 Parcels; Total Zone 2 Assessment is $12,785.55
ITEM 5 Page 33
14 ZONE 3
General:

Zone 4 of LMAD 97-01, as originally adopted by the City, consisted of two widely separated landscape areas with differing landscape types 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.

District Financing/Method of Assessment:

As a condition of approval, the developer of two single family subdivisions comprising the original Zone 4 was required to establish a funding source to provide ongoing landscape maintenance. The funding was from annual assessments levied on residential parcels within the zone’s assessment boundaries, pursuant to the Landscaping and Lighting Act of 1972. 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 within the assessment boundaries that currently qualify as a buildable single-family parcel per the current City of Citrus Heights Zoning Ordinances. The original annual assessment adopted for Zone 4 upon formation was $42.50.

Upon separation in 2004, the original annual assessment of $42.50 was carried over to Zone 3.

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, but was unanimously opposed by the property owners in the required balloting process. In 2005 an increase in the annual assessment was again proposed and subsequently the property owners approved a one-time increase in the assessment from $42.50 to $81.88.

Concurrent with the assessment increase in 2005, a cost of living adjustment provision was proposed for Zone 3. However, during the property owner balloting process, this provision failed.

Annual Assessment:

The assessment increase approved in 2005 along with focused efforts to reduce overall maintenance costs kept Zone 3 expenditures below available revenues for several years.

ITEM 5 Page 34
15 However, increased monthly utility costs and the implementation of updated cost allocation procedures by the City have resulted in a shortfall of approximately $8,416.49 for FY 2022/2023. With no current reserves, this shortfall was subsidized by Gas Tax funds. A shortfall of approximately $9,486.60 is anticipated for FY 2023/2024.

The Summary Analysis in Figure 3.3 shows details of the Fiscal Year 2023/2024 budget and assessments for Zone 3. The assessments for Zone 3 are proposed to remain the same as Fiscal Year 2022/2023, 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.

The FY 2023/2024 Assessment Roll for Zone 3 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
ITEM 5 Page 35
16 ITEM 5 Page 36
17 FIGURE 3.3

SUMMARY ANALYSIS
ASSESSMENT DISTRICT 97-01 – ZONE 3
288-75-298; County DOL 0279
DESCRIPTION FY 22/23*
ACTUAL
FY 23/24

PROPOSED
BUDGET
ASSESSMENT RATES:

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

Interest on Fund Balance $ - $ -
Special Assessments $ 6,402.32 $ 6,550.40
Total Revenue: 6,402.32 $ $ 6,550.40
EXPENDITURES:

Advertising & Mail $ 313.02 $ 165.00
Utilities $ 2,871.79 $ 3,296.00
Professional Services $ - $ 119.00
Contract - Landscape Maintenance $ 6,540.00 $ 7,210.00
Contract - Construction, Repairs & Extra Work $ - $ -
Contract -Materials & Supplies $ - $ -
Cost Allocation (Overhead) $ 5,094.00 $ 5,247.00
Total Expenditures: 14,818.81 $ $ 16,037.00
$ (8,416.49) $ (9,486.60)
Transfer to/from Operating Reserve $ 9,486.60 8,416.49 $ $ - - $

OPERATING RESERVE
Beginning Fund Balance (July 1st) $ - $ -
Operating Reserve Set-a-side $ - $ -
Transfer from (to) Annual Operating Balance $ (8,416.49) $ (9,486.60) Ending Operating Reserve Balance (June 30th) $ (8,416.49) $ (9,486.60) **
Annual Operating Balance
Annual Ending Balance
Recorded actual expenses for the first 3 quarters of the current Fiscal Year plus projections for the 4th quarter.

ITEM 5 Page 37
18 FIGURE 3.4
ITEM 5 Page 38
19 ZONE 4
General:

Zone 4 of LMAD 97-01 was originally adopted by the City in 1997. The original zone consisted of the Summerhill Subdivision and the Villa Creekridge Subdivision. These two single family subdivisions were on opposite sides of the City and had widely 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 subdivision) was incorporated into the newly created Zone 3 and the 111 parcel Villa Creekridge Subdivision remained in Zone 4. Figure 4.1 shows the current boundaries of Zone 4.

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.

Over the years General Fund money has been used to supplement maintenance in Zone 4. 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. In 2010 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. In a further effort to reduce subsidies, in 2011, 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.

Zone 4 now consists of street frontage landscape including trees, shrubs, and ground cover; all with monthly maintenance.

The 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.

District Financing/Method of Assessment:

As a condition of approval, the developer of two single family subdivisions comprising the original Zone 4 was required to establish a funding source to provide ongoing landscape maintenance. The funding for Zone 4 is from annual assessments levied on residential parcels within the zone’s assessment boundaries, pursuant to the Landscaping and Lighting Act of 1972.

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 within the assessment boundaries that ITEM 5 Page 39
20 currently qualify as a buildable single-family parcel per the current City of Citrus Heights Zoning Ordinances. The original annual assessment adopted for Zone 4 upon formation was $42.50. Upon separation in 2004, the annual assessment for Zone 4 remained at $42.50 per assessed parcel.

General Fund money has been used to supplement maintenance of landscaped areas in Zone 4 in the past. To eliminate the assessment revenue shortfall, assessment increases were proposed in Fiscal Years 98/99, 2005/2006 and 2009/2010, but all attempts failed under majority opposition by the property owners in the required balloting process.

This Zone does not have a cost of living increase provision.

Annual Assessment:

From the beginning, General Fund revenues have been used to subsidize Zone 4 maintenance.

Efforts such as detaching part of the maintained area, replanting with low-water and low maintenance landscaping and even reducing the maintenance frequency have resulted in significant reductions in maintenance and utility costs, but the gap between maintenance expenditures and assessment revenues continues to widen.

For the 2022/2023 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 $15,324.01. With no reserves, this shortfall was subsidized by Gas Tax revenues.

For FY 2023/2024 the projected budget shortfall is $15,459.50 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 2023/24 budget and assessments for Zone 4. The assessments for Zone 4 shall remain the same as Fiscal Year 2022/2023, 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.

The FY 2023/2024 Assessment Roll for Zone 4 is shown in 4.4.

ITEM 5 Page 40
21 Zone 4 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 4 in Figure 4.1.

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.

FIGURE 4.1
ITEM 5 Page 41
22 ITEM 5 Page 42
23 FIGURE 4.3
ASSESSMENT DISTRICT 97-01 – ZONE 4
282-75-292; County DOL 0272
DESCRIPTION FY 22/23
ACTUAL**
FY 23/24

PROPOSED
BUDGET
ASSESSMENT RATES:

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

Interest on Fund Balance $ - $ -
Special Assessments $ 4,529.86 $ 4,717.50
Total Revenues: 4,529.86 $ $ 4,717.50
EXPENDITURES:

Advertising $ 313.02 $ 371.00
Utilities - Electric $ 760.68 $ 515.00
Utilities - Water $ 5,178.17 $ 4,326.00
Professional Services $ - $ 139.00
Contract - Landscape Maintenance $ 8,508.00 $ 9,579.00
Contract - Construction, Repairs & Extra Work $ - $ -
Contract - Materials & Supplies $ - $ -
Cost Allocation (Overhead) $ 5,094.00 $ 5,247.00
Total Expenditures: 19,853.87 $ $ 20,177.00
$ (15,324.01) $ (15,459.50)
Transfer to/from Operating Reserve $ 15,459.50 15,324.01 $ $ - - $

OPERATING RESERVE
Beginning Fund Balance (July 1st) $ - $ -
Operating Reserve Set-a-side $ - $ -
Transfer from (to) Annual Operating Balance $ (15,324.01) $ (15,459.50) Ending Operating Reserve Balance (June 30th) $ (15,324.01) $ (15,459.50)

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

Annual Operating Balance
Annual Ending Balance
ITEM 5 Page 43
24 FIGURE 4.4
ITEM 5 Page 44
25 ITEM 5 Page 45

CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM
DATE: July 13, 2023
TO: Mayor and City Council Members
Ashley J. Feeney, City Manager
FROM: Regina Cave, General Services Director
Leslie Blomquist, City Engineer

SUBJECT: Initiate Proceedings for Fiscal Year 2023/2024 Annual Update Landscape Maintenance Assessment Districts
98-01, 98-02 (Zones 1, 2, 3 & 4) and 03-01 (Zones 1, 2 & 3)

Summary and Recommendation
Each year, the city is required to update the assessments for its various Landscape Maintenance Assessment Districts (LMADs). This is the proposed Fiscal Year 2023/2024 update for LMADs No. 98-01; No. 98-02 (Zones 1, 2, 3 &4); and No. 03-01 (Zones 1, 2 & 3). An Engineer's Report, which describes the proposed levels of maintenance, outlines the proposed financial summary, and includes the Assessment Diagram for each zone in each District, has been prepared by the City Engineer. A copy of the Engineer’s Report is available for review, by the public, in the City Clerk’s Office.

Staff recommends Council adopt the following resolutions in the order listed:

1. Resolution No. 2023- __; 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.

2. Resolution No. 2023- __; 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 & 4.

3. Resolution No. 2023- __; 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 & 3.

By adopting the above Resolutions Initiating Proceedings, the City Council would be authorizing the annual update of the City of Citrus Heights LMADs No. 98-01, 98-02, and 03-01; and further authorizing the preparation of the required Engineer's Report.

ITEM 6 Page 46
Subject: Landscape Maintenance Assessment Districts 98-01, 98-02 & 03-01, Initiate Proceedings for Fiscal Year 23/24 Annual Update
Date: July 13, 2023

4. Resolution No. 2023- __; Resolution of the City Council of the City of Citrus Heights, California, for the Intention to Levy and Collect Assessments for Fiscal Year 2023/2024 for Landscape Maintenance Assessment District No. 98-01.

5. Resolution No. 2023- __; Resolution of the City Council of the City of Citrus Heights, California, for the Intention to Levy and Collect Assessments for Fiscal Year 2023/2024 for Landscape Maintenance Assessment District No. 98-02, Zones 1, 2, 3 & 4.

6. Resolution No. 2023- __; Resolution of the City Council of the City of Citrus Heights, California, for the Intention to Levy and Collect Assessments for Fiscal Year 2023/2024 for Landscape Maintenance Assessment District No. 03-01, Zones 1, 2 & 3.

Adopting resolutions 4, 5 & 6, above, sets July 27, 2023, at 6:00 p.m., as the date and time of the Public Hearing for the proposed assessments for each district and directs staff to give the required notice.

Fiscal Impact
Assessment Districts 98-01, 98-02 (Zones 1, 2, 3 & 4), and 03-01 (Zones 1, 2 & 3) are currently fully funded by their annual assessments and operating reserves as needed; therefore, there is no fiscal 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 22/23 Actual FY 23/24 Proposed
REVENUE:

Special Assessments Revenues $10,825.83 $11,286.65
Interest on Fund Balance (1) $2,137.60 $0.00
Total Revenues $12,963.43 $11,286.65
EXPENDITURES:

Total Expenditures $26,300.63 $14,520.00
Annual Operating Balance (2) -$13,337.20 -$3,233.35
(1) Interest earnings estimated; will reflect actuals in final report. (2) Assessment Fund reserves available to balance the annual operating shortfall.

ITEM 6 Page 47
Subject: Landscape Maintenance Assessment Districts 98-01, 98-02 & 03-01, Initiate Proceedings for Fiscal Year 23/24 Annual Update
Date: July 13, 2023

Table No. 2
98-02, Zone 1 – Sorenson Ranch
Description FY 22/23 Actual FY 23/24 Proposed
REVENUE:

Special Assessments Revenues $22,469.72 $24,256.25
Interest on Fund Balance (1) $1,054.44 $0.00
Total Revenues $23,524.16 $24,256.25
EXPENDITURES:

Total Expenditures $23,317.74 $28,255.35
Annual Operating Balance $206.42 (2) -$3,999.10 (3)
(1) Interest earnings estimated; will reflect actuals in final report. (2) Balance transferred to Assessment Fund reserve.
(3) Assessment Fund reserves available to balance the annual operating shortfall.

Table No. 3
98-02, Zone 2 - Autumnwood
Description FY 22/23 Actual FY 23/24 Proposed
REVENUE:

Special Assessments Revenues $16,726.66 $17,279.44
Interest on Fund Balance (1) $545.53 $0.00
Total Revenues $17,272.19 $17,279.44
EXPENDITURES:

Total Expenditures $12,230.15 $18,587.00
Annual Operating Balance $5,042.04 (2) -$1,307.56 (3)
(1) Interest earnings estimated; will reflect actuals in final report. (2) Balance transferred to Assessment Fund reserve.
(3) Assessment Fund reserves available to balance the annual operating shortfall.

ITEM 6 Page 48
Subject: Landscape Maintenance Assessment Districts 98-01, 98-02 & 03-01, Initiate Proceedings for Fiscal Year 23/24 Annual Update
Date: July 13, 2023

Table No. 4
98-02, Zone 3 – Mariposa Creek
Description FY 22/23 Actual FY 23/24 Proposed
REVENUE:

Special Assessments Revenues $11,604.45 $11,987.70
Interest on Fund Balance (1) $342.99 $0.00
Total Revenues $11,947.44 $11,987.70
EXPENDITURES:

Total Expenditures $4,927.13 $6,077.00
Annual Operating Balance (2) $7,020.31 $5,910.70
(1) Interest earnings estimated; will reflect actuals in final report. (2) Balance transferred to Assessment Fund reserve.

Table No. 5
98-02, Zone 4 – Wyatt Ranch
Description FY 22/23 Actual(1) FY 23/24 Proposed
REVENUE:

Special Assessments Revenues $762.70 $9,224.38
Interest on Fund Balance (1) $0.00 $0
Total Revenues $762.70 $9,224.38
EXPENDITURES:

Total Expenditures $322.51 $1,675.00
Annual Operating Balance (2) $440.19 $7,549.38
(1) Interest earnings estimated; will reflect actuals in final report. (2) Balance transferred to Assessment Fund reserve.

ITEM 6 Page 49
Subject: Landscape Maintenance Assessment Districts 98-01, 98-02 & 03-01, Initiate Proceedings for Fiscal Year 23/24 Annual Update
Date: July 13, 2023

Table No. 6
03-01, Zone 1 – Stock Ranch NORTH
Description FY 22/23 Actual FY 23/24 Proposed
REVENUE:

Special Assessments Revenues $91,327.80 $94,100.80
Interest on Fund Balance (1) $13,197.51 $0
Total Revenues $104,525.31 $94,100.80
EXPENDITURES:

Total Expenditures $108,684.66 $116,138.00
Annual Operating Balance (2) -$4,159.35 -$22,037.20
(1) Interest earnings estimated; will reflect actuals in final report. (2) Assessment Fund reserves available to balance the annual operating shortfall.

Table No. 7
03-01, Zone 2 – Stock Ranch SOUTH
Description FY 22/23 Actual FY 23/24 Proposed
REVENUE:

Special Assessments Revenues $20,727.54 $21,534.28
Interest on Fund Balance (1) $350.38 $0.00
Total Revenues $21,077.92 $21,534.28
EXPENDITURES:

Total Expenditures $18,941.49 $20,727.00
Annual Operating Balance (2) $1,786.05 $807.28
(1) Interest earnings estimated; will reflect actuals in final report. (2) Balance transferred to Assessment Fund reserve.

ITEM 6 Page 50
Subject: Landscape Maintenance Assessment Districts 98-01, 98-02 & 03-01, Initiate Proceedings for Fiscal Year 23/24 Annual Update
Date: July 13, 2023

Table No. 8
03-01, Zone 3 – Mitchell Farms
Description FY 22/23 Actual FY 23/24 Proposed
REVENUE:

Special Assessments Revenues $87,319.10 $88,850.04
Interest on Fund Balance (1) $1,644.08 $0
Total Revenues $88,963.18 $88,850.04
EXPENDITURES:

Total Expenditures $430.01 $33,865.00
Annual Operating Balance $88,533.17 $54,985.40
(1) Interest earnings estimated; will reflect actuals in final report. (2) Balance transferred to Assessment Fund reserve.

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
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. Maintenance responsibilities include: [1] periodic trimming of mature oak trees and repair of, and graffiti removal from, a sound wall adjacent to the western side of the subdivision; and [2] landscape and irrigation system maintenance and repair of, and graffiti removal from, a sound wall adjacent to the eastern side of the subdivision, adjacent to Stock Ranch Road.

Assessment District 98-02: Zone 1, first created in 1998, is for the maintenance of certain areas within and adjacent to the subdivision called the Sorensen Ranch development located on the northwest corner of Van Maren Lane and Oak Lakes Lane. Zone 2, first created in 2014, is for the maintenance of certain areas within and adjacent to the subdivision called the Autumnwood development. Zone 3, first created in 2018, is for the maintenance of certain areas within and adjacent to the subdivision called the Mariposa Creek development. Zone 4, providing for the maintenance of certain areas within, and adjacent to the Wyatt Ranch development, was adopted by the City Council in November 2019. However, construction impacts brought about by the pandemic delayed construction and, as a result, the FY 22/23 levy was be the first annual assessment for Zone 4, with no incurred maintenance costs to date.

All improvements maintained by the various zones of Assessment District 98-02 are on public property. Maintenance responsibilities for all zones in Assessment District 98-02 generally include: maintenance and repairs of corridor landscape; masonry walls; detention basins; pedestrian pathways; pathway lighting, trees, shrubs and ground-cover care; weed control; ITEM 6 Page 51
Subject: Landscape Maintenance Assessment Districts 98-01, 98-02 & 03-01, Initiate Proceedings for Fiscal Year 23/24 Annual Update
Date: July 13, 2023

pruning; fertilization; litter removal; tree and shrub well maintenance; irrigation system inspections and repairs; and graffiti removal.

Assessment District 03-01: Zone 1, first created in 2003, is for the maintenance of certain areas within, and adjacent to, the commercial portion of the Stock Ranch subdivision. Zone 2, first created in 2003, is for the maintenance of certain areas within, and adjacent to, the residential portion of the Stock Ranch subdivision. Zone 3, adopted by the City Council in April 2020 is for the maintenance of certain areas within, and adjacent to the Mitchell Farms development.

All improvements maintained by the various zones of Assessment District 03-01 are on public property. The maintenance responsibilities generally include: Zone 1- landscaping and irrigation; bus stops on both sides of Auburn Boulevard adjacent to the Stock Ranch commercial properties; drainage basins; open space areas; pedestrian/bike trail and a pedestrian bridge along and across Arcade Creek; Zone 2 - 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; and Zone 3 - maintenance of the pedestrian pathway, bridges and creek open space (including inspection and pruning of trees) within Lot A (dedicated to the Sunrise Parks and Recreation District), and landscaping and irrigation within the roundabout and approach islands on Arcadia Drive.

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 will be for the purpose of meeting operating expenses and purchasing supplies, equipment, or materials necessary to maintain landscape facilities for the districts.

An Engineer’s Report has been prepared for the proposed assessments and is available for review, by the public, in the City Clerk’s Office. The Engineer’s Report summarizes maintenance efforts and recommends increasing assessments by 3% (up to 4% maximum allowed) for Fiscal Year 2023/2024 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 District 98-02 Zone 4 and District 03-01 Zone 3, the Engineer’s Report recommends levying the assessments at the same rates as FY 2022/2023.

By the Resolution of Intention, the City Council approves the Engineer’s Report for the Landscape Maintenance Assessment District, Annual Update for Fiscal Year 2023/2024, sets the date for a public hearing on the assessments and directs staff to give the required notice.

Staff recommends July 27, 2023, at 6:00 p.m., or as soon thereafter, as the date and time for the public hearing. At that time, public comment will be received and the Council will consider and adopt a resolution adopting the assessments. Notice of this meeting will be published in accordance with State code.

ITEM 6 Page 52
Subject: Landscape Maintenance Assessment Districts 98-01, 98-02 & 03-01, Initiate Proceedings for Fiscal Year 23/24 Annual Update
Date: July 13, 2023

Attachments

1. Resolution No. 2023-__: 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 98-01.

2. Resolution No. 2023-__: 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 98-02, Zones 1, 2, 3 and 4.

3. Resolution No. 2023-__: 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 03-01, Zones 1, 2 and 3.

4. Resolution No. 2023-__: Resolution of the City Council of the City of Citrus Heights, California, for the intention to levy and collect assessments for Fiscal Year 2023/2024 for Landscape Maintenance Assessment District No. 98-01.

5. Resolution No. 2023-__: Resolution of the City Council of the City of Citrus Heights, California, for the intention to levy and collect assessments for Fiscal Year 2023/2024 for Landscape Maintenance Assessment District No. 98-02, Zones 1, 2, 3 and 4.

6. Resolution No. 2023-__: Resolution of the City Council of the City of Citrus Heights, California, for the intention to levy and collect assessments for Fiscal Year 2023/2024 for Landscape Maintenance Assessment District No. 03-01, Zones 1, 2 and 3.

7. Engineer’s Report.

ITEM 6 Page 53
RESOLUTION NO. 2023-___

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. 98-01
WHEREAS, In order to continue to finance the costs of maintaining and servicing landscaping and related facilities in Landscape Maintenance District 98-01 and to equitably distribute the costs among benefited landowners, the City Council (the “City Council”) of the City of Citrus Heights (the “City”) has decided to undertake proceedings pursuant to the Landscaping and Lighting Act of 1972, being California Streets and Highways Code Sections 22500 et seq. (the “Act”), to levy assessments for Fiscal Year 2023/2024.

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

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

Section 2. Proposal to levy assessments: The City Council proposes to levy assessments for Fiscal Year 2023/2024 for Assessment District 98-01.

Section 3. Description of Improvements: The maintenance to be financed by assessments levied in the City of Citrus Heights Landscape Maintenance Assessment District No. 98-01 consist of street corridor landscape and sound wall maintenance, including tree, shrub, lawn, and ground cover care; weed control; pruning; fertilization; litter removal; tree and shrub well maintenance; irrigation system inspections and repairs; graffiti removal; and sound wall repair. Detailed description is provided in the Engineer’s Report.

Section 4. Appointment of Engineer: The City Council hereby appoints the City Engineer as engineer (the “Engineer”) for all purposes of proceedings undertaken by the City with respect to the assessment district.

The City Council hereby directs the Engineer to prepare and file with the City Clerk, a report for Fiscal Year 2023/2024 in accordance with Article 4 of Chapter 1 of the Act and Article XIII D, Section 4, of the California Constitution.

Section 5. Effective Date. This resolution shall become effective on 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 13th day of July, 2023 by the following vote, to wit:

AYES: Council Members:

NOES: Council Members:

ABSTAIN: Council Members:

ABSENT: Council Members:

Tim Schaefer, Mayor
ATTEST:
_________________________________
Amy Van, City Clerk
ITEM 6 Page 54

RESOLUTION NO. 2023-___

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. 98-02 (ZONES 1, 2, 3 & 4) WHEREAS, In order to continue to finance the costs of maintaining and servicing landscaping and related facilities in Landscape Maintenance District 98-02 (Zones 1, 2, 3 & 4) and to equitably distribute the costs among benefited landowners, the City Council (the “City Council”) of the City of Citrus Heights (the “City”) has decided to undertake proceedings pursuant to the Landscaping and Lighting Act of 1972, being California Streets and Highways Code Sections 22500 et seq. (the “Act”), to levy assessments for Fiscal Year 2023/2024.

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

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

Section 2. Proposal to levy assessments: The City Council proposes to levy assessments for Fiscal Year 2023/2024 for Assessment District 98-02.

Section 3. Description of Improvements: The maintenance to be financed by assessments levied in the City of Citrus Heights Landscape Maintenance Assessment District No. 98-02 consist of street maintenance and repairs of corridor landscape, masonry walls, detention basins, and pedestrian pathways including tree, shrub, lawn, and ground cover care; weed control; pruning; fertilization; litter removal; tree and shrub well maintenance; irrigation system inspections and repairs; and graffiti removal. Detailed description is provided in the Engineer’s Report.

Section 4. Appointment of Engineer: The City Council hereby appoints the City Engineer as engineer (the “Engineer”) for all purposes of proceedings undertaken by the City with respect to the assessment district.

The City Council hereby directs the Engineer to prepare and file with the City Clerk, a report for Fiscal Year 2023/2024 in accordance with Article 4 of Chapter 1 of the Act and Article XIII D, Section 4, of the California Constitution.

Section 5. Effective Date. This resolution shall become effective on 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 13th day of July, 2023 by the following vote, to wit:

AYES: Council Members:

NOES: Council Members:

ABSTAIN: Council Members:

ABSENT: Council Members:

Tim Schaefer, Mayor
ATTEST:
_________________________________
Amy Van, City Clerk
ITEM 6 Page 55

RESOLUTION NO. 2023-___

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. 03-01 (ZONES 1, 2 & 3) WHEREAS, In order to continue to finance the costs of maintaining and servicing landscaping and related facilities in Landscape Maintenance District 03-01 (Zones 1, 2 & 3) and to equitably distribute the costs among benefited landowners, the City Council (the “City Council”) of the City of Citrus Heights (the “City”) has decided to undertake proceedings pursuant to the Landscaping and Lighting Act of 1972, being California Streets and Highways Code Sections 22500 et seq. (the “Act”), to levy assessments for Fiscal Year 2023/2024.

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

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

Section 2. Proposal to levy assessments: The City Council proposes to levy assessments for Fiscal Year 2023/2024 for Assessment District 03-01.

Section 3. Description of Improvements: The maintenance to be financed by assessments levied in the City of Citrus Heights Landscape Maintenance Assessment District No. 03-01 consist of maintenance and repairs of corridor landscape, sound walls, and open space including tree, shrub, lawn, and ground cover care; weed control; pruning; fertilization; litter removal; tree and shrub well maintenance; irrigation system inspections and repairs; graffiti removal; detention basins; wetlands; pedestrian bridge; pedestrian trail; trail lighting; bus stops; park trails; cable fencing; and lighting. Detailed description is provided in the Engineer’s Report.

Section 4. Appointment of Engineer: The City Council hereby appoints the City Engineer as engineer (the “Engineer”) for all purposes of proceedings undertaken by the City with respect to the assessment district.

The City Council hereby directs the Engineer to prepare and file with the City Clerk, a report for Fiscal Year 2023/2024 in accordance with Article 4 of Chapter 1 of the Act and Article XIII D, Section 4, of the California Constitution.

Section 5. Effective Date. This resolution shall become effective on 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 13th day of July, 2023 by the following vote, to wit:

AYES: Council Members:

NOES: Council Members:

ABSTAIN: Council Members:

ABSENT: Council Members:

Tim Schaefer, Mayor
ATTEST:
_________________________________
Amy Van, City Clerk

ITEM 6 Page 56

RESOLUTION NO. 2023-___

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

CALIFORNIA, FOR THE INTENTION TO LEVY AND COLLECT ASSESSMENTS FOR FISCAL YEAR 2023/2024 FOR LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT No. 98-01
WHEREAS, on July 13, 2023, the City Council (the “Council”) of the City of Citrus Heights (the “City”) adopted RESOLUTION NO. 2023-___ initiating proceedings pursuant to the Landscaping and Lighting Act of 1972, being California Streets and Highways Code sections 22500 et seq. (the “Act”), to levy and collect assessments for Fiscal Year 2023/2024 for the City of Citrus Heights Landscape Maintenance Assessment District No. 98-01;
WHEREAS, the City Engineer has prepared and filed with the City Clerk a report for Fiscal Year 2023/2024 (the “Engineer’s Report”) in accordance with the Act; and WHEREAS, the establishment or approval of the assessments proposed by this resolution will be for the purpose of meeting operating expenses and purchasing supplies, equipment, or materials necessary to maintain service within existing service areas.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Citrus Heights as follows:

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

Section 2. Approval of Engineer’s Report. This Council hereby approves the Engineer’s Report as filed.

Section 3. Declaration of Intention. This Council hereby declares its intention to order the levy and collection of assessments for the City of Citrus Heights Landscape Maintenance Assessment District No. 98-01.

Section 4. Description of Improvements. The maintenance to be financed by assessments levied in the City of Citrus Heights Landscape Maintenance Assessment District No. 98-01 consist of street corridor landscape and sound wall maintenance, including tree, shrub, lawn, and ground cover care; weed control; pruning; fertilization; litter removal; tree and shrub well maintenance; irrigation system inspections and repairs; graffiti removal; and sound wall repair. Detailed description is provided in the Engineer’s Report.

Section 5. Location of District. The Landscape Maintenance Assessment District No. 98-01 includes the territory described in Figure 1.1 of the Engineer’s Report for 98-01, 98-02, and 03-01.

Section 6. Reference to Engineer’s Report for Particulars. A full and detailed description of the improvements, the boundaries of the assessment district, and the proposed assessments upon assessable lots and parcels of land within the district is set forth in the Engineer’s Report. The Engineer’s Report is on file in the City Clerk’s office, 6360 Fountain Square Drive, Citrus Heights, CA 95621, and is available for review by any interested member of the public during normal business hours.

Section 7. Notice of Public Hearing. On Thursday, July 27, 2023 at 6:00 p.m., or as soon thereafter as the matter may be heard, at 6360 Fountain Square Drive, Citrus Heights, California 95621 the City Council shall hold a public hearing on the levy of the proposed assessments.

Section 8. Publication of Resolution. The City Clerk is directed to give notice of the public hearing by publication of this Resolution of Intention once in a newspaper of general circulation not less than 10 days before the date of the public hearing.

ITEM 6 Page 57

Section 9. Amount of Assessment. The City does not propose to increase the assessment above last year’s amount for Landscape Maintenance Assessment District 98-01.

Section 10. Effective Date. This resolution shall take effect from and after the date of its passage.

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 13th day of July, 2023, by the following vote, to wit:

AYES: Council Members:

NOES: Council Members:

ABSTAIN: Council Members:

ABSENT: Council Members:

Tim Schaefer, Mayor
ATTEST:
_________________________________
Amy Van, City Clerk
ITEM 6 Page 58

RESOLUTION NO. 2023-___

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

CALIFORNIA, FOR THE INTENTION TO LEVY AND COLLECT ASSESSMENTS FOR FISCAL YEAR 2023/2024 FOR LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT No. 98-02 (ZONES 1, 2, 3 & 4)
WHEREAS, on July 13, 2023, the City Council (the “Council”) of the City of Citrus Heights (the “City”) adopted RESOLUTION NO. 2023 -___ initiating proceedings pursuant to the Landscaping and Lighting Act of 1972, being California Streets and Highways Code sections 22500 et seq. (the “Act”), to levy and collect assessments for Fiscal Year 2023/2024 for the City of Citrus Heights Landscape Maintenance Assessment District No. 98-02 (Zones 1, 2, 3 & 4);
WHEREAS, the City Engineer has prepared and filed with the City Clerk a report for Fiscal Year 2023/2024 (the “Engineer’s Report”) in accordance with the Act; and WHEREAS, the establishment or approval of the assessments proposed by this resolution will be for the purpose of meeting operating expenses and purchasing supplies, equipment, or materials necessary to maintain service within existing service areas.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Citrus Heights as follows:

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

Section 2. Approval of Engineer’s Report. This Council hereby approves the Engineer’s Report as filed.

Section 3. Declaration of Intention. This Council hereby declares its intention to order the levy and collection of assessments for the City of Citrus Heights Landscape Maintenance Assessment District No. 98-02.

Section 4. Description of Improvements. The maintenance to be financed by assessments levied in the City of Citrus Heights Landscape Maintenance Assessment District No. 98-02 consist of street maintenance and repairs of corridor landscape, masonry walls, detention basins, and pedestrian pathways including tree, shrub, lawn, and ground cover care; weed control; pruning; fertilization; litter removal; tree and shrub well maintenance; irrigation system inspections and repairs; and graffiti removal. Detailed description is provided in the Engineer’s Report.

Section 5. Location of District. The Landscape Maintenance Assessment District No. 98-02 includes the territories described in Figures 2.1, 3.1 and 4.1 of the Engineer’s Report for LMADs 98-01, 98-02, and 03-

01. Section 6. Reference to Engineer’s Report for Particulars. A full and detailed description of the improvements, the boundaries of the assessment district, and the proposed assessments upon assessable lots and parcels of land within the district is set forth in the Engineer’s Report. The Engineer’s Report is on file in the City Clerk’s office, 6360 Fountain Square Drive, Citrus Heights, CA 95621, and is available for review by any interested member of the public during normal business hours.

Section 7. Notice of Public Hearing. On Thursday, July 27, 2023 at 6:00 p.m., or as soon thereafter as the matter may be heard, at 6360 Fountain Square Drive, Citrus Heights, California 95621 the City Council shall hold a public hearing on the levy of the proposed assessments.

ITEM 6 Page 59

Section 8. Publication of Resolution. The City Clerk is directed to give notice of the public hearing by publication of this Resolution of Intention once in a newspaper of general circulation not less than 10 days before the date of the public hearing.

Section 9. Amount of Assessment. The City proposes to increase the assessments above last year’s amounts for Landscape Maintenance Assessment District 98-02, Zones 1, 2 and 3 to support adequate and sustainable maintenance services; however, no increase is proposed for 98-02 Zone 4 above the amounts levied in FY 2022/2023.

Section 10. Effective Date. This resolution shall take effect from and after the date of its passage.

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 13th day of July, 2023 by the following vote, to wit:

AYES: Council Members:

NOES: Council Members:

ABSTAIN: Council Members:

ABSENT: Council Members:

Tim Schaefer, Mayor
ATTEST:
_________________________________
Amy Van, City Clerk
ITEM 6 Page 60
RESOLUTION NO. 2023-___

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

CALIFORNIA, FOR THE INTENTION TO LEVY AND COLLECT ASSESSMENTS FOR FISCAL YEAR 2023/2024 FOR LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT No. 03-01 (ZONES 1, 2 & 3)
WHEREAS, on July 13, 2023, the City Council (the “Council”) of the City of Citrus Heights (the “City”) adopted RESOLUTION NO. 2023 -___ initiating proceedings pursuant to the Landscaping and Lighting Act of 1972, being California Streets and Highways Code sections 22500 et seq. (the “Act”), to levy and collect assessments for Fiscal Year 2023/2024 for the City of Citrus Heights Landscape Maintenance Assessment District No. 03-01 (Zones 1, 2 & 3);
WHEREAS, the City Engineer has prepared and filed with the City Clerk a report for Fiscal Year 2023/2024 (the “Engineer’s Report”) in accordance with the Act; and WHEREAS, the establishment or approval of the assessments proposed by this resolution will be for the purpose of meeting operating expenses and purchasing supplies, equipment, or materials necessary to maintain service within existing service areas.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Citrus Heights as follows:

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

Section 2. Approval of Engineer’s Report. This Council hereby approves the Engineer’s Report as filed.

Section 3. Declaration of Intention. This Council hereby declares its intention to order the levy and collection of assessments for the City of Citrus Heights Landscape Maintenance Assessment District No. 03-01.

Section 4. Description of Improvements. The improvements to be financed by assessments levied in the City of Citrus Heights Landscape Maintenance Assessment District No. 03-01 include street maintenance and repairs of corridor landscape, sound walls, and open space including tree, shrub, lawn, and ground cover care; weed control; pruning; fertilization; litter removal; tree and shrub well maintenance; irrigation system inspections and repairs; graffiti removal; detention basins; wetlands; pedestrian bridge; pedestrian trail; trail lighting; bus stops; park trails; cable fencing; and lighting. Detailed description is provided in the Engineer’s Report.

Section 5. Location of District. The Landscape Maintenance Assessment District No. 03-01 includes the territories described in Figures 5.1, 6.1 and 7.1 of the Engineer’s Report for LMADs 98-01, 98-02 and 03-

01. Section 6. Reference to Engineer’s Report for Particulars. A full and detailed description of the improvements, the boundaries of the assessment district, and the proposed assessments upon assessable lots and parcels of land within the district is set forth in the Engineer’s Report. The Engineer’s Report is on file in the City Clerk’s office, 6360 Fountain Square Drive, Citrus Heights, CA 95621, and is available for review by any interested member of the public during normal business hours.

Section 7. Notice of Public Hearing. On Thursday, July 27, 2023 at 6:00 p.m., or as soon thereafter as the matter may be heard, at 6360 Fountain Square Drive, Citrus Heights, California 95621 the City Council shall hold a public hearing on the levy of the proposed assessments.

ITEM 6 Page 61

Section 8. Publication of Resolution. The City Clerk is directed to give notice of the public hearing by publication of this Resolution of Intention once in a newspaper of general circulation not less than 10 days before the date of the public hearing.

Section 9. Amount of Assessment. The City proposes to increase the assessments above last year’s amounts for Landscape Maintenance Assessment District 03-01, Zones 1 and 2 to support adequate and sustainable maintenance services; however, no increase is proposed for 03-01 Zone 3 above the amounts levied in FY 2022/2023.

Section 10. Effective Date. This resolution shall take effect from and after the date of its passage.

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 13th day of July, 2023 by the following vote, to wit:

AYES: Council Members:

NOES: Council Members:

ABSTAIN: Council Members:

ABSENT: Council Members:

Tim Schaefer, Mayor
ATTEST:
_________________________________
Amy Van, City Clerk
ITEM 6 Page 62

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 2023/2024
Prepared by
Leslie Blomquist
City Engineer
July 13, 2023
ITEM 6 Page 63
1 CERTIFICATIONS

LANDSCAPE MAINTENANCE DISTRICT
ASSESSMENT DISTRICTS NUMBERS: 98-01, 98-02 and 03-01
(Pursuant to the Landscaping and Lighting Act of 1972)
Engineer’s Report for Fiscal Year 2023/2024
The undersigned respectfully submits the enclosed report as directed by the City Council.

DATED:__________, 2023

CITY OF CITRUS HEIGHTS
By ______________________________
Leslie Blomquist

CITY ENGINEER
I HEREBY CERTIFY that the enclosed Engineer’s Report, together with Assessment and Assessment Diagram thereto attached, was filed with me on the ____________ day of _______________, 2023.

Amy Van, City Clerk
City of Citrus Heights,
Sacramento County, California
By ______________________________
I HEREBY CERTIFY that the enclosed Engineer’s Report, together with Assessment and Assessment Diagram thereto attached, was approved and confirmed by the City Council of the City of Citrus Heights, California, on the _____________ day of __________________, 2023.

Amy Van, City Clerk
City of Citrus Heights,
Sacramento County, California
By ______________________________
I HEREBY CERTIFY that the enclosed Engineer’s Report, together with Assessment and Assessment Diagram thereto attached, was filed with the County Auditor of the County of Sacramento on the ____________ day of __________________, 2023.

Amy Van, City Clerk
City of Citrus Heights,
Sacramento County, California
By ______________________________
July 13
ITEM 6 Page 64
2 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 2023/2024 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 Road ITEM 6 Page 65
3 (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 singlefamily 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 2023/2024.

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.

ITEM 6 Page 66
4 ITEM 6 Page 67
5 ITEM 6 Page 68
6 ITEM 6 Page 69
7 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.

ITEM 6 Page 70
8 DISTRICT FINANCING/METHOD OF ASSESSMENT
As a condition of approval, the developer of the single family Stock Village Unit No. 1 and Unit No. 2 subdivision was required to establish a funding source to provide for ongoing maintenance to the re-vegetation planting and the sound walls and the frontage landscaping and irrigation. 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. 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 original annual assessment adopted for District 98-01 upon formation in 1998 was $158.00 per parcel.

The formation of this district also included a cost of living adjustment provision. Should the cost of landscape maintenance activities and utilities rise, this provision allows for the City of Citrus Heights to increase the annual assessment. 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.

ANNUAL ASSESSMENT
Initially LMAD 98-01 was fully funded by its assessments and accumulated operating reserves in excess of those needed to address unforeseen tree and soundwall maintenance needs. As a result, in Fiscal Year 2004-2005 the annual assessment was reduced from $158 to $80. Over time this reduced assessment rate permitted the District to gradually drawdown the excessive operating reserve balance to an appropriate level. However, in recent years continued increases in the costs of regular maintenance activities and utilities have resulted in the reserves being depleted below the level needed to provide for unscheduled maintenance expenditures (i.e. wall repairs, oak tree trimming and electrical system repairs). As a result, in FY 2022/2023, the City of Citrus Heights, for the first time, utilitized the cost of living increase provision and increased the annual assessment by 3%.

An adjustment in the annual assessment per parcel is proposed for Fiscal Year 2023/2024.

As shown in Figure 1.3. “Summary Analysis”, the Fiscal Year 2023/2024 annual assessments for District 98-01 are proposed to again increase by 3% (less than the maximum allowable), or approximately $84.86 per residential parcel, over the rates for FY 2022/2023. These additional revenues are necessary to support the District’s continued maintenance operations and preserve an appropriate operating reserve to address unforeseen maintenance and repair expenses.

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

ITEM 6 Page 71
9 FIGURE 1.1
ITEM 6 Page 72
10 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.

ITEM 6 Page 73
11 FIGURE 1.3
ASSESSMENT DISTRICT 98-01
283-75-293; County DL 0273
DESCRIPTION FY 22/23**
ACTUAL
FY 23/24

PROPOSED
BUDGET
ASSESSMENT RATES:

Rate Per Parcel $ 82.40 $ 84.86
Total Number of Parcels 133 133
Total Special Assessments $ 10,959.20 $ 11,286.65
REVENUE:

Interest on Fund Balance $ 2,137.60 $ -
Special Assessments $ 10,825.83 $ 11,286.65
Total Revenues: $ 12,963.43 $ 11,286.65
EXPENDITURES:

Advertising $ 1,214.08 $ 567.00
Utilities - Gas & Electric $ 381.22 $ 278.00
Utilities - Water $ 1,695.98 $ 1,854.00
Professional Services $ - $ 515.00
Contract - Landscape and Tree Maintenance (services) $ 19,962.00 $ 8,240.00 Contract - Construction, Repairs & Extra Work $ 70.35 $ - Cost Allocation (Overhead) $ 2,977.00 $ 3,066.00
Total Expenditures: $ 26,300.63 $ 14,520.00
$ (13,337.20) $ (3,233.35)
Transfer to/from Operating Reserve $ 13,337.20 $ 3,233.35 $ - $ -

OPERATING RESERVE
Beginning Fund Balance (July 1st) $ 140,914.16 $ 127,576.96 Operating Reserve Set-a-side $ - $ -
Transfer from (to) Annual Operating Balance $ (13,337.20) $ (3,233.35) Ending Operating Reserve Balance (June 30th) $ 127,576.96 $ 124,343.61 **
$xx.xx
Annual Operating Balance
Annual Ending Balance
Recorded actual expenses for the first 3 quarters of the current Fiscal Year plus projection for the 4th quarter.

Audited Fund Balance from previous Fiscal Year
ITEM 6 Page 74
12 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 $ 84.86
243 0570 002 0000 2 $ 84.86
243 0570 003 0000 3 $ 84.86
243 0570 004 0000 4 $ 84.86
243 0570 005 0000 5 $ 84.86
243 0570 006 0000 6 $ 84.86
243 0570 007 0000 7 $ 84.86
243 0570 008 0000 8 $ 84.86
243 0570 009 0000 9 $ 84.86
243 0570 010 0000 10 $ 84.86
243 0570 011 0000 11 $ 84.86
243 0570 012 0000 12 $ 84.86
243 0570 013 0000 13 $ 84.86
243 0570 014 0000 14 $ 84.86
243 0570 015 0000 15 $ 84.86
243 0570 016 0000 16 $ 84.86
243 0570 017 0000 17 $ 84.86
243 0570 018 0000 18 $ 84.86
243 0570 019 0000 19 $ 84.86
243 0570 020 0000 20 $ 84.86
243 0570 021 0000 21 $ 84.86
243 0570 022 0000 22 $ 84.86
243 0570 023 0000 23 $ 84.86
243 0570 024 0000 24 $ 84.86
243 0570 025 0000 25 $ 84.86
243 0570 026 0000 26 $ 84.86
243 0570 027 0000 27 $ 84.86
243 0570 028 0000 28 $ 84.86
243 0570 029 0000 29 $ 84.86
243 0570 030 0000 30 $ 84.86
243 0570 031 0000 31 $ 84.86
243 0570 032 0000 32 $ 84.86
243 0570 033 0000 33 $ 84.86
243 0570 034 0000 34 $ 84.86
243 0570 035 0000 35 $ 84.86
243 0570 036 0000 36 $ 84.86
243 0570 037 0000 37 $ 84.86
243 0570 038 0000 38 $ 84.86
243 0570 039 0000 39 $ 84.86
243 0570 040 0000 40 $ 84.86
243 0570 041 0000 41 $ 84.86
243 0570 042 0000 42 $ 84.86
243 0570 043 0000 43 $ 84.86
243 0570 044 0000 44 $ 84.86
243 0570 045 0000 45 $ 84.86
243 0570 046 0000 46 $ 84.86
243 0570 047 0000 47 $ 84.86
243 0570 048 0000 48 $ 84.86
ITEM 6 Page 75
13 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 $ 84.86
243 0570 050 0000 50 $ 84.86
243 0570 051 0000 51 $ 84.86
243 0570 052 0000 52 $ 84.86
243 0570 053 0000 53 $ 84.86
243 0570 054 0000 54 $ 84.86
243 0570 055 0000 55 $ 84.86
243 0570 056 0000 56 $ 84.86
243 0570 057 0000 57 $ 84.86
243 0570 058 0000 58 $ 84.86
243 0570 059 0000 59 $ 84.86
243 0570 060 0000 60 $ 84.86
243 0570 061 0000 61 $ 84.86
243 0570 062 0000 62 $ 84.86
243 0570 063 0000 63 $ 84.86
243 0570 064 0000 64 $ 84.86
243 0570 065 0000 65 $ 84.86
243 0570 066 0000 66 $ 84.86
243 0570 067 0000 67 $ 84.86
243 0570 068 0000 68 $ 84.86
243 0570 069 0000 69 $ 84.86
243 0570 070 0000 70 $ 84.86
243 0570 071 0000 71 $ 84.86
243 0570 072 0000 72 $ 84.86
243 0570 073 0000 73 $ 84.86
243 0570 074 0000 74 $ 84.86
243 0570 075 0000 75 $ 84.86
243 0570 076 0000 76 $ 84.86
243 0570 077 0000 77 $ 84.86
243 0570 078 0000 78 $ 84.86
243 0570 079 0000 79 $ 84.86
243 0570 080 0000 80 $ 84.86
243 0580 001 0000 81 $ 84.86
243 0580 002 0000 82 $ 84.86
243 0580 003 0000 83 $ 84.86
243 0580 004 0000 84 $ 84.86
243 0580 005 0000 85 $ 84.86
243 0580 006 0000 86 $ 84.86
243 0580 007 0000 87 $ 84.86
243 0580 008 0000 88 $ 84.86
243 0580 009 0000 89 $ 84.86
243 0580 010 0000 90 $ 84.86
243 0580 011 0000 91 $ 84.86
243 0580 012 0000 92 $ 84.86
243 0580 013 0000 93 $ 84.86
243 0580 014 0000 94 $ 84.86
243 0580 015 0000 95 $ 84.86
243 0580 016 0000 96 $ 84.86
ITEM 6 Page 76
14 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 $ 84.86
243 0580 018 0000 98 $ 84.86
243 0580 019 0000 99 $ 84.86
243 0580 026 0000 105 $ 84.86
243 0580 027 0000 106 $ 84.86
243 0580 028 0000 107 $ 84.86
243 0580 029 0000 108 $ 84.86
243 0580 030 0000 109 $ 84.86
243 0580 031 0000 110 $ 84.86
243 0580 032 0000 111 $ 84.86
243 0580 033 0000 112 $ 84.86
243 0580 034 0000 113 $ 84.86
243 0580 035 0000 114 $ 84.86
243 0580 036 0000 115 $ 84.86
243 0580 037 0000 116 $ 84.86
243 0580 038 0000 117 $ 84.86
243 0580 039 0000 118 $ 84.86
243 0580 040 0000 119 $ 84.86
243 0580 041 0000 120 $ 84.86
243 0580 042 0000 121 $ 84.86
243 0580 043 0000 122 $ 84.86
243 0580 044 0000 123 $ 84.86
243 0580 045 0000 124 $ 84.86
243 0580 046 0000 125 $ 84.86
243 0580 047 0000 126 $ 84.86
243 0580 048 0000 127 $ 84.86
243 0580 049 0000 128 $ 84.86
243 0580 050 0000 129 $ 84.86
243 0580 051 0000 130 $ 84.86
243 0580 052 0000 131 $ 84.86
243 0580 053 0000 132 $ 84.86
243 0580 054 0000 133 $ 84.86
243 0580 056 0000 100 $ 84.86
243 0580 057 0000 101 $ 84.86
243 0580 058 0000 102 $ 84.86
243 0580 059 0000 103 $ 84.86
243 0580 060 0000 104 $ 84.86
133 Parcels; Total 98-01 Assessments is $11,286.38
ITEM 6 Page 77
15 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/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.

Funding for the LMAD 98-02, Zone 1 is from annual assessments levied on properties within the assessment boundary (Figure 2.1) pursuant to the Landscaping and Lighting Act of 1972. 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 original annual assessment adopted for District 98-02, Zone 1 upon formation in 1998 was $200.00 per parcel.

The formation of this district also included a cost of living adjustment provision. Should the cost of landscape maintenance activities and utilities rise, this provision allows for the City of Citrus Heights to increase the annual assessment. 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.

ITEM 6 Page 78
16 ANNUAL ASSESSMENT
Initially LMAD 98-02, Zone 1, was fully funded by its assessments and accumulated operating reserves in excess of those needed to address unforeseen maintenance/repair needs. As a result, in Fiscal Year 2003-2004 the annual assessment was reduced from $200 to $100. Over time this reduced assessment rate permitted the District to gradually drawdown the excessive operating reserve balance to an appropriate level. However, in recent years continued increases in the costs of regular maintenance activities and utilities have resulted in the reserves being depleted below the level needed to provide for unscheduled maintenance expenditures (i.e. soundwall repairs, oak tree trimming and irrigation/electrical system repairs). As a result, in FY 2022/2023, the City of Citrus Heights, for the first time, utilitized the cost of living increase provision and increased the annual assessment by 3%.

An adjustment in the annual assessment per parcel is proposed for Fiscal Year 2023/2024.

As shown in Figure 2.3. “Summary Analysis”, the Fiscal Year 2023/2024 annual assessments for District 98-02, Zone 1, are proposed to again increase by 3% (less than the maximum allowable), or approximately $106.08 per residential parcel, over the rates for FY 2022/2023. These additional revenues are necessary to support the District’s continued maintenance operations and preserve an appropriate operating reserve to address unforeseen maintenance and repair expenses.

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.

ITEM 6 Page 79
17 FIGURE 2.1
ITEM 6 Page 80
18 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.

ITEM 6 Page 81
19 FIGURE 2.3
ASSESSMENT DISTRICT 98-02 ZONE 1
284-75-294; County DL 0275
FY 22/23**
ACTUAL
FY 23/24

PROPOSED
BUDGET
ASSESSMENT RATES:

Rate Per Parcel $ 103.00 $ 106.08
Total Number of Parcels 222 222
Total Special Assessments $ 22,866.00 $ 24,256.25

REVENUE
Interest on Fund Balance $ 1,054.44 $ -
Special Assessments $ 22,469.72 $ 24,256.25
Total Sources of Funds: $ 23,524.16 $ 24,256.25

EXPENDITURES
Advertising & Mail $ 322.51 $ 567.00
Utilities $ 7,667.88 $ 8,500.00
Professional Services $ - $ 515.00
Contract - Landscape Maintenance $ 5,652.00 $ 9,270.00
Contract - Construction, Repairs & Extra Work $ 331.35 $ 331.35 Contract - Materials & Supplies $ - $ -
Cost Allocation (Overhead) $ 9,344.00 $ 9,072.00
Total Expenditures: $ 23,317.74 $ 28,255.35
$ 206.42 $ (3,999.10)
Transfer to/from Operating Reserve $ (206.42) $ 3,999.10 $ - $ -

OPERATING RESERVE
Beginning Fund Balance (July 1st) $ 68,581.90 $ 68,788.32 Operating Reserve Set-a-side $ - $ -
Transfer from (to) Annual Operating Balance $ 206.42 $ (3,999.10) Ending Operating Reserve Balance (June 30th) $ 68,788.32 $ 64,789.22 **
$xx.xx Audited Fund Balance from previous Fiscal Year

DESCRIPTION
Annual Operating Balance
Annual Ending Balance
Recorded actual expenses for the first 3 quarters of the current Fiscal Year plus projection for the 4th quarter.

ITEM 6 Page 82
20 Figure 2.4
ASSESSMENT DISTRICT 98-02 ZONE 1 for
SORENSON RANCH UNITS NO. 1, 2, 3 and 4
UNIT 1
Assessment
Diagram #
Assessment
Amount
Assessment
Diagram #
Assessment
Amount
211 0830 001 0000 11 211 0830 038 0000 110
211 0830 002 0000 12 211 0830 039 0000 111
211 0830 003 0000 13 211 0830 040 0000 149
211 0830 004 0000 14 211 0830 041 0000 150
211 0830 005 0000 15 211 0830 042 0000 151
211 0830 006 0000 16 211 0830 043 0000 152
211 0830 007 0000 17 211 0830 044 0000 153
211 0830 008 0000 18 211 0830 045 0000 154
211 0830 009 0000 19 211 0830 046 0000 155
211 0830 010 0000 20 211 0830 047 0000 156
211 0830 011 0000 21 211 0830 048 0000 157
211 0830 012 0000 22 211 0830 049 0000 158
211 0830 013 0000 23 211 0830 050 0000 159
211 0830 014 0000 86 211 0830 051 0000 160
211 0830 015 0000 87 211 0830 052 0000 161
211 0830 016 0000 88 211 0830 053 0000 162
211 0830 017 0000 89 211 0830 054 0000 163
211 0830 018 0000 90 211 0830 055 0000 164
211 0830 019 0000 91 211 0830 056 0000 2
211 0830 020 0000 92 211 0830 057 0000 3
211 0830 021 0000 93 211 0830 058 0000 4
211 0830 022 0000 94 211 0830 059 0000 5
211 0830 023 0000 95 211 0830 060 0000 6
211 0830 024 0000 96 211 0830 061 0000 7
211 0830 025 0000 97 211 0830 062 0000 8
211 0830 026 0000 98 211 0830 063 0000 9
211 0830 027 0000 99 211 0830 064 0000 10
211 0830 028 0000 100
211 0830 029 0000 101
211 0830 030 0000 102
211 0830 031 0000 103
211 0830 032 0000 104
211 0830 033 0000 105
211 0830 034 0000 106
211 0830 035 0000 107
211 0830 036 0000 108
211 0830 037 0000 109
Tax Assessor's Number Tax Assessor's Number
ITEM 6 Page 83
21 ASSESSMENT DISTRICT 98-02 ZONE 1 for
SORENSON RANCH UNITS NO. 1, 2, 3 and 4
UNIT 2
Assessment
Diagram #
Assessment
Amount
Assessment
Diagram #
Assessment
Amount
211 0830 067 0000 24 211 0830 105 0000 113
211 0830 068 0000 25 211 0830 106 0000 114
211 0830 069 0000 26 211 0830 107 0000 115
211 0830 070 0000 27 211 0830 108 0000 116
211 0830 071 0000 28 211 0830 109 0000 117
211 0830 072 0000 29 211 0830 110 0000 118
211 0830 073 0000 30 211 0830 111 0000 119
211 0830 074 0000 31 211 0830 112 0000 120
211 0830 075 0000 32 211 0830 113 0000 122
211 0830 076 0000 33 211 0830 114 0000 123
211 0830 077 0000 34 211 0830 115 0000 145
211 0830 078 0000 35 211 0830 116 0000 181
211 0830 079 0000 36 211 0830 117 0000 180
211 0830 080 0000 37 211 0830 118 0000 148
211 0830 081 0000 38 211 0830 119 0000 147
211 0830 082 0000 39 211 0830 120 0000 146
211 0830 083 0000 40
211 0830 084 0000 41
211 0830 085 0000 42
211 0830 086 0000 43
211 0830 087 0000 44
211 0830 088 0000 45
211 0830 089 0000 71
211 0830 090 0000 72
211 0830 091 0000 73
211 0830 092 0000 74
211 0830 093 0000 75
211 0830 094 0000 76
211 0830 095 0000 77
211 0830 096 0000 78
211 0830 097 0000 79
211 0830 098 0000 80
211 0830 099 0000 81
211 0830 100 0000 82
211 0830 101 0000 83
211 0830 102 0000 84
211 0830 103 0000 85
211 0830 104 0000 112
Tax Assessor's Number Tax Assessor's Number
ITEM 6 Page 84
22 ASSESSMENT DISTRICT 98-02 ZONE 1 for
SORENSON RANCH UNITS NO. 1, 2, 3 and 4
UNIT 3
Assessment
Diagram #
Assessment
Amount
Assessment
Diagram #
Assessment
Amount
211 0840 048 0000 221 211 0840 084 0000 63
211 0840 049 0000 222 211 0840 085 0000 64
211 0840 050 0000 193 211 0840 086 0000 65
211 0840 051 0000 194 211 0840 087 0000 66
211 0840 052 0000 187 211 0840 088 0000 67
211 0840 053 0000 188 211 0840 089 0000 68
211 0840 054 0000 189 211 0840 090 0000 69
211 0840 055 0000 190 211 0840 091 0000 70
211 0840 056 0000 191 211 0840 092 0000 46
211 0840 057 0000 192 211 0840 093 0000 47
211 0840 058 0000 133 211 0840 094 0000 48
211 0840 059 0000 134 211 0840 095 0000 49
211 0840 060 0000 135 211 0840 096 0000 50
211 0840 061 0000 136 211 0840 097 0000 51
211 0840 062 0000 137 211 0840 098 0000 52
211 0840 063 0000 138 211 0840 099 0000 53
211 0840 064 0000 139 211 0840 100 0000 54
211 0840 065 0000 140 211 0840 101 0000 55
211 0840 066 0000 141 211 0840 102 0000 56
211 0840 067 0000 142 211 0840 103 0000 57
211 0840 068 0000 143 211 0840 104 0000 58
211 0840 069 0000 144
211 0840 070 0000 123
211 0840 071 0000 124
211 0840 072 0000 125
211 0840 073 0000 126
211 0840 074 0000 127
211 0840 075 0000 128
211 0840 076 0000 129
211 0840 077 0000 130
211 0840 078 0000 131
211 0840 079 0000 132
211 0840 080 0000 59
211 0840 081 0000 60
211 0840 082 0000 61
211 0840 083 0000 62
Tax Assessor's Number Tax Assessor's Number
ITEM 6 Page 85
23 ASSESSMENT DISTRICT 98-02 ZONE 1 for
SORENSON RANCH UNITS NO. 1, 2, 3 and 4
UNIT 4
Assessment
Diagram #
Assessment
Amount
Assessment
Diagram #
Assessment
Amount
211 0840 001 0000 165 211 0840 027 0000 201
211 0840 002 0000 166 211 0840 028 0000 202
211 0840 003 0000 167 211 0840 029 0000 203
211 0840 004 0000 168 211 0840 030 0000 204
211 0840 005 0000 169 211 0840 031 0000 205
211 0840 006 0000 170 211 0840 032 0000 206
211 0840 007 0000 171 211 0840 033 0000 207
211 0840 008 0000 172 211 0840 034 0000 208
211 0840 009 0000 173 211 0840 035 0000 209
211 0840 010 0000 174 211 0840 036 0000 210
211 0840 011 0000 175 211 0840 037 0000 211
211 0840 012 0000 176 211 0840 038 0000 212
211 0840 013 0000 177 211 0840 039 0000 213
211 0840 014 0000 178 211 0840 040 0000 214
211 0840 015 0000 179 211 0840 041 0000 215
211 0840 016 0000 182 211 0840 042 0000 216
211 0840 017 0000 183 211 0840 043 0000 217
211 0840 018 0000 184 211 0840 044 0000 218
211 0840 019 0000 185 211 0840 045 0000 219
211 0840 020 0000 186 211 0840 046 0000 220
211 0840 021 0000 195 211 0840 047 0000 1
211 0840 022 0000 196
211 0840 023 0000 197
211 0840 024 0000 198
211 0840 025 0000 199
211 0840 026 0000 200 222 Parcels; Total 98-02 Zone 1 Assessments is $24,256.25 Tax Assessor's Number Tax Assessor's Number
ITEM 6 Page 86
24 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 or those of contract providers.

ITEM 6 Page 87
25 DISTRICT FINANCING/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. Funding for the LMAD 98-02, Zone 2 is from annual assessments levied on properties within the assessment boundary (Figure 3.1) pursuant to the Landscaping and Lighting Act of 1972. 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 original annual assessment adopted for District 98-02, Zone 2 upon formation in 2014 was $354.09 per parcel.

The formation of this district also included a cost of living adjustment provision. Should the cost of landscape maintenance activities and utilities rise, this provision allows for the City of Citrus Heights to increase the annual assessment. Each annual increase, if any, shall not exceed a maximum of four percent 4%.

ANNUAL ASSESSMENT
In recent years continued increases in the costs of regular maintenance activities and utilities have resulted in LMAD 98-02, Zone 2’s operating reserves being depleted below the level needed to provide for unscheduled maintenance expenditures (i.e. soundwall repairs, oak tree trimming and irrigation/electrical system repairs). As a result, in FY 2022/2023, the City of Citrus Heights, for the first time, utilitized the cost of living increase provision and increased the annual assessment by 3%.

An adjustment in the annual assessment per parcel is proposed for Fiscal Year 2023/2024.

As shown in Figure 3.3. “Summary Analysis”, the Fiscal Year 2023/2024 annual assessments for District 98-02, Zone 2, are proposed to again increase by 3% (less than the maximum allowable 4%), or approximately $375.64 per residential parcel, over the rates for FY 2022/2023. These additional revenues are necessary to support the District’s continued maintenance operations and preserve an appropriate operating reserve to address unforeseen maintenance and repair expenses.

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. ITEM 6 Page 88
26 FIGURE 3.1

ITEM 6 Page 89
27 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.

ITEM 6 Page 90
28 FIGURE 3.3
ASSESSMENT DISTRICT 98-02 ZONE 2
285-75-295; County DL 0268
FY 22/23**
ACTUAL
FY 23/24

PROPOSED
BUDGET
ASSESSMENT RATES:

Rate Per Parcel $ 364.70 $ 375.64
Total Number of Parcels 46 46
Total Special Assessments $ 16,776.20 $ 17,279.44
REVENUE:

Interest on Fund Balance $ 545.53 $ -
Special Assessments $ 16,726.66 $ 17,279.44
Total Revenue: $ 17,272.19 $ 17,279.44
EXPENDITURES:

Advertising & Mail $ 322.51 $ 567.00
Utilities $ 2,369.09 $ 3,296.00
Professional Services $ - $ 155.00
Contract - Landscape Maintenance $ 6,228.00 $ 8,755.00
Contract - Construction, Repairs & Extra Work $ 165.55 $ - Contract - Materials & Supplies $ - $ 2,575.00
Cost Allocation (Overhead) $ 3,145.00 $ 3,239.00
Total Expenditures: $ 12,230.15 $ 18,587.00
$ 5,042.04 $ (1,307.56)
Transfer to/from Operating Reserve $ (5,042.04) $ 1,307.56 $ - $ -

OPERATING RESERVE
Beginning Fund Balance (July 1st) $ 35,073.28 $ 40,115.32 Operating Reserve Set-a-side $ - $ -
Transfer from (to) Annual Operating Balance $ 5,042.04 $ (1,307.56) Ending Operating Reserve Balance (June 30th) $ 40,115.32 $ 38,807.76 **
$xx.xx

DESCRIPTION
Annual Operating Balance
Annual Ending Balance
Recorded actual expenses for the first 3 quarters of the current Fiscal Year plus projection for the 4th quarter.

Audited Fund Balance from previous Fiscal Year
ITEM 6 Page 91
29 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 $ 375.64 204 0740 029 0000 29 $ 375.64 204 0740 002 0000 2 $ 375.64 204 0740 030 0000 30 $ 375.64 204 0740 003 0000 3 $ 375.64 204 0740 031 0000 31 $ 375.64 204 0740 004 0000 4 $ 375.64 204 0740 032 0000 32 $ 375.64 204 0740 005 0000 5 $ 375.64 204 0740 033 0000 33 $ 375.64 204 0740 006 0000 6 $ 375.64 204 0740 034 0000 34 $ 375.64 204 0740 007 0000 7 $ 375.64 204 0740 035 0000 35 $ 375.64 204 0740 008 0000 8 $ 375.64 204 0740 036 0000 36 $ 375.64 204 0740 009 0000 9 $ 375.64 204 0740 037 0000 37 $ 375.64 204 0740 010 0000 10 $ 375.64 204 0740 038 0000 38 $ 375.64 204 0740 011 0000 11 $ 375.64 204 0740 039 0000 39 $ 375.64 204 0740 012 0000 12 $ 375.64 204 0740 040 0000 40 $ 375.64 204 0740 013 0000 13 $ 375.64 204 0740 041 0000 41 $ 375.64 204 0740 014 0000 14 $ 375.64 204 0740 042 0000 42 $ 375.64 204 0740 015 0000 15 $ 375.64 204 0740 043 0000 43 $ 375.64 204 0740 016 0000 16 $ 375.64 204 0740 044 0000 44 $ 375.64 204 0740 017 0000 17 $ 375.64 204 0740 045 0000 45 $ 375.64 204 0740 018 0000 18 $ 375.64 204 0740 046 0000 46 $ 375.64 204 0740 019 0000 19 $ 375.64
204 0740 020 0000 20 $ 375.64
204 0740 021 0000 21 $ 375.64
204 0740 022 0000 22 $ 375.64 46 Parcels; Total 98-02 Zone 2 Assessments = $ 17,279.44 204 0740 023 0000 23 $ 375.64
204 0740 024 0000 24 $ 375.64
204 0740 025 0000 25 $ 375.64
204 0740 026 0000 26 $ 375.64
204 0740 027 0000 27 $ 375.64
204 0740 028 0000 28 $ 375.64
ITEM 6 Page 92
30 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 space, 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 maintenance, 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 system 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 or those of contract providers.

ITEM 6 Page 93
31 DISTRICT FINANCING/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. Funding for LMAD 98-02, 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. 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 original annual assessment adopted for District 98-02, Zone 3 upon formation in 2018 was $753.33 per parcel.

The formation of this district also included a cost of living adjustment provision. Should the cost of landscape maintenance activities and utilities rise, this provision allows for the City of Citrus Heights to increase the annual assessment. Each annual increase, if any, shall not exceed a maximum of four percent 4%.

ANNUAL ASSESSMENT
In recent years continued increases in the costs of regular maintenance activities and utilities have resulted in LMAD 98-02 Zone 3’s operating reserves being depleted below the level needed to provide for unscheduled maintenance expenditures (i.e. soundwall repairs and irrigation/electrical system repairs). As a result, in FY 2022/2023, the City of Citrus Heights, for the first time, utilitized the cost of living increase provision and increased the annual assessment by 3%.

An adjustment in the annual assessment per parcel is proposed for Fiscal Year 2023/2024.

As shown in Figure 4.3. “Summary Analysis”, the Fiscal Year 2023/2024 annual assessments for District 98-02, Zone 3, are proposed to again increase by 3% (less than the maximum allowable 4%), or approximately $799.18 per residential parcel, over the rates for FY 2022/2023. These additional revenues are necessary to support the District’s continued maintenance operations and preserve an appropriate operating reserve to address unforeseen maintenance and repair expenses.

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.

ITEM 6 Page 94
32 FIGURE 4.1
ITEM 6 Page 95
33 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.

ITEM 6 Page 96
34 FIGURE 4.3
ASSESSMENT DISTRICT 98-02 ZONE 3
292-75-300; County DL0281
DESCRIPTION FY 22/23**
ACTUAL
FY 23/24

PROPOSED
BUDGET
ASSESSMENT RATES:

Rate Per Parcel $ 775.92 $ 799.18
Total Number of Parcels 15 15
Total Special Assessments $ 11,638.79 $ 11,987.70
REVENUE:

Interest on Fund Balance $ 342.99 $ -
Special Assessments $ 11,604.45 $ 11,987.70
Total Revenue: $ 11,947.44 $ 11,987.70
EXPENDITURES:

Materials and Supplies $ - $ -
Advertising & Mail $ 322.51 $ 361.00
Utilities $ 788.62 $ 978.00
Professional Services $ - $ -
Contract - Landscape and Tree Maintenance $ 3,816.00 $ 4,738.00 Construction and/or Repairs $ -
Cost Allocation* (Overhead) $ - $ -
Total Expenditures: $ 4,927.13 $ 6,077.00
$ 7,020.31 $ 5,910.70
Transfer to/from Operating Reserve $ (7,020.31) $ (5,910.70) $ - $ -

OPERATING RESERVE
Beginning Fund Balance (July 1st) $ 20,744.56 $ 27,764.87 Transfer from (to) Annual Operating Balance $ 7,020.31 $ 5,910.70 Ending Operating Reserve Balance (June 30th) $ 27,764.87 $ 33,675.57 *
** Recorded actual expenses for the first 3 quarters fo the current Fiscal Year plus projections for the 4th quarter. $xx.xx Audited Fund Balance from previous Fiscal Year
Annual Operating Balance
Annual Ending Balance
Cost Allocation for this district zone is not included. This is the initial year and staff does not have data from a previous year.

ITEM 6 Page 97
35 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 $ 799.18
204-0500-061-0000 2 $ 799.18
204-0500-062-0000 3 $ 799.18
204-0500-063-0000 4 $ 799.18
204-0500-064-0000 5 $ 799.18
204-0500-065-0000 6 $ 799.18
204-0500-066-0000 7 $ 799.18
204-0500-067-0000 8 $ 799.18
204-0500-068-0000 9 $ 799.18
204-0500-069-0000 10 $ 799.18
204-0500-070-0000 11 $ 799.18
204-0500-071-0000 12 $ 799.18
204-0500-072-0000 13 $ 799.18
204-0500-073-0000 14 $ 799.18
204-0500-074-0000 15 $ 799.18
15 Parcels; Total 98-02 Zone 3 Assessments is $ 11,987.70 ITEM 6 Page 98
36 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/manages the maintenance for the LMAD using its own forces or those of contract providers.

DISTRICT FINANCING/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. Funding for Zone 4 is 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. 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 original annual assessment adopted for District 98-02, Zone 4 upon formation in 2018 was $401.06 per parcel.

ITEM 6 Page 99
37 The formation of this district also included a cost of living adjustment provision. Should the cost of landscape maintenance activities and utilities rise, this provision allows for the City of Citrus Heights to increase the annual assessment. Each annual increase, if any, shall not exceed a maximum of four percent 4%.

ANNUAL ASSESSMENT
Although formally created by the City Council in November 2019, no assessments were levied on the parcels in this zone until FY 2022/2023 due to the uncertainty of the Covid-19 situation and delays in construction.

Completion of construction of the subdivision and transfer of landscape maintenance responsibilities to the City of Citrus Heights is expected in the next year. Therefore, no adjustment in the annual assessment is proposed for this zone. As shown in Figure 5.3. “Summary Analysis”, the Fiscal Year 2023/2024 assessments for District 98-02, Zone 4 are proposed to be levied at the same rate levied in FY 2022/2023.

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.

ITEM 6 Page 100
38 FIGURE 5.1
ITEM 6 Page 101
39 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.

ITEM 6 Page 102
40 FIGURE 5.3
ASSESSMENT DISTRICT 98-02 ZONE 4
Fund and County DL 1170
DESCRIPTION FY 22/23(1)
ACTUAL
FY 23/24 (2)

PROPOSED
BUDGET
ASSESSMENT RATES:

Rate Per Parcel $ 401.06 $ 401.06
Total Number of Parcels $ 23.00 $ 23.00
Total Special Assessments $ 9,224.38 $ 9,224.38
REVENUE:

Release from Maintenance/Repair Reserve Balance
Release from Facility Replacement Reserve Balance$ - $ - Interest on Fund Balance $ - $ -
Special Assessments $ 762.70 $ 9,224.38
Other Revenue $ - $ -
Total Revenue: $ 762.70 $ 9,224.38
EXPENDITURES:

Materials and Supplies $ - $ -
Advertising & Mail $ 322.51 $ 325.00
Utilities $ 300.00
Professional Services $ - $ 50.00
City Contract Landscape $ 1,000.00
Cost Allocation (Overhead)
Total Expenditures: $ 322.51 $ 1,675.00
$ 440.19 $ 7,549.38
Transfer to Maintenance/Repair Reserve $ (440.19) $ (5,598.28) Transfer to Facility Replacement Reserve $ (1,866.10)
$ - $ 85.00

MAINTENANCE /REPAIR RESERVE
Beginning Fund Balance (July 1st) $ - $ 440.19
Release to Operating Revenue $ -
Transfer from Operating Balance $ 440.19 $ 5,598.28
Ending Operating Reserve Balance (June 30th) $ 440.19 $ 6,038.47

FACILITY REPLACEMENT RESERVE
Beginning Facility Replacement Balance (July 1st) $ - $ - Transfer from Operating Balance $ 1,866.10
Ending Facility Replacement Balance (June 30th) $ - $ 1,866.10 $xx.xx Audited Fund Balance from previous Fiscal Year
(1) No assessments or expenditures for FY 21/22; FY 22/23 is the first year assessments will be levied. (2) Assessments and estimated expenditures for FY 22/23 derived from estimate contained in original Engineer's Report dated November 14, 2019
Annual Operating Balance
Annual Ending Balance
ITEM 6 Page 103
41 FIGURE 5.4
ASSESSMENT DISTRICT 98-02 ZONE 4
for WYATT RANCH
Tax Assessor's Number Assessment Diagram # Assessment Amount 211-0920-001-0000 1 $ 401.06
211-0920-002-0000 2 $ 401.06
211-0920-003-0000 3 $ 401.06
211-0920-004-0000 4 $ 401.06
211-0920-005-0000 5 $ 401.06
211-0920-006-0000 6 $ 401.06
211-0920-007-0000 7 $ 401.06
211-0920-008-0000 8 $ 401.06
211-0920-009-0000 9 $ 401.06
211-0920-010-0000 10 $ 401.06
211-0920-011-0000 11 $ 401.06
211-0920-012-0000 12 $ 401.06
211-0920-013-0000 13 $ 401.06
211-0920-014-0000 14 $ 401.06
211-0920-015-0000 15 $ 401.06
211-0920-016-0000 16 $ 401.06
211-0920-017-0000 17 $ 401.06
211-0920-018-0000 18 $ 401.06
211-0920-019-0000 19 $ 401.06
211-0920-020-0000 20 $ 401.06
211-0920-023-0000 21 $ 401.06
211-0920-022-0000 22 $ 401.06
211-0920-021-0000 23 $ 401.06
23 Parcels; Total 98-02 Zone 4 Assessments is $ 9,224.38 ITEM 6 Page 104
42 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/METHOD OF ASSESSMENT
As a condition of approval, the developer of the commercial zone of Stock Ranch development was required to establish a funding source to provide for ongoing maintenance of the landscaping and irrigation 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. Funding for the LMAD 03-01 Zone 1 is 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.

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.

ITEM 6 Page 105
43 METHOD OF ASSESSMENT:

An adjustment in the annual assessment rate per acre is proposed for Fiscal Year 2023/2024.

As shown in Figure 6.3. “Summary Analysis”, the Fiscal Year 2023/2024 assessments for District 03-01 Zone 1 are proposed to increase by 3% (less than the maximum allowable 4%) by approximately $2,555.70 per acre. These additional revenues are necessary to support the LMAD 03-01 Zone 1’s operations and maintenance, provided by the Sunrise Recreation and Park District and City forces, and to preserve existing operating and replacement reserves.

Figure 6.4 contains the Assessment Roll for A.D. 03-01 – Zone 1.

FIGURE 6.1
ITEM 6 Page 106
44 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. Ongoing 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.

ITEM 6 Page 107
45 FIGURE 6.3
ASSESSMENT DISTRICT 03-01 ZONE 1
286-75-296; County DL 0276
DESCRIPTION FY 22/23**
ACTUAL
FY 23/24

PROPOSED
BUDGET
ASSESSMENT RATES:

Rate Per Acre $ 2,481.28 $ 2,555.70
Total Number of Acres (12 Parcels) 36.82 36.82
Total Special Assessments*** $ 91,360.73 $ 94,100.80
REVENUE:

Release from Fund Balance $ - $ -
Interest on Fund Balance $ 13,197.51 $ -
Special Assessments $ 91,327.80 $ 94,100.80
Contributions $ - $ -
Other Revenue $ - $ -
Total Revenues: $ 104,525.31 $ 94,100.80
EXPENDITURES:

Advertising $ 430.01 $ 361.00
Utilities - Electrical $ 2,063.60 $ 2,472.00
Utilities - Water $ 2,630.44 $ 2,678.00
Professional Services (includes SRPD Services) $ 76,783.91 $ 80,340.00 Contract - Repairs & Extra Work $ 770.70 $ -
Contract - Landscape Maintenance $ 17,568.00 $ 21,574.00 Contract - Bus Stop Maintenance $ 4,833.00 $ 5,000.00
Contract -Materials & Supplies $ - $ -
Cost Allocation (Overhead) $ 3,605.00 $ 3,713.00
Total Uses of Funds: $ 108,684.66 $ 116,138.00
$ (4,159.35) $ (22,037.20)
Transfer to/from Operating Reserve $ 4,159.35 $ 22,037.20 $ - $ -

OPERATING RESERVE
Beginning Operating Reserve Balance (July 1st) $ 825,784.89 $ 821,625.54 Operating Reserve Set-aside $ - $ -
Transfer from (to) Annual Operating Balance $ (4,159.35) $ (22,037.20) Ending Operating Reserve Balance (June 30th) $ 821,625.54 $ 799,588.34

FACILITY REPLACEMENT RESERVE
Beginning Facility Replacement Balance (July 1st) $ 392,535.00 $ 392,535.00 Facility Replacement Set-aside $ - $ -
Replacement Project Cost $ - $ -
Ending Facility Replacement Balance (June 30th) $ 392,535.00 $ 392,535.00 MAINTENANCE RESERVE $ 429,090.54 $ 407,053.34
**
$xx.xx
*** Total Assessment adjusted down per Sac County Assessor Requirements Annual Operating Balance
Annual Ending Balance
Recorded actual expenses for the first 3 quarters of the current Fiscal Year plus projection for the 4th Audited Fund Balance from previous Fiscal Year
ITEM 6 Page 108
46 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 $ 2,555.70 $ 3,680.20
211 0870 011 0000 2 1.1 $ 2,555.70 $ 2,811.26
211 0870 007 0000 3 0.78 $ 2,555.70 $ 1,993.44
211 0870 006 0000 4 0.61 $ 2,555.70 $ 1,558.98
211 0870 005 0000 5 1.06 $ 2,555.70 $ 2,709.04
211 0870 004 0000 6 0.81 $ 2,555.70 $ 2,070.12
211 0870 003 0000 7 3.55 $ 2,555.70 $ 9,072.74
211 0870 008 0000 8 0.76 $ 2,555.70 $ 1,942.32
211 0870 009 0000 9 0.98 $ 2,555.70 $ 2,504.58
211 0870 010 0000 10 0.98 $ 2,555.70 $ 2,504.58
211 0870 001 0000 11 13.19 $ 2,555.70 $ 33,709.68
211 0870 002 0000 14 11.56 $ 2,555.70 $ 29,543.88
14 Parcels; Total 03-01 Zone 1 Assessments is $ 94,100.80 ITEM 6 Page 109
47 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/METHOD OF ASSESSMENT
As a condition of approval, the developer of the commercial zone of Stock Ranch development was required to establish a funding source to provide for ongoing maintenance of 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. 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. The original annual assessment adopted for District 03- 01 Zone 2, upon formation in FY 2003/2004 was $82.42 per single-family residential parcel and $411.86 per acre of undeveloped/commercial property.

The formation of this district also included a cost of living adjustment provision. Should the cost of landscape maintenance activities and utilities rise, this provision allows for the City of Citrus Heights to increase the annual assessment by an amount not exceed a maximum of four percent 4% per year.

ANNUAL ASSESSMENT:

Initially LMAD 03-01 Zone 2, was fully funded by its assessments. However, in recent years continued increases in the costs of regular maintenance activities and utilities have resulted in the annual expenses exceeding the annual assessment revenue and operating reserves being depleted ITEM 6 Page 110
48 to make up the difference. As a result, in FY 2021/2022 and FY 2022/2023, the City of Citrus Heights utilitized the cost of living increase provision and increased the annual assessment by 4% and 3%, respectively.

Annual adjustments in the assessment rate are proposed for Fiscal Year 2023/2024. As shown in Figure 7.3. “Summary Analysis”, the Fiscal Year 2023/2024 assessments for District 03- 01 Zone 2 are again proposed to increase by 3% (less than the maximum allowable 4%) over the rates charged in FY 2022/2023. This represents increases of approximately $90.92 per residential parcel and $454.40 per acre of undeveloped/commercial land. 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.

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

ITEM 6 Page 111
49 FIGURE 7.1
ITEM 6 Page 112
50 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.

ITEM 6 Page 113
51 FIGURE 7.3
ASSESSMENT DISTRICT 03-01 ZONE 2
287-75-297; County DL 0278
DESCRIPTION FY 22/23**
ACTUAL
FY 23/24

PROPOSED
BUDGET
ASSESSMENT RATES:

Rate Per Parcel (Residential) $ 88.28 $ 90.92
Total Number of Residential Parcels 121 121
Sub-Total A $ 10,681.88 $ 11,001.32
Rate Per Acre (Commercial/Undeveloped) $ 441.18 $ 454.40 Total Number of Acres (5 Parcels)*** 22.7 22.7
Sub-Total B $ 10,014.78 $ 10,532.96
Total Special Assessments (A+B) $ 20,696.66 $ 21,534.28 REVENUE:

Release from Fund Balance $ - $ -
Interest on Fund Balance $ 350.38 $ -
Special Assessments $ 20,727.54 $ 21,534.28
Contributions $ - $ -
Other Revenue $ - $ -
Total Revenues: $ 21,077.92 $ 21,534.28
EXPENDITURES:

Advertising $ 430.01 $ 361.00
Utilities - Electric $ 736.68 $ 773.00
Utilities - Water $ 1,715.27 $ 2,472.00
Professional Services (includes SRPD Services) $ 1,316.18 $ 10,000.00 Contract - Landscape Maintenance $ 11,016.00 $ 3,750.00 Contract - Repairs, Tree Trimming & Extra Work $ 454.35 $ - Cost Allocation (Overhead) $ 3,273.00 $ 3,371.00
Total Expenditures: $ 18,941.49 $ 20,727.00
$ 1,786.05 $ 807.28
Transfer to/from Operating Reserve $ - $ -
$ 1,786.05 $ 807.28

OPERATING RESERVE
Beginning Fund Balance (July 1st) $ 22,677.54 $ 24,813.97 Operating Reserve Set-a-side $ 21,077.92 $ 21,534.28
Transfer from (to) Annual Operating Balance $ 18,941.49 $ 20,727.00 Ending Operating Reserve Balance (June 30th) $ 24,813.97 $ 25,621.25

FACILITY REPLACEMENT RESERVE
Beginning Facility Replacement Balance (July 1st) $ - $ - Annual Replacement Set-aside $ - $ -
Subtract Replacement Project Cost $ - $ -
EndingFacility Replacement Balance (June 30th) $ - $ -
MAINTENANCE RESERVE $ 24,813.97 $ 25,621.25
**
$xx.xx
*** estimated acreage to be verified with County Assessors Annual Operating Balance
Annual Ending Balance
Recorded actual expenses for the first 3 quarters of the current Fiscal Year plus projection for the 4th Audited Fund Balance from previous Fiscal Year
ITEM 6 Page 114
52 FIGURE 7.4
ASSESSMENT DISTRICT 03-01 ZONE 2 for STOCK RANCH
Assessment
Diagram #
Assessment
Amount
Assessment
Diagram #
Assessment
Amount
243 0590 026 0000 1 90.92$ 211 0880 003 0000 50 90.92$
243 0590 027 0000 2 90.92$ 211 0880 004 0000 51 90.92$
243 0590 028 0000 3 90.92$ 211 0880 005 0000 52 90.92$
243 0590 029 0000 4 90.92$ 211 0880 006 0000 53 90.92$
243 0590 030 0000 5 90.92$ 211 0880 007 0000 54 90.92$
243 0590 031 0000 6 90.92$ 211 0880 008 0000 55 90.92$
243 0590 032 0000 7 90.92$ 211 0880 009 0000 56 90.92$
243 0590 033 0000 8 90.92$ 211 0880 010 0000 57 90.92$
243 0590 034 0000 9 90.92$ 211 0880 011 0000 58 90.92$
243 0590 035 0000 10 90.92$ 211 0880 012 0000 59 90.92$ 243 0590 036 0000 11 90.92$ 211 0880 013 0000 60 90.92$ 243 0590 037 0000 12 90.92$ 211 0880 014 0000 61 90.92$ 243 0590 038 0000 13 90.92$ 211 0880 015 0000 62 90.92$ 243 0590 039 0000 14 90.92$ 211 0880 016 0000 63 90.92$ 243 0590 040 0000 15 90.92$ 211 0880 017 0000 64 90.92$ 243 0590 041 0000 16 90.92$ 211 0880 018 0000 65 90.92$ 243 0590 042 0000 17 90.92$ 211 0880 019 0000 66 90.92$ 243 0590 043 0000 18 90.92$ 211 0880 020 0000 67 90.92$ 243 0590 044 0000 19 90.92$ 211 0880 021 0000 68 90.92$ 243 0590 045 0000 20 90.92$ 211 0880 022 0000 69 90.92$ 243 0590 046 0000 21 90.92$ 211 0880 023 0000 70 90.92$ 243 0590 047 0000 22 90.92$ 243 0590 073 0000 71 90.92$ 243 0590 048 0000 23 90.92$ 243 0590 074 0000 72 90.92$ 243 0590 049 0000 24 90.92$ 243 0590 075 0000 73 90.92$ 243 0590 050 0000 25 90.92$ 243 0590 001 0000 74 90.92$ 243 0590 051 0000 26 90.92$ 243 0590 002 0000 75 90.92$ 243 0590 052 0000 27 90.92$ 243 0590 003 0000 76 90.92$ 243 0590 053 0000 28 90.92$ 243 0590 004 0000 77 90.92$ 243 0590 054 0000 29 90.92$ 243 0590 005 0000 78 90.92$ 243 0590 055 0000 30 90.92$ 243 0590 006 0000 79 90.92$ 243 0590 056 0000 31 90.92$ 243 0590 007 0000 80 90.92$ 243 0590 057 0000 32 90.92$ 243 0590 008 0000 81 90.92$ 243 0590 058 0000 33 90.92$ 243 0590 009 0000 82 90.92$ 243 0590 059 0000 34 90.92$ 243 0590 010 0000 83 90.92$ 243 0590 060 0000 35 90.92$ 243 0590 011 0000 84 90.92$ 243 0590 061 0000 36 90.92$ 243 0590 012 0000 85 90.92$ 243 0590 062 0000 37 90.92$ 243 0590 013 0000 86 90.92$ 243 0590 063 0000 38 90.92$ 243 0590 014 0000 87 90.92$ 243 0590 064 0000 39 90.92$ 243 0590 015 0000 88 90.92$ 243 0590 065 0000 40 90.92$ 243 0590 016 0000 89 90.92$ 243 0590 066 0000 41 90.92$ 243 0590 017 0000 90 90.92$ 243 0590 067 0000 42 90.92$ 243 0590 018 0000 91 90.92$ 243 0590 068 0000 43 90.92$ 243 0590 019 0000 92 90.92$ 243 0590 069 0000 44 90.92$ 243 0590 020 0000 93 90.92$ 243 0590 070 0000 45 90.92$ 243 0590 021 0000 94 90.92$ 243 0590 071 0000 46 90.92$ 243 0590 022 0000 95 90.92$ 243 0590 072 0000 47 90.92$ 243 0590 023 0000 96 90.92$ 211 0590 001 0000 48 90.92$ 243 0590 024 0000 97 90.92$ 211 0880 002 0000 49 90.92$ 243 0590 025 0000 98 90.92$ Tax Assessor's Number Tax Assessor's Number
ITEM 6 Page 115
53 ASSESSMENT DISTRICT 03-01 ZONE 2 for STOCK RANCH
ASSESSMENT DISTRICT 03-01 – ZONE 2 (COMMERCIAL PARCELS) \
Assessment
Diagram #
Assessment
Amount
211 0880 026 0000 104 90.92$
211 0880 027 0000 105 90.92$
211 0880 028 0000 106 90.92$
211 0880 029 0000 107 90.92$
211 0880 030 0000 108 90.92$
211 0880 031 0000 109 90.92$
211 0880 032 0000 110 90.92$
211 0880 033 0000 111 90.92$
211 0880 034 0000 112 90.92$
211 0880 035 0000 113 90.92$
211 0880 036 0000 114 90.92$
211 0880 037 0000 115 90.92$
211 0880 038 0000 116 90.92$
211 0880 039 0000 117 90.92$
211 0880 040 0000 118 90.92$
211 0880 041 0000 119 90.92$
211 0880 042 0000 120 90.92$
211 0590 081 0000 121 90.92$
211 0590 082 0000 122 90.92$
211 0590 083 0000 123 90.92$
211 0590 084 0000 124 90.92$
211 0590 085 0000 125 90.92$
211 590 086 0000 126 90.92$
Sub-total Assessment on 121 Residential Parcels; 03-01 Zone 2 = $ 11,001.32 Tax Assessor's Number
Revised Tax Assessor's Number*
Assessment Diagram
# Area (acres) Amount per Acre Total Assessment
243 0010 0045 0000 99 8.00 $ 454.40 $ 3,635.20
243 0010 051 0000 100 0.55 $ 454.40 $ 249.92
243 0010 050 0000 101 1.77 $ 454.40 $ 804.28
243 0010 027 0000** 102 11.08 $ 454.40 $ 5,034.74
243 0020 051 0000 103 1.78 $ 454.40 $ 808.82
Sub-total Assessment on 5 Commercial Parcels in 03-01, Zone 2 = $ 10,532.96 *based on current county parcel viewer data; reflects lot splits and new assigned parcel numbers **no change to parcel number.

ITEM 6 Page 116
54 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 longterm 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.

ITEM 6 Page 117
55 DISTRICT FINANCING/METHOD OF ASSESSMENT
As a condition of approval, the developer of the single family Mitchell Farms Subdivision was required to establish a funding source to provide for ongoing maintenance of the landscaping 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. 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. 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 method used to spread the initial assessments for each lot are as follows:
 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 cost, 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 formation of this district also included a cost of living adjustment provision. Should the cost of landscape maintenance activities and utilities rise, this provision allows for the City of Citrus Heights to increase the annual assessment by an amount not exceed a maximum of four percent 4% per year.

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).

ANNUAL ASSESSMENT
The district’s Maintenance Summary is contained in Figure 8.3. The Fiscal Year 2023/2024 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 2023/2024.

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

ITEM 6 Page 118
56 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:

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
ITEM 6 Page 119
57 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.

ITEM 6 Page 120
58 FIGURE 8.3
ASSESSMENT DISTRICT 03-01 ZONE 3
296-75-289; County DL1128
DESCRIPTION FY 22/23 (1)
ACTUAL
FY 23/24 (2)

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 $1,644.08 $0.00
Special Assessments $87,319.10 $88,850.04
Contributions (SRPD Participation) $0.00 $35,000.00
Other Revenue $0.00 $0.00
Total Revenue: $88,963.18 $123,850.04
EXPENDITURES:

Materials and Supplies $0.00 $0.00
Advertising & Mail $430.01 $365.00
Utilities $0.00 $150.00
Professional Services (Cnty Tax Collection fees) $0.00 $150.00 City Contract Landscape $0.00 $1,200.00
SRPD Maintenance $0.00 $32,000.00
Cost Allocation* (Overhead) $0.00 $0.00
Maintenance/Repair Annual Accrual (3) $5,349.85 $5,349.85 Facility Replacement Annual Accrual (3) $51,416.42 $51,416.42 Total Expenditures: $57,196.28 $90,631.27
$31,766.90 $33,218.77
Transfer to Maintenance/Repair Reserve -$31,766.90 -$33,218.77 $0.00 $0.00

ACCRUAL SUMMARY

MAINTENANCE/REPAIR RESERVE
Beginning Maintenance/Repair Reserve Balance (7/1) 87,655.63 $ $119,422.53 Release to Revenue (to cover annual operating costs) $0.00 $0.00 Maintenance/Repair Reserve Annual Accrual $5,349.85 $5,349.85 Transfer from Annual Operating Balance $31,766.90 $33,218.77 Ending Maintenance/Repair Reserve Balance (6/30) $119,422.53 $152,641.30

FACILITY REPLACEMENT RESERVE
Beginning Facility Replacement Reserve Balance (7/1) $51,416.42 $102,832.84 Release to Revenue (for scheduled facility replacement) $0.00 $0.00 Facility Replacement Annual Accrual $51,416.42 $51,416.42 Ending Facility Replacement Reserve Balance (6/30) $102,832.84 $154,249.26 $xx.xx Audited Fund Balance from previous Fiscal Year
Annual Operating Balance
Annual Ending Balance
(1) Assessments and expenditures for FY 22/23 reflect partial year maintenance. (3) Annual set-aside amounts from Exhibits D1 & D2 in original Engineer's Report dated April 23, 2020. (2) Assessments and expenditures for FY 23/24 based on first full year of City and SRPD maintenance.

ITEM 6 Page 121
59 FIGURE 8.4
ITEM 6 Page 122
60 ITEM 6 Page 123
61 ITEM 6 Page 124

CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM
DATE: July 13, 2023
TO: Mayor and City Council Members
Ashley J. Feeney, City Manager
FROM: Regina Cave, General Services Director
Leslie Blomquist, City Engineer

SUBJECT: Citrus Heights Lighting Assessment District
Initiate Proceedings for Fiscal Year 2023/2024 Annual Update

Summary and Recommendation
Each year, the City is required to update the assessments for the Citrus Heights Lighting District (CHLD). In order to accomplish this, the City Council must first adopt a Resolution Initiating Proceedings for the Fiscal Year 2023/2024 update. Next, City Council must adopt a Resolution of Intention setting the time and date for a public hearing on the proposed assessments and directing staff to publish the appropriate notice of the hearing. An Engineer's Report, prepared by the City Engineer, is attached hereto and describes the levels of maintenance, outlines the proposed financial summary, and includes the assessment diagram for the CHLD.

No changes 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 has updated the assessment role to reflect the new rates for several individual parcels that now benefit from the newly installed lighting.

Staff recommends the City Council approve the resolutions below, in order:

1. Resolution No. 2023-___: 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

2. Resolution No. 2023-___: A Resolution of the City Council of the City of Citrus Heights, California, for the intention to levy and collect assessments for Fiscal Year 2023/2024 for the Citrus Heights Lighting District
City Council Strategic Goal/Objective
This item aligns with the Citrus Heights City Council Strategic Plan Objective to “Maintain Public Infrastructure and Enhance Alternative Modes of Transportation.” ITEM 7 Page 125
Subject: Citrus Heights Lighting District – Annual Update for Fiscal Year 23/24 Initiate Proceedings Date: July 13, 2023

Fiscal Impact
For Fiscal Year 2023/2024, 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 ongoing repairs related to aging equipment, the proposed Fiscal Year 2023/2024 budget reflects an anticipated shortfall of approximately $132,028.22.

In FY 21/22 the City upgraded 593 street lights to low energy LED models utilizing a low interest (1%) loan granted by the California Energy Commission. While this effort resulted in annual electricity cost savings, the City began repayment of the loan in FY 22/23 which is paid for utilizing associated energy cost savings.

A summary of the CHLD budget is as follows:

Description FY 22/23 Actual FY 23/24 Anticipated
REVENUE:

Special Assessments(1) $335,524.00 $336,000.00
Shared Maintenance Cost Reimbursement
from Caltrans $125.28 $127.50
Total District Funding $335,649.28 $336,127.50
EXPENDITURES:

SMUD Electric Costs(1) $250,323.68 $260,000.00
Scheduled Maintenance Costs $90,597.88 $92,000.00
Unscheduled Maintenance Costs and
Knockdowns(1) $61,889.13 $65,000.00
CEC Loan Repayment(2) $15,431.11 $23,155.72
Other Costs $25,133.77 $28,000.00
Total District Expenditures $443,375.57 $468,155.72
DISTRICT SHORTFALL -$107,726.29 $132,028.22
(1) At the time this staff report was written, June 2023 utility and unscheduled maintenance costs had yet to be finalized. Special Assessments had yet to be finalized. Costs are estimated. (2) FY 23/24 represents the second 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. Actual 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 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.

ITEM 7 Page 126
Subject: Citrus Heights Lighting District – Annual Update for Fiscal Year 23/24 Initiate Proceedings Date: July 13, 2023

Therefore, the assessment rates were unchanged for Fiscal Year 22/23 and, as summarized in the table below, no changes are recommended for Fiscal Year 23/24.

Assessment Rate
FY 2023/2024 Rates
(Unchanged from FY 2022/2023 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
During Fiscal Year 22/23, CHLD (Fund 289) had an estimated shortfall of $107,726.29, which was covered using Measure A Maintenance funds (Fund 210).

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.

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 CHLD. Subsequent approval of the assessments to be levied and collected will be for the purpose of meeting operating expenses and purchasing equipment or materials necessary to maintain street and safety lights for the CHLD.

By the Resolution of Intention, the City Council approves the Engineer’s Report for the CHLD Annual Update for Fiscal Year 23/24, sets the date for a public hearing on the assessments, and directs staff to give the required notice.

Staff recommends July 27, 2023, 6:00 p.m. or as soon thereafter, be set as the date and time for the public hearing. At that time, public comment will be received and the City Council will consider adopting required resolutions. Notice of this meeting will be published in accordance with State code.

Staff has reviewed the anticipated expenditures and revenues and has developed a Fiscal Year 23/24 budget for the CHLD. An Engineer’s Report has been prepared for the proposed assessments and a copy is attached. The Engineer’s Report summarizes the maintenance effort and proposes levying assessments at the same level as in Fiscal Year 22/23.

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 2,239 energy efficient LED lights (approximately 47% of the District’s total inventory) have been installed and/or ITEM 7 Page 127
Subject: Citrus Heights Lighting District – Annual Update for Fiscal Year 23/24 Initiate Proceedings Date: July 13, 2023

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 auto accidents have offset these cost savings resulting in a projected shortfall of approximately $132,028.22 for Fiscal Year 23/24. 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 proposes using Measure A Maintenance revenues to offset the estimated funding shortfall.

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 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.

Since the City first took over the CHLD from Sacramento County in 2006, it was underfunded and 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 costs 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 section 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.

Attachments

1. Resolution No. 2023-____ 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.

2. Resolution No. 2023-____ A Resolution of the City Council of the City of Citrus Heights, California, for the intention to levy and collect assessments for Fiscal Year 2023/2024 for the Citrus Heights Lighting District.

3. Engineer’s Report
ITEM 7 Page 128
RESOLUTION NO. 2023-___

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 WHEREAS, In order to continue to finance the costs of maintaining and servicing street lights, highway safety lights and related facilities in the Citrus Heights Lighting District and to equitably distribute the costs among benefited landowners, the City Council (the “City Council”) of the City of Citrus Heights (the “City”) has decided to undertake proceedings pursuant to the Landscaping and Lighting Act of 1972, being California Streets and Highways Code Sections 22500 et seq. (the “Act”), to levy assessments for Fiscal Year 2023/2024.

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. Proposal to levy assessments: The City Council proposes to levy assessments for Fiscal Year 2023/2024 for Citrus Heights Lighting District.

Section 3. Description of Improvements: The operations and maintenance to be financed by assessments levied in the City of Citrus Heights Lighting District consist of street lights, highway safety lights and associated facilities.

Section 4. Appointment of Engineer: The City Council hereby appoints the City Engineer as engineer (the “Engineer”) for all purposes of proceedings undertaken by the City with respect to the assessment district. The City Council hereby directs the Engineer to prepare and file with the City Clerk, a report for Fiscal Year 2023/2024 in accordance with Article 4 of Chapter 1 of the Act and Article XIII D, Section 4, of the California Constitution.

Section 5. Effective Date. This resolution shall become effective on 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 13th day of July, 2023, by the following vote, to wit:

AYES: Council Members:

NOES: Council Members:

ABSTAIN: Council Members:

ABSENT: Council Members:

Tim Schaefer, Mayor
ATTEST:

Amy Van, City Clerk
ITEM 7 Page 129
RESOLUTION 2023-___

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

CALIFORNIA, FOR THE INTENTION TO LEVY AND COLLECT ASSESSMENTS FOR FISCAL YEAR 2023/2024 FOR THE CITRUS HEIGHTS LIGHTING DISTRICT WHEREAS, on July 13, 2023, the City Council (the “Council”) of the City of Citrus Heights (the “City”) adopted Resolution No. 2023- ___ initiating proceedings pursuant to the Landscaping and Lighting Act of 1972, being California Streets and Highways Code sections 22500 et seq. (the “Act”), to levy and collect assessments for Fiscal Year 2023/2024 for the City of Citrus Heights Lighting District
WHEREAS, the City Engineer has prepared and filed with the City Clerk a report for Fiscal Year 2023/2024 (the “Engineer’s Report”) in accordance with the Act; and WHEREAS, the establishment or approval of the assessments proposed by this resolution will be for the purpose of meeting operating expenses and purchasing supplies, equipment, or materials necessary to maintain service within existing service areas.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Citrus Heights as follows:

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

Section 2. Approval of Engineer’s Report. This Council hereby approves the Engineer’s Report as filed.

Section 3. Declaration of Intention. This Council hereby declares its intention to order the levy and collection of assessments for the City of Citrus Heights Lighting District.

Section 4. Description of Improvements. The Citrus Heights Lighting District's activities shall consist of the operation and maintenance of all lighting improvements and facilities within the City which are currently maintained and serviced through the Citrus Heights Lighting District, including highway safety lights and street lights. 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, and primarily consist of local street lighting.

Section 5. Location of District. The Citrus Heights Lighting District is described in the Engineer’s Report and is the entire area within the Citrus Heights city limits.

Section 6. Reference to Engineer’s Report for Particulars. A full and detailed description of the improvements, the boundaries of the assessment district, and the proposed assessments upon assessable lots and parcels of land within the district is set forth in the Engineer’s Report. The Engineer’s Report is on file in the City Clerk’s office, 6360 Fountain Square Drive, Citrus Heights, CA 95621, and is available for review by any interested member of the public during normal business hours.

Section 7. Notice of Public Hearing. On Thursday, July 27, 2023 at 6:00 p.m., or as soon thereafter as the matter may be heard, at the Citrus Heights City Hall Council Chambers, 6360 Fountain ITEM 7 Page 130

Square Drive, Citrus Heights, California, 95621 the City Council shall hold a public hearing on the levy of the proposed assessments.

Section 8. Publication of Resolution. The City Clerk is directed to give notice of the public hearing by publication of this Resolution of Intention once in a newspaper of general circulation not less than 10 days before the date of the public hearing.

Section 9. Amount of Assessment. The City does not propose to increase the assessment above last year’s amounts for Citrus Heights Lighting District.

Section 10. Effective Date. This resolution shall take effect from and after the date of its passage.

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 13th day of Ju1y 2023, by the following vote to wit:

AYES: Council Members:

NOES: Council Members:

ABSENT: Council Members:

ABSTAIN: Council Members:

Tim Schaefer, Mayor
ATTEST:
_________________________________
Amy Van, City Clerk
ITEM 7 Page 131

CITY OF CITRUS HEIGHTS

SACRAMENTO COUNTY

CALIFORNIA
ENGINEER’S REPORT
For
Citrus Heights Lighting District
Annual Update for Fiscal Year 2023/2024
Prepared by
Leslie Blomquist
City Engineer
July 13, 2023
ITEM 7 Page 132
Citrus Heights Lighting District July 13, 2023
FY 2022/2023 Engineer’s Report Page i

CERTIFICATIONS

CITRUS HEIGHTS LIGHTING DISTRICT
(Pursuant to the Landscaping and Lighting Act of 1972)
Engineer’s Report for Fiscal Year 2023/2024
The undersigned respectfully submits the enclosed report as directed by the City Council.

DATED: ____________ __, 2023

CITY OF CITRUS HEIGHTS
By: __
Leslie Blomquist, P.E.

CITY ENGINEER
I HEREBY CERTIFY that the enclosed Engineer’s Report, together with Assessment and Assessment Diagram thereto attached, was filed with me on the ________ day of ______________, 2023.

Amy Van, City Clerk
City of Citrus Heights,
Sacramento County, California
By:

I HEREBY CERTIFY that the enclosed Engineer’s Report, together with Assessment and Assessment Diagram thereto attached, was approved and confirmed by the City Council of the City of Citrus Heights, California, on the _______________ day of __________________, 2023.

Amy Van, City Clerk
City of Citrus Heights,
Sacramento County, California
By: ______________________________
I HEREBY CERTIFY that the enclosed Engineer’s Report, together with Assessment and Assessment Diagram thereto attached, was filed with the County Auditor of the County of Sacramento on the _______________ day of __________________, 2023.

Amy Van, City Clerk
City of Citrus Heights,
Sacramento County, California
By: ______________________________
July 13
ITEM 7 Page 133
Citrus Heights Lighting District July 13, 2023
FY 2023/2024 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 Improvements 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 ITEM 7 Page 134
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FY 2023/2024 Engineer’s Report Page 1

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 – Provides 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 identifies 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 ITEM 7 Page 135
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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.

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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 2023/2024 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 $107,726.29. Costs for contract unscheduled maintenance work (materials & repairs for damages due to knockdowns and aging infrastructure) are difficult to predict each year. For FY 2023/2024, the estimated costs for unscheduled maintenance work is projected to be $70,000. Cost recovery related to insurance settlements on street light knockdowns will be pursued as appropriate.

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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 2,239 LED lights citywide (47% 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 began 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.

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 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.

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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 upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefits to be received by each such lot or parcel from the improvements.”
Section 22574 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.” ITEM 7 Page 139
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In addition, Article XIIID and the Implementation Act require that a parcel’s assessment may not exceed the reasonable cost for the proportional special benefit conferred to that parcel. Article XIIID and the Implementation Act further provides that only special benefits are assessable and the City must separate the general benefits from the special benefits. They also require that publicly owned properties which specifically benefit from the improvements be assessed.

B. Special Benefit Analysis
All properties within the District benefit equally from the enhanced safety provided by Highway Safety Lights as roadways and major intersections are illuminated. This lighting assists drivers traveling to or from a property in seeing traffic controls (stop signs, yield signs), in reading street name signs, and identifying pedestrians that may be attempting to cross the street after dark. These features also assist emergency service providers (police, fire, etc.) to respond and locate properties within the District.

In addition to the Highway Safety Light special benefit, individual parcels may receive special benefit from the presence of a Street Light on or near the parcel which enhances safety/security in the area.

For a parcel to receive this safety/security benefit from street lighting, fifty percent or more of the property’s frontage must be illuminated (based on the road width and spacing of the lights found in the County of Sacramento Improvement Standards). The Street Lighting service charge is apportioned only to those parcels that benefit directly from street lighting. A distinction is made between residential benefit parcels and non-residential benefit parcels based on the zoning of the parcel. This results in a flat rate service charge on each residential benefit parcel and a service charge per front foot on each non-residential benefit parcel.

The formula used for calculating the District assessment reflects the composition of the parcels, the improvements and the services provided, and fairly proportions the costs based on special benefit to each parcel. Only parcels receiving benefit from Street Lights and Highway Safety Lights will be assessed.

General Benefits
There are no general benefits related to Highway Safety Lights or Street Lights.

C. Assessment Methodology
When the original CSA-1 was established the assessment methodology was as follows:

Highway Safety Lighting – All properties are considered to benefit equally from Safety Lighting, as defined above in Special Benefit Analysis. As such, all parcels within CSA-1 were levied a flat rate calculated by the following formula:

Safety Light Maintenance Cost/Total Parcels = Levy per parcel Street Lighting – Only properties that benefit from a street light are levied this assessment. Service charges for parcels that benefit from both safety and street lights are classified as residential parcels or non-residential parcels with separate services charges as follows:

Residential Parcels (Zoned RD1, RD2, RD3, RD4, RD5, RD7): The service charge for a residential parcel was levied utilizing the following formula:

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Street Light Maintenance Cost * % of Residential lights / Residential Parcels = Levy per residential parcel
Non-Residential Parcels (all other zoning): The service charge for a residential parcel was levied utilizing the following formula:

Street Light Maintenance Cost * % of Non-Residential lights / Non- Residential Front Footage of Parcels = Levy per linear feet of non-residential front footage Levy per linear feet of non-residential front footage * Non-Residential Parcel Front Footage = Levy per Parcel
The passage of Proposition 218 in 1996 mandated that assessment increases must be approved by a two-thirds vote of the assessed property owners. As a result, the assessment rates for the Sacramento County’s CSA-1 were essentially frozen at the levels in effect at that time. These same rates remained in place and were carried over in 2006 upon creation of the Citrus Heights Lighting District, and have not increased since then. The current assessment methodology is therefore:

Highway Safety Lighting – All properties are considered to benefit equally from Safety Lighting, as defined above in Special Benefit Analysis. The service charge per parcel is equal to $2.56 per year.

Street Lighting – Only properties that benefit from a street light are levied this assessment. Service charges for parcels that benefit from both safety and street lights are classified as residential parcels or non-residential parcels with separate services charges as follows:

Residential Parcels (Zoned RD1, RD2, RD3, RD4, RD5, RD7): The service charge for a residential parcel is equal to $15.32 per year.

Non-Residential Parcels (all other zoning): The service charge for a non-residential parcel is equal to $0.2519 per linear foot length of the parcel’s public street frontage.

Exempt – Exempt from the assessment would be the areas of public streets and other roadways (typically not assigned an APN by the County), dedicated public easements, open space areas and rights of ways including public greenbelts and parkways. Also exempt from assessment would be utility rights of ways, common areas (such as in condominium complexes), landlocked parcels, small parcels vacated by City/County, bifurcated lots, and any other property that cannot be developed.

These types of parcels have little or no value and therefore do not benefit from the improvements.

Land use classification for each parcel is based on the Sacramento County Assessor’s Roll. Zoning classification for each parcel is based on the City of Citrus Heights Zoning Map.

D. Rates
The Fiscal Year 2023/2024 assessment rates for the District are proposed to remain the same as Fiscal Year 2022/2023. The following shows the assessments proposed to be levied:

Street Lighting
Residential (Zoned RD1, RD2, RD3, RD4, RD5, RD7) $15.32 per parcel Non-Residential (all other zones) $0.2519 per front foot ITEM 7 Page 141
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Highway Safety Lighting
All parcels (except ‘Exempt’) $2.56 per parcel
Section V: Assessment Roll
Parcel identification, for each lot or parcel within the District, shall be the parcel as shown on the Sacramento County Assessor’s map for the year in which this Report is prepared.

Non-assessable lots or parcels include all developed non-residential parcels, vacant parcels, government-owned and public utility-owned parcels, land principally encumbered with public rights of way and other tax exempt parcels such as common areas or open space for which the County does not generate a tax bill. These parcels will not be assessed for the District improvements.

A listing of parcels assessed within this District, along with the proposed assessment amounts, is on file with the City Clerk, and by reference is made part of this Report. Said listing of parcels to be assessed shall be submitted to the County Auditor/Controller and included on the property tax roll for each parcel in FY 2023/2024. If any parcel submitted for collection is identified by the County Auditor/Controller to be an invalid parcel number for the current fiscal year, a corrected parcel number and/or new parcel numbers will be identified and resubmitted to the County Auditor/Controller. The assessment amount to be levied and collected for the resubmitted parcel(s) shall be based on the method of apportionment and the assessment rate approved in this Report. Therefore, if a single parcel has changed to multiple parcels, the assessment amount applied to each of the new parcels shall be recalculated and applied according to the approved method of apportionment and assessment rate rather than a proportionate share of the original assessment.

Section VI: Assessment Diagram
The boundaries of the District are coterminous with the boundaries of the City of Citrus Heights (see Figure 1.1).

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FIGURE 1.1
Lighting District Boundary
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TABLE 1.1
Citrus Heights Lighting District
Budget Analysis
DESCRIPTION FY 21/22
ACTUAL
FY 22/23
ACTUAL
FY 23/24

PROPOSED
BUDGET
SOURCES OF FUNDS:

Interest on Fund Balance $0.00 $0.00 $0.00
Special Assessments $332,131.30 $335,524.00 $336,000.00 Shared Maintenance Cost Reimbursement (1) $122.60 $125.28 $127.50 Total Sources of Funds: $332,253.90 $335,649.28 $336,127.50 USES OF FUNDS:

Advertising $1036.84 $1,226.73 $1,500.00
Utilities (2) $252,188.33 $250,323.68 $260,000.00
CEC Loan Repayment (3) $0.00 $15,431.11 $23,155.72
Professional Services $7,742.35 $7,813.27 $10,000.00
Contract Maintenance (Scheduled) $92,045.40 $90,597.88 $92,000.00 Membership Dues $3,146.86 $3,482.77 $3,500.00
Contract Maintenance (Unscheduled) (4) $42,113.86 $61,889.13 $65,000.00 Cost Allocations $12,244.00 $12,611.00 $13,000.00
Total Uses of Funds: $410,517.64 $443,375.57 $468,155.72 FUND BALANCE:

Beginning Fund Balance (July 1st) $0.00 $0.00 $0.00
Add Sources of Funds $332,253.90 $335,649.28 $336,127.50 Subtract Uses of Funds $410,517.64 $443,375.57 $468,155.72 Fund Shortfall: ($78,263.74) ($107,726.29) ($132,028.22)

OTHER FUNDING SOURCES
Measure A Maintenance Funds (Fund 210) to
cover District shortfall 78,263.74 $107,726.29 $132,028.22 Ending Fund Balance (June 30th) $0.00 $0.00 $0.00
(1) The costs for four streets lights located on Antelope Road, near the I-80 Ramps, are shared with Caltrans (Caltrans reimburses the City for 50% of associated costs). (2) Includes SMUD maintenance costs – Certain street lights are mounted on SMUD-owned power poles.

The District reimburses SMUD for the operation and maintenance of these lights. (3) The city received a low interest (1%) Energy Efficiency Loan from the California Energy Commission (CEC) to cover the capital costs to convert approximately 593 street lights to energy efficient models.

Actual energy cost savings will be used to repay the loan. (4) Contract Maintenance (unscheduled) work includes knock-downs, repairs & materials for aging infrastructure, etc.)
ITEM 7 Page 144
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CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM
DATE: July 13, 2023
TO: Mayor and City Council Members
FROM: Ashley J. Feeney, City Manager
SUBJECT: Adoption of Nine-Month Strategic Planning Objectives Summary and Recommendation
The City Council and staff held a Strategic Planning Retreat on June 15, 2023, where the City Council heard the results of the adopted strategic goals that covered a six-month planning period ending in May 2023. The Strategic Planning Retreat was held to review the last six-month goal period and to discuss strategic goals for the next nine-month planning period June 2023 to March 2024 which will coincide with the end of the City Council Three-Year Goals period. The next strategic planning retreat is anticipated to be held in March 2024.

Consistent with the discussion from the retreat, staff have proposed Nine-Month Strategic Objectives for adoption through March, 2024. Many of the proposed objectives come from the Work Plan Matrix that was reviewed by City Council as part of the memorandum associated with the June 15, 2023 retreat.

Staff recommends the City Council adopt Resolution No. 2023-___, a resolution of the City Council of the City of Citrus Heights, California, Adopting the “Nine-Month Strategic Planning Objectives for June 1, 2023 to March 1, 2024” (Attachment 1).

Council Goal
This item supports all of the City Council three-year goals.

Fiscal Impact
There is no fiscal impact with this action. Funding needed to achieve strategic goals and objectives is considered as part of the City’s budget adoption process.

ITEM 8 Page 145
Subject: Adoption of Nine-Month Strategic Planning Objectives Date: July 13, 2023

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Background
Since incorporation, Citrus Heights has placed an emphasis on strategic planning to prioritize its policies, programs, and services for the coming year. The City Council, City Manager, and executive staff members participate in the goal and objective-setting process. It is the responsibility of the City Manager to oversee the implementation of the Strategic Plan, coordinating with the City's operating departments and divisions. The current adopted ThreeYear Goals (2021-2024) associated with the Strategic Plan are as follows:
• Maintain and enhance fiscal stability
• Maintain public infrastructure and enhance alternative modes of transportation • Diversify for a resilient economy
• Preserve and enhance public safety
• Enhance community vibrancy and engagement
Historically, a strategic planning retreat is held where the City Council reviews the goals and identifies a list of objectives to support the core goals. Implementation of these objectives is how the City achieves our shared vision of a city of choice for residents and businesses to prosper and thrive.

Focus Area Work Plan
Consistent with one of the May 2022 six-month strategic goals, City Council adopted the Focus Area Work Plan by Resolution at the May 26, 2022 City Council meeting. The Focus Area Work Plan outlines a list of Strategic Objectives through March 2024, clarifying the mission and focus for the remainder of the Three-Year Goal Period. The Focus Area Work Plan list of Strategic Objectives is intended to serve as a road map that provides clarity of mission for strategic planning as many of these actions build off one another.

The Focus Area Work Plan is organized into the following categories:
• Community Image
• Economic Development
• Community Connection
• Infrastructure Maintenance
Several of the proposed nine-month strategic objectives for the upcoming planning period were included in the Focus Area Work Plan.

Public Comment
No public comment was provided at the strategic planning retreat.

ITEM 8 Page 146
Subject: Adoption of Nine-Month Strategic Planning Objectives Date: July 13, 2023

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Proposed Strategic Objectives and Ongoing Work Plan Matrix The Work Plan Matrix (Attachment 2) tracks the strategic objective recommendations tables from the Focus Area Work Plan. This Work Plan Matrix serves to track the staff-recommended and City Council-approved strategic objectives that are designed to create progress and meet community needs in each focus area. The matrix follows the progress of each recommendation through the life of the Focus Area Work Plan:
• The left-hand column is a comprehensive list all focus area objective staff recommendations initially presented in May 2022. The bolded recommendations have recommended activities for the current objective setting cycle. • Progress updates and metrics on all recommendations are noted in the center column • Recommended next actions are in the right hand columns: bolded items are suggested next strategic objectives.

The recommended draft strategic objective statements and implementation measures are specifically designed to be community facing and serving to help address the community focus areas referenced above. The proposed nine-month strategic objectives for the June 2023 to the March 2024 planning cycle include a number of non-Focus Area Work Plan items as well but are important to the organization and consistent with the discussion that came out of the June 15, 2023 Strategic Planning Retreat. The volume of City Council and staff work being delivered throughout 2023 continues to be impressive. The City Council will be kept abreast of progress through monthly status reports.

Attachments:

1. Attachment 1 – Resolution of the City Council of the City of Citrus Heights, California, Adopting the “Nine-Month Strategic Planning Objectives for June 1, 2023 to March 1, 2024”.
a. Exhibit A – Nine-Month Strategic Planning Objectives for June 1, 2023 – March 1, 2024

2. Attachment 2 – Work Plan Matrix
ITEM 8 Page 147
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RESOLUTION NO. 2023- ___

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CITRUS HEIGHTS, CALIFORNIA, ADOPTING THE “NINE-MONTH STRATEGIC PLANNING OBJECTIVES FOR JUNE 1, 2023 – MARCH 1, 2024”

WHEREAS, since incorporation, Citrus Heights has placed an emphasis on strategic planning to prioritize its policies, programs, and services for the coming year; WHEREAS, the City Council held its Strategic Planning Session on June 15, 2023.

At this meeting, strategic objectives were discussed for each of the three-year goal areas (2021-2024), which are: maintain and enhance fiscal stability; maintain public infrastructure and enhance alternative modes of transportation; diversify for a resilient economy; preserve and enhance public safety; and enhance community vibrancy and engagement; WHEREAS, strategic planning is a disciplined effort to produce fundamental actions that shape and guide an organization. The “Nine-Month Strategic Planning Objectives for June 1, 2023 – March 1, 2024” reflects finalized goals and objectives established by City Council and staff;
WHEREAS, the adoption of the “Nine-Month Strategic Planning Objectives for June 1, 2023 – March 1, 2024” would confirm the City Council’s focus and direction to staff as a work plan for the next nine month period;
WHEREAS, the City Council intends to hold the next Strategic Planning Session in March 2024 to discuss the next three-year goals period; and will thereafter intend to hold a Strategic Planning Session annually in March of each year, and WHEREAS, there are numerous benefits to strategic planning, including; organizations can increase effectiveness and efficiency, improve understanding of the community’s needs, enhance organizational capabilities, and improve communications, and public relations.

NOW THEREFORE BE IT RESOLVED AND ORDERED the City Council hereby adopts the “Nine-Month Strategic Planning Objectives for June 1, 2023 – March 1, 2024” as outlined in Exhibit A.

BE IT FURTHER RESOLVED staff would report out on implementation of the “Nine-Month Strategic Planning Objectives for June 1, 2023– March 1, 2024” to provide opportunities for modifications based upon evolving needs, results, and return on investment.

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

ITEM 8 Page 148

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 13th day of July 2023 by the following vote, to wit:

AYES: Council Members:

NOES: Council Members:

ABSTAIN: Council Members:

ABSENT: Council Members:

Tim Schaefer, Mayor
ATTEST:

Amy Van, City Clerk
Exhibit
A. Nine-Month Strategic Planning Objectives for June 1, 2023 – March 1, 2024 ITEM 8 Page 149
Attachment 1
June 15, 2023
*FAWP – Focus Area Work Plan Matrix Document
CITY OF CITRUS HEIGHTS  STRATEGIC OBJECTIVES
June 2023 – March 2024
THREE-YEAR GOAL: MAINTAIN AND ENHANCE FISCAL STABILITY

WHEN WHO WHAT STATUS COMMENTS

DONE ON
TARGET

REVISED
August 1, 2023 Economic
Development &
Community
Engagement
Director
Launch Comprehensive Grants Strategy and Grants
Tracker tool (FAWP)
March 1, 2024
Administrative
Services
Director
Complete implementation of the Financial Module
component of the TylerMunis ERP system to include new
project accounting functions and workflows
March 1, 2024 Administrative
Services
Director
Initiate and develop a city-wide cost allocation plan to better utilize grant programs and maximize cost recovery September 28,
2023
Community
Development
Director
Present the Fiscal Impact Study associated with the
Annexation Study and Outreach Initiative to the City
Council for feedback and direction
October 1, 2023
City Attorney Evaluate feasibility and benefits of retaining a City lobbyist to advocate for City guiding principles and goals.

ITEM 8 Page 150
Attachment 1
June 15, 2023
*FAWP – Focus Area Work Plan Matrix Document
THREE-YEAR GOAL: MAINTAIN PUBLIC INFRASTRUCTURE AND ENHANCE

ALTERNATIVE MODES OF TRANSPORTATION

WHEN WHO WHAT STATUS COMMENTS

DONE ON
TARGET

REVISED
November 9, 2023 General
Services
Director
Report to City Council three-year street resurfacing
recommendations for major roadways in addition to the
residential resurfacing program (FAWP)
December 14,
2023
General
Services
Director
Finalize MOU with SRPD and Orangevale Park District for maintenance of Arcade Cripple Creek Trail, complete
construction of trail project and plan for ribbon cutting/trail opening ceremony. (FAWP)
January 11, 2024 General
Services
Director
Refurbish traffic delineation, crosswalks, and stop legends through restriping programs with a prioritization on areas that are most deteriorated, irrespective of pavement status Specific restriping locations shall be identified and
restriped or addressed and reported to City Council.
(FAWP)
January 25, 2024 General
Services
Director
Advertise for bidding and award construction contract for Auburn Blvd Compete Streets Phase 2 – Rusch Park to
North City Limits
ITEM 8 Page 151
Attachment 1
June 15, 2023
*FAWP – Focus Area Work Plan Matrix Document
THREE-YEAR GOAL: DIVERSIFY FOR A RESILIENT ECONOMY

WHEN WHO WHAT STATUS COMMENTS

DONE ON
TARGET

REVISED
December 20,
2023
City Manager,
Economic
Development &
Community
Engagement
Director,
Community
Development
Director
Present results of Sunrise Tomorrow Infrastructure
Financing Strategy study and next steps to owners and
stakeholders (FAWP)
March 1, 2024 Economic
Development &
Community
Engagement
Director
Effectively market the Business Attraction Incentive
Program to generate leads (FAWP)
February 22, 2024 Community
Development
Director
Evaluate market challenges for Auburn Blvd development
viability, assess Specific Plan relevancy in current and foreseeable market, and present options for consideration ITEM 8 Page 152
Attachment 1
June 15, 2023
*FAWP – Focus Area Work Plan Matrix Document
THREE-YEAR GOAL: PRESERVE & ENHANCE PUBLIC SAFETY

WHEN WHO WHAT STATUS COMMENTS

DONE ON
TARGET

REVISED
September 14,
2023
City Manager,
Police Chief,
Community
Development
Director
Resolve Navigator contract issues and present report to City Council (FAWP)
October 15,
2023
City Manager,
Police Chief,
General
Services
Director
Collaborate with area stakeholders to develop a
coordinated plan to reduce crime, mitigate blight and
increase vibrancy in the Sylvan Oaks Library vicinity
(FAWP)
January 25,
2024 Police Chief
Develop and present a plan to City Council to provide
crime detection and prevention technology in commercial areas (Library of Things concept) (FAWP)
September 21,
2023
Police Chief and
City Attorney
Evaluate red light program and provide a report to City Council
ITEM 8 Page 153
Attachment 1
June 15, 2023
*FAWP – Focus Area Work Plan Matrix Document
THREE-YEAR GOAL: ENHANCE COMMUNITY VIBRANCY AND ENGAGEMENT

WHEN WHO WHAT STATUS COMMENTS

DONE ON
TARGET

REVISED
March 1, 2024 Police Chief,
General
Services
Director
Create a system of coordination to optimize GSD and PD
efforts to increase efficiencies and advance community
beautification and cleanliness priorities and provide
quarterly reports to City Council and report out to the community (FAWP)
November 30,
2023
Economic
Development &
Community
Engagement
Director
Implement the next phase of the “Citrus Heights Cares”
multi-channel signage and marketing campaign (FAWP)
June 22, 2023
General
Services
Director
Present to City Council program for the Stars and Stripes Celebration at a regular meeting (FAWP) X
Presented to City Council on
Thursday, June 22, 2023.

November 30,
2023
Economic
Development &
Community
Engagement
Director
Coordinate citywide mailer that promotes community
connection goals and resources. (FAWP)
ITEM 8 Page 154
Attachment 1
June 15, 2023
*FAWP – Focus Area Work Plan Matrix Document
September 14,
2023
General
Services
Director
Report to City Council event scope for Sunday Funday at a regular meeting (event on Sept 24, 2023) (FAWP)
November 9,
2023
General
Services
Director
Issue RFP and award contract for sound wall
beautification at future City Council meetings (FAWP)
ITEM 8 Page 155
Attachment 2
Focus Area Work Plan Objectives Matrix
July 13, 2023
1 FOCUS AREA WORK PLAN OBJECTIVES MATRIX

COMMUNITY IMAGE FOCUS AREA WORK PLAN RECOMMENDATIONS
Focus Area Work Plan Strategic Objectives
*Current objective if bolded*
Progress Update
November 2022 – May 2023
Next Steps/Recommendation
June 2023 – March 2024
*Recommended objective if bolded*
Community Image Subcategory: Programs and Partners

1. Present to the City Council quarterly reports on the Self Help Program that is coordinated through the City’s
Navigator reporting out on program successes, challenges and local partner coordination effectiveness.

Ongoing statistics will be collected
and distributed.

Resolve Navigator contract issues
and present report to City Council
Community Image Subcategory: Jurisdictional Relationship Challenges and Opportunities

2. Contact government agencies that have jurisdictional responsibilities for public areas within the City limits (Caltrans) or on the edge of the City where enforcement and cleanup challenges present problems for residents and
businesses to discuss establishing a memorandum of
agreement that would allow Citrus Heights greater clean up and enforcement ability.-
Major cleanup at Antelope and I-80
Interchange and Auburn Blvd
eastbound off-ramp exit.

Caltrans reviewing a revised
Designated Maintenance Agreement
allowing Citrus Heights greater cleanup and enforcement authority.

3. Should the revised designated maintenance agreement pursuit be successful, request other government agencies provide reimbursement funding to compensate the City for the costs associated with increased service demands.

Execute designated maintenance
agreement with CalTrans
Community Image Subcategory: Blighted Commercial Properties and Trespass Issues

4. Proactively contact commercial property owners where code violations create attractive nuisances and trespassing problems to inform them that the issues need to be abated in a timely manner with notice that inattention may result in code
violation fines, penalties, clean up liens or other remedies as allowed by law.

Code is proactively scanning
commercial properties for
violations and sending notices when
needed. Once identified, Code
conducts spot checks for those
locations. Patrol also conducts
Currently, CHPD Code Enforcement
has 31 cases open for businesses:
- 17 voluntary compliance
- 14 cases remain open with
business owners
- 1 business issue fine/fee
ITEM 8 Page 156
Attachment 2
Focus Area Work Plan Objectives Matrix
July 13, 2023
2 checks at vacant buildings with
ongoing issues.

5. Offer Crime Prevention Through Environmental Design
(CPTED) surveys and recommendations to owners of
problematic properties where physical improvements may help address trespassing problems.

Approximately 40-50 CPTED
evaluations for business owners and
residents have been conducted since
the implementation of this plan.

See #23 for CPTED strategic objective

6. Seek standing approval from property owners for officers to enter property and serve trespass notices enhancing a Police Officer’s ability to remove unwelcome individuals from private property in an expeditious manner where
trespass issues persist.

The CHPD currently has
approximately 207 active trespass
notices on file for individuals and
33 standing notices on file for
businesses throughout the city.

Collaborate with area stakeholders
to develop a coordinated plan to
reduce crime, mitigate blight and
increase vibrancy in the Sylvan
Oaks Library vicinity

7. Notify store managers within the City that nuisance abatement supports a vibrant business ecosystem and compliance will fall back on the property owner if a business or store manager will not cooperate with code enforcement officers in addressing trespassing and nuisance abatement.

Since the implementation of this
plan, CHPD has logged 96 formal
business checks to communicate
this message to businesses
throughout the city. Additionally,
Detective Schouten estimates
another 200 walk-in Business
Checks throughout the SMP
weekly.

Community Image Subcategory: Blight and Illegal Camps on Public Property

8. Bring a proposal to the City Council for a Beautification Crew that will be charged with actively maintaining the public rightof-way to be free and clear of debris and obstructions, both for public safety as well as for aesthetic benefit, contributing to the community’s vibrancy and quality of life.

Actively operating

9. With support from the Beautification Crew allowing for expeditious cleanup and response, active enforcement of encampments and nuisance situations that impede public
right-of-ways and other public areas that are detrimental to the public enjoyment and safety.

Deployed Beautification Crew early
November
Create a system of coordination to
optimize GSD and PD efforts to
increase efficiencies and advance
community beautification and
cleanliness priorities and provide
quarterly reports to City Council
ITEM 8 Page 157
Attachment 2
Focus Area Work Plan Objectives Matrix
July 13, 2023
3 Legal Tools to Support Proactive Enforcement, Prevention and Care

10. Evaluate the process and cost to support a Chronic Nuisance Offender Program which would involve collaboration with partner agencies and the District Attorney’s Office to prosecute chronic offenders of codes and ordinances for individuals and/or property owners that continually drain public resources and commit quality of life crimes in the City.

PD and City Attorney
collaboratively developed a chronic
nuisance function utilizing our
current firm and are working to
develop test cases.

Continue to monitor for applicable
cases which qualify for Chronic
Nuisance

11. Evaluate the cost to participate in the Community Prosecutor Program operated out of the Sacramento County District
Attorney’s Office and/or to seek support from their office for facilitation of prosecution for chronic nuisances through the City Attorney’s Office.

The Chronic Nuisance Offender
program listed above was
determined more appropriate and
cost effective than a DA community
prosecutor. This goal can be
removed from future workload.

12. Pursue a conservatorship legal process to help residents experiencing homelessness that are gravely disabled as a result of an untreated mental health disorder or impairment through chronic alcoholism or drug addiction that are incapacitated as a result of their condition.

CHPD identified a few possible
candidates for the program but none
reached the conservatorship stage
due to unforeseen issues which
removed them from the City.

Continue to monitor for applicable
cases

13. In an effort to get treatment for suffering residents, engage with Sacramento County Behavioral Health as their
department implements Laura’s Law which provides for courtordered assisted outpatient treatment for individuals who meet strict legal criteria.

Sac County has implemented
Assisted outpatient treatment
program: Persons must have a
history of serious mental health
hospitalization within 36 months
and/or serious/repeat violent acts
within the previous 48 months
CHPD has not yet found a suitable
candidate for this program. This tool
will continue to be part of future
evaluations.

14. Explore licensing opportunities or leasing arrangements with recognized community organizations in certain public spaces (i.e. plazas proximate to business districts) for increased involvement in activity planning and better enforcement of rules relative to undesirable activities that negatively affect business, their patrons and the general public.

Potential tool if a situation warrants
Campaign for Community Pride and Cleanliness
ITEM 8 Page 158
Attachment 2
Focus Area Work Plan Objectives Matrix
July 13, 2023
4 15. Develop a Shopping Cart Ordinance and present it for City Council consideration that among other requirements, require that shopping cart fleets be retrofitted with lockable wheel devices to prevent shopping carts from leaving business premises thereby reducing long-term costs for businesses relative to shopping cart replacement and addressing the public nuisance created by stolen shopping carts that become
community blight and litter.

Ordinance approved by Council on
October 27, 2022
*464 carts were picked up Nov –
end of April.
*4 shopping cart citations have
been issued by CHPD.
*Business compliance efforts
underway
Quarterly reporting will be provided as
part of Beautification Initiative metrics

16. Develop an authentic Citrus Heights signage and
marketing campaign reinforcing shared goals of
community cleanliness and pride, themed around antilittering and beautification of neighborhoods, commercial corridors and the local environment.

Implement “Citrus Heights Cares”
multi-channel signage and
marketing campaign
Implement next phase of “Citrus
Heights Cares” multi-channel
signage and marketing campaign

17. Create a comprehensive engagement strategy to ensure community stakeholder education and to foster support for efforts related to addressing blight, improving the community image and homelessness prevention.

Executed engagement strategy

ECONOMIC DEVELOPMENT FOCUS AREA WORK PLAN RECOMMENDATIONS Strategic Objective Recommendation
*Current objective if bolded*
Progress Update
November 2022 – May 2023
Next Steps/Recommendation
June 2023 – March 2024
*Recommended objective if bolded*
Economic Development Subcategory: Sunrise Tomorrow Specific Plan

18. Explore public infrastructure financing and other
economic development tools to incentivize Sunrise
Tomorrow development.

Task complete, move to next phase Present results of Infrastructure Financing Strategy study and next
steps to owners and stakeholders

19. Approach Sunrise Tomorrow property owners about securing right-of-way dedications that would allow them to access public financing tools and to meet grant eligibility
requirements.

Executed MOU with Namdar
Realty Group

20. 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.

January 2023: City Council
authorized consultant selection
funding for the Infrastructure
Financing Strategies RFP scope.

ITEM 8 Page 159
Attachment 2
Focus Area Work Plan Objectives Matrix
July 13, 2023
5 Economic Development Subcategory: Business Attraction and Retention

21. Develop a grant program utilizing ARPA funding that advances economic development goals of effectively
attracting and retaining target businesses and industries.

Business Attraction Incentive
Program approved March 23, 2023
Effectively market the Business
Attraction Incentive Program to
generate leads

22. Consider establishing a fund that would be designated for lowinterest loans for existing businesses.Analysis on this program grew in complexity. Next steps under
evaluation.

Focus on Business Attraction Incentive
Program prior to further exploration.

Economic Development Subcategory: Commercial Blight Abatement and Beautification

23. Utilize ARPA funding to create CPTED matching grant programs that advance homeless and blight abatement
strategic objectives for commercial real estate and
businesses.

Develop and present a plan to
City Council to provide crime
detection and prevention
technology in commercial areas
(Library of Things concept)

24. Create a Mural and Public Arts Program to increase
community vibrancy, reduce graffiti, and create destinations and community discovery points.

Proactively market existing grant
programs that could assist mural
implementation
Economic Development Subcategory: Comprehensive Grants Strategy

25. Create and implement a comprehensive grants strategy to advance city goals relative to economic development,
infrastructure, public safety and community assets.

Selected consultant and approved
budget to begin creation of a
comprehensive grants strategy.

Launch Comprehensive Grants
Strategy and Grants Tracker tool
Economic Development Subcategory: Legislative and Government Affairs

26. Increase active engagement in regional, state, and federal legislative on matters that advance or impact the City’s adopted strategic goals.

ITEM 8 Page 160
Attachment 2
Focus Area Work Plan Objectives Matrix
July 13, 2023
6 COMMUNITY CONNECTION WORKPLAN FOCUS AREA RECOMMENDATIONS Strategic Goal Recommendation
*Current goal if bolded*
Progress Update
November 2022 – May 2023
Next Steps/Recommendation
June 2023 – March 2024
*Recommended objective if bolded*
Community Connection subcategory: Events

27. Consider allocation of ARPA funding to help promote additional community building opportunities as residents recover from isolation associated with the pandemic.

Stars and Stripes Celebration
approved by City Council.

28. Plan one new event in addition to the two existing events currently in production.
*25th Anniversary held October 22
2023
*Determined feasibility, costs and
logistics and options for a patriotic
event and presented to City
Council. Stars and Stripes
celebration scheduled July 1st 2023
Present to City Council program for
Stars and Stripes Celebration at a
regular meeting
Community Connection subcategory: Programs to Catalyze and Facilitate Connectivity

29. Create a Community Engagement Program designed to
provide support and organization to neighborhood groups to strengthen the relationship between the City of Citrus Heights and its residents.

Create Community Engagement
Program framework and consistent
communications outreach.

Coordinate citywide mailer that
promotes community connection
goals and resources.

30. Ensure that Sunday Funday has an opportunity for
attendee exposure to Neighborhood Associations, Connect Citrus Heights and historical information.

Include event as part of 2-year
budget cycle.

Report to City Council event scope
for Sunday Funday at a regular
meeting (event on Sept 24, 2023)

31. Present to the City Council for consideration a revised regular City Council meeting start time with an emphasis on
promoting public participation through effective
communications.

Objective complete
Community Connection subcategory: Community Grants and Incentives

32. Bring forward a proposal to City Council for purchase and outfitting of a Citrus Heights Block Party Trailer available or community organization and groups to rent stocked with
essentials to host a neighborhood block party or neighborhood event.

Launched rental program February
2023.

Market Community Block Party
Trailer.

ITEM 8 Page 161
Attachment 2
Focus Area Work Plan Objectives Matrix
July 13, 2023
7 33. Consider a proposal that would provide seed funding for community groups to host special events or festivals during the pandemic recovery period utilizing ARPA funding.

Launch first Community Projects
Grant round in February.

34. Consider a proposal that would provide grants to community groups that desire to execute community project that engages citizens, improves the community, and promotes community involvement and pride.

Launch first Community Projects
Grant round in February.

35. Develop a Good Neighbor Beautification program for
consideration designed to assist homeowners with public facing home repairs and improvements to enhance
neighborhood integrity, improve the quality of life in Citrus Heights, increases property values, and transforms
neighborhoods into safer and healthier environments.

INFRASTRUCTURE MAINTENANCE FOCUS AREA WORK PLAN

RECOMMENDATIONS
Strategic Goal Recommendation
*Current goal if bolded*
Progress Update
November 2022 – May 2023
Next Steps/Recommendation
June 2023 – March 2024
*Recommended objective if bolded*
Infrastructure Maintenance Subcategory: Continued progress

36. Finalize necessary funding agreements for Arcade-Cripple Creek trail project and present an update to City Council on the overall project schedule.

November 1 groundbreaking event
and continue trail construction.

Finalize maintenance agreement with
SRPD and Orangevale Park District.

Complete construction of trail project
and plan for ribbon cutting/trail
opening ceremony.

37. Advertise and award bids for Annual Residential Street Resurfacing Program.

Anticipate completion by
November.

Project completion delayed due to
weather. Expected completion June
2023.

ITEM 8 Page 162
Attachment 2
Focus Area Work Plan Objectives Matrix
July 13, 2023
8 Infrastructure Maintenance Subcategory: Maintenance and Modernization

38. Identify and present budgeting strategies that provide for funds that could be accessed for grant matching that would allow for Citrus Heights to be more competitive in pursuing funds to help facilitate capital improvement projects (CIPs).

Budget strategies relative to
street repairs and City Manager
target reserve funds provide for
this.

39. Expand pothole cut and fill (mill and fill) repair operations. Operations expanded for mill and fill projects. Over 15,625 sf
of mill and fills completed since
June 2022; additional 8040 sf+
in open work orders pending.

40. Develop a plan, program and budget for cleaning and uniform painting of older sound walls.

Presented to and approved by City
Council April 27, 2023
Issue RFP and award contract for
sound wall beautification at future
City Council meeting.

41. Develop a plan, program and budget for refreshing street light and traffic signal poles.

42. Refurbish traffic delineation, crosswalks and stop legends through restriping programs with a prioritization on areas that are most deteriorated irrespective of pavement status.

Consultant analysis for action plan
being completed. The action plan
will be incorporated into paving
strategies for efficiencies.

Specific restriping locations shall be
identified and restriped or addressed
and reported to City Council.

43. Assess, repair and/or reconstruct center median bricks within Sunrise MarketPlace medians.

Completed various locations,
ongoing maintenance will be
incorporated into operations.

44. Coordinate with other partner utility agencies to ensure future replacement schedules are well understood to facilitate coordinated infrastructure modernization efforts.

Staff are meeting quarterly with all
utilities represented to discuss CIPs
and replacement projects for
enhanced coordination.

Infrastructure Maintenance Subcategory: Beautification and Refurbishment

45. Develop a plan and proposal for consideration of gateway monument updating and/or refurbishment, as well as
identifying key entry points of the City could support new monuments.

Two locations have been
refurbished. Auburn Blvd
monument is part of Phase II
project.

46. Develop a plan and proposal for refurbishment of medians where there are large segments bare of vegetation.

ITEM 8 Page 163
Attachment 2
Focus Area Work Plan Objectives Matrix
July 13, 2023
9 47. Plan for a mulch/bark ground cover refresh to improve aesthetics, prevent irrigation system deterioration and reduce water use.

Incorporated locations into existing
operating budget.

48. Assess and develop a plan and budget to replace faded and outdated signage.

Currently developing inventory,
maps and data to assess costs and
possible phasing of street name
signage and regulatory signage
replacement.

Infrastructure Maintenance Subcategory: Comprehensive Grants Strategy

49. Participate in the development and implementation a comprehensive grants strategy to pursue infrastructure funds.

Create Comprehensive Grant
Strategy
Launch Comprehensive Grants
Strategy
ITEM 8 Page 164
Printed on Recycled Paper

CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM
DATE: July 13, 2023
TO: Mayor and City Council Members
Ashley J. Feeney, City Manager
FROM: Casey Kempenaar, Community Development Director
Alison Bermudez, Senior Planner
SUBJECT: On-Call Arborist Services (Tree Assistance Program) Summary and Recommendation
In 2015, the City conducted the Citrus Heights Urban Greening Strategy which evaluated the City’s urban forest for overall health and condition. While the City’s urban forest is relatively healthy, the evaluation recognized that the urban forest requires maintenance to continue to thrive and expand. In this vein, in 2018, the City began offering arborist services to residential property owners who had questions about a tree(s) maintenance or health needs. The current oncall arborist provider contract is set to expire on June 30, 2023. In preparation of the contract expiration, in March 2023, staff issued a request for proposals (RFP) to procure a qualified consultant in order to continue this service to Citrus Heights property owners.

Staff recommends the City Council adopt Resolution No. 2023-__, a Resolution of the City Council of the City of Citrus Heights, California, authorizing the City Manager to execute an Agreement with Davey Resource Group for On-Call Arborist Services.

Fiscal Impact
The approval of the contract will have no fiscal impact to the City’s General Fund. The proposed contract will utilize the City’s Tree Preservation Fund. The Tree Preservation Funds are collected in-lieu payments received when a development project removes a qualifying protected tree and the loss of the tree is not mitigated through the replanting of new trees. The in-lieu payment is held in the Tree Mitigation Fund and those funds are used for the planting, care and maintenance of trees citywide.

The Tree Mitigation Fund as a balance of approximately $180,000 (264-74-673-42370). The contract would expend up to $50,000 for the 2023/2024 through 2024/2025 budget period ($25,000 annually). Options in the contract allow up to two one-year extensions.

ITEM 9 Page 165
Subject: On-Call Arborist Services
Date: July 13, 2023