Agenda packet, regular meeting, first session — Citrus Heights City Council Meetings, July 27, 2023

AGENDA
July 27, 2023

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

The 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.

July 27, 2023 City Council Meeting Agenda Packet
7-27-23 REGULAR COUNCIL AGENDA PACKET.PDF

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 July 13, 2023

5. SUBJECT: Review The Sacramento Stormwater Quality Partnership Program And Authorize Fiscal Year 2023/2024 Expenditures
STAFF REPORT: R. Cave / L. Blomquist / D. Kehrer
RECOMMENDATION: Adopt Resolution 2023 - ___, a Resolution of the City Council of the City of Citrus Heights, California, Authorizing the City Manager or Designee to Expend Stormwater Funds for the City of Citrus Heights ’ Shared Cost of Joint Implemented Municipal Separate Storm Sewer System Requirements with the Sacramento Stormwater Quality Partnership

PUBLIC HEARINGS

6. SUBJECT: Landscape Maintenance Assessment District 97 -01 (Zones 1, 2, 3 & 4) – Levy Of Assessments
STAFF REPORT: R. Cave / L. Blomquist
RECOMMENDATION: Adopt Resolution No. 2023 - ___, a Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2023/2024 Assessments for Landscape Maintenance Assessment District No. 97 - 01 (Zones 1, 2, 3 & 4)

7. SUBJECT: Landscape Maintenance Assessment Districts 98 -01, 98-02 & 03-01 – Levy Of Fiscal Year 2023/2024 Assessments
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 Confirm the Diagram and Assessment and to Levy Fiscal Year 2023/2024 Assessments for Landscape Maintenance Assessment District No. 98 - 01 (Stock Village Units Nos. 1 and 2) b. Adopt Resolution No. 2023 - ___, a Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2023/2024 Assessments for Landscape Maintenance Assessment District No. 98 - 02 (Zone 1: Sorenson Ranch, Zone 2: Autumnwood, Zone 3: Mariposa Creek and Zone 4: Wyatt Ranch)
c. Adopt Resolution No. 2023 - ___, a Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2023/2024 Assessments for Landscape Maintenance Assessment District No. 03 - 01 (Stock Ranch Zones 1: Stock Ranch North, Zone 2:Stock Ranch South and Zone 3: Mitchell Farms)

8. SUBJECT: Citrus Heights Lighting Assessment District – Levy Of Fiscal Year 2023/2024 Assessments
STAFF REPORT: R. Cave / L. Blomquist
RECOMMENDATION: Adopt Resolution No. 2023 - ___, a Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2023/2024 Assessments for the Citrus Heights Lighting Assessment District

REGULAR CALENDAR

9. SUBJECT: Approval Of Fiscal Year 2023-24 Greater Sacramento Economic Council Annual Agreement
STAFF REPORT: M. Huber
RECOMMENDATION: Adopt Resolution No. 2023-___, a Resolution of the City Council of the City of Citrus Heights, California, Approving Greater Sacramento Economic Council Annual Agreement

DEPARTMENT REPORTS

10. SUBJECT: Crosswoods Community Park Rabbit Update
DEPARTMENT: Police Department

CITY MANAGER ITEMS

ITEMS REQUESTED BY COUNCIL MEMBERS / FUTURE AGENDA ITEMS

ADJOURNMENT
Documents:

AGENDA
July 27, 2023

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

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

July 27, 2023 City Council Meeting Agenda Packet
7-27-23 REGULAR COUNCIL AGENDA PACKET.PDF

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 July 13, 2023

PUBLIC HEARINGS

REGULAR CALENDAR

DEPARTMENT REPORTS

10. SUBJECT: Crosswoods Community Park Rabbit Update
DEPARTMENT: Police Department

CITY MANAGER ITEMS

ITEMS REQUESTED BY COUNCIL MEMBERS / FUTURE AGENDA ITEMS

ADJOURNMENT
Documents:

AGENDA
July 27, 2023

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

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

July 27, 2023 City Council Meeting Agenda Packet
7-27-23 REGULAR COUNCIL AGENDA PACKET.PDF

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 July 13, 2023

PUBLIC HEARINGS

REGULAR CALENDAR

DEPARTMENT REPORTS

10. SUBJECT: Crosswoods Community Park Rabbit Update
DEPARTMENT: Police Department

CITY MANAGER ITEMS

ITEMS REQUESTED BY COUNCIL MEMBERS / FUTURE AGENDA ITEMS

ADJOURNMENT
Documents:

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
Regular Meeting of Thursday, July 27, 2023
City Hall Council Chambers, 6360 Fountain Square Dr., Citrus Heights, CA Regular Meeting 6:00 p.m.

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 21, 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.

Agenda Packet Page 1
Citrus Heights City Council Thursday, July 27, 2023

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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 July 13, 2023

5. SUBJECT: Review the Sacramento Stormwater Quality Partnership Program and Authorize Fiscal Year 2023/2024 Expenditures
STAFF REPORT: R. Cave / L. Blomquist / D. Kehrer
RECOMMENDATION: Adopt Resolution 2023-___, a Resolution of the City Council of the City of Citrus Heights, California, Authorizing the City Manager or Designee to Expend Stormwater Funds for the City of Citrus Heights’ Shared Cost of Joint Implemented Municipal Separate Storm Sewer System Requirements with the Sacramento Stormwater Quality Partnership

PUBLIC HEARING

6. SUBJECT: Landscape Maintenance Assessment District 97-01 (Zones 1, 2, 3 & 4) – Levy of Assessments
STAFF REPORT: R. Cave / L. Blomquist
RECOMMENDATION: Adopt Resolution No. 2023-___, a Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2023/2024 Assessments for Landscape Maintenance Assessment District No. 97-01 (Zones 1, 2, 3 & 4)

7. SUBJECT: Landscape Maintenance Assessment Districts 98-01, 98-02 & 03-01 – Levy of Fiscal Year 2023/2024 Assessments
STAFF REPORT: R. Cave / L. Blomquist
RECOMMENDATION: Staff recommends the following in order:

Agenda Packet Page 2
Citrus Heights City Council Thursday, July 27, 2023

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a. Adopt Resolution No. 2023-___, a Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2023/2024 Assessments for Landscape Maintenance Assessment District No. 98-01 (Stock Village Units Nos. 1 and 2)

b. Adopt Resolution No. 2023-___, a Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2023/2024 Assessments for Landscape Maintenance Assessment District No. 98-02 (Zone 1: Sorenson Ranch, Zone 2: Autumnwood, Zone 3: Mariposa Creek and Zone 4: Wyatt Ranch)

c. Adopt Resolution No. 2023-___, a Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2023/2024 Assessments for Landscape Maintenance Assessment District No. 03-01 (Stock Ranch Zones 1: Stock Ranch North, Zone 2: Stock Ranch South and Zone 3: Mitchell Farms)

8. SUBJECT: Citrus Heights Lighting Assessment District – Levy of Fiscal Year 2023/2024 Assessments
STAFF REPORT: R. Cave / L. Blomquist
RECOMMENDATION: Adopt Resolution No. 2023-___, a Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2023/2024 Assessments for the Citrus Heights Lighting Assessment District

REGULAR CALENDAR

9. SUBJECT: Approval of Fiscal Year 2023-24 Greater Sacramento Economic Council Annual Agreement
STAFF REPORT: M. Huber
RECOMMENDATION: Adopt Resolution No. 2023-___, a Resolution of the City Council of the City of Citrus Heights, California, Approving Greater Sacramento Economic Council Annual Agreement

DEPARTMENT REPORTS

10. SUBJECT: Crosswoods Community Park Rabbit Update
DEPARTMENT: Police Department

CITY MANAGER ITEMS

ITEMS REQUESTED BY COUNCIL MEMBERS/ FUTURE AGENDA ITEMS

ADJOURNMENT
Agenda Packet Page 3

CITY OF CITRUS HEIGHTS

CITY COUNCIL

MINUTES
Special/Regular Meeting of Thursday, July 13, 2023
City Hall Council Chambers
6360 Fountain Square Dive, Citrus Heights, CA
Teleconference Location – Hyatt Regency, 1107 Jamboree Road, Newport Beach, CA 92660

CALL SPECIAL MEETING TO ORDER
The s
pecial meeting was called to order at 5:00 p.m. by Mayor Schaefer.

1. Roll Ca
ll: Council Members present: Karpinski-Costa, Lopez-Taff, Middleton (remote via teleconference), Daniels, Schaefer
Council Members absent: None
Staff present at the roll call: Feeney, Jones and Van

PUBLIC COMMENT
None

CLOSED SESSION

2. CONF

ERENCE 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
Th
e City Council, City Manager and City Attorney participated in the closed session.

REPORT OUT OF CLOSED SESSION
Ther
e was no reportable action from closed session.

ADJOURNMENT
May
or Schaefer adjourned the special meeting at 6:11 p.m.

CALL REGULAR MEETING TO ORDER
The r
egular meeting was called to order at 6:12 p.m. by Mayor Schaefer.

1. The F
lag Salute was led by Mayor Schaefer.

2. Roll Ca
ll: Council Members present: Karpinski-Costa, Lopez-Taff, Middleton (remote via teleconference), Daniels, Schaefer
Council Members absent: None
ITEM 4
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Citrus Heights City Council Minutes Thursday, July 13, 2023

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Staff present: Feeney, Jones, Kempenaar, Piva, Poole, 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

Thomas Spencer stated he is pleased with the way that the City is moving. He stated the fireworks event was fabulous.

COMMENTS BY COUNCIL MEMBERS AND REGIONAL BOARD UPDATES

Council Member Middleton attended the Stars and Stripes event. She attended the Citrus Heights Chamber Luncheon. She provided a report from the League of California Cities Board meeting.

Council Member Karpinski-Costa attended the Stars and Stripes event. She provided an update from the Sacramento-Yolo Mosquito and Vector Control District. She will be speaking at the Neighborhood Area 6 meeting. She provided a report from the Sacramento Area Sewer District Board meeting.

Council Member Lopez-Taff attended the San Juan Unified School District Board meeting. She toured the Citrus Heights Police Department with Chief Turcotte. She attended the Stars and Stripes event. She announced that the Sacramento Public Library system has a commemorative Sacramento Kings library card.

Vice Mayor Daniels attended the Veterans Center spaghetti fundraising dinner. He attended the Stars and Stripes event. He stated August 1 is National Night Out and encouraged residents to attend a local neighborhood event.

Mayor Schaefer attended the Stars and Stripes event. He announced the candidate filing period dates for the San Juan Unified School District Board vacant seat that will be on the November ballot.

CONSENT CALENDAR

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

5. Pulled for discussion.

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) ITEM 4
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Citrus Heights City Council Minutes Thursday, July 13, 2023

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STAFF REPORT: R. Cave / L. Blomquist
RECOMMENDATION: Staff recommends the following, in order:

a. Adopt Resolution No. 2023-058, 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. 2023-059, 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. 2023-060, 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. 2023-061, 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. 2023-062, 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. 2023-063, 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. 2023-064, 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. 2023-065, 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. 2023-066, 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”

ITEM 4
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Citrus Heights City Council Minutes Thursday, July 13, 2023

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9. SUBJECT: On-Call Arborist Services (Tree Assistance Program) STAFF REPORT: C. Kempenaar / A. Bermudez
RECOMMENDATION: Adopt Resolution No. 2023-067, 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. Pulled for discussion.

ACTION: On a motion by Vice Mayor Daniels, seconded by Council Member Middleton, the City Council adopted Consent Calendar Items 4, 6, 7, 8 and 9.

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

CONSENT CALENDAR ITEMS PULLED FOR DISCUSSION

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. 2023-056, 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. 2023-057, 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)

Council Member Karpinski-Costa pulled Item 5 and noted two of the zones in this landscape maintenance assessment district are not sustaining themselves, therefore she requested additional information be included in the report for Council at the public hearing on July 27, 2023, including the extent to which the rest of the taxpayers are subsidizing those zones, and how much we have subsidized them over time.

ACTION
: On a motion by Council Member Karpinski-Costa, seconded by Vice Mayor Daniels, the City Council adopted Consent Calendar Item 5.

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

10. SUBJECT
: Appointment to Fill Vacancy on the Citrus Heights Education Committee STAFF REPORT: A. Van
RECOMMENDATION: Adopt Resolution No. 2023-068, 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

ITEM 4
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Citrus Heights City Council Minutes Thursday, July 13, 2023

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Council Member Karpinski-Costa pulled Item 10 for a separate vote.

ACTION: On a motion by Vice Mayor Daniels, seconded by Council Member Lopez-Taff, the City Council adopted Consent Calendar Item 10.

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

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 -069, 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

Operations Manager Poole stated staff recommends the City Council conduct a public hearing for any and all persons having objections to the proposed collection of delinquent solid waste charges, penalties and interest through the County tax roll. As of June 30, 2023, there are 1,002 delinquent accounts with a total delinquent amount of $553,681.44.

Council Member questions followed.

Mayor Schaefer opened the public hearing at 6:37 p.m., hearing no speakers he closed the public hearing.

ACTION
: On a motion by Council Member Karpinski-Costa, seconded by Council Member Lopez-Taff, the City Council adopted Resolution No. 2023-069, A Resolution of the City Council of the City of Citrus Heights, California, Confirming a Report of Delinquent Solid Waste Charges and Ordering Collection of Delinquencies on the Property Tax Roll.

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

REGULAR CALENDAR

12. SUBJECT
: Resolution to Adopt Affordable Ownership Program Guidelines STAFF REPORT: C. Kempenaar / N. Piva / A. Bermudez
RECOMMENDATION: Adopt Resolution No. 2023-070, 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

Community Development Director Kempenaar reported the item is affordable housing guidelines that provides the rules that the City must follow as affordable units are built in the City and the long-term monitoring.

ITEM 4
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Housing and Human Services Program Coordinator Piva explained the Guidelines create and preserve long- term affordable homeownership opportunities. They define the process and outline the roles and responsibilities for the Developer, Buyer and the City. It also provides a roadmap for financial resources needed for the program’s long-term monitoring and reporting requirements. She provided an overview of key highlights of the Guidelines. She explained that the Guidelines apply to housing developments proposed on surplus land and housing developments requesting concessions or permit streamlining in exchange for providing affordable housing.

Council questions followed.

ACTION
: On a motion by Vice Mayor Daniels, seconded by Council Member Lopez-Taff, the City Council adopted Resolution No. 2023-070, 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.

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

DEPARTMENT REPORTS

None

CITY MANAGER ITEMS

City Manager Feeney reported that General Services worked closely with Caltrans focusing on removing excess vegetation and raising the canopy along the off-ramp at Antelope Rd. He announced that Sunrise Pointe, an affordable housing project at 7424 Sunrise Blvd. is now open and residents are moving in. He noted another affordable housing project that is under construction, the Fair Oaks Senior Affordable Apartments at 12057 Fair Oaks Blvd. He stated the Citrus Heights Police Station lobby has been designated as a cooling center during the sever weather warning. He highlighted the results of the Stars and Stripes event.

ITEMS REQUESTED BY COUNCIL MEMBERS/ FUTURE AGENDA ITEMS

Council Member Karpinski-Costa requested to look into the process of establishing a sister city, possibly with Ukraine. Mayor Schaefer and Council Member Middleton supported the request.

ADJOURNMENT

Mayor Schaefer adjourned the regular meeting at 6:57 p.m.

Respectfully submitted,

__________________________
Amy Van, City Clerk
ITEM 4
Agenda Packet Page 9
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CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM
DATE: July 27, 2023
TO: Mayor and City Council Members
Ashley J. Feeney, City Manager
FR
OM: Regina Cave, General Services Director
Leslie Blomquist, City Engineer
SU
BJECT: Review the Sacramento Stormwater Quality Partnership Program and Authorize Fiscal Year 2023/2024 Expenditures
Summary and Recommendation
Th
e Sacramento Stormwater Quality Partnership (SSQP) oversees and manages implementation of regional stormwater related activities including monitoring target pollutant programs, regional public outreach, regional commercial/industrial program, new development, and program management.

In 2012, t
he city entered into a Memorandum of Understanding (MOU) with the other partnership agencies in the Sacramento Region regarding administrative responsibilities and apportionment of costs regarding the region’s National Pollutant Discharge Elimination System (NPDES) Permit specifying that the City of Citrus Heights is responsible for 5.9% of the annual costs associated with this partnership.

St
aff recommends the City Council approve Resolution 2023-_______, a Resolution of the City Council of the City of Citrus Heights, California, authorizing the City Manager or designee to expend stormwater funds for the City of Citrus Heights’ shared cost of joint implemented Municipal Separate Storm Sewer System requirements with the Sacramento Stormwater Quality Partnership.

Fiscal Impact
Fundi
ng for the proposed service agreement for $76,637.81 is included in the FY 2023/24 Storm Water Utility Fund (Fund 209) budget.

Background and Analysis
Th
e City of Citrus Heights has a Municipal Separate Storm Sewer System (MS4) permit from the Regional Water Quality Control Board (RWQCB), and is one of seven agencies grouped ITEM 5
Agenda Packet Page 10
Subject: Review the Sacramento Stormwater Quality Partnership Program and authorize FY 23/24 expenditures
Date: July 27, 2023

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together in Sacramento County. Citrus Heights shares the same requirements in the permit as all partnership agencies, though the requirements can be split into two basic categories - individual and joint compliance activities. The SSQP was established to coordinate the joint compliance activities.

In 2012, the city entered into an MOU with the SSQP regarding administrative responsibilities and cost apportionment. The cost apportionment is based on the relative population of each agency, and for the City of Citrus Heights the apportionment is currently 5.9%.

The compliance activities provided by the SSQP include the following:

•
Monitoring and Target Pollutant Program
Stormwater monitoring and regulatory support services, Delta Regional Monitoring Program, and technical expertise on stormwater policy and regulations.

•
Regional Public Outreach Program
General and community based outreach.

• Regional Commercial/Industrial Program and New Development Design manual and updates to be used for construction documents and post-construction water quality compliance.

•
Program Management
Administer and manage the Partnership’s Regional Stormwater Quality Program to ensure continued compliance with the MS4 General Permit.

The total anticipated cost for participation in the partnership for FY 2023/2024 is $76,637.81 (city’s 5.9% share of total costs). A summary of the city’s FY 2023/2024 contributions is included as Exhibit A.

Attachments

1. Resolution 2023-____, a Resolution of the City Council of the City of Citrus Heights, California, authorizing the City Manager or designee to expend stormwater funds for the City of Citrus Heights’ shared cost of joint implemented Municipal Separate Storm Sewer System requirements with the Sacramento Stormwater Quality Partnership

2. Sacramento Stormwater Quality Partnership, Summary of Joint Permittee Costs, DRAFT FY 2023/2024 BUDGET
ITEM 5
Agenda Packet Page 11
Printed on Recycled Paper
RESOLUTION NO. 2023- ___

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

CALIFORNIA, AUTHORIZING THE CITY MANAGER OR DESIGNEE TO EXPEND STORMWATER FUNDS FOR THE CITY OF CITRUS HEIGHTS’ SHARED COST OF

JOINT IMPLEMENTED MUNICIPAL SEPARATE STORM SEWER SYSTEM

REQUIREMENTS WITH THE SACRAMENTO STORMWATER QUALITY PARTNERSHIP

WHEREAS, the City has a stormwater system within its limits;

WHEREAS, the stormwater system is comprised of man-made features (Municipal Separate Storm Sewer System, MS4) as well as naturally occurring creeks and channels, including waters of the United States (WOTUS);

WHEREAS, the federal Clean Water Act (CWA) establishes the basic structure for regulating discharges of pollutants into the WOTUS and regulating quality standards for surface waters;

WHEREAS, under the CWA, Environmental Protection Agency (EPA) has implemented pollution control including National Pollutant Discharge Elimination System (NPDES);

WHEREAS, NPDES Program has been delegated to the State of California for implementation through the State Water Resources Control Board (State Water Board) and the nine Regional Water Quality Control Boards (Regional Water Boards), collectively Water Boards;

WHEREAS, the California Regional Water Quality Control Board, Central Valley Region ("CVRWQCB") has been charged by the State Water Board with the responsibility to issue NPDES permits within the Central Valley Region;

WHEREAS, the City of Citrus Heights is situated within the Central Valley Region;

WHEREAS, the CVRWQCB has developed a single Region-wide MS4 Permit (Order) that promotes greater watershed/drainage shed coordination, water quality measure protections, and program implementation efficiencies;

WHEREAS, on June 23, 2016 the Regional Water Board issued an NPDES MS4 permit, NPDES No. CAS085324, Order No. R5-2016-0040, (Permit) for the County of Sacramento and the cities of Citrus Heights, Elk Grove, Folsom, Galt, Rancho Cordova and Sacramento (collectively the "Permittees" and individually the "Permittee");

WHEREAS, the Permit requires the Permittees to monitor stormwater discharges and implement multiple programs to reduce the level of pollutants discharged into receiving waters;

WHEREAS, the Permittees have previously entered into an MOU to establish administrative responsibilities and apportionment of costs related to shared activities associated with Permit implementation;

WHEREAS, the MOU includes the responsibility for the timely payment of all monetary obligations by each Permittee for joint activities; and ITEM 5
Agenda Packet Page 12

WHEREAS, the attached Sacramento Stormwater Quality Partnership Summary of Joint Permittee Costs Draft FY 2023/2024 Budget has been submitted as an estimate of costs related to joint implemented MS4 requirements.

NOW THEREFORE BE IT RESOLVED AND ORDERED that the City of Citrus Heights does hereby authorize the City Manager or designee to expend stormwater funds for the City of Citrus Heights’ shared cost of joint implemented Municipal Separate Storm Sewer System requirements with the Sacramento Stormwater Quality Partnership.

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 27th 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. Sacramento Stormwater Quality Partnership Summary of Joint Permittee Costs Draft FY 2023/2024 Budget

ITEM 5
Agenda Packet Page 13
Sacramento Stormwater Quality Partnership
Summary of Joint Permittee Costs
DRAFT FY 2023/2024 BUDGET
Updated: June 6, 2023
County Citrus Hts Elk Grove Folsom Galt Rancho Sac
Program Element/Activity4 Lead Agency Consultant 38.4% 5.9% 10.9% 5.2% 1.7% 4.6% 33.3% Monitoring Program/Special Studies/TMDL
Monitoring & Regulatory Support
Services
City-Bryan LWA 758,013.00 $ 575,268.00$ 291,076.99$ 44,722.77 $ 82,623.42 $ 39,416.68 $ 12,886.22 $ 34,868.60 $ 252,418.33 $ Delta Regional Monitoring Program
(RMP)
County-Ken DRMP non-
profit
103,000.00$ 103,000.00$ 39,552.00$ 6,077.00$ 11,227.00$ 5,356.00$ 1,751.00$ 4,738.00$ 34,299.00$ Contingency (CEC, pyrethroid,
bacteria ph2 or SSQP specific, etc.)
County/City -$ -$ -$ -$ -$ -$ -$ 861
,013.00$ 678,268.00$ 330,628.99$ 50 ,799.77$ 93 ,850.42$ 44 ,772.68$ 14 ,637.22$ 39 ,606.60$ 286 ,717.33$ Target Pollutant Reduction
Pesticides: CASQA Pesticide
Reduction Project
County-Ken CASQA 35,000.00 $ 35,000.00$ 13,440.00$ 2,065.00 $ 3,815.00 $ 1,820.00 $ 595.00 $ 1,610.00$ 11,655.00 $ Pesticide Consultant Support (Armand
Ruby)
-$ 29,000.00$
35 ,000.00$ 64,000.00$ 13,440.00$ 2 ,065.00$ 3 ,815.00$ 1 ,820.00$ 595.00 $ 1 ,610.00$ 11 ,655.00$ Public Outreach
General Outreach:

Public Opinion Survey City-Jessica Sagent 32,120.00$ -$ -$ -$ -$ -$ -$ -$ Brochure printing/development
(update business brochures)
County/City 10,000.00$ 3,840.00$ 590.00$ 1,090.00$ 520.00$ 170.00$ 460.00$ 3,330.00$ Outreach supplies City-Jessica 15,000.00$ 11,498.00$ 5,760.00$ 885.00$ 1,635.00$ 780.00$ 255.00$ 690.00$ 4,995.00$ Subtotal: Genera
l 25,000.00$ 43,618.00$ 9,600.00$ 1,475.00$ 2,725.00$ 1,300.00$ 425.00$ 1,150.00$ 8,325.00$ Regional Media:

Trash/Litter Outreach
(community based)
40,000.00$ 15,360.00 $ 2,360.00 $ 4,360.00 $ 2,080.00 $ 680.00 $ 1,840.00$ 13,320.00 $ Stormwater Outreach/Media
Placement3
City-Jessica 90,000.00$ 94,166.00$ 34,560.00$ 5,310.00$ 9,810.00$ 4,680.00$ 1,530.00$ 4,140.00$ 29,970.00$ Subtotal: Regional Media 130,000.00$ 94,166.00$ 49,920.00$ 7,670.00$ 14,170.00$ 6,760.00$ 2,210.00$ 5,980.00$ 43,290.00$ IPM3:

Alternative Landscaping Outreach County-Jeanette Rescape 65,000.00$ 65,000.00$ 24,960.00$ 3,835.00$ 7,085.00$ 3,380.00$ 1,105.00$ 2,990.00$ 21,645.00$ IPM consultant (OWOW)3 City-Jessica Plant Harmony 36,000.00$ 36,000.00$ 13,824.00$ 2,124.00$ 3,924.00$ 1,872.00$ 612.00$ 1,656.00$ 11,988.00$ CASQA OWOW Subscription Cost +
Fact Sheet
City/County 13,010.00$ 9,010.00$ 4,995.84$ 767.59$ 1,418.09$ 676.52$ 221.17$ 598.46$ 4,332.33$ Subtotal: IPM 114,010.00$ 110,010.00$ 43,779.84$ 6 ,726.59$ 12 ,427.09$ 5 ,928.52$ 1,938.17$ 5 ,244.46$ 37,965.33$ School Education:

Splash in the Class - Classroom
Presentations
City-Jessica 45,928.00 $ 45,928.00$ 17,636.35$ 2,709.75 $ 5,006.15 $ 2,388.26 $ 780.78 $ 2,112.69$ 15,294.02 $ Subtotal: Schoo
l 45,928.00$ 45,928.00$ 17,636.35$ 2 ,709.75$ 5 ,006.15$ 2 ,388.26$ 780.78$ 2,112.69$ 15 ,294.02$ 314,938.00$ 293,722.00$ 120,936.19$ 18 ,581.34$ 34 ,328.24$ 16 ,376.78$ 5 ,353.95$ 14 ,487.15$ 104 ,874.35$ New Development
Stormwater Quality Manual Training
or Technical Work (LID, HMP, Trash,
Construction General Training)
City/County 10,000.00$ 3,840.00$ 590.00$ 1,090.00$ 520.00$ 170.00$ 460.00$ 3,330.00$ 10 ,000.00$ -$ 3,840.00$ 590.00 $ 1 ,090.00$ 520.00 $ 170.00 $ 460.00 $ 3 ,330.00$ Program Management
CASQA Joint Membership County-Ken 27,995.00$ 25,450.00$ 10,750.08$ 1,651.71$ 3,051.46$ 1,455.74$ 475.92$ 1,287.77$ 9,322.34$ Program contingency including
outreach
County/City 50,000.00$ 19,200.00$ 2,950.00$ 5,450.00$ 2,600.00$ 850.00$ 2,300.00$ 16,650.00$ 77,995.00$ 25,450.00$ 29,950.08$ 4,601.71$ 8,501.46$ 4,055.74$ 1,325.92$ 3,587.77$ 25,972.34$ TOTAL = 1,298,946.00$ 1,061,440.00$ 498,795.26$ 76,637.81 $ 141,585.11 $ 67,545.19 $ 22,082.08 $ 59,751.52 $ 432,549.02 $ FY24
Compared to
Previous FY
TOTAL FY23 Budget (Oct 2022) = 1,226,008.00 $ $ 72,938.00 TOTAL FY22 Budget (May 2021) = 1,347,322.00 $ $ (48,376.00) TOTAL FY21 Budget (July 2020) = 1,390,829.00 $ $ (91,883.00) TOTAL FY20 Budget (April 2020) = 1,220,272.00 $ $ 78,674.00 1 Cost share based on 2012 Permittee MOU cost share allocations. 3 IPM Media may include SRCSD contribution up to 20% of IPM media (up to $22,000). 4 FY23 activities may continue to be modified due to COVID-19.

FY24 Permittee Costs1
rogram ManagementSubtotal =
FY23 Contract
Budget
Subtotal =
Subtotal =
Public Outreach Subtotal =
New Development Subtotal =
FY24 Proposed
Budget
FY24 joint cost_2023 07 1 of 1 7/6/2023
ITEM 5
Agenda Packet Page 14

CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM
DATE: July 27, 2023
TO: Mayor and City Council Members
Ashley J. Feeney, City Manager
FR
OM: Regina Cave, General Services Director
Leslie Blomquist, City Engineer
SU
BJECT: Landscape Maintenance Assessment District 97-01 (Zones 1, 2, 3 & 4) Levy of Fiscal Year 2023/2024 Assessments
Summary and Recommendation
On July 13, 2023, City Council took the first steps toward the proposed annual update for Fiscal Year 2023/2024 for the Landscape Maintenance Assessment Districts (LMAD) 97 -01 (Zones 1, 2, 3, and 4). At that time, Council adopted Resolutions of Intention to update the districts and called for a public hearing on July 27, 2023. Subsequently, the City Clerk published the required notice.

Th
e City Council’s intent at that meeting was to maintain the assessments for Zones 1, 3 & 4 at the same level as the prior year and to increase the assessments for Zone 2 by 3% over Fiscal Year 2022/2023.

St
aff recommends the City Council:

1. Conve
ne the public hearing for the district regarding the proposed annual assessment for Fiscal Year 2023/2024; and

2. Adopt Resolution No. 2023-____: A Resolution of the City Council of the City of Citrus Heights, California, to confirm the diagram and assessment and to levy Fiscal Year 2023/2024 assessments for Landscape Maintenance Assessment District No. 97-01 (Zones 1, 2, 3 & 4).

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 6
Agenda Packet Page 15
Subject: Landscape Maintenance Assessment District 97-01; Levy of Assessments for Fiscal Year 23/24 Date: July 27, 2023

Page 2 of 5 ends

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 $469.86 $0.00
Total Revenues $10,729.55 $10,523.20

EXPENDITURES:

Total Expenditures $10,445.02 $11,312.00

Annual Operating Balance (1) $284.53 -$788.80
(1) Balance transferred to/from Assessment Fund reserve.

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 $1,110.61 $0.00
Total Revenues $13,229.52 $12,785.55

EXPENDITURES:

Total Expenditures $13,579.65 $14,849.00

Annual Operating Balance (1) -$350.13 -$2,063.45
(1) Balance transferred to/from Assessment Fund reserve.

Historically, Zone 3 has had adequate funding to cover the annual expenditures. However, beginning in FY 15/16, Zone 3 began operating under a shortfall with insufficient revenues and cash reserves 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 6
Agenda Packet Page 16
Subject: Landscape Maintenance Assessment District 97-01; Levy of Assessments for Fiscal Year 23/24 Date: July 27, 2023

Page 3 of 5 ends

Table No. 3A
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 is 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 $4,529.86 $4,717.50
Interest on Fund Balance $0 $0
Total Revenues $4,529.86 $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 is 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, most notably in Zones 3 and 4. More recently, staff is using fund reserves in Zones 1 and 2 to balance the annual budgets. The underlying problem is that the assessment revenues ITEM 6
Agenda Packet Page 17
Subject: Landscape Maintenance Assessment District 97-01; Levy of Assessments for Fiscal Year 23/24 Date: July 27, 2023

Page 4 of 5 ends

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 now 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. Zone 4 has voted against increasing their assessments three times since 2005.

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

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

This agenda item addresses LMAD 97-01; LMAD’s 98-01, 98-02 and 03-01 are addressed under a separate agenda item. The annual update and the levy of assessments for Fiscal Year 2023/2024 for the LMAD 97- 01 (Zones 1, 2, 3, and 4), proposed by the resolution will fund the following:
maintenance and servicing of landscaping, trees, and other vegetation, and related or appurtenant facilities, including weeding, fertilizing, pruning, and controlling fungus, disease and insect infestation; operation of irrigation and drainage systems, including the provision of water and power, and maintenance of sound walls. Specific maintenance responsibilities for each zone in the district are discussed in the Engineer’s Report.

The revenues including reserves for Zone 1 are adequate to cover its annual expenses and the Engineer’s Report proposes the assessment rate for this zone remain at the rate levied in Fiscal Year 2022/2023.

ITEM 6
Agenda Packet Page 18
Subject: Landscape Maintenance Assessment District 97-01; Levy of Assessments for Fiscal Year 23/24 Date: July 27, 2023

Page 5 of 5 ends

Maintenance expenditures for Zone 2 are anticipated to exceed annual assessment revenues and available reserves. As a result, the Engineer’s Report proposes a 3% cost of living increase in the annual assessment to be levied on each parcel in Zone 2 in Fiscal Year 2023/2024 to maintain current levels of service and sustain the operating reserves.

Since the City took over 97-01 from the County of Sacramento, Zones 3 and 4 have been largely underfunded and as a result, the City has used various funds, including Gas Tax and General Fund revenues, to cover the operating shortfall. To eliminate the funding gap in Zone 3, an assessment increase was approved by the owners of the assessed properties in 2005. The amount increased from $42.50 per parcel to $81.88 per parcel. This assessment increase provided sufficient funds to cover the costs for maintenance and utilities leaving an account balance of a few hundred dollars each year to build reserves until FY 2015/2016. Since FY 2015/2016, irrigation repairs, tree maintenance, the continuing increase in utility rates, and updated methods for allocating the City’s overhead costs have contr ibuted to the depletion of existing reserves and, ultimately a budget shortfall. In recent years, subsidy to Zone 3 has been shifted from General Fund to Gas Tax funds.

The table below outlines estimated annual revenues and expenditures for Zone 3 dating back to Fiscal Year 2005/2006 when Verner Glen, and Creekridge were separated into two separate zones:

Fiscal Year Revenues Expenditures
Maintenance Capital Project*
2005/2006* $ 28,279.00 $ 18,218.00 $ 13,974.00 2006/2007* $ 20,524.80 $ 9,008.00 $ 13,974.00 2007/2008* $ 20,979.89 $ 6,619.94 $ 13,974.00 2008/2009* $ 22,329.37 $ 7,194.67 $ 13,974.00 2009/2010* $ 20,547.52 $ 6,781.12 $ 13,974.00 2010/2011* $ 20,524.80 $ 6,391.84 $ 13,974.00 2011/2012* $ 20,820.00 $ 6,412.00 $ 13,974.00 2012/2013* $ 20,469.00 $ 6,919.00 $ 13,974.00 2013/2014* $ 20,562.00 $ 6,023.00 $ 13,974.00 2014/2015* $ 20,397.00 $ 5,808.00 $ 13,974.00 2015/2016 $ 6,776.00 $ 5,778.00 $ - 2016/2017 $ 6,587.00 $ 10,253.00 $ - 2017/2018 $ 6,558.00 $ 8,802.00 $ - 2018/2019 $ 6,569.00 $ 10,228.00 $ - 2019/2020 $ 6,509.00 $ 15,936.00 $ - 2020/2021 $ 6,591.34 $ 15,025.00 $ - 2021/2022 $ 6,353.78 $ 14,546.37 $ - 2022/2023 $ 6,402.32 $ 14,818.81 $ - Estimated cumulative reserve from Zone 3** $3,157.00
Total Estimated Subsidy to Zone 3*** $47,883.63
All revenues and expenditures above tied to respective years Annual Comprehensive Financial Report *Increased assessments and expenditures attributed to approved sound wall construction project. **Used to help offset annual costs when expenditures exceeded revenues. ***Maintenance only; does not account for city’s contribution towards sound wall.

ITEM 6
Agenda Packet Page 19
Subject: Landscape Maintenance Assessment District 97-01; Levy of Assessments for Fiscal Year 23/24 Date: July 27, 2023

Page 6 of 5 ends

To balance the Zone 4 budget, the City proposed to increase the annual assessment three times.

In 1998/1999 shortly after incorporation and when zones 3 and 4 were one single zone. The City attempted twice more after the zones were separated, in 2005 and again in 2009, however, the owners of properties within Zone 4 voted against a proposed increase in the annual assessment.

In 2010, in an effort 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 had 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. In an effort to further minimize costs, the City reduced the frequency of maintenance as a pilot project (i.e., every 6 or 8 weeks instead of monthly). 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 for FY 2023/2024. In recent years, subsidy to Zone 4 has been shifted from General Funds to Gas Tax funds. The table below outlines estimated annual revenues and expenditures for Zone 4, dating back to Fiscal Year 2005/2006 when Zone 4 was split into two separate zones (Verner Glen, and Creekridge):

Fiscal Year Revenues Expenditures
2005/2006* $ 4,719.00 $ 11,173.00
2006/2007* $ 4,672.00 $ 11,574.00
2007/2008* $ 4,752.00 $ 14,101.00
2008/2009* $ 4,753.00 $ 9,942.00
2009/2010* $ 4,724.00 $ 7,091.00
2010/2011* $ 4,827.00 $ 10,648.00
2011/2012* $ 4,720.00 $ 11,127.00
2012/2013* $ 4,720.00 $ 11,129.00
2013/2014* $ 4,718.00 $ 8,174.00
2014/2015* $ 4,696.00 $ 8,130.00
2015/2016* $ 4,958.00 $ 8,643.00
2016/2017* $ 4,885.00 $ 8,536.00
2017/2018* $ 4,178.00 $ 11,957.00
2018/2019* $ 4,739.00 $ 9,480.00
2019/2020* $ 4,718.00 $ 13,717.00
2020/2021* $ 4,699.00 $ 17,627.00
2021/2022* $ 4,650.00 $ 19,701.00
2022/2023 $ 4,529.00 $ 19,853.00
Total Estimated Subsidy to Zone 4 $127,946.00
* Revenues and Expenditures tied to respective years Annual Comprehensive Financial Report Expenditures above reflect maintenance only; does not reflect costs incurred to when zone transitioned to xeriscaping.

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 ITEM 6
Agenda Packet Page 20
Subject: Landscape Maintenance Assessment District 97-01; Levy of Assessments for Fiscal Year 23/24 Date: July 27, 2023

Page 7 of 5 ends

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.

On July 13, 2023, the City Council adopted a Resolution of Intention for LMAD 97-01 (Zones 1, 2, 3, and 4) approving the Engineer’s Report; declaring its intention to order the annual update for Fiscal Year 2023/2024 to levy and collect assessments for the City of Citrus Heights Landscape Maintenance Assessment District; and setting Thursday, July 27, 2023 at 6:00 p.m. (or shortly thereafter) as the date and time for the public hearing.

The Engineer’s Report summarizes maintenan ce efforts and proposes the assessment rates for Zones 1, 3 and 4 will not exceed the rate levied in Fiscal Year 2022/2023. The Engineer’s Report does recommend increasing the assessment for Fiscal Year 202 3/2024 by 3% for Zone 2. The recommended increase is to help sustain existing reserves in the zone as well as maintain the current level of service.

Pursuant to State Law, the City must hold a public hearing on the matter for each District. Since an increase in assessments beyond the allowable annual increase per Zone is not proposed and thus not triggering prop 218, the code only requires the notice to be published in a newspaper and no ballot procedure or special notice will be necessary.

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

Attachments
1) Resolution No. 2023-____: A Resolution of the City Council of the City of Citrus Heights, California, to confirm the diagram and assessment and to levy Fiscal Year 2023/2024 assessments for Landscape Maintenance Assessment District No. 97 -01 (Zones 1, 2, 3 & 4).

2) Engineer’s Report
ITEM 6
Agenda Packet Page 21
RESOLUTION NO. 2023-___

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CITRUS

HEIGHTS, CALIFORNIA, TO CONFIRM THE DIAGRAM AND ASSESSMENT AND TO LEVY FISCAL YEAR 2023/2024 ASSESSMENTS FOR LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 97-01 (ZONES 1, 2, 3 & 4)

WHEREAS, on July 13, 2023 the City Council (Council) of the City of Citrus Heights (City) adopted its Resolution No. 2023-056, initiating proceedings pursuant to the landscaping and Lighting Act of 1972, being California Streets and Highways Code Sections 22500 et seq . (Act), to levy and collect assessments for Fiscal Year 2023/2024 in the City of Citrus Heights Landscape Maintenance Assessment District No. 97-01 (Zones 1, 2, 3 & 4);

WHEREAS, as directed by this Council, the City Engineer has prepared and filed with the City Clerk a report for Fiscal Year 2023/2024 (Engineer’s Report) in accordance with the Act;

WHEREAS, on July 1 3, 2023, Council adopted its Resolution No. 20 23-057, approving Engineer’s Report, and setting a public hearing date of July 27, 2023, at 6:00 p.m., at the Citrus Heights Council Chambers located at 6360 Fountain Square Drive, Citrus Heights, California 95621;

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

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

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

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

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

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

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

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

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

ITEM 6
Agenda Packet Page 22

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

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

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

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 27 th 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 6
Agenda Packet Page 23

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 6
Agenda Packet Page 24
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 ______________________________
L e s l i e B l o m q u i s t , P . E .

C I T Y E N G I N E E R

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 6
Agenda Packet Page 25
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 6
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3 ITEM 6
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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 re- vegetation plantings, because the plantings are already well established. Routine maintenance includes tree and shrub care, pruning, fertilization, and tree and shrub well maintenance. A minimum of two times per year, in the spring and summer, weed abatement is performed along the open space perimeter, adjacent to the homes within the district.

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

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 6
Agenda Packet Page 28
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 6
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6 ITEM 6
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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 (284.53)$ 788.80 $ -$ -$

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 6
Agenda Packet Page 31
8 FIGURE 1.4

ITEM 6
Agenda Packet Page 32
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, re- vegetation area, and a street frontage (corridor). It consists of naturalized and mitigated oak tree stands, other California native plantings and an automatic drip irrigation system providing water to the re-vegetation plantings. Routine maintenance includes tree and shrub care, pruning, fertilization, and tree and shrub well maintenance. A minimum of three times per year, weed abatement mowing is performed in the open space.

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

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

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 single- family lots within the Zone was created as a result of compliance with this condition, each lot benefits in the same proportion. Therefore, the assessment costs are allocated on a per parcel basis for all parcels located in Zone 2 that currently qualify as a buildable single-family parcel per the current City of Citrus Heights Zoning Ordinances. The 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 6
Agenda Packet Page 33
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:

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 6
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11 ITEM 6
Agenda Packet Page 35
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 350.13$ 2,063.45$ -$ - $

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 6
Agenda Packet Page 36
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 6
Agenda Packet Page 37
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 6
Agenda Packet Page 38
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 6
Agenda Packet Page 39
16 ITEM 6
Agenda Packet Page 40
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 8,416.49$ 9,486.60 $ -$ - $

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 6
Agenda Packet Page 41
18 FIGURE 3.4

ITEM 6
Agenda Packet Page 42
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:

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 6
Agenda Packet Page 43
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 6
Agenda Packet Page 44
21 Zone 4 Boundary Description:

Area Description:

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

FIGURE 4.1

ITEM 6
Agenda Packet Page 45
22 ITEM 6
Agenda Packet Page 46
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 15,324.01$ 15,459.50 $ -$ - $

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 6
Agenda Packet Page 47
24 FIGURE 4.4

ITEM 6
Agenda Packet Page 48
25 ITEM 6
Agenda Packet Page 49

CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM
DATE: July 27, 2023
TO: Mayor and City Council Members
Ashley J. Feeney, City Manager
FR
OM: Regina Cave, General Services Director
Leslie Blomquist, City Engineer
SU
BJECT: Landscape Maintenance Assessment Districts 98-01, 98-02 and 03-01 Levy of Fiscal Year 2023/2024 Assessments
Summary and Recommendation
On July 13, 2023, City Council took the first steps toward the proposed annual update for Fiscal Year 2023/2024 for the Landscape Maintenance Assessment Districts (LMAD) 98 -01, 98 -02 (Zones 1, 2, 3 and 4), and 03-01 (Zones 1, 2 and 3). At that time, Council adopted Resolutions of Intention to update the districts and called for public hearings on July 27, 2023. Subsequently, the City Clerk published the required notice.

St
aff recommends the City Council adopt the following resolutions in the order listed:

1. Convene the public hearing for the district regarding the proposed annual assessment for Fiscal Year 2023/2024; and

2. Re
solution No. 2023-____: Resolution of the City Council of the City of Citrus Heights, California, to confirm the diagram and assessment and to levy Fiscal Year 2023/2024 assessments for Landscape Maintenance Assessment District No. 98 -01 (Stock Village Units Nos. 1 and 2).

3. Re
solution No. 2023-____: Resolution of the City Council of the City of Citrus Heights, California, to confirm the diagram and assessment and to levy Fiscal Year 2023/2024 assessments for Landscape Maintenance Assessment District No. 98-02 (Zone 1: Sorenson Ranch, Zone 2: Autumnwood, Zone 3: Mariposa Creek and Zone 4: Wyatt Ranch).

4. Re
solution No. 2023-____: Resolution of the City Council of the City of Citrus Heights, California, to confirm the diagram and assessment and to levy Fiscal Year 2023/2024 assessments for Landscape Maintenance Assessment District No. 03 -01 (Stock Ranch Zones 1: Stock Ranch North, Zone 2: Stock Ranch South and Zone 3: Mitchell Farms).

ITEM 7
Agenda Packet Page 50
Subject: Landscape Maintenance Assessment Districts 98-01, 98-02 & 03-01, Levy of Assessments for Fiscal Year 23/24 Date: July 27, 2023

Page 2 of 7 ends

Fiscal Impact
Assessment Districts 98-01, 98-02 (Zones 1, 2, 3 and 4), and 03-01 (Zones 1, 2 and 3) are currently fully funded by their annual assessments and operating reserves as needed; therefore, there is no fiscal 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) Balance transferred to Assessment Fund reserve.

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.

ITEM 7
Agenda Packet Page 51
Subject: Landscape Maintenance Assessment Districts 98-01, 98-02 & 03-01, Levy of Assessments for Fiscal Year 23/24 Date: July 27, 2023

Page 3 of 7 ends

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.

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.

ITEM 7
Agenda Packet Page 52
Subject: Landscape Maintenance Assessment Districts 98-01, 98-02 & 03-01, Levy of Assessments for Fiscal Year 23/24 Date: July 27, 2023

Page 4 of 7 ends

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.

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.

ITEM 7
Agenda Packet Page 53
Subject: Landscape Maintenance Assessment Districts 98-01, 98-02 & 03-01, Levy of Assessments for Fiscal Year 23/24 Date: July 27, 2023

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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.

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

ITEM 7
Agenda Packet Page 54
Subject: Landscape Maintenance Assessment Districts 98-01, 98-02 & 03-01, Levy of Assessments for Fiscal Year 23/24 Date: July 27, 2023

Page 6 of 7 ends

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

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

On July 13, 2023, the City Council adopted Resolutions of Intention for each of the three LMADs approving the Engineer’s Report, declaring its intention to order the annual update for Fiscal Year 2023/2024, to levy and collect assessments for the City of Citrus Heights Landscape Maintenance Assessment Districts, and setting Thursday, July 27, 2023 at 6:00 p.m. (or shortly thereafter) as the time and date for the public hearings.

The annual update and the levy of assessments for Fiscal Year 2023/2024 for th e Landscape
Maintenance Assessment Districts Nos. 98-01, 98-02 (Zones 1, 2, 3, and 4), and 03-01 (Zones 1, 2 and 3), proposed by the resolutions , will fund the following: maintenance and servicing of landscaping, trees, and other vegetation, and related or appurtenant facilities, including weeding, fertilizing, pruning, and controlling fungus, disease and insect infestation; operation of irrigation and drainage systems including the provision of water and power, and maintenance of sound walls.

The Engineer’s Report summarizes maintenance efforts and recommends increasing assessments for Fiscal Year 2023/2024 by 3% (4% maximum allowed) for Districts 98-01; 98-02 Zones 1, 2, and 3; and 03 -01 Zones 1 and 2. The recommended increases are to maintain current levels of service and sustain existing reserves in each of the respected zones.

ITEM 7
Agenda Packet Page 55
Subject: Landscape Maintenance Assessment Districts 98-01, 98-02 & 03-01, Levy of Assessments for Fiscal Year 23/24 Date: July 27, 2023

Page 7 of 7 ends

For 98-02 Zone 4, ( Wyatt Ranch ) and District 03-01, Zone 3 (Mitchell Farms), the recommendation is to continue levying assessments at the same rate as FY 202 2/2023. The assessment district diagrams a nd assessment rolls for these assessment districts are contained in the Engineer’s Reports.

Attachments

1. Resolution No. 2023-____: Resolution of the City Council of the City of Citrus Heights, California, to confirm the diagram and assessment and to levy Fiscal Year 2023/2024 assessments for Landscape Maintenance Assessment District No. 98-01 (Stock Village Units Nos. 1 and 2).

2. Resolution No. 2023-____: Resolution of the City Council of the City of Citrus Heights, California, to confirm the diagram and assessment and to levy Fiscal Year 2023/2024 assessments for Landscape Maintenance Assessment District No. 98-02 (Zone 1: Sorenson Ranch, Zone 2: Autumnwood, Zone 3: Mariposa Creek and Zone 4: Wyatt Ranch)
.

3. Resolution No. 2023-____: Resolution of the City Council of the City of Citrus Heights, California, to confirm the diagram and assessment and to levy Fiscal Year 2023/2024 assessments for Landscape Maintenance Assessment District No. 03-01 (Zone 1: Stock Ranch North, Zone 2: Stock Ranch South and Zone 3: Mitchell Farms).

4. Engineer’s Report
ITEM 7
Agenda Packet Page 56

RESOLUTION NO. 2023-___

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CITRUS

HEIGHTS, CALIFORNIA, TO CONFIRM THE DIAGRAM AND ASSESSMENT AND TO LEVY FISCAL YEAR 2023/2024 ASSESSMENTS FOR LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 98-01 (STOCK VILLAGE UNITS NOS. 1 AND 2)

WHEREAS, on July 13, 2023, the City Council (Council) of the City of Citrus Heights (City) adopted its Resolution No. 2023-058, initiating proceedings pursuant to the Landscaping and Lighting Act of 1972, being California Streets and Highways Code Sections 22500 et seq. (Act ), to levy and collect assessments for Fiscal Year 2023/2024 in the City of Citrus Heights Landscape Maintena nce Assessment District No. 98-01 (Stock Village Units Nos. 1 and 2);

WHEREAS, as directed by this Council, the City Engineer has prepared and filed with the City Clerk a report for Fiscal Year 2023/2024 (Engineer’s Report) in accordance with the Act;

WHEREAS, on July 1 3, 2023, Council adopted its Resolution No. 2023-061, approving Engineer’s Report, and setting a public hearing date of July 27, 2023 at 6:00 p.m., at the Citrus Heights Council Chambers located at 6360 Fountain Square Drive, Citrus Heights, California 95621;

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

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

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

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

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

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

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

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

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

ITEM 7
Agenda Packet Page 57

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

T he 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 27th 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
Agenda Packet Page 58

RESOLUTION NO. 2023-___

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

CALIFORNIA, TO CONFIRM THE DIAGRAM AND ASSESSMENT AND TO LEVY FISCAL YEAR 2023/2024 ASSESSMENTS FOR LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 98-02 (ZONE 1: SORENSON RANCH,
ZONE 2: AUTUMNWOOD, ZONE 3: MARIPOSA CREEK and ZONE 4: WYATT RANCH)

WHEREAS, on July 13, 2023, the City Council (Council) of the City of Citrus Heights (City) adopted its Resolution No. 2023-058, initiating proceedings pursuant to the Landscaping and Lighting Act of 1972, being California Streets and Highways Code Sections 22500 et seq. (Act ), to levy and collect assessments for Fiscal Year 2023/2024 in the City of Citrus Heights Landscape Maintenance Assessment District No. 98 -02 (Zone 1: Sorenson Ranch, Zone 2: Autumnwood, Zone 3: Mariposa Creek and Zone 4: Wyatt Ranch);

WHEREAS, as directed by this Council, the City Engineer has prepared and filed with the City Clerk a report for Fiscal Year 2023/2024 (Engineer’s Report) in accordance with the Act;

WHEREAS, on July 13, 2023, the Council adopted its Resolution No. 2023-062, approving Engineer’s Report, and setting a public hearing date of July 27, 2023, at 6:00 p.m., at the Citrus Heights Council Chambers located at 6360 Fountain Square Drive, Citrus Heights, California 95621;

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

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

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

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

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

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

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

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

Section 6. Directive to file Diagram and Assessment . This Council hereby directs the City ITEM 7
Agenda Packet Page 59

Clerk to file a certified copy of the diagram and the assessment as confirmed with the Sacramento County Auditor.

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

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

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 27th 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
Agenda Packet Page 60

RESOLUTION NO. 2023-___

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

CALIFORNIA, TO CONFIRM THE DIAGRAM AND ASSESSMENT AND TO LEVY FISCAL YEAR 2023/2024 ASSESSMENTS FOR LANDSCAPE
MAINTENANCE ASSESSMENT DISTRICT NO. 03-01
(ZONE 1: STOCK RANCH NORTH, ZONE 2: STOCK RANCH SOUTH
and ZONE 3: MITCHELL FARMS)

WHEREAS, on July 13, 2023, the City Council (Council) of the City of Citrus Heights (City) adopted its Resolution No. 2023-060, initiating proceedings pursuant to the Landscaping and Lighting Act of 1972, being California Streets and Highways Code Sections 22500 et seq. (Act ), to levy and collect assessments for Fiscal Year 2023/2024 in the City of Citrus Heights Landscape Maintenance Assessment District No. 03-01 (Zone 1: Stock Ranch North, Zone 2: Stock Ranch South and Zone 3:

Mitchell Farms);

WHEREAS, as directed by this Council, the City Engineer has prepared and filed with the City Clerk a report for Fiscal Year 2023/2024 (Engineer’s Report) in accordance with the Act;

WHEREAS, on July 13, 2023 the Council adopted its Resolution No. 202 3-063, approving Engineer’s Report, and setting a public hearing date of July 27, 2023 at 6:00 p.m., at the Citrus Heights Council Chambers located at 6360 Fountain Square Drive, Citrus Heights, California 95621;

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

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

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

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

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

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

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

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

ITEM 7
Agenda Packet Page 61

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

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

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

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 27th 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
Agenda Packet 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 7
Agenda Packet 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 ______________________________

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

By ______________________________

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

By ______________________________
July 13
ITEM 7
Agenda Packet 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, ad jacent 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 al ong 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 S ubdivision development. All improvements are on public property. The improved parcels to be maintained are along the north side of Antelope Road ITEM 7
Agenda Packet 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 single - family parcel residential subdivision located on Lawrence Avenue on the west side of Sunrise Boulevard were not levied for the past two fiscal years due to the uncertainty of the pandemic situation and the resulting delays to construction. However, with completion of construction of the subdivision expected in the next year, assessments for the parcels with in 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 appro ach islands on Arcadia Drive.

ITEM 7
Agenda Packet Page 66
4 ITEM 7
Agenda Packet Page 67
5 ITEM 7
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6 ITEM 7
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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 proper ty owners would not be a beneficiary of the access easement along the west edge of the subdivision.

ITEM 7
Agenda Packet 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 wi thin 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 permi tted 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 i s 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 7
Agenda Packet Page 71
9 FIGURE 1.1

ITEM 7
Agenda Packet 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 include s 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 7
Agenda Packet 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 7
Agenda Packet 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 7
Agenda Packet 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 7
Agenda Packet 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 7
Agenda Packet 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 parc els 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 o r 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 a ssessment 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 7
Agenda Packet 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 200 3-2004 the annual assessment was reduced from $ 200 to $100. Over time this reduced assessment rate permi tted 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 i s 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 parc el 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 7
Agenda Packet Page 79
17 FIGURE 2.1
ITEM 7
Agenda Packet 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 include s irrigation repair and replanting as needed.

ITEM 7
Agenda Packet 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 7
Agenda Packet 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 7
Agenda Packet 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 7
Agenda Packet 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 7
Agenda Packet 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 NumberTax Assessor's Number
ITEM 7
Agenda Packet 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 Aut umnwood 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 An telope 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 m aintained and/or replacement of each of the items. City performs/manages the maintenance for the LMAD using its own forces o r those of contract providers.

ITEM 7
Agenda Packet 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. Bec ause 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.

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 i s 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 Distric t’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 7
Agenda Packet Page 88
26 FIGURE 3.1

ITEM 7
Agenda Packet 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 7
Agenda Packet 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 7
Agenda Packet 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 7
Agenda Packet 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 wit hin 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, i rrigation 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 pedestr ian 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 pr operty line of the subdivision and creek open space along the east side of the d evelopment (Lot B). The drainage system & creek open space appurtenances require routine maintenance including structural maintenance, keeping the creek & floodplain area clear of debris and paving maintenance.

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

ITEM 7
Agenda Packet 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.

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 i s 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 mainten ance 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 S ubdivision; more particularly described on the Assessment Diagram contained in Figure 4.1.

ITEM 7
Agenda Packet Page 94
32 FIGURE 4.1

ITEM 7
Agenda Packet 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 (Lot s 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 7
Agenda Packet 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 7
Agenda Packet 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 7
Agenda Packet 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 main tenance 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 Sunris e 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 su rface 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 Pu blic 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.

ITEM 7
Agenda Packet 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 in crease, 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 7
Agenda Packet Page 100
38 FIGURE 5.1

ITEM 7
Agenda Packet 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 7
Agenda Packet 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 7
Agenda Packet 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 7
Agenda Packet 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 annu al 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 7
Agenda Packet 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 7
Agenda Packet 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. On- going maintenance of the Auburn Boulevard landscape requires routine care of lawn, trees, shrubs and groundcover, including weed control, fertilization and litter removal.

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

Maintained by the Sunrise Parks and Recreation District

Masonry walls on the east and west side of the zone adjacent to open spa ce 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 7
Agenda Packet 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 7
Agenda Packet 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 7
Agenda Packet 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.

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 7
Agenda Packet Page 110
48 to make up the difference . As a result, in FY 202 1/2022 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 7
Agenda Packet Page 111
49 FIGURE 7.1

ITEM 7
Agenda Packet 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 7
Agenda Packet 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 7
Agenda Packet 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 7
Agenda Packet 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 7
Agenda Packet 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 improv ements 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, f ertilization, 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, t he facilities in Zone 3 (pedestrian/bike pathway, bridges, pathway lighting system, irrigation system, and roundabout landscape and irrigation) require periodic major repairs and/or replac ement. Zone 3 pr ovides a funding set -aside for long- term capital replacement of these items.

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

ITEM 7
Agenda Packet 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 parc els 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. T he 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 7
Agenda Packet 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 7
Agenda Packet 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 th ree approa ch 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 7
Agenda Packet 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 7
Agenda Packet Page 121
59 FIGURE 8.4

ITEM 7
Agenda Packet Page 122
60 ITEM 7
Agenda Packet Page 123
61 ITEM 7
Agenda Packet Page 124

CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM
DATE: July 27, 2023
TO: Mayor and City Council Members
Ashley J. Feeney, City Manager
FRO
M: Regina Cave, General Services Director
Leslie Blomquist, City Engineer
SUBJ
ECT: Citrus Heights Lighting Assessment District
Levy of Fiscal Year 2023/2024 Assessments
Summary and Recommendation
On July 13, 2023, the City Council took the first steps toward the proposed annual update for Fiscal Year 2023/2024 for the Citrus Heights Lighting District (CHLD, or District). At that time, the City Council adopted a Resolution of Intention to update the CHLD and called for a public hearing on July 27, 2023. Subsequently, the City Clerk published the required notice.

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

Staf
f recommends the City Council:

1. Convene
a public hearing for the District regarding the proposed annual assessment for Fiscal Year 2023/2024; and

2. Adopt R
esolution No. 2023-____ a Resolution of the City Council of the City of Citrus Heights, California, to confirm the diagram and assessment and to levy Fiscal Year 2023/2024 assessments for the Citrus Heights Lighting Assessment District.

Fiscal Impact
During Fiscal Year 2022/2023, the District (Fund 289) had a shortfall of $105,713.28 which was covered using Measure A Maintenance funds (Fund 210).

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 ITEM 8
Agenda Packet Page 125
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 2021/2022, the City implemented an energy efficiency project, funded through a low- interest (1%) loan granted by the California Energy Commission, to upgrade 593 street light fixtures to low-energy LED models. FY 2022/2023 was the first year that repayment of the loan was required 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 $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 $249,858.18 $260,000.00
Scheduled Maintenance Costs $90,597.88 $92,000.00
Unscheduled Maintenance Costs and Knockdowns $60,341.62 $65,000.00 CEC Loan Repayment(1) $15,431.11 $23,155.72
Other Costs $25,133.77 $28,000.00
Total District Expenditures $441,362.56 $468,155.72

DISTRICT SHORTFALL - $105,713.28 - $132,028.22
(1) 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. Energy cost savings will be used to repay the loan.

Although there is no impact to the General Fund, Measure A Maintenance funds (Fund 210) are proposed to supplement the special assessments to cover the anticipated FY 2023/2024 CHLD budget shortfall.

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

Therefore, the assessment rates were unchanged for Fiscal Year 2022/2023 and, as summarized in the table below, no changes are recommended for Fiscal Year 2023/2024.

ITEM 8
Agenda Packet Page 126
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

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

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

The annual update and the levy of assessments for Fiscal Year 2023/2024 for the CHLD, proposed by the resolution, will fund operation and maintenance of street lights and safety lights, including the cost of electricity, replacement of bulbs, and repair and replacement of damaged light poles, luminaires, and other related equipment.

Through ongoing analysis of the District, the City has substantially improved the level of service related to street light maintenance and operations and fine-tuned the scope of the annual maintenance contract. In the past several years, continued efforts by staff have resulted in reductions to the annual expenses. Currently, a total of approximately 2,239 energy-efficient LED lights (approximately 47% of the District’s total inventory) have been installed and/or converted from existing street lights. Early efforts to install more efficient LED lighting and lower annual maintenance rates reduced the District’s total expenditures. However, repeated increases in electric utility rates, more frequent repair of aging street lighting equipment, and damages due to vehicular crashes have offset these cost savings resulting in a projected shortfall for Fiscal Year 2023/2024. The increase of the number of safety lights included in the City’s Capital Improvement Projects (CIPs) and development projects has also added additional electricity and maintenance costs.

Staff continues to identify and evaluate additional measures to reduce District expenditures and offset rising electricity costs. In 2019, the City conducted a feasibility study evaluating the possibility to update various City-owned equipment and facilities with the goal of reducing energy costs. On April 8, 2020, the California Energy Commission (CEC) approved a low interest (1%) Energy Efficiency Loan for the implementation of an energy efficiency upgrade project consisting of a significant number of street light retrofits. In June 2021, a City-retained contractor began replacing existing street lights with LED fixtures, which was completed in October 2021. As a result of the LED upgrades, the City’s electrical bills from the Sacramento ITEM 8
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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 SMUD to ensure accurate billings, including quantities, type, and wattages for the entire District inventory. Monthly updates, LED conversions and changes are communicated to SMUD which are subsequently reflected in the monthly utility billings.

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

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

On July 13, 2023, the City Council adopted a Resolution of Intention for the CHLD approving the Engineer’s Report, declaring its intention to order the annual update for Fiscal Year 2023/2024, to levy and collect assessments for the District, and setting the time and date for the public hearing.

An updated Engineer’s Report has been filed with the City Clerk correcting costs incurred by the District during FY 2022/2023. The attached resolution confirms the revised Engineer’s Report.

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

The Revised Engineer’s Report proposes the assessment rates will not exceed the rate levied in Fiscal Year 2022/2023. No ballot procedure or special notice will be necessary to maintain these assessments. The Assessment District diagram and assessment rolls are contained in the Revised Engineer’s Reports.

Attachments

1. Resolution No. 2023-____ A Resolution of the City Council of the City of Citrus Heights, California, to confirm the diagram and assessment and to levy Fiscal Year 2023/2024 assessments for the Citrus Heights Lighting District.

2. Revised Engineer’s Report

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RESOLUTION NO. 2023-

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CITRUS

HEIGHTS, CALIFORNIA, TO CONFIRM THE DIAGRAM AND ASSESSMENT AND TO LEVY FISCAL YEAR 2023/2024 ASSESSMENTS FOR THE

CITRUS HEIGHTS LIGHTING ASSESSMENT DISTRICT

WHEREAS, on July 13, 2023 the City Council (Council) of the City of Citrus Heights (City) adopted its Resolution No. 2023-064, initiating proceedings pursuant to the Landscaping and Lighting Act of 1972, being California Streets and Highways Code Sections 22500 et seq . (Act), to levy and
collect assessments for Fiscal Year 202 3/2024 in the City of Citrus Heights Lighting Assessment District;

WHEREAS, as directed by this Council, the City Engineer has prepared and filed with the City Clerk a report for Fiscal Year 2023/2024 (Engineer’s Report) in accordance with the Act;

WHEREAS, on July 13 , 2023, the Council adopted its Resolution No. 202 3-065, approving Engineer’s Report, and setting a public hearing date of July 27, 2023, at 6:00 p.m., or soon after, at the Citrus Heights Council Chambers located at 6360 Fountain Square Drive, Citrus Heights, California 95621;

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

WHEREAS, prior to the public hearing, the Engineer’s Report was revised with updated costs incurred by the District during FY 2022/2023;

WHEREAS, the revised Engineer’s Report is on file in the Office of the City Clerk and incorporated herein by reference; and

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

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

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

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

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

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

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

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

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

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

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

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 27 th 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

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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 27, 2023

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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:

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

By: ______________________________

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

By: ______________________________

July 13
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Page ii

Table of Contents

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

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

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

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

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

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

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

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

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

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

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

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

Believing the transfer of street light maintenance responsibilities and assessments from CSA-1 Zone 3 to the City was essential to improving maintenance response on City street lights, the Citrus Heights ITEM 8
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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 $105,713.28. 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 $65,000. 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.

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 di stributes the net amount among all assessable lots or parcels in proportion to the estimated benefits to be recei ved 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 8
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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 proper ties are considered to benefit equally from Safety Lighting, as defined above in Special Benefit Anal ysis. 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.

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, RD 3, RD4, RD5, RD7) $15.32 per parcel Non-Residential (all other z ones) $0.2519 per front foot

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Highway Safety Lighting
All parcels (except ‘Exe mpt’) $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 $249,858.18 $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 $60,341.62 $65,000.00 Cost Allocations $12,244.00 $12,611.00 $13,000.00
Total Uses of Funds: $410,517.64 $441,362.56 $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 $441,362.56 $468,155.72

Fund Shortfall: ($78,263.74) ($105,713.28) ($132,028.22)

OTHER FUNDING SOURCES

Measure A Maintenance Funds (Fund 210) to
cover District shortfall $78,263.74 $105,713.28 $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.)

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Printed on Recycled Paper

CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM

DATE: July 27, 2023

TO: Mayor and City Council Members
Ashley J. Feeney, City Manager

FROM: Meghan Huber, Economic Development & Community Engagement Director

SUBJECT: Approval of F iscal Year 2023-24 Greater Sacramento Economic Council Annual Agreement

Summary and Recommendation

The City’s Economic Development Support Fund – Part I provides grants and sponsorships to businesses, business associations, and economic development-related organizations for events, marketing, promotions, and studies to further economic development and other activities that promote the program goals. Per the program, applications are received continuously and require City Council approval.

Greater Sacramento Area Economic Council (GSEC) is a regional economic development organization and public-private partnership of prominent regional businesses and local governments to build and retain a diversified and sustainable economy in the six-county Sacramento Region. Citrus Heights has historically participated via annual membership utilizing the Economic Development Support Fund.

Staff recommends the City Council approve Resolution No. 2023____, A Resolution of the City Council of the City of Citrus Heights, California, approving Greater Sacramento Economic Council Annual Agreement.

Fiscal Impact

The Fiscal Year (FY) 2023-2024 fiscal impact of approving an agreement with Greater Sacramento is $34,547. This amount is based on $0.40 per capita applied to the Public Jurisdiction’s population as reported in the 2022 population estimates from the California Department of Finance Demographic Research Unit, which listed the Public Jurisdiction as having a population of 86,387. The City of Citrus Heights has historically funded the Greater Sacramento Economic Council partnership using the Economic Development Support Fund. The current Economic Development Support Fund balance is $75,000. Upon approval of this ITEM 9
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Subject: Economic Development Support Fund allocation for Annual Agreement with the Greater Sacramento Economic Council
Date: July 27, 2023

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sponsorship for the requested amount, $40,453 will remain available in the fund for future requests in FY 23/24.

Background and Analysis

GSEC is the Sacramento region’s Economic Development Organization focused on strengthening the region’s job-creating capacity and developing and advancing the Greater Sacramento Region’s brand and story. The goal is for the Sacramento Region to be known as California's best and easiest place to do business. Greater Sacramento is funded by Sacramento region cities and counties (including Citrus Heights) and private sector investors. All participating jurisdictions are entitled to:

• A public sector board seat to participate on Greater Sacramento’s Board of Directors alongside other jurisdiction leadership and private sector CEOs. City Manager Ashley Feeney serves as representative.
• A representative to participate in the Economic Development Directors Taskforce (EDDT).
• Participation in GSEC events (Site Selector Forums, Competitiveness Council, etc.) • Access to research staff and databases
• Involvement in all business development activities

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

The City of Citrus Heights and the Greater Sacramento Economic Council have benefited from a productive partnership over the past several years, and Citrus Heights has been a valued member of GSEC since its creation in 2015. In addition to the benefits described above, the regional ITEM 9
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collaboration that is occurring with Greater Sacramento leadership cannot be discounted. Greater Sacramento has assembled a team of economic developers, data collectors/analysts, and marketing professionals to regionally market and support the Greater Sacramento region as a whole. With the city’s recent approval of the Sunrise Tomorrow Specific Plan, staff anticipates working even more closely with GSEC to market, find users and developers, and catalyze redevelopment efforts for Sunrise Tomorrow, the Specific Plan to revitalize the 100-acre Sunrise Mall site in Citrus Heights.

Attachments

(1) Resolution No. 2023-__: A Resolution of the City Council of the City of Citrus Heights approving Greater Sacramento Economic Council Annual Agreement (2) Greater Sacramento Economic Council Agreement
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RESOLUTION NO. 2023- ___

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

APPROVING GREATER SACRAMENTO ECONOMIC COUNCIL ANNUAL AGREEMENT

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

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

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

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

NOW THEREFORE BE IT RESOLVED AND ORDERED the City Manager is authorized to execute an agreement between the Greater Sacramento Economic Council and the City of Citrus Heights in an amount not to exceed $34,547 for Fiscal Year 2023-24, subject to the terms agreed upon by the City Manager and City Attorney.

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

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 27th 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. Greater Sacramento Economic Council Agreement
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1 ECONOMIC DEVELOPMENT AGREEMENT BETWEEN

THE GREATER SACRAMENTO ECONOMIC COUNCIL

AND THE CITY OF CITRUS HEIGHTS
This Economic Development Agreement (“Agreement”) is entered into by and between the City of Citrus Heights, a California municipality (the “ Public Jurisdiction”), and the Greater Sacramento Area Economic Council (“ Greater Sacramento ”), a California non -profit corporation (each a “ Party” and collectively referred to as the “ Parties”). The Agreement shall be effective (“ Effective Date ”) upon signature of both Parties.

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

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

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

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

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

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

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

C. RETENTION AND EXPANSION POLICY:

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

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

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

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

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

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

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

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

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

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

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

4. The Public Jurisdiction shall cooperate in the implementation of Greater Sacramento/EDDT process improvement recommendations including presentation formats, exchange of information on prospects with Greater Sacramento staff, use ITEM 9
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3 of shared data systems, land and building databases, and private sector real estate industry interfaces.

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

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

Greater Sacramento shall not disclose the information to outside parties.

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

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

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

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

B. ECONOMIC DEVELOPMENT DIRECTORS TASKFORCE (EDDT)
REPRESENTATION: The Public Jurisdiction shall also appoint one (1) economic development professional from its staff, local economic development partner organization, or other qualified community member, subject to the approval of Greater Sacramento, to ITEM 9
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4 represent the Public Jurisdiction on Greater Sacramento’s Economic Development Directors Taskforce (EDDT), which advises Greater Sacramento’s President & CEO.

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

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

E. COMPENSATION:

1. The Public Jurisdiction agrees to pay $34,547 for services to be provided by Greater Sacramento pursuant to the Agreement during the fiscal year ending on June 30, 2024, as set forth in this Agreement. This amount is based on $0.40 per capita applied to the Public Jurisdiction’s population as reported in the 202 2 population estimates from the Califo rnia Department of Finance Demographic Research Unit , which listed the Public Jurisdiction as having a population of 86,367. Any adjustment to this formula shall be reviewed and approved by the Board of Directors and presented in writing to the Public Jurisdiction for approval.

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

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

F. COOPERATION:

1. The purpose of this Agreement is to set forth the regional economic development program that Greater Sacramento agrees to undertake, the support that the Public Jurisdiction agrees to provide, the respective roles of Greater Sacramento and the Public Jurisdiction, and the payments of the Public Jurisdiction to Greater Sacramento for the fiscal year ending June 30, 2024.

2. The parties acknowledge that Greater Sacramento is a cooperative organization effort between Greater Sacramento and local communities. Accordingly, the Public Jurisdiction and Greater Sacramento covenant and agree to work together in a productive and harmonious manner, to cooperate in furthering Greater Sacramento’s goals for the 2023/2024 fiscal year.

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5 3. The Public Jurisdiction agrees to work with Greater Sacramento, as necessary or appropriate, to revise the performance measures, benchmarks, and/or goals for the FY 2023/2024 contract.

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

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

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

Greater Sacramento’s aggregate liability arising out of or relating to this Agreement, regardless of the form of the cause of action, whether in contract, tort, statute or otherwise, shall be subject to the other terms of this Agreement and shall in no event exceed the amounts paid by the Public Jurisdiction to Greater Sacramento for services to be provided by Greater Sacramento pursuant to the Agreement during the fis cal year ending on June 30, 2024, as set forth in this Agreement.

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

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

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

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

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

If to Greater Sacramento:

Greater Sacramento Economic Council
Attn: Chief Executive Officer
400 Capitol Mall, Suite 2520
Sacramento, CA 95814
If to the Public Jurisdiction:

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

F. CONFIDENTIAL INFORMATION: Both Parties agree, during the term of this Agreement and thereafter, to hold in strictest confidence, and not to use, e xcept for the benefit of the other Party, or to disclose to any person, firm, or corporation without the prior written authorization of either Party, any Confidential Information of either Party, except (i) as may be legally required to respond to a reques t pursuant to the California ITEM 9
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7 Public Records Act (provided, however, the Parties acknowledge and agree that Greater Sacramento is not subject to the California Public Records Act), or (ii) in accordance with a judicial or governmental order, provided, however, that, to the extent reasonably possible, Public Jurisdiction shall give Greater Sacramento reasonable notice prior to making any such disclosure under (i) or (ii) above so Greater Sacramento may contest or seek a protective order (including, without li mitation, a temporary restraining order) to prevent such disclosure if it so chooses, and provided further that Public Jurisdiction shall disclose only that portion of the Confidential Information that it is legally required to disclose. “Confidential Info rmation” means any of Greater Sacramento/the Public Jurisdiction’s proprietary and/or confidential information, technical data, trade secrets, or know -how, including, but not limited to, research, product plans, products, services, client lists, markets, t rade secrets, software, developments, inventions, processes, formulas, technology, designs, drawings, engineering, hardware configuration information, marketing, finances, billing, charging, or other business information disclosed to one Party by the other , either directly or indirectly, which is designated as confidential or that reasonably should be understood to be confidential given the nature of the information and the circumstances of disclosure. Either Party may use the Confidential Information to th e extent necessary for negotiations, discussions, and consultations with authorized personnel or authorized representatives or for any other purpose that either Party may hereafter authorize in writing; provided, however, that such authorized use does not create any license to use or disclose such Confidential Information except as explicitly granted by either Party. The Parties acknowledge that they are neither responsible nor liable for any business decisions made by the other Party in reliance upon any Confidential Information.

The Parties make no representations or warranties, express or implied, with respect to the accuracy or completeness of the Confidential Information. The Parties agree that in the event of any breach or threatened breach of this Section, either Party may obtain, in addition to any other legal remedies, which may be available, such equitable relief as may be necessary to protect it against any such breach or threatened breach.

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

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

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

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

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

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

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

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

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

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

N. SEVERABILITY: Whenever possible, each provision of this Agreement will be interpreted in such manner as to be effective and valid under applicable law, but if any provision of this Agreement is held to be invalid, illegal, or unenforceable in any respect under any applicable law or rule in any jurisdiction, such invalidity, illegality, or unenforceability will not affect any other provision or any other jurisdiction, but this Agreement will be reformed, construed, and enforced in such jurisdiction as if such invalid, illegal, or unenforceable provisions had never been contained herein.

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

All waivers of the provisions of this Agreement must be in writing and signed by the appropriate authorities of the Public Jurisdiction or Greater Sacramento, and all amendments hereto must be in writing and signed by the appropriate authorities of the parties hereto.
[SIGNATURES ON FOLLOWING PAGE]
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The Agreement is executed as follows:

I, ____________________________, acknowledge that I am the ____________________________ of ____________________________, ____________________________, and as such officer, being authorized so to do, execute the foregoing instrument for the purposes therein contained, by signing as such officer.
____________________________, ____________________________

By: _____________________________

Date: ______________________________
Attest:

Approved as to Form:

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

GREATER SACRAMENTO ECONOMIC COUNCIL,
A California nonprofit corporation

By: ______________________________ Date: __________________ Barry Broome, President & Chief Executive Officer

April 7, 2023
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Citrus Heights City Council MeetingsJuly 27, 2023

Citrus Heights City Council Meetings
July 27, 2023