Agenda packet, regular meeting, first session — Citrus Heights City Council Meetings, June 13, 2024 (part 1 of 2)

AGENDA
June 13, 2024

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

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

June 13, 2024 City Council Agenda Packet
06-13-24 REGULAR COUNCIL AGENDA PACKET.PDF
ITEM 6 - Updated 6/12/24
Asset Naming Policy for the Naming of City -Owned Assets ITEM 6 AMENDED 6-12-24.PDF
Item 14
Update on the Community HealthWorks Street Outreach Program to Unhoused Individuals in Citrus Heights
ITEM 14 AMENDED 6-11-24.PDF

CALL REGULAR MEETING TO ORDER

1. Flag Salute

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

3. Video Statement

APPROVAL OF AGENDA

PUBLIC COMMENT
Members of the public are entitled to address the City Council concerning any item within the City Council ’s subject matter jurisdiction. Pursuant to the Brown Act, the City Council is prohibited from discussing or acting on any item raised during “Public Comment ” not appearing on the posted agenda.

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 May 23, 2024

5. SUBJECT: November 5, 2024 General Municipal Election STAFF REPORT: A. Van
RECOMMENDATION: Adopt Resolution No. 2024 - ___ A Resolution Calling a General Municipal Election and Requesting the Board of Supervisors of Sacramento County to Consolidate the General Municipal Election with the Statewide General Election to Be Held on November 5, 2024 Pursuant to Section §10403 of the Elections Code

6. SUBJECT: Asset Naming Policy For The Naming Of City -Owned Assets STAFF REPORT: C. Kempenaar / R. Cave / A. Bermudez
RECOMMENDATION: Adopt Resolution No. 2024-___ A Resolution of the City Council of the City of Citrus Heights, California, Adopting an Asset Naming Policy for the Naming of City-owned Assets

7. SUBJECT: Senate Bill 1 Road Maintenance And Rehabilitation Account Funding And Project Expenditure Plan For FY 2024-2025
STAFF REPORT: R. Cave / L. Blomquist
RECOMMENDATION: Adopt Resolution No. 2024 - ___ A Resolution of the City Council of the City of Citrus Heights, California, Approving the Fiscal Year 2024 - 2025 Project Expenditure Plan to be Funded by Senate Bill 1: The Road Repair and Accountability Act of 2017

8. SUBJECT: Arcade-Cripple Creek Trail Project – Maintenance Memorandum Of Understanding
STAFF REPORT: R. Cave / L. Blomquist
RECOMMENDATION: Adopt Resolution No. 2024 - ___ A Resolution of the City Council of the City of Citrus Heights, California, Authorizing the City Manager to Execute a Memorandum of Understanding with Sunrise Recreation and Park District and Orangevale Recreation and Park District for Maintenance of the Arcade - Cripple Creek Trail

9. SUBJECT: 2024 Madison Avenue Retaining/Soundwall Repairs – Award Of Construction Contract
STAFF REPORT: R. Cave / L. Blomquist / D. Kehrer
RECOMMENDATION: Adopt Resolution No. 2024-___ A Resolution of the City Council of the City of Citrus Heights, California, Authorizing the City Manager to Execute an Agreement with FBD Vanguard Construction, Inc. for the 2024 Madison Avenue Retaining Wall Repairs Project

10. SUBJECT: Amendment No. 4 To Street Sweeping Services Agreement With Wells Sweeping LLC
STAFF REPORT: R. Cave / M. Poole
RECOMMENDATION: Adopt Resolution No. 2024-___ A Resolution of the City Council of the City of Citrus Heights, California, Approving Amendment No. 4 to the Agreement with Wells Sweeping LLC for Street Sweeping Services

11. SUBJECT: Resolution Of Intention Of The City Council Of The City Of Citrus Heights To Record Delinquent Solid Waste Charges, Penalties And Interest On The Property Tax Roll STAFF REPORT: R. Cave / M. Poole
RECOMMENDATION: Adopt Resolution No. 2024-___ A Resolution of the City Council of the City of Citrus Heights, California, to Record Delinquent Solid Waste Service Charges, Penalties and Interest on the Property Tax Roll

PUBLIC HEARINGS

12. SUBJECT: Resolution Of Formation To Renew The Sunrise MarketPlace Property And Business Improvement District
STAFF REPORT: M. Huber / A. Van
RECOMMENDATION: Staff recommend the following:
a. Adopt Resolution No. 2024 - ___ A Resolution of the City of Citrus Heights, California, Declaring the Results of the Majority Protest Proceedings and Renewing the Sunrise MarketPlace Property and Business Improvement District, Approving the Assessment Formula and Levying the Assessments b. Adopt Ordinance No. 2024 - 003 An Ordinance of the City Council of the City of Citrus Heights Amending Chapter 22 of the Citrus Heights Municipal Code Renewing the Sunrise MarketPlace Property and Business Improvement District

PRESENTATIONS

13. Stars And Stripes Event Announcement

REGULAR CALENDAR

14. SUBJECT: Update On The Community HealthWorks Street Outreach Program To Unhoused Individuals In Citrus Heights
STAFF REPORT: C. Kempenaar / N. Piva
RECOMMENDATION: This is an informational report and no action is required

DEPARTMENT REPORTS

CITY MANAGER ITEMS

ITEMS REQUESTED BY COUNCIL MEMBERS / FUTURE AGENDA ITEMS

ADJOURNMENT
PLEASE NOTE: Beginning July 1, 2024 City Council meetings will be held on the 2 and 4 Wednesday of the month at 6:00 p.m.

Documents:

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AGENDA
June 13, 2024

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:

Written public comments shall be limited to 250 words or less. Each comment will be read aloud by the City Clerk.

California Relay Service 7 - 1- 1.

CALL REGULAR MEETING TO ORDER

1. Flag Salute

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

3. Video Statement

APPROVAL OF AGENDA

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 May 23, 2024

PUBLIC HEARINGS

PRESENTATIONS

13. Stars And Stripes Event Announcement

REGULAR CALENDAR

DEPARTMENT REPORTS

CITY MANAGER ITEMS

ITEMS REQUESTED BY COUNCIL MEMBERS / FUTURE AGENDA ITEMS

ADJOURNMENT
PLEASE NOTE: Beginning July 1, 2024 City Council meetings will be held on the 2 and 4 Wednesday of the month at 6:00 p.m.

Documents:

Documents:
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AGENDA
June 13, 2024

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:

Written public comments shall be limited to 250 words or less. Each comment will be read aloud by the City Clerk.

California Relay Service 7 - 1- 1.

CALL REGULAR MEETING TO ORDER

1. Flag Salute

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

3. Video Statement

APPROVAL OF AGENDA

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 May 23, 2024

PUBLIC HEARINGS

PRESENTATIONS

13. Stars And Stripes Event Announcement

REGULAR CALENDAR

DEPARTMENT REPORTS

CITY MANAGER ITEMS

ITEMS REQUESTED BY COUNCIL MEMBERS / FUTURE AGENDA ITEMS

ADJOURNMENT
PLEASE NOTE: Beginning July 1, 2024 City Council meetings will be held on the 2 and 4 Wednesday of the month at 6:00 p.m.

Documents:

Documents:
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AGENDA
June 13, 2024

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:

Written public comments shall be limited to 250 words or less. Each comment will be read aloud by the City Clerk.

California Relay Service 7 - 1- 1.

CALL REGULAR MEETING TO ORDER

1. Flag Salute

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

3. Video Statement

APPROVAL OF AGENDA

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 May 23, 2024

PUBLIC HEARINGS

PRESENTATIONS

13. Stars And Stripes Event Announcement

REGULAR CALENDAR

DEPARTMENT REPORTS

CITY MANAGER ITEMS

ITEMS REQUESTED BY COUNCIL MEMBERS / FUTURE AGENDA ITEMS

ADJOURNMENT
PLEASE NOTE: Beginning July 1, 2024 City Council meetings will be held on the 2 and 4 Wednesday of the month at 6:00 p.m.

Documents:

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

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

CITY OF CITRUS HEIGHTS

CITY COUNCIL
Regular Meeting of Thursday, June 13, 2024
City Hall Council Chambers, 6360 Fountain Square Dr., Citrus Heights, CA Regular Meeting 6:00 p.m.

PLEASE NOTE: Beginning July 1, 2024 City Council meetings will be held on the 2nd and 4th Wednesday of the month at 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.

June 7, 2024
_______________________
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, June 13, 2024

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REGULAR CITY COUNCIL MEETING
6:00 PM

CALL REGULAR MEETING TO ORDER

1. Flag Salute

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

3. Video Statement

APPROVAL OF AGENDA

PUBLIC COMMENT
Members of the public are entitled to address the City Council concerning any item within the City Council’s subject matter jurisdiction. Pursuant to the Brown Act, the City Council is prohibited from discussing or acting on any item raised during “Public Comment” not appearing on the posted agenda.

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 May 23, 2024

5. SUBJECT: November 5, 2024 General Municipal Election STAFF REPORT: A. Van
RECOMMENDATION: Adopt Resolution No. 2024-___ A Resolution Calling a General Municipal Election and Requesting the Board of Supervisors of Sacramento County to Consolidate the General Municipal Election with the Statewide General Election to Be Held on November 5, 2024 Pursuant to Section §10403 of the Elections Code

6. SUBJECT: Asset Naming Policy for the Naming of City-Owned Assets STAFF REPORT: C. Kempenaar / R. Cave / A. Bermudez
RECOMMENDATION: Adopt Resolution No. 2024-___ A Resolution of the City Council of the City of Citrus Heights, California, Adopting an Asset Naming Policy for the Naming of City-owned Assets

7. SUBJECT: Senate Bill 1 Road Maintenance and Rehabilitation Account Funding and Project Expenditure Plan for FY 2024-2025
STAFF REPORT: R. Cave / L. Blomquist
RECOMMENDATION: Adopt Resolution No. 2024-___ A Resolution of the City Council of the City of Citrus Heights, California, Approving the Fiscal Year 2024-2025 Project Expenditure Plan to be Funded by Senate Bill 1: The Road Repair and Accountability Act of 2017

Agenda Packet Page 2
Citrus Heights City Council Thursday, June 13, 2024

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8. SUBJECT: Arcade-Cripple Creek Trail Project – Maintenance Memorandum of Understanding STAFF REPORT: R. Cave / L. Blomquist
RECOMMENDATION: Adopt Resolution No. 2024-___ A Resolution of the City Council of the City of Citrus Heights, California, Authorizing the City Manager to Execute a Memorandum of Understanding with Sunrise Recreation and Park District and Orangevale Recreation and Park District for Maintenance of the Arcade-Cripple Creek Trail

9. SUBJECT: 2024 Madison Avenue Retaining/Soundwall Repairs – Award of Construction Contract
STAFF REPORT: R. Cave / L. Blomquist / D. Kehrer
RECOMMENDATION: Adopt Resolution No. 2024-___ A Resolution of the City Council of the City of Citrus Heights, California, Authorizing the City Manager to Execute an Agreement with FBD Vanguard Construction, Inc. for the 2024 Madison Avenue Retaining Wall Repairs Project

10. SUBJECT: Amendment No. 4 to Street Sweeping Services Agreement with Wells Sweeping LLC STAFF REPORT: R. Cave / M. Poole
RECOMMENDATION: Adopt Resolution No. 2024-___ A Resolution of the City Council of the City of Citrus Heights, California, Approving Amendment No. 4 to the Agreement with Wells Sweeping LLC for Street Sweeping Services

11. SUBJECT: Resolution of Intention of the City Council of the City of Citrus Heights to Record Delinquent Solid Waste Charges, Penalties and Interest on the Property Tax Roll STAFF REPORT: R. Cave / M. Poole
RECOMMENDATION: Adopt Resolution No. 2024-___ A Resolution of the City Council of the City of Citrus Heights, California, to Record Delinquent Solid Waste Service Charges, Penalties and Interest on the Property Tax Roll

PUBLIC HEARINGS

12. SUBJECT: Resolution of Formation to Renew the Sunrise MarketPlace Property and Business Improvement District
STAFF REPORT: M. Huber / A. Van
RECOMMENDATION: Staff recommend the following:

b. Adopt Ordinance No. 2024-003 An Ordinance of the City Council of the City of Citrus Heights Amending Chapter 22 of the Citrus Heights Municipal Code Renewing the Sunrise MarketPlace Property and Business Improvement District

PRESENTATIONS

13. Stars and Stripes Event Announcement

Agenda Packet Page 3
Citrus Heights City Council Thursday, June 13, 2024

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REGULAR CALENDAR

14. SUBJECT: Update on the Community HealthWorks Street Outreach Program to Unhoused Individuals in Citrus Heights
STAFF REPORT: C. Kempenaar / N. Piva
RECOMMENDATION: This is an informational report and no action is required

DEPARTMENT REPORTS

CITY MANAGER ITEMS

ITEMS REQUESTED BY COUNCIL MEMBERS / FUTURE AGENDA ITEMS

ADJOURNMENT
Agenda Packet Page 4
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CITY OF CITRUS HEIGHTS

CITY COUNCIL

MINUTES
Regular Meeting of Thursday, May 23, 2024
City Hall Council Chambers
6360 Fountain Square Dr., Citrus Heights, CA

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

1. Fl
ag Salute was led by Citrus Heights Police Commander Kris Frey.

2. Roll Ca
ll: Council Members present: Lopez-Taff, Middleton, Schaefer, Karpinski-Costa, Daniels Council Members absent: None
Staff Members present: Feeney, Jones, Turcotte, Van and department directors.

3. The v
ideo statement was read by City Clerk Van.

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

AYES:

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

PRESENTATIONS
It
em 4 was pulled to be heard after Item 5.

5. Pr
oclamation of the City of Citrus Heights Proclaiming June 2 – 8, 2024 as National Garden Week
Vi
ce Mayor Karpinski-Costa read and presented the proclamation to the Kiwanis Club of Citrus Heights, the Mesa Verde Key Club, and the Sylvan Ranch Community Garden. They were joined by Soroptimist International of Citrus Heights.

4. Rec
ognition of 2024 Spirit of San Juan Honoree, DaeChole Reed-Herbert, Lichen K-8 Student May
or Daniels read and presented the proclamation to DaeChole Reed-Herbert.

6. P
resentation by Republic Services – Recognition of the 2024 Sustainability Scholarship Winners and 2023 Annual Report
Ray
Robinson with Republic Services provided an overview of the 2023 Annual Report. The report outlined services offered to residential customers such as curbside collection, bulky waste cleanup days, seasonal services, assistance for those with physical limitations, and the Customer Service Guide ITEM 4
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Citrus Heights City Council Thursday, May 23, 2024

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Calendar. He highlighted outreach and educational events and campaigns throughout 2023 that were sponsored by Republic Services. He gave an overview of the amount of trash collected and diverted which led to a 50.1% diversion rate in the last year. He provided an overview of the sustainability scholarship program in partnership with the San Juan Education Foundation and recognized the 2024 scholarship winners. Certificates were presented to high school seniors Laila Seddiqi, Landon Eynon, and Pluto Bowen.

PUBLIC COMMENT

David Warren stated the antisemitism running through the world has reached Citrus Heights. He described several occasions when he and his wife experienced threatening behavior at home and in public. Speaking to the members of the community, he stated the hatred in this community has to stop.

COMMENTS BY COUNCIL MEMBERS AND REGIONAL BOARD UPDATES

Council Member Middleton attended the League of California Cities Sacramento Valley Division meeting on May 17. She went to the Greater Sacramento Economic Council 2024 Annual Celebration. She attended the Citrus Heights Police Department Oath of Office swearing in ceremony. She attended the Mesa Verde High School Garden grand opening event. She attended the League of California Cities Sacramento Valley Division regular meeting on May 13. She announced the Citrus Heights Arts ArtBeat Art and Music Festival from May 31 to June 2 in the Birdcage Shopping Center.

Council Member Lopez-Taff attended Sacramento County Supervisor Sue Frost’s community meeting.

She attended the Neighborhood Area 7, 8, and 9 (CHASEN) meeting. She attended a quarterly 2 x 2 committee meeting with the San Juan Unified School District.

Council Member Schaefer expressed his deepest sympathies for Mr. Warren for the antisemitism he has experienced in the community, and he condemns those who have similar antisemitic feelings. He attended a Sacramento Area Council of Governments board meeting. He attended the League of California Cities Sacramento Valley Division meeting on May 17. He gave a reminder for the Sylvan Cemetery Memorial Day event on May 27.

Vice Mayor Karpinski-Costa attended the Hearts 4 Heroes event recognizing Police Lieutenant Mike Wells and his dog, Ellie, who serves as a comfort animal for first responders. She visited Nicholaus Dairy in Elk Grove for a Sacramento Area Sewer District event in partnership with Sacramento Splash. She went to the Greater Sacramento Economic Council 2024 Annual Celebration. She attended the Sunrise MarketPlace Brews in the Burbs event. She attended the Positivity Party fundraising event for It Takes Guts organization. She attended Sacramento County Supervisor Sue Frost’s community meeting. She attended the Neighborhood Area 10 (SOAR) meeting. She provided an update from the Sacramento- Yolo Mosquito and Vector Control District board meeting. She attended the Sacramento Area Sewer District board meeting. She attended the Vice Mayor luncheon.

Mayor Daniels attended the Hearts 4 Heroes event. He attended the Sacramento Regional Transit board meeting. He announced Monday with the Mayor will not be held on Memorial Day, May 27. He attended the Sacramento Metropolitan Air Quality Management District board meeting. He attended a 2 x 2 committee meeting with the San Juan Unified School District. He attended the Citrus Heights Police Department Oath of Office swearing in ceremony. He announced City Hall will be closed on Memorial Day.

ITEM 4
Agenda Packet Page 6
Citrus Heights City Council Thursday, May 23, 2024

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CONSENT CALENDAR

7. SUBJECT: Approval of Minutes
RECOMMENDATION: Approve the Minutes of the Meeting of May 9, 2024

8. SUBJECT: Audited Financial Statements and Compliance Report for Transportation Development Act Funds and Single Audit Report
STAFF REPORT: S. Talwar / A. Preciado
RECOMMENDATION: Receive and file the City of Citrus Heights Transportation Development Act (TDA) Funds Audited Financial Statements and Compliance Report for the fiscal year ended June 30, 2023 and the Single Audit Report for the fiscal year ended June 30, 2023

9. SUBJECT
: Quarterly Treasurer’s Report
STAFF REPORT: S. Talwar / A. Preciado
RECOMMENDATION: Receive and file the Quarterly Treasurer’s Report for the quarter ending March 31, 2024

10. SUBJECT: AB 481- Annual Renewal of Military Equipment Policy for the Police Department and Review of Annual Report
STAFF REPORT: A. Turcotte / M. Wells / N. Garing
RECOMMENDATION: Adopt Resolution No. 2024-039, A Resolution of the City Council of the City of Citrus Heights, California, Renewing the Police Department’s Military Equipment Use Policy

ACTION: On a motion by Vice Mayor Karpinski-Costa, seconded by Council Member Schaefer, the City Council adopted Consent Calendar Items 7, 8, 9, and 10.

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

REGULAR CALENDAR

11. SUBJECT: School Safety Options
STAFF REPORT: A. Turcotte / C. Kinnan
RECOMMENDATION: Provide direction to staff on the following options:

a. Hire and fund two additional full-time School Resource Officers

b. Reassign two existing sworn positions from other programs as determined by the City Manager and Police Chief to School Resource Officers

ITEM 4
Agenda Packet Page 7
Citrus Heights City Council Thursday, May 23, 2024

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c. Utilize the Police Department’s current traffic unit to create a school liaison program to provide enhanced traffic enforcement and life safety, including perimeter security, at Citrus Heights schools

d. Continue coordination with the San Juan Unified Safe Schools program

Police Chief Turcotte presented the item. Option 1 would be to hire and fund two additional full-time school resource officers (SROs); one assigned at each high school which would have a fiscal impact of approximately $370,000 per year. The San Juan Unified School District currently utilized the Safe Schools Program to handle administrative investigations and threat assessments that were previously assigned to SROs. Option 1 would add school officers directly to the campus. Option 2 would utilize existing sworn positions to reassign them to the SRO program which would cause a negligible fiscal impact, but would cause an operational impact. Option 3 would utilize the Police Department’s traffic unit to create a school liaison program. This option would enhance a formal relationship and make a primary liaison with the schools and continue to do the administrative duties of what used to be SROs. This option would not need to reduce any other units and there is no fiscal impact. Option 4 would be a no change option and continue to collaborate with San Juan Unified to mitigate threats and enhance safety measures as applicable. There is no fiscal impact with Option 4.

City Council questions and comments followed.

City Manager Feeney and Police Chief Turcotte responded to questions.

Public Comment

None.

ACTION
: On a motion by Council Member Middleton, seconded by Council Member Schaefer, the City Council directed staff to utilize the Police Department’s current traffic unit to create a school liaison program to provide enhanced traffic enforcement and life safety, including perimeter security, at Citrus Heights schools

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

DEPARTMENT REPORTS

None.

CITY MANAGER ITEMS

City Manager Feeney highlighted the City’s 6
th year Tree City USA recognition from the Arbor Day
Foundation. He announced a community projects funding request submitted by Congressman Ami Bera for San Juan Complete Streets Phase 2 which would be a federal allocation of $4,000,000 towards the project if awarded. He announced Memorial Day events including the American Legion #637 and Sylvan Cemetery event at 11:00 a.m. as well as the Veterans Community Center and Ben Ali Shrine Band event at 12:00 p.m. He announced the Citrus Heights Arts ArtBeat Art and Music Festival on May 31 through ITEM 4
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Citrus Heights City Council Thursday, May 23, 2024

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June 2 at MarketPlace at Birdcage. He announced the first of three City Scoop events to be held June 6 from 6:30 p.m. – 8:00 p.m. at the Sylvan Oaks Library. He explained goats arrived in Citrus Heights on May 8 to provide open space maintenance that avoids heavy equipment and herbicides and is more cost- effective. He announced a city-wide Save the Date mailer that highlights some events happening in the city. He announced illegal dumping signs available for local businesses as part of the Citrus Heights Cares Campaign. He gave an update on the May 22 Planning Commission meeting in which the Commission recommended the City Council approve a tentative map as part of the Sunrise Tomorrow Plan.

ITEMS REQUESTED BY COUNCIL MEMBERS / FUTURE AGENDA ITEMS

Vice Mayor Karpinski-Costa requested a future agenda item to consider a resolution of support for the Californians for Safer Communities Coalition for the Homelessness, Drug Addiction, and Theft Reduction Act (Initiative 23-0017A1) proposed for the November 2024 ballot. Council Member Schaefer supported the request.

ADJOURNMENT

Mayor Daniels adjourned the meeting at 7:30 p.m. in honor of the men and women who have given their life to our country.

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
: June 13, 2024
TO: Mayor and City Council Members
Ashley J. Feeney, City Manager
FR
OM: Amy Van, City Clerk
SU
BJECT: November 5, 2024 General Municipal Election
Summary and Recommendation
In
accordance with the provisions of the City’s Municipal Code, a General Municipal Election shall be held on November 5, 2024, for the election of two members of the City Council, representing Districts 1 and 3 for a term of four years. Pursuant to Elections Code §10403, the City Council must adopt a resolution in order to consolidate the City of Citrus Heights General Municipal Election with the statewide election conducted by the County of Sacramento.

St
aff recommends the City Council adopt Resolution No. 2024-___ A Resolution Calling a General Municipal Election and Requesting the Board of Supervisors of Sacramento County to Consolidate the General Municipal Election with the Statewide General Election to be held on November 5, 2024 Pursuant to Section §10403 of the Elections Code.

Fiscal Impact
Ba
sed on the County of Sacramento’s estimate provided to the City, $57,000 was budgeted in the Fiscal Year 2024/2025 General Fund (Fund 100) budget for all election activities. Consolidation with the county during a statewide election allows for substantial savings versus conducting a stand-alone election.

Background and Analysis
The
2024 November Election will include Council Districts 1 and 3 electing a council member for a term of four years. By-district elections mean that registered voters of a district will elect a council member from their district, rather than on a citywide basis. Only those registered voters residing in Districts 1 and 3 will receive ballots for this city council member election.

ITEM 5
Agenda Packet Page 10
Subject: November 5, 2024 General Municipal Election
Date: June 13, 2024

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Individuals desiring to run for City Council must reside in the eligible districts and be a registered voter of that district during the nomination period. If elected, they must continue to reside in that district during their term of office.

To determine which District a resident currently resides in, an interactive map is on the City’s website for review (http://www.citrusheights.net/156/Elections ). Residents can type in their
address to determine in which district they reside. Please refer to Attachment 2 for the City of Citrus Heights District Map.

The nomination period for the November 5, 2024 General Municipal Election will be July 15 through August 9, 2024. If an eligible incumbent does not file nomination papers by 5:00 p.m. on August 9, any qualified person other than the incumbent shall have until 5:00 p.m. on August 14, 2024 to file nomination papers. A Candidate Manual will be provided to all candidates, with required forms and deadlines.

The City’s Elections webpage (http://www.citrusheights.net/156/Elections ) will be updated
throughout the election process. From this page, residents can access the Interactive District Map, view campaign disclosure statements, and view other important election information.

Attachments

1. Resolution No. 2024-___ Calling the November 5, 2024 General Municipal Election and Requesting Consolidation with the County of Sacramento

2. District Map

ITEM 5
Agenda Packet Page 11
RESOLUTION NO. 2024- ___

A RESOLUTION OF THE CITY COUNCIL OF THE

CITY OF CITRUS HEIGHTS, CALIFORNIA, CALLING A GENERAL MUNICIPAL

ELECTION AND REQUESTING THE BOARD OF SUPERVISORS OF SACRAMENTO

COUNTY TO CONSOLIDATE THE GENERAL MUNICIPAL ELECTION WITH THE STATEWIDE GENERAL ELECTION TO BE HELD ON NOVEMBER 5, 2024, PURSUANT TO SECTION 10403 OF THE ELECTIONS CODE

WHEREAS, pursuant to the Elections Code of the State of California, the City Council of the City of Citrus Heights, California, hereby calls a General Municipal Election to be held on November 5, 2024, for the purpose of electing two (2) council members, representing Districts 1 and 3, for a term of four years;

WHEREAS, it is desirable that the General Municipal Election be consolidated with the Statewide General Election to be held on the same date and that within the city, the precincts, vote centers, and election officers of the two elections be the same and that the Sacramento County Registrar of Voters canvass the returns of the General Municipal Election and that the election be held in all respects as if there were only one election.

NOW, THEREFORE, BE IT RESOLVED AND ORDERED that the City Council of the City of Citrus Heights does hereby determine and order as follows:

1. That pursuant to the requirements of the California Elections Code, there is called and ordered to be held in the City of Citrus Heights, California, on Tuesday, November 5, 2024, a General Municipal Election for the purpose of electing two (2) council members, representing Districts 1 and 3 for a term of four years, in accordance with Citrus Heights Municipal Code Section 2-36.

2. Pursuant to the requirements of Elections Code §10403, the Board of Supervisors of the County of Sacramento is hereby requested to consent and agree to the consolidation of a General Municipal Election with the Statewide General Election on Tuesday, November 5, 2024, for the purpose of electing two (2) council members, representing Districts 1 and 3 for a term of four years.

3. The Sacramento County Registrar of Voters is authorized to canvass the returns of the General Municipal Election. The election shall be held in all respects as if there were only one election, and only one form of ballot shall be used. In the case of a tie vote the Registrar of Voters will determine the winner by lot.

4. The Sacramento County Board of Supervisors is requested to issue instructions to the County Registrar of Voters to take any and all steps necessary for the holding of the consolidated election.

5. The City of Citrus Heights recognizes that additional costs will be incurred by the Registrar of Voters by reason of this consolidation and agrees to reimburse the Registrar of Voters for actual costs accrued for the election, such costs to be calculated by proration method set ITEM 5
Agenda Packet Page 12

forth in the County’s current Election Cost Allocation procedures on the basis of the amount of services provided to the City of Citrus Heights.

6. The Candidate is to pay for the publication of the candidate’s statement, pursuant to Elections Code §13307. The limitation on the number of words that a candidate may use in his/her candidate’s statement is 200 words; and the City of Citrus Heights chooses to adopt the policy for Candidate’s Statement preparation as described in the County of Sacramento’s Candidates Guide under the heading of “Candidate’s Statement.”

7. The City Clerk is hereby directed to file a certified copy of this resolution with the Sacramento County Board of Supervisors and the Registrar of Voters.

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 13 th day of June 2024, by the following vote, to wit:

AYES: Council Members:

NOES: Council Members:

ABSTAIN: Council Members:

ABSENT: Council Members:

Bret Daniels, Mayor
ATTEST:

Amy Van, City Clerk
ITEM 5
Agenda Packet Page 13
5 3
1 2
4 80
Chesline Dr
Volti Way
Van Maren Ln
Outlook Dr
Tw
in
Woo
d
Wa
y
Navion Dr
Auburn Blvd
Oak Lakes Ln
Antelope Rd
Carriage Dr
Primrose Dr
Highland Ave
Larkspur Ave
Sunrise Blvd
Sungarden Dr
Tw
in Oaks Ave
Oak Ave
Crosswoods Cir
Greenback Ln
Mariposa Ave
Auburn Blvd
Fair Oaks Blvd
�2021 CALIPER
ITEM 5
Agenda Packet Page 14
Category Field 1 2 3 4 5 Total
Total Population 17,075 17,610 18,106 17,285 17,774 87,850 Population Deviation -495 40 536 -285 204 1,031
Pct. Deviation -2.82% 0.23% 3.05% -1.62% 1.16% 5.87%
Hispanic/Latino 20% 16% 17% 21% 23% 20%
NH White 64% 70% 66% 64% 59% 64%
NH Black 4% 3% 6% 4% 7% 5%
NH Asian/Pac.Isl. 7% 7% 7% 7% 7% 7%
NH Native Amer. 3% 3% 3% 3% 2% 3%
Total 12,806 13,514 13,247 12,948 12,061 64,576
Hisp 14% 13% 14% 15% 13% 14%
NH White 75% 75% 76% 77% 73% 75%
NH Black 4% 4% 4% 3% 8% 4%
Asian/Pac.Isl. 6% 7% 6% 5% 5% 6%
Native Amer. 1% 2% 1% 2% 1% 2%
Total 10,679 11,142 11,376 9,923 9,004 52,124
Latino est. 12% 9% 11% 12% 12% 11%
Spanish-Surnamed 12% 9% 10% 11% 11% 10%
Asian-Surnamed 2% 2% 2% 2% 2% 2%
Filipino-Surnamed 1% 1% 1% 1% 1% 1%
NH White est. 81% 84% 84% 84% 80% 83%
NH Black 3% 4% 3% 2% 6% 4%
Total 8,756 9,418 9,280 7,921 7,158 42,533
Latino est. 11% 8% 10% 11% 11% 10%
Spanish-Surnamed 11% 8% 9% 10% 10% 10%
Asian-Surnamed 2% 2% 2% 2% 2% 2%
Filipino-Surnamed 1% 1% 1% 1% 1% 1%
NH White est. 81% 84% 84% 84% 80% 83%
NH Black 3% 4% 3% 2% 6% 4%
Total 6,284 6,750 6,678 5,314 4,629 29,655
Latino est. 9% 7% 8% 9% 9% 9%
Spanish-Surnamed 9% 7% 8% 8% 9% 8%
Asian-Surnamed 2% 2% 1% 2% 1% 2%
Filipino-Surnamed 1% 1% 1% 1% 1% 1%
NH White est. 83% 85% 85% 86% 82% 84%
NH Black est. 3% 4% 3% 2% 5% 3%
age0-19 24% 20% 23% 23% 24% 23%
age20-60 51% 54% 52% 56% 56% 54%
age60plus 25% 25% 25% 21% 20% 23%
immigrants 11% 12% 15% 12% 19% 14%
naturalized 64% 68% 69% 53% 44% 59%
english 85% 83% 80% 81% 74% 81%
spanish 9% 8% 7% 11% 12% 9%
asian-lang 3% 2% 3% 1% 3% 2%
other lang 4% 7% 11% 7% 12% 8%
Language Fluency Speaks Eng. "Less than
Very Well" 7% 6% 10% 7% 14% 9%
hs-grad 61% 55% 57% 62% 57% 58%
bachelor 14% 17% 14% 14% 15% 15%
graduatedegree 4% 7% 8% 4% 5% 6%
Child in Household child-under18 30% 29% 27% 30% 27% 29% Pct of Pop. Age 16+ employed 60% 66% 65% 67% 65% 65%
income 0-25k 13% 8% 20% 15% 23% 16%
income 25-50k 25% 20% 21% 23% 25% 23%
income 50-75k 23% 21% 22% 20% 21% 21%
income 75-200k 35% 46% 34% 38% 28% 36%
income 200k-plus 3% 5% 3% 4% 2% 3%
single family 93% 84% 65% 71% 46% 71%
multi-family 7% 16% 35% 29% 54% 29%
rented 25% 32% 46% 45% 68% 44%
owned 75% 68% 54% 55% 32% 56%
Housing Stats
Voter Registration (Nov
2020)
Voter Turnout (Nov
2020)
Total population data from California's adjusted 2020 Census data. Citizen Voting Age Population, Age, Immigration, and other demographics from the 2015-2019 American Community Survey and Special Tabulation 5-year data. Turnout and Registration data from California Statewide Database ("Latino" figures calculated by NDC using Census Bureau's Latino undercount by surname estimate).

Voter Turnout (Nov
2018)
Household Income
Education (among those
age 25+)
Immigration
Age
Language spoken at
home
City of Citrus Heights - Current Plan
2020 Census
Total Pop.

Citizen Voting Age Pop
ITEM 5
Agenda Packet Page 15
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CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM

DATE: June 13, 2024

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

FROM: Casey Kempenaar, Community Development Director
Regina Cave, General Services Director
Alison Bermudez, Senior Planner

SUBJECT: Asset Naming Policy for the Naming of City-Owned Assets

Summary and Recommendation

At the April 13, 2023, City Council Meeting, Council directed staff to craft a policy to guide the process when naming a city-owned asset i.e. open space. Staff has prepared an Asset Naming Policy for consideration and adoption.

Staff recommends the City Council review the policy, provide feedback, and adopt the Policy with the following motion:

Motion: Adopt Resolution No. 2024-___, a Resolution of the City Council of the City of Citrus Heights, California, Adopting an Asset Naming Policy for the Naming of City- owned Assets.

Fiscal Impact

There is no direct fiscal impact for adopting the naming policy. Any costs associated with the policy would come at the time a specific asset is under naming consideration. These costs include staff time associated with managing the naming project and minor costs for public outreach i.e. advertising, social media boosts, videos, flyers, or similar.

As specific assets are named, there will be a cost associated with signage for the named asset.

These future costs are unknown and will vary depending on the specific asset and the type of identification marker selected. As an example, initial estimates for a monument sign for the Greenback Lane open space park range from $5,000 and $25,000, depending on size and complexity.

ITEM 6
Agenda Packet Page 16
Subject: Asset Naming Policy
Date: June 13, 2024

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Background and Analysis

At the August 25, 2022, City Council Meeting, a resident requested the City Council select a name for the existing city-owned open space located on Greenback Lane (east of Park Oaks Drive). The City Council directed staff to bring forward options to name this unnamed park as one of its Strategic Objectives for 2023.

At the April 13, 2023, City Council Meeting, staff presented several options to the Council for proceeding with the naming of the open space. Ultimately, the Council directed staff to develop a more comprehensive policy to guide the process when naming a community asset.

As a result, staff has prepared a policy for the Council’s consideration to help guide the naming process, not only for the Greenback Lane open space but also for the naming of any other City- owned asset (i.e. buildings, fountains, conference rooms, etc.). The Policy includes how naming requests are initiated, outreach methods used to gather community input, guiding principles for possible names, and the considerations when selecting the name. The Policy provides the City Council discretion in selecting the name.

If adopted, staff will initiate efforts to name the Greenback Lane open space. The efforts will follow the recommended policy actions including community outreach, flash votes, social media and other communication methods. Following the public outreach efforts, staff will present to the City Council a variety of names for their selection.

Attachments:

1. Resolution 2024- __, a Resolution of the City Council of the City of Citrus Heights , California, Adopting an Asset Naming Policy for the Naming of City-owned Assets Exhibit A: Asset Naming Policy
ITEM 6
Agenda Packet Page 17
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RESOLUTION NO. 2024-___

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

CALIFORNIA, ADOPTING AN ASSET NAMING POLICY FOR THE NAMING OF CITY-

OWNED ASSETS

WHEREAS, the City of Citrus Heights (“City”) has many assets;

WHEREAS, from time-to-time the City receives requests from the public to name these assets;

WHEREAS, the City desires to have a uniform Asset Naming Policy in place to help guide the process of naming City owned land, buildings, and facilities (City Assets);

WHEREAS, the Asset Naming Policy includes how naming requests are initiated, outreach methods used to gather community input, guiding principles for possible names, and the considerations when selecting the name; and

WHEREAS, the Asset Naming Policy was reviewed by the City Council at their June 13, 2024 meeting.

NOW THEREFORE BE IT RESOLVED AND ORDERED that the City of Citrus Heights does hereby adopt the City of Citrus Heights Asset Naming Policy Guidelines as the standard process for the naming of City assets.

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

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 13th day of June 2024, by the following vote, to wit:

AYES: Council Members:

NOES: Council Members:

ABSTAIN: Council Members:

ABSENT: Council Members:

Bret Daniels, Mayor

ATTEST:

Amy Van, City Clerk

Exhibit:

A. Asset Naming Policy
ITEM 6
Agenda Packet Page 18

Background

The naming of public assets plays an important role in community identity and navigation within the City of Citrus Heights. The naming of these public assets also serves as a method to commemorate and honor events, persons, and environmental features within the community.

Purpose

The purpose of this Policy is to provide guidance when the City Council considers the naming of an asset. Examples of applicable assets include:

• Buildings and external building features
• Conference/meeting rooms
• Features such as fountains and benches
• Recreational trails and pathways
• Open space and features within the open space
• Other spaces or features as determined by the City Council

Requesting the Naming of an Asset

Requests to initiate the naming of an asset must be at the direction of the City Council. Members of the Council may initiate or members of the public wishing to initiate the process may appear before the City Council in-person during the public comment period of any City Council meeting or the member of the public may send a written request to [email protected] .

The City Council has sole discretion if/when the naming process should be initiated. Prior to considering the naming (or renaming) of a City asset, the City Council shall consider the following:
• Justification to name or rename the asset;
• Impact of the naming to the community; and
• The cost of implementation and signage.

Council Direction

In some instances, the naming of the asset may warrant the need for public input. If so, the City Council may request staff to coordinate an outreach plan to gather potential names and sentiment from the community.

ASSET NAMING POLICY

AND GUIDELINES

Ashley Feeney, City Manager
ITEM 6
Agenda Packet Page 19

Outreach

If the selection of a name includes public outreach, City staff will develop an outreach plan as ways to solicit names and/or receive feedback on names proposed. In some instances, the naming of an asset may require two outreach efforts- initial effort to solicit names for consideration and then a second plan for final selection.

Outreach plans should contain a variety of outreach methods in efforts to reach as many community members as possible. Examples of outreach methods include social media posts, utilization of the City’s website “flash vote” module, presentations/communication to neighborhood groups, signage at/near the asset of how to participate, information sharing at events such as Sunday Funday, Stars and Strips Celebration, Farmer’s Market, and other community events.

Guiding Principals

In considering proposals for the naming or renaming of a city asset, the City will consider whether the proposed name will:

• Engender a strong positive image consistent with the City’s goals and values; • Be appropriate relative to the City Asset’s location and/or history; • Incorporate the assigned historic name if the City Asset is a designated historical resource listed on the local, State, or National Register of historic resources; • Have historical, cultural, or social significance for future generations; • Commemorate places, people, or events that are of continued importance to the city, community, region, or state;
• Have symbolic value that transcends its ordinary meaning or use and enhances the character and identity of the City Asset; and
• Have broad public support.

The City Council may also, in its discretion, grant a naming where the proponent sets forth a rationale which, although not falling precisely within these guidelines, demonstrates extraordinary and highly acclaimed accomplishment or involvement linked to Citrus Heights to such an extent that it meets the spirit of these guidelines.

Considerations:

The following are considerations when selecting a name for a City asset:

• Names should have some relevance to the area in which the asset is located. Aspects to be considered include historical, cultural, heritage, or environmental linkages.

• Names should be relatively short, easy to pronounce, spell and write.

• Names should not easily be confused with or duplicating existing names in the city or nearby communities.

ITEM 6
Agenda Packet Page 20
Decision
Fol
lowing the completion of the outreach plan (if required), names meeting the Guiding Principles and the Consideration criteria will be provided to the City Council for consideration.

The City Council has sole discretion to select the name for the asset. The name may be selected from a list of nominations gathered through the outreach plan or the City Council may select a different a name. The name selected shall receive a majority vote and adopted by resolution.

Excl
usions
Thi
s policy does not pertain to the naming and renaming of streets, including the renaming of a street(s) required by state or federal action. The naming and renaming of streets are processed through the Community Development and General Services Departments.

ITEM 6
Agenda Packet Page 21

CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM

DATE: June 13, 2024

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

FROM: Regina Cave, General Services Director
Leslie Blomquist, City Engineer

SUBJECT: Senate Bill 1 Road Maintenance and Rehabilitation Account Funding and Project Expenditure Plan for FY 2024-2025

Summary and Recommendation
Pursuant to Senate Bill 1 (SB 1), all California counties and cities receiving enhanced transportation funding through the enacted gas tax increase are required to submit on an annual basis an expenditure plan for the respective agency’s allocation of funds for the subsequent fiscal year.

Staff recommends the City Council adopt Resolution No. 2024- A Resolution of the City Council of the City of Citrus Heights, California, Approving the Fiscal Year 2024-2025 Project Expenditure Plan to be Funded by Senate Bill 1: The Road Repair and Accountability Act of 2017.

City Council Strategic Goal/Objective
This item aligns with the Citrus Heights City Council Strategic Plan 3-Year Goal to Maintain Public Infrastructure and Enhance All Modes of Transportation.

Fiscal Impact
In accordance with the formulaic distribution of the existing gas tax funds, Citrus Heights is expected to receive an estimated $2,271,779 in Road Maintenance and Rehabilitation Account (RMRA) funds for fiscal year 2024-2025. These funds will come to the City in the same manner as the existing gas tax funds, which is a monthly distribution based on actual revenues collected.

The City’s RMRA funds are programmed in the 2024-2025 budget, as well as the 5-year Capital Improvement Program adopted in 2024.

ITEM 7
Agenda Packet Page 22
Subject: Senate Bill 1 (SB1) Road Maintenance and Rehabilitation Account Funding and Project List for FY 2024-2025
Date: June 13, 2024

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Background and Analysis
On April 28, 2017, SB 1 was enacted into law, which established the RMRA to address deferred maintenance on state highway, and local streets and road systems. The bill stipulates the RMRA funds shall be used for projects that include, but are not limited to, the following:
• Road maintenance and rehabilitation;
• Safety projects;
• Railroad grade separations;
• Complete streets components, including active transportation purposes, pedestrian and bicycle safety projects, transit facilities, and drainage and storm water capture projects in conjunction with any other allowable project;
• Traffic control devices; and
• Matching funds for State and/or Federal grants for eligible projects.

In order to receive SB 1 funds, the California Transportation Commission (CTC) requires all local agencies submit an annual expenditure plan identifying the proposed project(s) to be funded with the RMRA funds, along with an adopted resolution containing the proposed project(s). The proposed improvement project staff has identified for SB1 funding for FY 2024- 2025 is the 2025 Pavement Resurfacing Project. In December 2023, Council approved the Three-Year Pavement Preservation Plan (Plan), which incorporated over 300 arterial, collector and residential streets to be addressed through various restoration and preservation methods.

Efforts to deliver on the plan will commence with various mill and fill and crack sealing operations beginning in Fall 2024 and will also incorporate ADA curb ramp improvements in various locations. Additionally, the approved Plan is subject to modifications, including recommended pavement preservation applications, amending or adding streets, or shifting streets to a future year based on varying field conditions or conflicts with other utility work.

Project Title: 2025 Pavement Resurfacing Project
Project Description: Pavement resurfacing; may include ADA, pedestrian and bike enhancements, traffic signal improvements and stormwater upgrades as determined during design
Project Locations: Various locations throughout the city as identified in the approved Three Year Pavement Preservation Plan
Project Location PCI: 38 (average)
Estimated Project Schedule: Start (September 2024) – Completion (November 2025) based on the component being funded with RMRA funds
Estimated Project Useful Life: 10 years

Approved expenditure plans are required to be submitted to the CTC annually by July 1 to avoid delay in distribution of funds. Receipt of RMRA funds for Fiscal Year 2024/2025 will commence October 2024.

ITEM 7
Agenda Packet Page 23
Subject: Senate Bill 1 (SB1) Road Maintenance and Rehabilitation Account Funding and Project List for FY 2024-2025
Date: June 13, 2024

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Attachments
1) Resolution 2024-____, a Resolution of the City Council of the City of Citrus Heights, California, Approving the Fiscal Year 2024-2025 Project List to be Funded by Senate Bill 1: The Road Repair and Accountability Act of 2017

ITEM 7
Agenda Packet Page 24
RES OLUTION NO. 2024-___
A RES

OLUTION OF THE CITY COUNCIL OF THE CITY OF

CITRUS HEIGHTS, CALIFORNIA, APPROVING THE
FISCAL YEAR 2024-2025 PROJECT LIST TO BE FUNDED BY
SENATE BILL 1: THE ROAD REPAIR AND ACCOUNTABILITY ACT OF 2017 WHEREAS, Senate Bill 1 (SB 1), the Road Repair and Accountability Act of 2017 (Chapter 5, Statutes of 2017) was passed by California Legislature and signed into law in April 2017 to help address the significant multi-modal transportation funding shortfalls statewide; WH
EREAS, SB 1 includes provisions for transparency and accountability to help ensure the residents of Citrus Heights are aware of th e projects being proposed with Road Maintenance and Rehabilitation Account (RMRA) funding, and that recipients are expending the funds on eligible projects that meet the objectives of SB 1;
WH
EREAS, the City must adopt by resolution a list of projects proposed to receive fiscal year funding from the RMRA , created by SB 1, which must include a description and the location of each proposed project, a proposed schedule for the project’s completion, and the estimated useful life of the improvements;
WH
EREAS, the City will receive an estimated $2,271,779 in RMRA funding from SB 1 in Fiscal Year 2024-2025;
WH
EREAS, this is the seventh year in which the City is receiving SB 1 funding and will enable the City to continue essential road maintenance and rehabilitation projects, safety improvements, and increasing access and mobility options for the traveling public that may not have otherwise been possible without SB 1;
WHE
REAS, the data from the city’s pavement analysis conducted in 2019 is maintained in an up-to-date Pavement Management Program, and presently reflects an average Pavement Condition Index (PCI) of 46 for the city’s overall network;
WH
EREAS, the updated 2023 California Statewide Local Streets and Roads Needs Assessment found that the overall network of streets throughout the greater Sacramento County region are in the “at higher risk” category (50-60 PCI) with an average PCI of 58; WH
EREAS, the SB 1 project list and overall investment in our local streets and roads infrastructure with a focus on basic maintenance and safety, investing in complete streets infrastructure, and using cutting- edge technology, materials and practices where applicable will have significant positive impacts throughout our community and the region, including improving multi -modal transportation and supporting use of public transportation along transit service routes; NO
W, THEREFORE, IT IS HEREBY RESOLVED, AND FOUND by the City Counci l of the City of Citrus Heights, State of California, as follows:

ITEM 7
Agenda Packet Page 25

1. The foregoing recitals are true and correct.

2. The following list of new projects will be funded in-part or solely with the Fiscal Year 2024- 2025 Road Maintenance and Rehabilitation Account revenues:

Project Title: 2025 Pavement Resurfacing Project
Project Description: Pavement resurfacing; may include ADA, pedestrian and bike enhancements, traffic signal improvements and stormwater upgrades as determined during design
Project Locations: Various locations throughout the City as identified in the approved Three Year Pavement Preservation Plan
Project Location PCI: 38 (average)
Estimated Project Schedule: Start (September 2024) – Completion (November 2025) based on the component being funded with RMRA funds
Estimated Project Useful Life: 10 years

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

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 13th day of June, 2024 by the following vote, to wit:

AYES: Council Members:

NOES: Council Members:

ABSTAIN: Council Members:

ABSENT: Council Members:

Bret Daniels, Mayor

ATTEST:

Amy Van, City Clerk

ITEM 7
Agenda Packet Page 26
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CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM

DATE: June 13, 2024

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

FROM: Regina Cave, General Services Director
Leslie Blomquist, City Engineer

SUBJECT: Arcade-Cripple Creek Trail Project
Maintenance Memorandum of Understanding

Summary and Recommendation

Essential to a successful trail is the emergency response and maintenance of facilities. As the Arcade-Cripple Creek Trail traverses across several jurisdictional boundaries, a Maintenance Memorandum of Understanding (MOU) is necessary in order to clearly define the on-going responsibilities and requirements of each partnering agency. The attached MOU outlines the recommended responsibilities including:
• General Maintenance
• Specialty Maintenance
• Emergency Response
• General Calls for Service

Staff recommends the City Council adopt the following resolution:

1. Resolution No. 2024-_____ A Resolution of the City Council of the City of Citrus Heights, California, Authorizing the City Manager to Execute a Memorandum of Understanding with Sunrise Recreation and Park District and Orangevale Recreation and Park District for Maintenance of the Arcade-Cripple Creek Trail.

City Council Strategic Goal/Objective

This item aligns with the Citrus Heights City Council Strategic Plan Objective to Maintain Public Infrastructure and Enhance All Modes of Transportation.

ITEM 8
Agenda Packet Page 27
Subject: Arcade-Cripple Creek Trail Project – Maintenance Memorandum of Understanding Date: June 13, 2024

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Fiscal Impact

There is no fiscal impact to the City to sign this MOU. All maintenance costs specific to Citrus Heights jurisdictional boundaries of the trail will be funded by Measure A Maintenance funds currently programmed for contract services. Additionally, future costs are expected to be funded by Measure A Maintenance funds as well.

Background and Analysis

The Arcade-Cripple Creek Trail is a 2.9-mile multi-use trail located between Arcade Creek Park Preserve and Wachtel Way in both Citrus Heights and unincorporated Orangevale in Sacramento County. The trail is located on property owned by the City of Citrus Heights, Sunrise Recreation and Park District (SRPD) and Orangevale Recreation and Park District (ORPD). It also traverses through City-owned easements, and across both City of Citrus Heights and Sacramento County public right-of-way.

Key elements of the trail includes:
• asphalt concrete trail surfacing
• decomposed granite shoulders
• solar powered trail lighting
• crossing enhancements of public roadways
• bridge structures
• retaining walls
• wayfinding signs
• trash receptacles & dog waste canisters
• trail signing & striping
• tree plantings & irrigation

On May 5, 2024, the City held a ribbon cutting celebration and grand opening event for the recently constructed Arcade-Cripple Creek Trail Project. The trail is currently being enjoyed by the nearby residents and community members.

City Staff has met with staff from both SRPD and ORPD to determine the best and most appropriate means of trail maintenance, response to calls for services and emergency response calls which is summarized below.

General Maintenance.

It is recommended that each agency maintain and operate the trail segments located in each of their respective jurisdictions, exclusive of any specialty maintenance items (e.g. City will maintain the segments on City-owned property, SRPD will maintain the ITEM 8
Agenda Packet Page 28
Subject: Arcade-Cripple Creek Trail Project – Maintenance Memorandum of Understanding Date: June 13, 2024

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segments in SRPD-owned parks, ORPD will maintain the segments in SRPD-owned parks), including, but not limited to:

• graffiti abatement
• illegal dumping and litter
• general trail amenities
• weed abatement
• trash removal and clean up
• general retaining wall maintenance
• solar powered trail lighting
• trail striping
• trail surfacing
• tree plantings and irrigation

Specialty Maintenance
. The City will maintain the following specialty items for the entirety of the trail alignment, regardless of property ownership:

• trail & wayfinding signage, including graffiti removal • emergency response signage
• enforcement signage
Emergency Calls for Service. The trail has existing signs that direct trail users to call 9-1-1 for emergencies. Each agency shall respond to emergencies within their respective jurisdiction.

General Calls for Service.

The trail has existing signs that direct trail users to call the City of Citrus Heights General Services Department for all non-emergency items (i.e. graffiti, homeless encampments, illegal dumps, trail light outages, etc.). The City maintains a call center, staffed Monday through Friday 8AM-5PM (exclusive of City holidays) and will distribute service requests based on the maintenance responsibilities as outlined in General and Specialty Maintenance sections listed above.

All parties have reviewed the attached, Draft MOU and are in agreement with the maintenance and response approach.

Attachments

a. Memorandum of Understanding between the City of Citrus Heights, Sunrise Recreation and Park District, and Orangevale Recreation and Park District

ITEM 8
Agenda Packet Page 29
Printed on Recycled Paper
RESOLUTION NO. 2024- ___

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

CALIFORNIA, AUTHORIZING THE CITY MANAGER TO EXECUTE A MEMORANDUM

OF UNDERSTANDING WITH SUNRISE RECREATION AND PARK DISTRICT AND

ORANGEVALE RECREATION AND PARK DISTRICT FOR MAINTENANCE OF THE

ARCADE-CRIPPLE CREEK TRAIL

WHEREAS, the City is currently in the process of constructing the Arcade-Cripple Creek Trail that includes properties of Sunrise Recreation and Park District (SRPD) and Orangevale Recreation and Park District (ORPD) by way of previously conveyed easements as a part of the City’s priority to improve the quality of life for residents of the community by improving access to parks and open spaces for the public to enjoy the natural habitat of the region;

WHEREAS, the City, SRPD and ORPD desire to enter into a Memorandum of Understanding (MOU) to address the maintenance of the trail in order to maximize the use of taxpayer funds by avoiding duplication of public services; and leverage the unique resources and knowledge of each agency;

WHEREAS, the City , SRPD and ORPD jointly developed the Arcade-Cripple Creek Trail Maintenance MOU outlining roles and responsibilities associated with trail maintenance and response;

WHEREAS, the City now desires to enter into a maintenance MOU with SRPD and ORPD to define the on-going responsibilities and requirements of each partnering agency; and

WHEREAS, a ll City maintenance costs will be funded with Measure A Maintenance funds under the approved Fiscal Year budget and will be incorporated into future budget cycles utilizing non- General Fund revenues.

NOW THEREFORE BE IT RESOLVED AND ORDERED that the City Council of the City of Citrus Heights does hereby authorize the City Manager to execute a Memorandum of Understanding with Sunrise Recreation and Park District and Orangevale Recreation and Park District for maintenance of the Arcade-Cripple Creek Trail.

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

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 13th day of June, 2024 by the following vote, to wit:

AYES: Council Members:

NOES: Council Members:

ABSTAIN: Council Members:

ABSENT: Council Members:

Bret Daniels, Mayor
ATTEST:

Amy Van, City Clerk
ITEM 8
Agenda Packet Page 30
1 MEMORANDUM OF UNDERSTANDING BETWEEN THE CITY OF CITRUS HEIGHTS, SUNRISE RECREATION AND PARK DISTRICT, and ORANGEVALE RECREATION AND

PARK DISTRICT
THIS MEMORANDUM OF UNDERSTANDING (the “MOU”) is entered into as of this ____day of _____________, 2024 (the “Effective Day”), by and between the City of Citrus Heights, a municipal corporation (“City”), the Sunrise Recreation and Park District (“SRPD”), and Orangevale Recreation and Park District (“ORPD”), collectively referred to hereafter as the “Parties”.

RECITALS
A. The City is currently in the process of constructing the Arcade-Cripple Creek Trail (“Project”) that includes properties of SRPD and ORPD (collectively “Districts”) by way of previously conveyed easements as a part of the City’s priority to improve the quality of life for residents of the community by improving access to parks and open spaces for the public to enjoy the natural habitat of the region.

B. The Parties now desire to enter into this MOU to address the maintenance of the Project as further set forth herein, in order to:
a. Maximize the use of taxpayer funds by avoiding duplication of public services; and b. L everage the unique resources and knowledge of each agency.

C. Property ownership for the trail varies depending on location and is summarized in the following table:

Owner Name APN Address
SRPD Arcade Creek Park Preserve 243-0050-017 6377 Bonham Cir SRPD Mitchell Village Park 243-0480-040 7900 Pitcher Street SRPD Tempo Community Park 259-0060-064 13125 Fair Oaks Blvd SRPD Tempo Community Park 259-0080-035 13125 Fair Oaks Blvd SRPD Tempo Community Park 259-0070-032 13125 Fair Oaks Blvd ORPD Sundance Park 259-0310-024 13120 Fair Oaks Blvd
ORPD Sundance Park 259-0310-027 13120 Fair Oaks Blvd
ORPD* Open Space 259-0113-018 Woodmore Oaks Dr (near 6846 Woodmore Oaks Dr)
ORPD Open Space 259-0160-060 6927 Escallonia Dr
ORPD Open Space 259-0160-059 6931 Escallonia Dr
ORPD Open Space 259-0160-062 6943 Escallonia Dr
ORPD Open Space 259-0113-031 6940 Drywood Way
ORPD Streng Park 257-0180-015 Streng Ave
SRPD Northwoods Park 257-0180-016 8236 Old Ranch Road
SRPD Northwoods Park 257-0110-042 8236 Old Ranch Road
SRPD Northwoods Park 257-0110-017 8236 Old Ranch Road
SRPD C-Bar-C Park 224-0190-046 8273 Oak Ave
City Woodside K-8 224-0162-024 8248 Villa Oak Dr
City Easement on Private Property 224-0300-009 8265 Olivine Ave City City Owned Property 224-0440-047 Villa Oak Dr
City Easement on Private Property 224-0440-031 7700 Claypool Way City Easement on Private Property 224-0440-030 7704 Claypool Way ITEM 8
Agenda Packet Page 31
2 Owner Name APN Address
City Easement on Private Property 224-0440-029 7708 Claypool Way City Easement on Private Property 224-0440-028 7712 Claypool Way City Easement on Private Property 224-0450-007 7716 Claypool Way City Easement on Private Property 224-0450-008 7720 Claypool Way City Easement on Private Property 224-0450-009 7724 Claypool Way City Easement on Private Property 224-0450-010 7728 Claypool Way City Easement on Private Property 224-0450-011 7732 Claypool Way City Easement on Private Property 224-0450-012 7736 Claypool Way City Easement on Private Property 224-0450-013 7740 Claypool Way City Easement on Private Property 224-0450-014 7744 Claypool Way City Easement on Private Property 224-0450-015 7748 Claypool Way City Easement on Private Property 224-0450-016 7752 Claypool Way City Easement on Private Property 224-0450-017 7756 Claypool Way SRPD Open Space 224-0450-001 8401 Olivine Ave
City Open Space 224-0162-031 West of Wachtel Way
SRPD Woodside/Olivine Open Space 224-0620-001 Wachtel Way * At the time of execution of the MOU, City is owner of this parcel. However, it is intended that the City will dedicate this property to ORPD in the future, therefore ORPD is listed as the current property owner, and responsible for all items as listed in this MOU.

D. Easements for a Recreational Multi-Use Trail were conveyed by Easement Conveyance Agreements from SRPD to the City, dated October 7, 2021, and from ORPD to the City, dated November 10, 2021 (hereinafter referred to as “Easements”).

NOW THEREFORE, in consideration of the foregoing and the mutual covenants and agreements set forth herein and for the other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the Parties agree as follows:

AGREEMENT

1. Recitals: All of the recitals set forth above are true and correct to the best of that Parties’ knowledge, and by this reference, are incorporated herein.

2. The Project
a. Description
The Project includes a class I multi-use trail with decomposed granite shoulders, retaining walls, wayfinding signs, bridges at the crossings of Arcade Creek and Cripple Creek, trail lighting, pedestrian signal improvements, seating areas, trash receptacles and landscape improvements along the Project’s 2.9 mile alignment.
b. Definitions:
1) “Landscape” shall mean an area consisting of turf, groundcover, plants, shrubs, or trees, with or without irrigation.
2) “Natural Area” shall mean non-irrigated areas consisting of naturally occurring plant life.

ITEM 8
Agenda Packet Page 32
3 3) “Trail Amenities” shall mean benches, seating rocks, bollards, collapsible handrails, garbage receptacles, drinking fountains, signage, and dog waste bag dispensers and bag refills.
4) “Trail Amenity Maintenance” shall mean on-going routine maintenance required to support the usage and appearance of trail amenities, including but not limited to trail lighting repairs, garbage receptacle trash removal and graffiti removal within a reasonable timeframe.
5) “Surfacing” shall be defined as asphalt, decomposed granite, crushed rock, and concrete within the trail system. Surface maintenance shall include repairs and replacement to alleviate surface damage when sufficient funding is available, graffiti removal from trail surfaces, and bollard maintenance.
6) “Trail/Wayfinding Signage” shall be defined as any sign installed for the primary purpose of the trail. Such signs shall include, but are not limited to, trail directional signage, enforcement signage, Arcade-Cripple Creek Trail logo signage, trail sized (18”) “stop”, “stop ahead”, “yield”, “yield ahead”, “signal”, “signal ahead”, “pedestrian sign” and any other trail regulatory signage.
7) “Emergency Signage” shall be defined as the sign at primary trail entry points that states “for emergencies call 9-1-1-. For all other calls for service call the Citrus Heights General Services Department (916) 727-4770”.
8) “Enforcement Signage” shall be defined as any sign that directs trail users to best practices, municipal codes, California Vehicle Code or other local codes, laws and requirements regarding trail use. Such signs may include information regarding the use of e-bikes, dog leashes, speed limits, etc.
c. Maintenance and Operation
City shall be responsible for construction of all Project improvements. Once the improvements have been completed, all Parties shall be responsible for maintenance and operation of said improvements associated with the Project that are located on their respective properties, as listed in Section C, except as noted below.

Maintenance responsibilities shall include, but not be limited to the following activities:
1) Graffiti
(i) includes any graffiti located on the Trail Amenities, surfacing, adjacent fencing, landscaping, etc.
(ii) graffiti on trail or wayfinding signs shall be maintained by the City regardless of property ownership.
2) Illegal Dumping, Litter
3) Trail Amenities
(i) City shall supply dog waste bag refills to SRPD and ORPD upon request. It shall remain the responsibility of each Party to install said waste bag refills. 4) Weed Abatement
5) Trash Removal and Clean Up
ITEM 8
Agenda Packet Page 33
4 6) Retaining Walls (unless built on the private residential property) 7) Trail Lights
(i) including battery replacements for all solar fixtures 8) Bridges
(i) ORPD shall maintain the bridge in Sundance Park, including the structure, abutments, rip rap, etc.
(ii) City will maintain the bridge at Cripple Creek crossing west of Wachtel Way including the structure, abutments, rip rap, etc.
9) Trail/Wayfinding Signage
(i) City will maintain all trail/wayfinding signage along entirety of trail. (ii) Graffiti on signs will be addressed under “graffiti” item noted above. (iii) Each Party shall replace wayfinding signs as necessary to adjust to changing character and names of destinations that may occur during the Term of the MOU 10) Emergency Signage
(i) City will maintain all emergency signage along entirety of trail. (ii) Graffiti on signs will be addressed under “graffiti” item noted above. 11) Enforcement Signage
(i) City will maintain all enforcement signage along entirety of trail. (ii) Graffiti on signs will be addressed under “graffiti” item noted above. 12) Trail and post mile striping
(i) Addressed in same manner as Trail Surfacing
13) Trail Surfacing (asphalt concrete, portland cement concrete and decomposed granite) (i) Short term maintenance by each respective Party by Ownership as listed in Section C (pothole and localized, etc.)
(ii) Long term pavement preservation (resurfacing, etc.) shall be by each respective Party by Ownership as listed in Section C. All Parities mutually agree to work together for long term surface maintenance and shall consider joint solicitations for a fair-share contract calculated by percentage of trail length. Such agreement shall be decided and agreed to at time of maintenance needs. 14) Tree plantings & Irrigation
(i) Responsibility of each respective jurisdiction after completion of the establishment period by Sac Tree Foundation as included in the contract. (ii) Irrigate, prune and remove debris associated with landscape planting improvements as necessary to maintain health and vitality of landscape plantings, and to prevent landscape plantings from overgrowing onto multi-use trail.

3. Calls for Service
. The trail shall have signs that direct trail users to call 9-1-1 for emergencies and to call City for all non-emergency items (i.e. graffiti, homeless encampments, illegal dumps, trail light outages, etc.). The City shall maintain a call center, staffed Monday through Friday 8AM- 5PM (exclusive of City holidays) to receive non-emergency calls. The City shall distribute service requests based on the maintenance responsibilities as outlined in this MOU. The City shall keep a record of all calls for service in accordance with the City’s record retention policies.

ITEM 8
Agenda Packet Page 34
5 4. Emergency Response. The Parties shall each respond to emergencies within their respective jurisdictions per Section C of this MOU.

5. Term. The term of this MOU shall be effective upon the date of approval by the last governing body taking action to approve this MOU (the “Effective Date”), and shall be in full force and effect until such time that it is terminated upon mutual consent of the Parties, subject to the restriction on termination set forth in Section 8 below.

6. Non-Exclusive Use. The Parties shall allow public access to the Properties for the intended public use and enjoyment of the improvements during the term of this MOU. This shall not prohibit the Parties from exercising reasonable control for restricting access on a temporary or interim basis as necessary for reasons of public safety due to maintenance and construction activity, fire, flood and other items reasonably necessary in the interest of public safety.

7. Expenses. Except as otherwise provided herein, all costs and expenses incurred in connection with Project planning and construction activities as referenced in this MOU shall be paid by City.

Districts shall be responsible for the costs associated with maintenance, operation, repair and replacement of the improvements located on their respective properties following completion, acceptance of construction of the improvements by City, and following the Contractor’s standard warranty period.

8. Termination. This MOU may be terminated by mutual consent of the Parties. However, under no circumstances shall the MOU be terminated prior to the expiration of the Contract Performance Period of the Grant Contract for the 2018 Parks Bond Act Per Capita Grant Program on June 30, 2048.

9. Utility Bills. Parties shall pay all utility usage and service fees (water, electricity, sewer, etc.) for all parcels owned by each Agency, as listed in Section C of this MOU. There will be no transfer of existing utility service responsibility by reason of this MOU. The Parities shall work together to ensure that utility service fees are billed to the responsible Party.

10. Ingress/Egress Rights. All Parities hereby grant each other ingress/egress rights onto all Project properties as listed in Section C of this MOU. Should locks be placed on any entry bollards, collapsible handrails or other items, each Party shall provide copies of the keys to all other Parties.

Keys exchanged between Parties shall not be duplicated unless authorized in writing from the issuing Party.

11. Relationship of the Parties. The Parties agree that nothing on this MOU shall be deemed or interpreted to create between them the relationship of partners or joint ventures.

12. Authorization. The Parties hereby represent and warrant that all actions necessary to authorize the execution of this MOU and to undertake the actions contemplated hereby have been undertaken and the persons executing this MOU on behalf of the Parties have been duly authorized to do so.

13. Entire Agreement. This MOU constitutes the entire agreement between the Parties.

14. Severability. In the event that any of the provisions, or portions thereof, of this MOU are held to be unenforceable or invalid by any court of competent jurisdiction, the validity and enforceability of the remaining provisions, or portions thereof, shall not be affected thereby.

15. Notices. All notices provided for under this MOU shall be in writing and delivered in person or deposited in the United States mail, postage prepaid and addressed as follows:

ITEM 8
Agenda Packet Page 35
6 To City: City of Citrus Heights
6360 Fountain Square Drive
Citrus Heights, CA 95621
Attn: City Manager
Telephone: (916) 725-2448
Facsimile: (916) 725-5799

To SRPD: Sunrise Recreation and Park District
7801 Auburn Boulevard
Citrus Heights, CA 95610
Attn: District Administrator
Telephone: (916) 725-1585
Facsimile: (916) 725-2541

To ORPD: Orangevale Recreation and Park District
6826 Hazel Avenue
Orangevale, CA 95662
Attn: District Administrator
Telephone: (916) 988-4373

Such written notices, demands, correspondence and communications may be sent in the same manner to such other persons and addresses as any Party may from time to time designate in writing as provided for in this Section. Nonce shall be effective upon the date of personal delivery or, in the case of mailing, on the date of delivery or attempted delivery.

16. Governing Law
: This MOU shall be construed in accordance with the laws of the State of California, and venue shall be in Sacramento County, regardless of where else venue may be. Each party has had an equal opportunity to participate in the drafting of this MOU, therefore the usual construction against the drafting party shall not apply.

WHEREFORE, the parties have executed this MOU as of the date set forth above.

City of Citrus Heights

By _________________________________
Ash Feeney, City Manager
Sunrise Recreation and Park District

By _________________________________
Kevin Huntzinger, District Administrator
Attest:

____________________________________
Amy Van, City Clerk

Approved as to Form

_____________________________________
Ryan Jones, City Attorney
Approved as to Form:

_____________________________________
Bill Burke, County Attorney
Orangevale Recreation and Park District
ITEM 8
Agenda Packet Page 36
7 By _________________________________
Becky Herz, District Administrator

Approved as to Form:

_____________________________________
Bill Burke, County Attorney

ITEM 8
Agenda Packet Page 37
Printed on Recycled Paper

CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM

DATE: June 13, 2024

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

FROM: Regina Cave, General Services Director
Leslie Blomquist, City Engineer
Daniel Kehrer, Senior Civil Engineer

SUBJECT: 2024 Madison Avenue Retaining/Soundw all Repairs Award of Construction Contract

Summary and Recommendation

In December 2023, a vehicular crash resulted in damage to approximately forty linear feet of an existing City-owned retaining/soundwall on Madison Avenue near the signalized intersection of Mariposa Avenue and Madison Avenue. City staff were able to clear the area of debris and stabilize portions of the wall to prevent further damage while working on the project construction documents. On May 23, 2024 the City opened bids for the 2024 Madison Avenue Retaining Wall Repairs Project (Project) and after evaluating the bids, staff determined that FBD Vanguard Construction, Inc. (Vanguard) submitted the lowest responsive and responsible bid.

Staff recommends the City Council adopt the following resolution:

1. Resolution No. 2024-_____ A Resolution of the City Council of the City of Citrus Heights, California, Authorizing the City Manager to Execute an Agreement with FBD Vanguard Construction, Inc. for the 2024 Madison Avenue Retaining Wall Repairs Project.

City Council Strategic Goal/Objective

This item aligns with the Citrus Heights City Council Strategic Plan Goal to “Maintain Public Infrastructure and Enhance All Modes of Transportation.”

Fiscal Impact

There is no fiscal impact to the General Fund. Staff will recover costs to the maximum extent practicable from insurance claims resulting from the crash that caused the damage. Any additional costs will be funded with existing Measure A Maintenance funds.

ITEM 9
Agenda Packet Page 38
Subject: 2024 Madison Avenue Retaining/Soundwall Repairs - Award of Construction Contract Date: June 13, 2024

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The costs for the project are summarized in the following table:

Table No 1. – Estimated Project Costs
Project Component Estimated Cost ($)
Recommended Contract Award 159,878.00
15% Contingency 23,981.00

Total 183,859.00

Vanguard’s bid for the Project is $159,878. This bid is based upon estimated quantities, which may vary due to actual field conditions. Ultimately, the contractor is paid for actual work completed based upon the unit price bid, which may require the approval of a change order.

Change orders for amounts totaling less than 15% of the contract price shall require prior written approval of the City Manager. Change orders for amounts equal to or greater than 15% of the total contract price shall require prior written approval of the City Council.

Background and Analysis

On December 1, 2023, a passenger vehicle turning left onto Madison Avenue from southbound Mariposa Avenue ran a red light and collided with a Republic Services refuse vehicle who was traveling eastbound on Madison Avenue. The crash resulted in the refuse vehicle losing control, crossing the raised median and impacting the wall located behind the sidewalk on the north side of Madison Avenue, east of Mariposa Avenue. Staff immediately responded to the crash, cleared the debris and stabilized the wall to prevent further damage.

Initially, staff requested repair estimates from two on-call contractors and found the estimates to be exorbitant. Staff discussed the estimates with the contractors who stated that the unique wall design and limited workspace contributed to the high costs. Therefore, staff determined that a design package prepared by a licensed structural engineer, followed by advertising in a public bid posting would likely result in a lower cost and reduced impacts to the traveling public on Madison Avenue, which carries over 50,000 vehicles per day.

Two proposals were received from the City’s existing on-call structural engineering consultants and Dokken Engineering was determined to be the most qualified to perform the wall design. A task order was issued on January 30, 2024, to prepare the bid documents.

On May 23, 2024, construction bids were received and read aloud. A total of two bids were received and after a thorough analysis, staff determined that Vanguard’s bid of $159,878 is the lowest responsive and responsible bid. The complete bid results are shown in the following table:

Bidder Bid Total
FBD Vanguard Construction, Inc. $159,878.00
Mark Wallace Masonry $198,590.00

ITEM 9
Agenda Packet Page 39
Subject: 2024 Madison Avenue Retaining/Soundwall Repairs - Award of Construction Contract Date: June 13, 2024

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The property owner and tenants of the home adjacent to the damaged wall have been notified of the City’s plan to perform the repairs and have signed a permit to enter and construct agreement.

The Project is Categorically Exempt from review under the California Environmental Quality Act (CEQA) pursuant to CEQA Section 15301, as the repair, maintenance or modification of existing facilities involve no or negligible expansion of use beyond that which currently exists.

The CEQA notice of exemption was completed in April 2024.

Attachments

ITEM 9
Agenda Packet Page 40
Printed on Recycled Paper
RESOLUTION NO. 2024-___
A RES

OLUTION OF THE CITY COUNCIL OF THE CITY OF CITRUS HEIGHTS,

CALIFORNIA, AUTHORIZING THE CITY MANAGER TO EXECUTE AN AGREEMENT WITH FBD VANGUARD CONSTRUCTION, INC. FOR THE 2024 MADISON AVENUE

RETAINING/SOUNDWALL REPAIRS PROJECT
WHEREAS, the City Council of the City of Citrus Heights, California, desires to construct the 2024 Madison Avenue Retaining/Soundwall Repairs Project (Project); WHEREAS, on A pril 18, 2024, City staff submitted a Notice of Exemption in compliance with the California Environmental Quality Act (CEQA);
WH
EREAS, the Project design is complete and will include retaining and soundwall repairs, vegetation removal, and pedestrian/traffic control elements at the Project site; WH
EREAS, bids for the project were received, opened and read aloud on May 23, 2024, and FBD Vanguard Construction, Inc. was determined to be the lowest responsive, responsible bidder for the project;
WH
EREAS, staff will attempt to recover costs, to the maximum extent practicable, from insurance claims resulting from the incident that caused damage to the existing wall; and WH
EREAS, Measure A Maintenance Funds (Fund 210) will be used to cover any additional costs for the Project.

NO
W THEREFORE BE IT RESOLVED AND ORDERED that the City Council of the City of Citrus Heights does hereby as follows:

1. Aw
ards the 2024 Madison Avenue Retaining/Soundwall Repairs Project to FBD Vanguard Construction, Inc., who is the lowest responsive and responsible bidder in the May 23, 2024, bid opening.

2. Aut
horize the City Manager to execute an agreement with FBD Vanguard Construction, Inc. in the amount of $159,878.00 for the 2024 Madison Avenue Retaining/Soundwall Repairs Project and that a copy of the Agreement is available and on file in the City Clerk’s office and is incorporated herein by reference and made a part of this Resolution.

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

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 13th day of June, 2024 by the following vote, to wit:

AYES
: Council Members:

NOES: Council Members:

ABSTAIN: Council Members:

ABSENT: Council Members:

ITEM 9
Agenda Packet Page 41

Bret Daniels, Mayor

ATTEST:

Amy Van, City Clerk

ITEM 9
Agenda Packet Page 42

CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM

DATE: June 13, 2024

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

FROM: Regina Cave, General Services Director
Mary Poole, Operations Manager

SUBJECT: Amendment No. 4 to Street Sweeping Services Agreement with Wells Sweeping LLC

Summary and Recommendation
Staff recommends the City Council adopt the attached resolution approving and amending the City’s street sweeping services agreement with Wells Sweeping, LLC. The Amendment will adjust the cost per curb mile of street sweeping to be commensurate with a prevailing wage contract. The cost adjustments are recommended to be effective as of June 1, 2024, and to be in effect for the seven months remaining in the contract through December 31, 2024.

City Council Strategic Goal/Objective
This item aligns with the Citrus Heights City Council Strategic Plan 3-Year Goal to “Maintain Public Infrastructure and Enhance All Modes of Transportation.”

Fiscal Impact
There will be an estimated adjustment of $7,640 to the FY 23-24 Budget. The increase is proposed to be funded from commercial solid waste, stormwater and road maintenance funds.

The increase is an additional $15.28 per curb mile, for a total of $41.23 per curb mile. This results in an estimated $8,000 per month increase for June through October 2024. In November and December, when residential streets are swept twice, there will be an estimated increase of an additional $17,000 per month. The total increase for the seven remaining months of the contract is estimated to be $73,000, the majority of which will be included in the upcoming budget for FY 24-25.

Background and Analysis
Street sweeping is an important part of the City’s Stormwater Pollution Prevention Plan (SWPPP) and general roadside maintenance program. In addition to preventing debris from ITEM 10
Agenda Packet Page 43
Subject: Amendment No. 4 to Street Sweeping Services Agreement with Wells Sweeping LLC June 13, 2024

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gutters and roadsides from entering storm drains and into creeks and waterways, street sweeping also helps to keep bike lanes clean and safe for bicyclists and pedestrians.

There are approximately 510 residential/collector curb miles and 300 arterial curb miles that are swept each month. A curb mile is one mile of a street from the face of the curb extending out into the street, the width of the street sweeper. For arterial streets, the “curb” portion of the street includes medians and turn pockets that have raised curbs separating lanes and/or traffic directions. During storm season (November, December & January), residential/collector streets are swept twice. Additional sweeps may also be performed on arterials when storm events dictate.

The current agreement with Wells Sweeping expires on December 31, 2024. In April, Wells Sweeping notified the City that street sweeping services are now considered to be “public works” as defined by California Legislature and regulated by the Department of Industrial Relations (DIR). Wells Sweeping subsequently provided a proposal to amend the agreement adjusting the fee schedule to be consistent with current prevailing wage requirements.

The proposed contract Amendment will adjust the unit sweeping costs to account for a prevailing wage basis effective June 1, 2024, through the end of the contract term on December 31, 2024. A Request for Proposals (RFP) may be issued in the coming months for future street sweeping services.

Attachments
1) Resolution 2024-____, a Resolution of the City Council of the City of Citrus Heights, California, Approving Amendment No. 4 to the Agreement with Wells Sweeping LLC for Street Sweeping Services

ITEM 10
Agenda Packet Page 44
RESOLUTION NO. 2024-___
A RES

OLUTION OF THE CITY COUNCIL OF THE

CITY OF CITRUS HEIGHTS, CALIFORNIA, APPROVING
AMENDMENT NO. 4 TO THE AGREEMENT WITH WELLS SWEEPING LLC

FOR STREET SWEEPING SERVICES
WHEREAS, the City and Wells Sweeping, LLC (“Contractor”) entered into an agreement on February 23, 2005, (“Agreement”) by which Wells Sweeping, LLC agreed to provide the city with streets sweeping services through 2009;
WH
EREAS, in April 2009, Amendment No. 1 to the Agreement was executed to extend the original Agreement through December 2014, and to adjust the compensation to non- prevailing wage rates;
WHEREAS, on December 11, 2014, Amendment No. 2 was executed to extend the contract term for an additional 10 years through December 2024;
WHEREAS, on April 1, 2022, Amendment No. 3 was executed to increase curb mile rates and include an annual CPI adjustment to recognize significant investments by C ontractor in new sweeper trucks and GPS tracking equipment along with increased fuel costs; WHEREAS, the state has now classified street sweeping as a “public work” subject to prevailing wages; and
WHEREAS, Contractor provided the City with a proposal to adjust curb mile pricing to include prevailing wage rates for its employees for the remainder of the contract term, effective June 1, 2024.

NOW, THEREFORE, IT IS HEREBY RESOLVED, AND FOUND by the City Counci l of the City of Citrus Heights, that Amendment No. 4 to the Street Sweeping Service Contract is approved and the City Manager is authorized to execute the Amendment.

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

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 13th day of June, 2024 by the following vote, to wit:

AYES
: Council Members:

NOES: Council Members:

ABSTAIN: Council Members:

ABSENT: Council Members:

Bret Daniels, Mayor
ATTES
T:

Amy Van, City Clerk
ITEM 10
Agenda Packet Page 45

CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM

DATE: June 13, 2024

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

FROM: Regina Cave, General Services Director
Mary Poole, Operations Manager

SUBJECT: Resolution of Intention of the City Council of the City of Citrus Heights to Record Delinquent Solid Waste Charges, Penalties and Interest on the Property Tax Roll

Summary and Recommendation
Staff recommends the City Council adopt Resolution No. 2024-___, A Resolution of the City Council's Intention to Record Delinquent Solid Waste Service Charges, Penalties and Interest on the Property Tax Roll. These charges will be collected with the general tax levy collected by Sacramento County. Delinquent charges are recorded on the tax roll once each year.

City Council Strategic Goal/Objective
This item aligns with the Citrus Heights City Council Strategic Plan 3-Year Goal to Maintain and Enhance Fiscal Stability.

Fiscal Impact
There is no impact to the FY 23/24 budget. This item is included in the annual solid waste budget. The County charges an annual fee of $35.00 plus 62 cents per levy to record delinquent accounts on the tax roll. The actual number of delinquent accounts will be determined on July 11, 2024.

Background and Analysis
Per Government Code Sections 38790.1, 25831, and the City's Municipal Code Chapter 74 Section 169, the City can record delinquent solid waste charges, penalties, and interest on the annual tax roll. The Government Code and Municipal Code also provide for a public hearing before the City Council for hearing objections to the proposed action or amount of charges, or both. The public hearing is proposed to be set for July 10, 2024.

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As of May 13, 2024, there were 1,419 delinquent accounts, with a past due balance of $707,088.84 and penalties of $70,708.88 for a total of $777,797.72. The list of delinquent accounts will be updated on July 11, 2024 and recorded on the tax roll in August 2024.

The County will collect one half of the amount due in December 2024 and one half in April 2025. The County will forward the payments to the City in January and May 2025.

Attachments

1) Resolution No. 2024-___ A Resolution of the City Council of the City of Citrus Heights, California, to Record Delinquent Solid Waste Service Charges, Penalties and Interest on the Property Tax Roll

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RESOLUTION NO. 2024-___

RESOLUTION OF INTENTION OF THE CITY COUNCIL OF THE CITY

OF CITRUS HEIGHTS, CALIFORNIA, TO RECORD DELINQUENT

SOLID WASTE SERVICE CHARGES, PENALTIES AND INTEREST ON

THE PROPERTY TAX ROLL
WHEREAS, the City Council of the City of Citrus Heights has determined that charges for solid waste collection services will be paid by the owner of record of the parcel receiving such services;
WHEREAS, Sacramento County will collect from the owner of record via the annual general tax levy any delinquent charges, penalties, and interest submitted to the County by the City of Citrus Heights; and
WHEREAS, the City Council sets July 10, 2024 at 6:00 p.m., or as soon thereafter as the matter may be heard, in the City Council Chambers, 6360 Fountain Square Drive, Citrus Heights as the time and place where any and all persons having objections to the proposed collection of delinquent solid waste charges, penalties, and interest can show cause as to why the proposed actions should not be carried out in accordance with the Resolution of Intention.

NOW THEREFORE BE IT RESOLVED that the City Council hereby gives notice that any owner of property liable to be assessed for a delinquent solid waste charge may, at any time not later than the hour set for hearing objections to the proposed collection of such delinquent charges on the tax roll, make and file with the City Clerk a written protest against the proposed action herein described or against the amount of charges, or both.

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 13th day of June, 2024, by the following vote, to wit:

AYES:

NOES:

ABSTAIN:

ABSENT:

Council Members:

Bret Daniels, Mayor
ATTEST:

Amy Van, City Clerk
ITEM 11
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CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM

DATE: June 13, 2024

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

FROM: Meghan Huber, Economic Development &
Community Engagement Director
Amy Van, City Clerk

SUBJECT: Resolution of Formation t o Renew the Sunrise MarketPlace Property and Business Improvement District

Summary and Recommendation

The Sunrise MarketPlace Property and Business Improvement District (SMPPBID) is coming to the end of its current term (2022 – 2024) and is working toward renewal of the organization.

Staff recommends the City Council hold a final hearing, declaring results of majority protest, and adopt the following:

a. Adopt Resolution No. 2024-___ A Resolution of the City of Citrus Heights, California, Declaring the Results of the Majority Protest Proceedings and Renewing the Sunrise MarketPlace Property and Business Improvement District, Approving the Assessment Formula and Levying the Assessments
b. Adopt Ordinance No. 2024-003 An Ordinance of the City Council of the City of Citrus Heights Amending Chapter 22 of the Citrus Heights Municipal Code Renewing the Sunrise MarketPlace Property and Business Improvement District

Fiscal Impact

There is no fiscal impact associated with this action.

Background and Analysis

The SMPPBID is a benefit assessment district created in 2000 whose main goal is to provide improvements, maintenance, and activities which constitute and convey a special benefit to assessed parcels. This approach has been used successfully in other cities throughout the country to provide special benefits to property owners, namely increased sales, attraction of new tenants, increased occupancies, and specifically increased property values. Since its’ initial term, the ITEM 12
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SMPPBID has been renewed every term, with the most recent renewal being in 2021 for a three (3) year term.

SMPPBID property owners decided to pursue renewal of the SMPPBID in order to continue a revenue source devoted to providing special benefits to assessed property owners. If renewed, the SMPPBID would generate approximately $882,637.95 in assessment revenue on an annual basis for district enhancement programs, economic development, and related policy development and administration services that are above and beyond those provided by the City of Citrus Heights (City) and other government agencies.

MANAGEMENT DISTRICT PLAN
The Management District Plan (Plan) (Attachment 3) includes the proposed boundary of the SMPPBID, a service plan, assessment methodology, budget, proposed means of governance, and Engineer’s Report. The SMPPBID is located in a regionally important commercial district of the City of Citrus Heights which includes several shopping centers, restaurants, retail and professional services. The boundaries of the SMPPBID are shown on the map included in the Plan.

This SMPPBID renewal will have a ten (10) year term, beginning January 1, 2025 and ending December 31, 2034. Near the end of the term, the petition, ballot, and City Council hearing process must be repeated for the SMPPBID to be renewed.

The assessment rate (cost to the parcel owner) is based on parcel type and parcel size. The initial annual rate to each parcel is shown in the table below.

Parcel Type Assessment Rate (per sq. ft.)
Retail $0.07
Other Commercial $0.045

As provided by State Law, the SMPPBID assessment will appear as a separate line item on annual property tax bills prepared by the County of Sacramento. Property tax bills are generally distributed in the fall, and payment is expected by lump sum or installment. The City of Citrus Heights shall distribute funds collected to the owners’ Association. Existing laws for enforcement and appeal of property taxes, including penalties and interest, apply to the SMPPBID assessments. Sunrise MarketPlace, Inc. (SMP) will continue to serve as the Owners’ Association for the SMPPBID.

SMPPBID RENEWAL PROCESS

April 11, 2024 RESOLUTION OF INTENTION & FIRST READING OF ORDINANCE (COMPLETED)
Upon the submission of a written petition, signed by the property owners in the renewed SMPPBID who will pay more than fifty percent (50%) of the assessments proposed to be levied, the Citrus Heights City Council ITEM 12
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(Council) may initiate proceedings to renew the SMPPBID by the adoption of a resolution expressing its intention to renew the SMPPBID.

Petition Status: Petitions in favor of SMPPBID renewal were submitted by property owners, which represent 53% of the total SMPPBID assessment.

This majority petition allows the Council to initiate proceedings for SMPPBID renewal at the April 11, 2024 meeting.

Council shall conduct the first reading and introduce the ordinance proposing renewal of the SMPPBID and levying the assessments.

No later than NOTICE & PROPOSITION 218 BALLOT (COMPLETED) April 29, 2024 The Property and Business Improvement District Law of 1994 and Proposition 218 require that the City mail written notice and assessment ballots to the owners of all property proposed to be assessed within the renewed SMPPBID. Mailing the notice and assessment ballot begins a mandatory forty-five (45) day period in which owners may cast ballots.

June 13, 2024 PUBLIC HEARING & BALLOT TABULATION
Council will open a public hearing and receive public testimony. At the end of testimony, Council will close the public hearing and direct tabulation of assessment ballots submitted and not withdrawn to determine whether there is a majority protest against the assessment. A majority protest exists if the ballots in opposition to the proposed assessment exceed the ballots in support of the proposed assessment, weighted by the amount each owner will pay. If there is no majority protest, Council may adopt a resolution of formation and move to hold a second reading of the ordinance renewing the SMPPBID and levying the assessment. Upon successful passage of the resolution and ordinance, the SMPPBID shall be renewed, and the ordinance shall go into effect thirty (30) days after the successful passage of the ordinance.

Attachments

1. Resolution No. 2024-___ Resolution Declaring the Results of the Majority Protest Proceedings and Renewing the Sunrise MarketPlace Property and Business Improvement District, Approving the Assessment Formula and Levying the Assessments

2. Ordinance No. 2024-003 n Ordinance of the City Council of the City of Citrus Heights Amending Chapter 22 of the Citrus Heights Municipal Code Renewing the Sunrise MarketPlace Property and Business Improvement District

3. Management District Plan

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RESOLUTION NO. 2024-___

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

DECLARING THE RESULTS OF THE MAJORITY PROTEST PROCEEDINGS

AND RENEWING THE SUNRISE MARKETPLACE PROPERTY AND BUSINESS

IMPROVEMENT DISTRICT, APPROVING THE ASSESSMENT FORMULA AND

LEVYING THE ASSESSMENTS

WHEREAS, the Property and Business Improvement District Law of 1994, Streets and Highways Code §36600 et seq. (94 Law) authorizes cities to renew property and business improvement districts upon petition by a weighted majority of property owners within the renewed district and affirmative ballot;

WHEREAS, the Sunrise MarketPlace Property and Business Improvement District (SMPPBID) was established in 2000, and has been renewed since, most recently in 2021 for a three (3) year term;

WHEREAS, incorporated herein by this reference is the SMPPBID Management District Plan (Plan), which provides for improvements, maintenance, and activities which will specially benefit assessed properties;

WHEREAS, pursuant to the provisions of the 94 Law , owners of properties within the renewed SMPPBID have submitted petitions asking that the City Council renew the SMPPBID. Included with each petition was a Plan summary including a map showing the boundaries of the SMPPBID . The petitions, the boundary map, and the Plan are on file with the City Clerk;

WHEREAS, the Plan provides for the following improvements, maintenance, and activities within the SMPPBID, all of which are intended to provide and constitute special benefits to assessed properties:
district enhancement programs, economic development, and related policy development and administration. The Plan proposes to fund these improvements and services through the levy of a benefit assessment on real property within the SMPPBID;

WHEREAS, on April 11, 2024, the City Council adopted Resolution No. 2024-024, which was the Resolution of Intention to renew the SMPPBID;

WHEREAS, on June 13, 2024, the City Council conducted a public hearing at 6:00 PM at City Hall located at 6360 Fountain Square Drive , Citrus Heights, C A 95621, with respect to the renewal of the SMPPBID;

WHEREAS, all written and oral protests made or filed were duly heard, evidence for and against the proposed action was received, and a full, fair and complete hearing was granted and held;

WHEREAS, pursuant to California Constitution Article XIII D, ballots were mailed to property owners within the boundaries of the SMPPBID, and, among those ballots returned to the City, a weighted majority of the property owners within the SMPPBID have approved renewal of the SMPPBID;

WHEREAS, a detailed engineer’s report (Engineer’s Report) prepared by a registered professional engineer certified by the State of California, Ross Peabody, in support of the SMPPBID ’s assessments, has been prepared, is incorporated in the Management District Plan, and is on file with the Office of the ITEM 12
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City Clerk and is incorporated herein by this reference; and

WHEREAS, adoption of this Resolution does not diminish the legal effect of the adoption of the Ordinance to renew the SMPPBID and to levy the assessments.

NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL THAT:

1. The recitals set forth herein are true and correct.

2. The SMPPBID is hereby renewed and the annual assessment is hereby levied for each year of the entire term of the SMPPBID. The SMPPBID annual assessment budget for the initial year of its ten-year renewal period is anticipated to be $882,637.95. The annual budget may be subject to an increase in assessment rates of no more than five percent (5%) per year. The assessment funds will be supplemented by non- assessment funds (such as grants and event income) so that the total budget for the initial year is estimated at $910,472.39.

3. The Management District Plan and the Engineer’s Report are hereby approved.

4. The assessment shall be imposed on specially benefited properties within the SMPPBID. The boundary generally includes parcels along both sides of Sunrise Boulevard between Madison Avenue in the south and Arcadia Drive in the north; parcels along the east side of Sunrise Boulevard north of Arcadia Drive as depicted on the map parcels along both sides of Greenback Lane between Birdcage Street in the west and Fair Oaks Boulevard in the east, as shown on the map attached hereto as Exhibit A.

5. The assessment rate (cost to the parcel owner) is based on parcel type and parcel size. The initial annual rate to each parcel is shown in the table below:

Parcel Type Assessment Rate (per sq. ft.)
Retail $0.07
Other Commercial $0.045

6. The assessment roll for the SMPPBID, Citrus Heights, State of California has been filed with the City Clerk, and is hereby approved.

7. The assessments shall be collected in accordance with Section 36631 of the Streets and Highways Code.

8. The assessment levied for the SMPPBID shall be applied towards district enhancement programs, economic development, and related policy development and administration that convey special benefits to assessed parcels.

9. Bonds shall not be issued to fund the SMPPBID.

10. Properties within the SMPPBID are subject to any amendments to Part 7 (commencing with Section 36600) to Division 18 of the Streets and Highways Code.

11. The improvements, maintenance, and activities to be provided in the SMPPBID will be funded ITEM 12
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by the levy of the assessments specified in the assessment roll. The revenue from the levy of such assessments shall not be used to provide improvements , maintenance or activities outside the district or for any purpose other than the purposes specified in the Resolution of Intention, the Management District Plan , and the O rdinance. Notwithstanding the foregoing, activities, maintenance, and improvements that must be provided outside the SMPPBID boundaries to create a special benefit to the assessed parcels may be provided, but shall be limited to marketing or signage pointing to the SMPPBID.

12. All assessed parcels within the SMPPBID will be benefited specially and directly by the improvements, maintenance, and activities funded by the assessments proposed to be levied.

13. The City Clerk is directed to take all necessary actions to complete the renewal of the SMPPBID.

The City Clerk is directed to record in the County Recorder’s Office a notice and assessment diagram as required by Streets and Highways Code §36627.

14. If any section, subsection, sentence, clause or phrase of this resolution is for any reason held to be invalid or unconstitutional by the decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining portions of the resolution. The City Council hereby declares that it would have passed this resolution and each section, subsection, sentence, clause and phrase hereof, irrespective of the fact that any one or more of the sections, subsections, sentences, clauses or phases hereof be declares invalid or unconstitutional.

15. This resolution shall take effect immediately upon its adoption by the City Council.

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 13 th day of June 2024 by the following vote, to wit:

AYES: Council Member(s):

NOES: Council Member(s):

ABSENT: Council Member(s):

ABSTAIN: Council Member(s):

______________________________
Bret Daniels, Mayor

ATTEST:

____________________________________
Amy Van, City Clerk

Exhibit
A. Map

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EXHIBIT A – MAP

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ITEM 12
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ORDINANCE NO. 2024-003

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF CITRUS HEIGHTS AMENDING CHAPTER 22 OF THE CITRUS HEIGHTS MUNICIPAL CODE RENEWING THE SUNRISE

MARKETPLACE PROPERTY AND BUSINESS IMPROVEMENT DISTRICT

WHEREAS, the City of Citrus Heights created the Sunrise MarketPlace Property and Business Improvement District (SMPPBID) in 2000 by Resolution No. 99-58 for an initial five (5) year term; and

WHEREAS, the SMPPBID has been subsequently renewed since the initial formation, most recently in 2021 for a three (3) year term by Resolution No. 2021-076; and

WHEREAS, the SMPPBID is nearing the end of the current term, which ends in 2024; and

WHEREAS, properties who will pay more than fifty percent (50%) of the proposed assessment have petitioned the City Council to renew the SMPPBID; and

WHEREAS, included with the petitions was a Management District Plan (Plan) summary that describes the proposed assessment to be levied on assessed properties to pay for district enhancement programs, economic development, and related policy development and administration, and other improvements, maintenance, and activities set forth in the Plan; and

WHEREAS, the assessed properties within the SMPPBID will receive a specific benefit from the activities, maintenance, and improvements set forth in the Plan; and

WHEREAS, on April 11, 2024 at 6:00 PM at City Hall, 6360 Fountain Square Drive, Citrus Heights, CA 95621, the City Council adopted a Resolution of Intention, Resolution No. 2024 - 024 and conducted the first reading of this Ordinance to renew the SMPPBID and continue the levy of assessments; and

WHEREAS, pursuant to California Constitution Article XIII D, ballots were mailed to property owners within the boundaries of the SMPPBID , and, among those ballots returned to the City, a weighted majority of the property owners within the SMPPBID have approved renewal of the SMPPBID; and

WHEREAS, the public hearing to consider the renewal of the SMPPBID has been properly noticed in accordance with Streets and Highways Code §36623; and

WHEREAS, a detailed engineer’s report prepared by a registered professional engineer certified by the State of California, Ross Peabody, has been prepared, is incorporated in the Plan, is on file with the Office of the City Clerk and is incorporated herein by this reference (Engineer’s Report); and

WHEREAS, on June 13, 2024 at 6:00 PM at City Hall, 6360 Fountain Square Drive, Citrus Heights, CA 95621, the City Council held a final hearing, adopted a Resolution of Formation , and held a second reading of this ordinance to renew the SMPPBID and to continue the levy of assessments. At the conclusion of the second reading of the Ordinance, the City Council may adopt the Ordinance, renewing the SMPPBID and levying the assessment; and

WHEREAS, all written and oral protests made or filed were duly heard, evidence for and against the ITEM 12
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proposed action was received, and a full, fair and complete hearing was granted and held; and

WHEREAS, the City Council finds and declares that the properties within the SMPPBID will receive a special benefit from the improvements, maintenance and activities funded by the assessments to be levied; and

WHEREAS, the City Council hereby reaffirms that the assessment imposed on each parcel does not exceed the reasonable cost of the proportional benefit conferred on that parcel; and

WHEREAS, pursuant to the Taxpayer Protection and Government Accountability Act (TPGAA), an initiative certified eligible for qualification for the November 5, 2024, general election ballot, the proposed assessment is an exempt charge pursuant to TPGAA Section 5(j )(6), as the SMPPBID is a property and business improvement district formed under the provisions of the Property and Business Improvement District Law of 1994, as set forth in the Streets and Highways Code §36600, et seq.; and

WHEREAS, the amount of the proposed assessment for the SMPPBID will total approximately $882,637.95 in the first year. Pursuant to the TPGAA, the City has found the proposed assessment amount is reasonable given the scope of services to be provided and shall not exceed the actual cost of providing the SMPPBID services to the payors; and

WHEREAS, adoption of this Ordinance does not diminish the legal effect of the adoption of the Resolution of Formation.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF CITRUS HEIGHTS DOES HEREBY ORDAIN AS FOLLOWS:

Section 1.

Chapter 22 (Businesses), Article V of the Citrus Heights City Code is hereby amended to read as follows:

Section 22-486 Renewed.

The City of Citrus Heights hereby renews the Sunrise MarketPlace Property and Business Improvement District (SMPPBID), for a ten (10) year life , beginning January 1, 2025, or as soon as possible thereafter, and ending ten (10) years from its start date, under the provisions of the Property and Business Improvement District Law of 1994, as set forth in the Streets and Highways Code of the state, Section 36600 et seq.

Section 22-487 Management District Plan.

The Management District Plan (Plan) dated March 14, 2024 is hereby adopted and approved.

Section 22-488 Improvements, Maintenance and Activities.

1. The improvements, maintenance, and activities to be provided in the SMPPBID will be funded by the levy of the assessments specified in the assessment roll. The revenue from the levy of such assessments shall not be used to provide improvements, maintenance, and activities outside the SMPPBID or for any purpose other than the purposes specified in the Resolution of Intention, the Resolution of Formation, the ordinance, and the Plan. Notwithstanding the foregoing, improvements, ITEM 12
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maintenance, and activities that must be provided outside the SMPPBID boundaries to create a special benefit to the assessed parcels may be provided, but shall be limited to marketing or signage pointing to the SMPPBID.

2. The City Council finds as follows:
a. All assessed property within the SMPPBID will be benefited specially and directly by the improvements, maintenance, and activities funded by the assessments proposed to be levied. b. The assessments levied for the SMPPBID shall be applied toward s district enhancement programs, economic development, and related policy development and administration, and other improvements, maintenance, and activities as set forth in the Plan.

Section 22-489 Budget.

The initial SMPPBID annual assessment budget will total approximately $882,637.95. The annual assessment budget may be subject to an increase in assessment rates of no more than five percent (5%) per year. The assessment funds will be supplemented by non-assessment funds (such as grants and event income) so that the total budget for the initial year is estimated at $910,472.39, as shown in the Engineer’s Report.

Section 22-490 Bonds

Bonds shall not be issued to fund the SMPPBID.

Section 22-491 Boundaries.

The SMPPBID is located in a regionally important commercial district of the City of Citrus Heights , which includes several shopping centers, restaurants, retail and professional services. The boundary generally includes parcels along both sides of Sunrise Boulevard between Madison Avenue in the south and Arcadia Drive in the north; parcels along the east side of Sunrise Boulevard north of Arcadia Drive as depicted on the map parcels along both sides of Greenback Lane between Birdcage Street in the west and Fair Oaks Boulevard in the east, as shown on the map in Section IV of the Plan.

Section 22-492 Assessments.

1. The assessment rate (cost to the parcel owner) is based on parcel type and parcel size. The initial annual rate to each parcel is shown in the table below.

Parcel Type Assessment Rate (per sq.
ft.)
Retail $0.07
Other Commercial $0.045

2. The assessments shall be used for the purposes set forth herein and any funds remaining at the end of any year may be used in subsequent years in which the SMPPBID assessment is levied as long as they are used consistent with the requirements set forth herein.

Section 22-493 Collections.

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As provided by State Law, the SMPPBID assessment will appear as a separate line item on annual property tax bills prepared by the County of Sacramento. Property tax bills are generally distributed in the fall, and payment is expected by lump sum or installment. The City of Citrus Heights shall distribute funds collected to the Owners’ Association. Existing laws for enforcement and appeal of property taxes, including penalties and interest, apply to the SMPPBID assessments.

Section 22-494 Owners’ Association.

The City Council, through adoption of this Ordinance and the Plan, has the right pursuant to Streets and Highways Code §36651, to identify the body that shall implement the proposed program, which shall be the Owners’ Association of the SMPPBID as defined in Streets and Highways Code §36612 The SMPPBID
shall continue to be governed by Sunrise MarketPlace, Inc. , with oversight from the Citrus Heights City Council. Sunrise MarketPlace, Inc. shall serve as the Owners’ Association described in the Streets and Highways Code §36651. The Board of Directors of Sunrise MarketPlace, Inc. and its staff are charged with the day-to-day operations of the SMPPBID.

A majority of the Board of Directors of Sunrise MarketPlace, Inc. must be parcel owners paying the assessment.

Section 22-495 Annual Report.

Sunrise MarketPlace, Inc., pursuant to Streets and Highways Code §36650, shall cause to be prepared a report for each fiscal year, except the first year, for which assessments are to be levied and collected to pay the costs of the improvements, maintenance, and activities described in the report. The first report shall be due after the first year of operation of the renewed SMPPBID.

Section 22-496 Amendments to Enabling Legislation.

The SMPPBID renewed pursuant to this Ordinance shall be subject to any amendments to the Property and Business Improvement District Law of 1994 (California Streets and Highways Code §36600 et. seq.).

Section 1. Severability.

If any section, subsection, sentence, clause or phrase or word of this Ordinance is for any reason held to be unconstitutional, unlawful or otherwise invalid by a court of competent jurisdiction, such decision shall not affect the validity of the remaining portions of this Ordinance. The City Council of the City of Citrus Heights declares that it would have passed and adopted this O rdinance and each and all provisions irrespective of the fact that any one or more of said provisions may be declared invalid or unconstitutional without regard to any such decision or preemptive legislation.

Section 2. Effective Date.

This Ordinance of the City of Citrus Heights shall be effective thirty (30) days after its passage, this Ordinance or a summary thereof, as provided in Government Code Section 36933, shall be published at least once in a newspaper of general circulation published and circulated in the City of Citrus Heights, along with the names of the City Council voting for and against its passage.

PASSED AND APPROVED on the 13th of June, 2024 by the following roll call vote:

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AYES: Council Members:

NOES: Council Members:

ABSENT: Council Members:

ABSTAIN: Council Members:

Bret Daniels, Mayor
ATTEST:

Amy Van, City Clerk
ITEM 12
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2025-2034

SUNRISE MARKETPLACE

PROPERTY AND BUSINESS IMPROVEMENT DISTRICT

MANAGEMENT DISTRICT PLAN
March 14, 2024
Prepared pursuant to the Property and Business Improvement District Law of 1994, Streets and Highways Code section 36600 et seq.

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CONTENTS

I. Overview .......................................................................................................................................................... 3 II. Background ..................................................................................................................................................... 5 III. Boundaries ....................................................................................................................................................... 9 IV. Service Plan & Budget ................................................................................................................................. 10 V. Governance ................................................................................................................................................... 15 VI. Engineer’s Report ......................................................................................................................................... 16 Appendix 1 – Maximum Annual Assessment Rates ......................................................................................... 28 Appendix 2 – PBID law......................................................................................................................................... 29 Appendix 3 – Parcel Assessment Calculations .................................................................................................. 41 Appendix 4 – Total Estimated Maximum Cost of Improvements and Activities ...................................... 47 Appendix 5 – Map ................................................................................................................................................ 478

Prepared by Civitas
www.civitasadvisors.com
(800)999-7781

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I. OVERVIEW

The Property and Business Improvement District Law of 1994 (Str. & Hwy Code Sec. 36600 et sec.) (the “Law”) permits cities to establish Property and Business Improvement Districts (“PBID”’s), and to levy assessments against real property in the PBID to fund improvements , maintenance and activities that provide special benefits to property in the PBID. A PBID is a program of a city but is often administered under contract by a local nonprofit organization.

This Management District Plan (“MDP”) proposes a ten (10) year renewal pursuant to the Law for the existing Sunrise MarketPlace Property and Business Improvement District (“SMPPBID”). If the renewal is approved, the SMPPBID, which is currently scheduled to terminate on December 31, 2024, would be extended through December 31, 20 34. This MDP would govern SMPPBID during the period from January 1, 2025, through December 31, 20 34. If the renewal is approved, the City of Citrus Heights would continue to contract with Sunrise MarketPlace, Inc. to administer the SMPPBID program and provide the SMPPBID’s activities and services.

Location: The SMPPBID is located in a regionally important commercial district of the City of Citrus Heights which includes several shopping centers, restaurants , retail and professional services. The boundary generally includes parcels along both sides of Sunrise Boulevard between Madison Avenue in the south and Arcadia Drive in the north; parcels along the east side of Sunrise Boulevard north of Arcadia Drive as depicted on the map parcels along both sides of Greenback Lane between Birdcage Street in the west and Fair Oaks Boulevard in the east. The boundaries of the SMPPBID are shown on the map on page 9. The SMPPBID is not divided into multiple benefit zones.

Purpose: The purpose of the SMPPBID is to provide marketing activities, maintenance, security, and improvements that convey special benefits to assessed parcels. The SMPPBID will provide district enhancement programs, economic development, and related policy development and administration directly and only to assessed parcels within its boundaries.

Budget: The SMPPBID annual assessment budget for the initial year of its ten-year renewal period is anticipated to be $ 882,637.95. The annual budget may be subject to an increase in assessment rates of no more than five percent (5%) per year. The assessment funds will be supplemented by non-assessment funds (such as grants and event income) so that the total budget for the initial year is estimated at $910,472.39.

Cost: The assessment rate (cost to the parcel owner) is based on parcel type and parcel size.

The initial annual rate to each parcel is shown in the table below.

Parcel Type Assessment Rate (per sq. ft.)
Retail $0.07
Other Commercial $0.045

Assessments will be collected annually on the County- administered property tax bill so, for example, the assessment for Calendar Year 2025 will be collected by the County on the 202 4-2025 property tax bill, which has two equal installments payable in December 2024 and April 2025.

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No bonds will be issued in connection with the SMPPBID.

Renewal: State law gives the City Council of the City of Citrus Heights discretion to extend the life of the SMPPBID beyond its currently proposed December 31, 2034, sunset. The Council cannot exercise its discretion to initiate proceedings to renew the SMPPBID unless it receives a petition for renewal from property owners who will pay more than 50 percent (50%) of the assessments proposed to be levied.

If the Council receives a petition and chooses to initiate renewal proceedings, the City will conduct a mail ballot protest proceeding as part of which, at least 45 days prior to the public hearing on renewal, a notice and ballot will be mailed to the owner of each parcel of real property subject to the assessment. If, as of the close of the public hearing, the number of ballots returned in opposition to renewal (weighted by the amount of the assessment upon the property for which the ballot is submitted) exceeds the number of ballots returned in support of renewal (also so weighted), then the Council may not renew the SMPPBID. This event is known as a majority protest. If there is no majority protest, then the City Council may decide to renew the SMPPBID.

Duration: This SMPPBID renewal will have a ten (10) year term, beginning January 1, 2025 and ending December 31, 2034. If the renewal is not approved, the current term of the SMPPBID will end December 31, 2024 . If this renewal is approved, a ny further extension of the SMPPBID’s life beyond 2034 will require another renewal proceeding.

Management: Sunrise MarketPlace, Inc. will continue to serve as the Owners’ Association for the SMPPBID.

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II. BACKGROUND

Formation

The City of Citrus Heights was incorporated in 1997. One of its first acts was to recommend creating a Property Based Business Improvement District (PBID) to address growing competition in the region and maintain the viability of the City’s primary economic engine. City staff and property owners worked together to form the Sunrise MarketPlace PBID (SMPPBID). Property owners paying nearly 65% of the total annual assessment signed positive petitions to establish the District.

Of those property owners who sent in signed ballots, 85% voted to establish the District.

First Term 2000 – 2004

The first PBID term was for five years (the maximum allowed by law at the time) and ran from 2000 through 2004. Assessment rates: properties zoned for retail: $.04 per square foot of land per year and business professional uses at: $.02. The annual budget of $495,000 was not increased throughout the first term. Boundaries included approximately 10 blocks in the City of Citrus Heights which includes an area around Sunrise Boulevard and Greenback Lane. Services included:
• Identity and branding - programs and marketing created a cohesive destination of hundreds of businesses. Installation of wayfinding signage and banners to note the physical boundaries of the District were installed.
• Marketing: activities included advertising, direct mail, website, and other means were utilized to promote businesses and drive traffic.
• Special Events - activities were implemented to create awareness and drive traffic to the District and create an emotional connection with consumers. The District hosted Billie Jean King’s World Team Tennis (WTT) tournament from 2002 through 2005, which brought star players such as Andre Agassi, John McEnroe, and many others. • Market Research/Strategic Planning: on-site intercept and telephone surveys were completed to obtain demographic and psychographic data. • Economic Development - programs were launched in conjunction with the City and local brokers to retain and attract businesses.
• Advocacy - efforts were launched to promote business interests and allow the business community to speak with one voice.

Second Term 2005-2009

In 2005, the SMPPBID was renewed for a second term. Property owners paying nearly 70% of the total annual assessment signed positive petitions to establish the District. Of those property owners who sent in signed ballots, 64% voted to renew the District.

The second term was for five years (the maximum allowed by law at the time) and ran from 2000 through 2004. Assessment rates: properties zoned for retail: $.05 per square foot of land per year and business professional uses at: $.025. The annual budget of $625,000 was not increased throughout the second term. Boundaries and Services did not change with a primary focus on marketing and special events. The District hosted the World Team Tennis in 2006 featuring Anna Kournikova. In 2007/08, the SMPPBID worked with the City to develop a comprehensive, long- ITEM 12
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term vision for the District. In 2008, “LocateinSMP” was launched to provide brokers with information and promote vacant spaces in the District.

Third Term 2010-2014

In 2010, the SMPPBID was renewed for a third term. Property owners paying 58% of the proposed assessment, signed positive petitions to renew the District. Of those property owners who sent in signed ballots, 92% voted to renew the District.

The third PBID term was for also for five years and ran from 2010 through 2014. Assessment rates were not increased: properties zoned for retail: $.05 per square foot of land per year and business professional uses at: $.025. The annual budget of $625,000 was not increased throughout the second term. Boundaries and Services did not change with a primary focus on large signature special events with the goal of reaching a broader audience and driving traffic to the District. The District hosted the WTT League from 2011 thru 2013 featuring star players such as Venus Williams and the Bryan Brothers. In 2012 and 2013, the SMPPBID hosted a multi-million-dollar concert series featuring talent such as Blondie, DEVO, America, Blue Oyster Cult and many others drawing nearly 25,000 to the District.

Fourth Term 2014-2021

In 2014, the SMPPBID was renewed for a fourth term. Property owners paying 53.6% of the proposed assessment, signed positive petitions to renew the District. Of those property owners who sent in signed ballots, 71% voted to renew the District.

In the fourth term, SMPPBID increased the term to seven years, running from 2014 through 2021.

Assessment rates were also increased: properties zoned for retail: $.06 per square foot of land per year and business professional uses at: $.03. The annual budget of $753,000 was not increased throughout the second term. Boundaries and Services remained the same with an emphasis on special events and increased social media presence. In 2015, the District hosted World Team Tennis a final time featuring Serena Williams.

In 2016, the SMPPBID partnered with emergency service providers such as FEMA, OES, City of Citrus Heights, the police department, Sacramento Metro Fire, and many others to produce Dare to Prepare a comprehensive emergency preparedness event for the community. In 2019, the SMPPBID celebrated 20 years with a variety of events and promotions. In 2020, the SMPPBID contracted with the Citrus Heights Police Department for an officer dedicated to patrolling the District 40 hours per week. The SMPPBID also provided support for business and property owners in response to COVID related business impacts. Support included: PPE, signage, social distancing materials and additional marketing.

Fifth Term 2021-2024
In 2021, the SMPPBID was renewed for a fifth term. Property owners paying 60.16% of the proposed assessment, signed positive petitions to renew the District. A total of 44 ballots were received representing $458,427 in assessments. Of those, 40 ballots, representing $443,962 in assessments, voted YES to renew the PBID. Four ballots, representing $14,464 in assessments, voted NO; 96% of ballots voted to renew the District.

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In the fifth (current) term, the City of Citrus Heights authorized a term of three (3) years, running from January 1, 2022 through December 31, 2024. Assessment rates were as follows: properties zoned for retail: $.0669 per square foot of land per year and business professional uses at: $.0369.

The annual assessment budget was estimated at $847,420. Boundaries and Services remained the same with an emphasis on special events and increased social media presence.

The SMPPBID is in the second year of its three-year term. In this term, the SMPPBID added clean and safe programs: public safety and maintenance while continuing marketing, special events, economic development, and advocacy programs. In 2022, SMP moved their office to a new location in the Greenfaire Village shopping center at the NW corner of Fair Oaks and Greenback. The new office features a well- equipped conference room that District business and property owners may utilize for meetings.

To protect our businesses, their employees, and consumers, we contract with the Citrus Heights Police Department for a dedicated on-duty police officer to patrol the District. Additionally, the District contracts with Nor-Cal, private armed security, to assist the officer and provide coverage when the officer is off duty. In 2022, Nor-Cal responded to 1,008 incidents and handled 620 transient interactions. Together, the dedicated officer and Nor-Cal have prevented dozens of thefts and recovered thousands of dollars in merchandise. Having consistent security also prevents homeless camps from taking root. SMP monitors the area for issues. In 2023, after businesses experienced problems with large trucks parking on the street in front of their storefronts, we requested an ordinance to regulate the parking. The ordinance was approved and is now active. SMP is currently working with the City on an illegal dumping ordinance.

The District provides services aimed at keeping the area clean, safe, and attractive. We work closely with the City’s beautification team to maintain the integrity of the public areas. As an added layer of maintenance, SMP provides janitorial porter service Monday through Friday. The porter picks up and returns abandoned shopping carts, cleans graffiti, removes illegally dumped items, and picks up debris throughout the District. From April 2022 through April 2023, the porter picked up 700 bags of trash, removed 300 dumped items, returned 1,251 shopping carts and removed 178 graffiti tags.

Businesses benefit from a regular schedule of advertising, including robust social media advertising and active Facebook and Instagram pages. We’ve given away $15,000 in gift cards to our businesses.

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Businesses are also promoted on our website and social media sites. We push out information to our list of 10,000 consumers. Additionally, we promote business-related events, grand openings and promotions. We host events throughout the year driving traffic to the District and we support and sponsor our business and shopping center events. One of our largest events, Brews in the Burbs, draws nearly 1,000 people to the area. Magical Moments events draw crowds during the Holiday Season. Promotional giveaways also bring consumers to the District.

SMPPBID funds are utilized to
create an attractive and inviting
physical environment. Colorful banners, vibrant holiday décor, palm-tree lights, public art, and other wayfinding elements foster a strong sense of destination. The District is home to several colorful art- wrapped utility boxes via our Masterpieces in the MarketPlace project. The boxes create a public art gallery and introduce masters such as Van Gogh, Renoir, Monet and others to consumers and residents. The District also boasts several murals with SMPPBID providing mural grants to interested businesses.

SMP LEVERAGES ASSESSMENT FOR ADDITIONAL

FUNDING
The District is funded through a portion of property taxes equaling $836,000. Staff leveraged this assessment to obtain grants. In 2022, SMP received $100,000 in American Rescue Plan funds from the County and a $5,000 public art grant from the City of Citrus Heights. In 2023, SMP has received two grants from SMUD totaling $30,000, a Sacramento County Grant of $10,000 and City art grant of $20,000.

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III. BOUNDARIES

The exact boundaries of the SMPPBID are shown on the map on the next page, and a more detailed map is included as Appendix 5 to this MDP. The boundary generally includes parcels along both sides of Sunrise Boulevard between Madison Avenue in the south and Arcadia Drive in the north; parcels along the east side of Sunrise Boulevard north of Arcadia Drive as depicted on the map parcels along both sides of Greenback Lane between Birdcage Street in the west and Fair Oaks Boulevard in the east. However, the map below governs which parcels are included in the SMPPBID.

The service area currently includes one- hundred and thirty -eight ( 138) assessed properties and seventy-two (72) property owners.

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IV. SERVICE PLAN & BUDGET

A. Improvements, Maintenance and Activities
The SMPPBID will provide supplemental improvements, maintenance and activities that are customarily above and beyond those provided by the City and other government agencies. The improvements, maintenance, and activities will be provided directly and only to assessed parcels; they will not be provided to parcels that are not assessed. The types of improvements, maintenance, and activities described below will be provided in each of the three years of the renewal term.

1. District Enhancement Program
The District Enhancement Program will promote and provide improvements, maintenance, and activities to assessed properties through the implementation of three sub- programs:
marketing & special events, public safety, and public area improvements. A description of each sub-program is provided below:

Marketing & Special Events
The SMPPBID will market the District to its primary trade zone, which includes those areas immediately adjacent to the SMPPBID (Orangevale, Fair Oaks, Carmichael, Antelope, North Highlands and the unincorporated County). The marketing program will create awareness for the District and its businesses, positioning SMP as a n attractive, convenient, added-value shopping and business destination. The SMPPBID will utilize a variety of digital platforms such as Facebook and Instagram, fostering loyalty and engagement with consumers for District businesses. The SMPPBID will create awareness for all businesses on the website directory. The website will also host information on special events, promotions and contests. The SMPPBID will work with digital media companies to specifically target geographic and demographically desirable consumers.

Signage, collateral material (fliers and brochures) will be utilized to promote the area.

Additionally, all businesses and their events are included on the websit e. The SMPPBID will monitor the effectiveness of digital programs via monthly analytics including website traffic, time spent on site, pages visited, etc. Analytics for social media will be collected and analyzed including Facebook and Instagram followers, l ikes, shares, and comments.

This information will be used to fine -tune or make changes to improve programs. The SMPPBID may also execute Market Research projects to understand the demographic (age, gender, education, income) and psychographic (spending habits, interests, event/entertainment preferences) information of its consumers. This inform ation will primarily be utilized internally to craft programs and services that will be attractive to SMPPBID consumers. Market Research will also be made available to District property and business owners to support their own marketing efforts.

Special events will be an important pillar of SMPPBID programs. Events create positive awareness, drive traffic to the area and cultivate a positive emotional connection with customers. Industry research has shown that people look for experiences when patronizing businesses and shopping centers. These will include both small and larger signature events; along with sponsorship of third- party events and events hosted by businesses within the SMPPBID.

Clean and Safe
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The SMPPBID will fund s ecurity services that will focus on making the District a safer place to do business. Security services may include dedicated patrols by officers of the Citrus Heights Police Department or supplemental private security patrols. A regular patrol schedule will be established to serve properties throughout the Di strict. The schedule will take into consideration those times of day in which incidents are most likely to occur. The patrol will seek to serve as both a deterrent by creating a visible presence, and a respondent to incidences that occur. These services may include, but are not limited to, a security navigator, lot cops, drones and bait material.

Maintenance services on both public and private property will keep the District free of abandoned shopping carts, trash, illegally dumped items, and graffiti. A porter services the District for several hours a week.

Public Area Improvements
Sunrise MarketPlace Inc. has leveraged the SMPPBID to generate more than $5 million of public area signage and improvements over the life of the SMPPBID. SMP will continue to work with the City to ensure the public areas remain well-groomed and attractive. The SMPPBID may also partner with local and regional organizations to facilitate public and private area improvement projects. Festive street banners promoting District attributes, entryway and wayfinding signage will be maintained.

Holiday décor will continue to accompany holiday events to create a desirable shopping destination for the important holiday season. The SMPPBID will continue to partner with SMUD rolling out additional phases of “MasterPieces in the MarketPlace”- District utility boxes wrapped in both local and famous works of art. SMPPBID will assist businesses that wish to have a mural on site with funding. Public art will become a vital part of the District

2. Economic Development
Economic development activities will be aimed at attracting and retaining tenants. Efforts will also be undertaken to work with the City on programs and vision plans that promote the needs of assessed parcels. SMP may also include Strategic Planning and Vi sioning for the overall benefit of the SMPPBID. Sunrise MarketPlace Inc. launched LocateinSMP as a focus on business retention and recruitment. SMP will continue to work closely with property owners and the broker community to promote vacancies and developments in the SMPPBID. Staff will continue to work closely with business and property owners, assisting in the planning and entitlement phase of projects as well as supporting potential tenant negotiations.

The SMPPBID will conduct Economic development activities which will include primarily business retention and attraction activities. These will include assisting new businesses and developers through the planning and entitlement process and other needs to provide for a smooth opening. The SMPPBID will act as a liaison between businesses and the City, Fire and Police Departments to help resolve issues code enforcement disputes, signage and use restrictions.

The SMPPBID will provide information and resources including market research to brokers and developers interested in the District through the LocateinSMP program . The SMPPBID will work with the City on zoning and signage to ensure a business and developer -friendly environment to encourage new businesses to open and existing owners to invest in their properties.

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3. Administration and Policy Development
The administration portion of the budget will be utilized for administrative costs associated with providing the services. Those costs may include rent, telephone charges, legal fees, accounting fees, postage, administrative staff, insurance, and other general office expenses. The SMPPBID will provide alerts regarding, city, region and state news affecting business and property owners.

Staff will continue to assist business and property owners with issues ranging from public safety to signage. SMP will continue to host seminars with the Secret Service, CHPD, FBI, marketing experts and others.

4. Contingency/Reserve
The budget includes a contingency line item to account for uncollected assessments, if any. If there are contingency funds collected, they may be held in a reserve fund or utilized for other program, administration or renewal costs at the discretion of the Owners’ Association.

Policies relating to contributions to the reserve fund, the target amount of the reserve fund, and expenditure of monies from the reserve fund shall be set by the Board of Directors of the Owners’ Association. The reserve fund may be used for the costs of renewing the SMPPBID.

B. Annual Assessment Budget
A projected ten (10) year budget for the SMPPBID is provided below. The overall budget will remain consistent with this MDP. In the event of a legal challenge, assessment funds may be used to defend the SMPPBID. The annual budget is based on the following assumptions and guidelines:

1. The cost of providing improvements, maintenance, and activities may vary depending upon the market cost for those improvements, maintenance, and activities. Expenditures may require adjustment up or down to continue the intended level of improvements , maintenance, and activities. The Board of Directors of Sunrise MarketPlace Inc. shall annually have the ability to re-allocate up to fifteen percent (15%) of the budget allocation by the total budget per year. Any change will be approved by the Board of Directors of Sunrise MarketPlace Inc. and submitted with the Annual Report.

2. Funds not spent in any given year may be rolled over to the next year.

3. The assessment rate may be subject to annual increases that will not exceed five percent (5%) per year. Increases will be determined by the Board of Directors of Sunrise MarketPlace and will vary each year. The projections below illustrate the maximum annual five percent (5%) increase for all budget items.

4. Each budget category includes all costs related to providing that improvement, maintenance, or activity. For example, the economic development budget includes the cost of staff time dedicated to overseeing and implementing the economic development programs. Staff time dedicated purely to administrative tasks is allocated to the administration and policy development portion of the budget. The costs of an individual staff member may be allocated to multiple budget categories. The staffing levels necessary to provide the SMPPBID improvements, maintenance, and activities will be determined by the Board of Directors of Sunrise MarketPlace Inc. on an as- needed basis.

C. Assessment Budget
The total improvement , maintenance, and activity budget for 2025 is $910,472.39, of which the amount funded by property assessments is $ 882,637.95. In addition to the assessment revenue, the programs will be supplemented by non- assessed funds. The total of non- assessment funds, and the ITEM 12
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determination of special and general benefit, is included in the Engineer’s Report. The total of assessment and non- assessment funds is provided in Appendix 4. Below is an illustration of the estimated total budget allocations for each budget category for the initial year of the SMPPBID. The allocation of the assessment funds is governed by Section E. Non- assessment funds may be shifted between budget categories as needed by the Board of Directors of Sunrise MarketPlace Inc.

D. Annual Budget
If there are no changes to the categorical assessment budget allocations, below is a ten ( 10) year estimated annual projection of the budget. The following table lists the improvements, maintenance and activities proposed for each year of operation of the District and the estimated maximum costs thereof, if maximum assessment increases are not adopted pursuant to this Plan.

Year District
Enhancement
Programs
Economic
Development
Admin &
Policy
Development
Contingency Total
2025 $661,978.46 $44,131.90 $158,874.83 $17,652.76 $882,637.95 2026 $661,978.46 $44,131.90 $158,874.83 $17,652.76 $882,637.95 2027 $661,978.46 $44,131.90 $158,874.83 $17,652.76 $882,637.95 2028 $661,978.46 $44,131.90 $158,874.83 $17,652.76 $882,637.95 2029 $661,978.46 $44,131.90 $158,874.83 $17,652.76 $882,637.95 2030 $661,978.46 $44,131.90 $158,874.83 $17,652.76 $882,637.95 2031 $661,978.46 $44,131.90 $158,874.83 $17,652.76 $882,637.95 2032 $661,978.46 $44,131.90 $158,874.83 $17,652.76 $882,637.95 2033 $661,978.46 $44,131.90 $158,874.83 $17,652.76 $882,637.95 2034 $661,978.46 $44,131.90 $158,874.83 $17,652.76 $882,637.95 Total $6,619,785 $441,319 $1,588,748 $176,528 $8,826,380 District Enhancement
Program, $661,978.46, 75%
Economic Development,
$44,131.90, 5%
Admin & Policy
Development,
$158,874.83, 18%
Contingency,
$17,652.76, 2%
Initial Annual Assessment Budget - $882,637.95
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The budget below assumes the maximum annual increase of up to five percent (5%) is enacted and that there are no changes to the categorical budget allocations.

Year
District
Enhancement
Programs
Economic Admin &
Policy
Development
Contingency Total Development
2025 $661,978.46 $44,131.90 $158,874.83 $17,652.76 $882,637.95 2026 $695,077.38 $46,338.50 $166,818.57 $18,535.40 $926,769.85 2027 $729,831.25 $48,655.42 $175,159.50 $19,462.17 $973,108.34 2028 $766,322.81 $51,088.19 $183,917.48 $20,435.28 $1,021,763.76 2029 $804,638.96 $53,642.60 $193,113.35 $21,457.04 $1,072,851.95 2030 $844,870.90 $56,324.73 $202,769.02 $22,529.89 $1,126,494.54 2031 $887,114.45 $59,140.97 $212,907.47 $23,656.39 $1,182,819.28 2032 $931,470.17 $62,098.02 $223,552.84 $24,839.21 $1,241,960.24 2033 $978,043.68 $65,202.92 $234,730.48 $26,081.17 $1,304,058.25 2034 $1,026,945.86 $68,463.06 $246,467.01 $27,385.22 $1,369,261.15 Total $8,326,293.92 $555,086.31 $1,998,310.55 $222,034.53 $11,101,725.31

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V. GOVERNANCE

A. Owners’ Association
The District shall continue to be governed by Sunrise MarketPlace Inc., with oversight from the Citrus Heights City Council. Sunrise MarketPlace Inc. will serve as the Owners’ Association described in the Streets and Highways Code §36651. The Board of Directors of Sunrise MarketPlace Inc. and its staff are charged with the day-to-day operations of the SMPPBID.

A majority of the Board of Directors of Sunrise MarketPlace Inc. must be parcel owners paying the assessment.

B. Brown Act & Public Records Act Compliance
An Owners’ Association is a private entity and may not be considered a public entity for any purpose, nor may members of its Board of Directors or staff be considered to be public officials for any purpose. The Owners’ Association is, however, subject to government regulations relating to transparency, namely the Ralph M. Brown Act and the California Public Records Act. These regulations are des igned to promote public accountability. The Owners’ Association must act as a legislative body under the Ralph M. Brown Act (Government Code §54950 et seq.). Thus, meetings of the Sunrise MarketPlace Inc. Board of Directors and certain committees must be held in compliance with the public notice and other requirements of the Brown Act. The Owners’ Association is also subject to the record-keeping and disclosure requirements of the California Public Records Act.

C. Annual Report
Sunrise MarketPlace Inc. shall present an annual report at the end of each year of operation to the City Council pursuant to Streets and Highways Code §36650 (see Appendix 2). The annual report must include:

1. Any proposed changes in the boundaries of the SMPPBID or in any benefit zones or classification of property within the district;

2. The improvements, maintenance, and activities to be provided for that fiscal year;

3. The estimated cost of providing the improvements, maintenance, and activities to be provided for that fiscal year;

4. The method and basis of levying the assessment in sufficient detail to allow each real property owner to estimate the amount of the assessment to be levied against his or her property for that fiscal year;

5. The estimated amount of any surplus or deficit revenues to be carried over from a previous fiscal year; and

6. The estimated amount of any contributions to be made from sources other than assessments levied pursuant to this MDP.

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VI. ENGINEER’S REPORT

I. ENGINEER’S REPORT
The SMPPBID’s parcel assessments will be imposed in accordance with the provisions of Article XIII D of the California Constitution. Article XIII D provides that “only special benefits are assessable,”1 and requires the City to “separate the general benefits from the special benefits conferred on a parcel.”2 Special benefits are a “particular and distinct benefit over and above general benefits conferred on real property located in the district or to the public -at-large.”3 Conversely, a general benefit is “conferred on real property located in the district or to the public -at-large.”4 Assessment law also mandates that “no assessment shall be imposed on any parcel which exceeds the reasonable cost of the proportional special benefit conferred on that parcel.”5

The Engineer determined the total cost of the improvements, maintenance and activities, quantified the general benefit accruing to the public-at-large and non-assessed parcels adjacent to and within the District, and separated that amount from the special benefit accruing to the assessed parcels. Then, the Engineer determined the proportional special benefit derived by each parcel and allocated the special benefit value of the improvements, maintenance, and activities accordingly. The Engineer’s determinations and detailed calculations are summarized in this report.

A. Separation of General and Special Benefits
Each of the improvements, maintenance and activities, and the associated costs and assessments within the SMPPBID, were reviewed, identified, and allocated based on special and general benefits pursuant to Article XIII D of the California Constitution. The assessment has been apportioned based on the proportional special benefits conferred to the assessed parcels located within the SMPPBID boundaries as determined below.

1. General Benefits

The California Constitution mandates that “only special benefits are assessable, and an agency shall separate the general benefits from the special benefits.” 6 “Generally, this separation and quantification of
general and special benefits must be accomplished by apportioning the cost of a service or improvement between the two and assessing property owners only for the portion of the cost representing special benefits.”
7 The first step that must be undertaken to separate general and special benefits provided by the PBID’s improvements, maintenance and activities is to identify and quantify the general benefits.

i. General Benefit to the Public-at-Large
Although the improvements, maintenance, and activities are narrowly designed and carefully implemented to specially benefit the assessed parcels, and are only provided directly to assessed parcels, they will generate a general benefit to the public-at-large within the SMPPBID. State law indicates that “Activities undertaken for the purpose of conferring special benefits upon property to be assessed inherently produce incidental or collateral effects that benefit property or persons not assessed.” 8 1 Cal. Const., art. XIII D, §4(a)
2 Cal. Const., art. XIII D, §4(a)
3 Id, §2(i)
4 Cal Const., art XIII D §2(i)
5 Cal. Const., art. XIII D, §4(a)
6 Cal. Const., art XIII D §4(a)
7 Golden Hill Neighborhood Association v. City of San Diego (2011) 199 Cal.App.4th 416 8 Streets and Highways Code section 36601(h)(2)
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However, “the mere fact that special benefits produce incidental or collateral effects that benefit property or persons not assessed does not convert any portion of those special benefits or their incidental or collateral effects into general benefits.”9 Further, “the value of any incidental or collateral effects that arise from the improvements, maintenance or activities of a property-based district and that benefit property or persons not assessed shall not be deducted from the entirety of the cost of any special benefit or affect the proportionate special benefit derived by each identified parcel.”10

To quantify the amount of general benefit to the public-at-large, an intercept survey was conducted in the SMPPBID boundary in 2019 to determine the reasons why members of the public were present within SMPPBID boundaries11. Those members of the public who were within the SMPPBID to conduct some sort of business, or were likely to conduct some sort of business, on assessed parcels (shopping, dining, personal business) are considered special benefit. Those members of the public who were merely passing through, and not conducting or likely to conduct any sort of business on assessed parcels, are considered general benefit. Based on the information collected in this intercept survey, it is estimated that 1.3% of the benefit created by the SMPPBID improvements, maintenance, and activities is provided to the public- at-large. To ensure that the assessment dollars do not fund general benefits to the public-at-large, that portion of the cost of services will be paid for with funds not obtained through assessments. Out of an abundance of caution, the 1.3% figure was rounded to 2% for the purposes of this Engineers Report.

Using the 2% figure, the value of general benefit to the public-at-large is estimated to be $18,209.45. ($910,472.39 * 2.0%).

ii. General Benefit to Non-Assessed Parcels
Although they are only provided directly to the assessed parcels, the SMPPBID’s improvements, maintenance, and activities may also confer general benefits upon non -assessed parcels within and surrounding the SMPPBID. The California Court of Appeal has found that “services specifically intended for assessed parcels concomitantly confer collateral general benefits to surrounding properties.” 12 It is
reasonable to conclude that improvements, maintenance, and activities within the SMPPBID will have an incidental impact on non- assessed parcels surrounding or within the SMPPBID boundaries. Although the legislature has indicated that “the value of any incidental or collateral effects that arise from the improvements, maintenance, or activities of a property-based district and that benefit property or persons not assessed shall not be deducted from the entirety of the cost of any special benefit,” 13 the California
Court of Appeals has noted that “the characterization of a benefit may depend on whether the parcel receives a direct advantage from the improvement…or receives an indirect, derivative advantage resulting from the overall public benefits of the improvement.”14 Those derivative and indirect impacts are considered general benefits and will be quantified and separated.

In this Engineer’s opinion, because improvements, maintenance, and activities are provided only within the SMPPBID and on its perimeter, parcels separated from the SMPPBID by either at least one intervening parcel or an impassable physical barrier such as a wall, freeway, or ditch will not receive spill over benefits. Parcels separated from the SMPPBID will not benefit because they are physically removed from the actual

9 Ibid
10 Streets and Highways Code Section 36622(k)(2)
11 SMP Intercept Survey (Dec 2019)
12 Beutz v. Riverside (2010) 184 Cal.App.4th 1516
13 Streets and Highways Code section 36622(k)(2)
14 Tiburon v. Bonander (2009) 180 Cal.App.4th 1057, 1077 ITEM 12
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location of improvements, maintenance, and activities provided, and do not face serviced parcels.

Therefore, this analysis considers non- assessed parcels within the SMPPBID’s boundaries and surrounding parcels that are immediately adjacent to and accessible from the SMPPBID’s boundaries.

The total SMPPBID improvements, maintenance, and activities budget for the initial year of renewal is $910,472.39. After reducing the improvements, maintenance, and activities budget by the general benefit to the public-at-large ($18,209.45), the remaining benefit to parcels is $892,262.94. This benefit has been distributed to both assessed and non- assessed parcels using the following methodology. The general benefit to the public -at-large has been proportionally allocated to the SMPPBID‘s improvements, maintenance, and activities categories as shown in the following table.

Category Benefit to Parcels Benefit to Public-
at-Large
Total
District Enhancement Programs $669,288.62 $13,658.95 $682,947.57 Economic Development $44,521.73 $908.61 $45,430.34
Administration & Policy Development $160,607.33 $3,277.70 $163,885.03 Contingency $17,845.26 $364.19 $18,209.45
Total $892,262.94 $18,209.45 $910,472.39

To determine the general benefit to parcels, the Engineer assigned each parcel group a benefit factor, determined the appropriate parcel characteristic to use in the calculation, multiplied the benefit factor by the benefit characteristic to determine the benefit units attributable to each parcel group, and apportioned the remaining service cost (service cost minus general benefit to the public) in accordance with the benefit units derived by each parcel group.

i. Benefit Factors

All parcels within and adjacent to the SMPPBID have been assigned a benefit factor to mathematically represent the proportional special and general benefit and quantify the value of each. The determination of benefit factors for each type of improvement, maintenance, and activity follows.

Improvements

The improvements to be provided by the SMPPBID provide two types of special benefits:
• Improvement – The primary special benefit provided by the SMPPBID’s improvements is the improvements themselves, which are available to tenants and customers of assessed parcels. • Proximity – The SMPPBID’s improvements also provide the special benefit of being in proximity to a parcel that is benefitting from an improvement, as parcels will enjoy the spillover benefits of neighboring parcels utilizing the improvements.

The majority of the benefit is the improvements themselves; proximity is a lesser benefit. It is this Engineer’s estimation that eighty -five percent (85%) of the special benefit from the SMPPBID’s improvements is the improvement, while the proximity special benefit accounts for fifteen percent (15%) of the special benefit. Assessed parcels will receive both benefits; non-assessed parcels within and adjacent to the SMPPBID will not be directly improved, and therefore only receive the general benefit of proximity.

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Agenda Packet Page 79
Tangible Activities

The tangible activities (those that are physically provided via a person or people working throughout the district) to be provided by the SMPPBID generate three types of special benefits:

• Service – The primary special benefit provided by the SMPPBID’s physical activities is the actual service. That is, the actual cleanliness and safety created by security and maintenance clean and safe personnel.
• Presence – The SMPPBID’s physical activities also provide the special benefit of an individual’s presence on the assessed parcel as the activities are provided, which can have a deterrent effect and creates a positive impression that the area is well -maintained and safe. The “Disneyland effect” is the benefit the parcels receive from the observation that parcels are being maintained.

There are studies which link the perception of cleanliness to a perception of increased security. • Proximity – The SMPPBID’s physical activities also provide the special benefit of being in proximity to a cleaner, safer parcel. Neighboring parcels enjoy the spillover benefits of being adjacent to increased safety and cleanliness.

The majority of the benefit received by the parcels is the results of the SMPPBID’s services; onsite presence and proximity are lesser benefits. It is this Engineer’s estimation that seventy-five percent (75%) of the special benefit from the SMPPBID’s phys ical activities is the service, while the presence and proximity benefits each account for twelve and one-half percent (12.5% presence, 12.5% proximity) of the special benefit. Assessed parcels will receive all three benefits; non -assessed parcels within a nd adjacent to the District will not be directly serviced and therefore only receive the general benefit of proximity.

Intangible Activities

Some of the SMPPBID’s activities, such as marketing, are distinct in that they are not provided to a targeted area within the SMPPBID, rather they are provided via internet, radio, and other forms of media and targeted at an audience outside the SMPPBID in an effort to bring the audience into the SMPPBID.

These activities provide the special benefits of promotion:

• Direct Promotion – The primary special benefit provided by the SMPPBID’s intangible activities is promotion. The intangible activities increase awareness of the SMPPBID as a commercial and business destination and lead to increased patronage.

Factors Determined

Based on the foregoing analysis, all assessed parcels within the SMPPBID specially benefit from the SMPPBID’s activities and improvements, and have been assigned a benefit factor of 1.0. Parcels that are not assessed have been assigned benefit factors based on the portion of the benefit they will receive, as described above. Instead, the non-assessed parcels will benefit from twelve and one-half percent (12.5%) of the tangible activities and ten percent (10%) of the intangible activities; therefore, they ha ve been assigned benefit factors of 0.125 and 0.10 respectively.

ii. Non-Assessed Benefit Characteristics
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Agenda Packet Page 80
There are two types of parcels that are not assessed; those within the SMPPBID and those immediately adjacent to and accessible from the SMPPBID. Because they generally benefit in a differing manner, distinct parcel characteristics are used to quantify the general benefit to each type. • Inside – Non-assessed parcels inside of the SMPPBID are surrounded by parcels that are assessed and receiving the full special benefits; they will, therefore, receive the general benefit of proximity.

These parcels are impacted on more than one side by the SMPPBI D’s improvements, maintenance, and activities and improvements are provided all around them. Because these parcels are surrounded by specially benefitted parcels, it is appropriate that parcel square footage be used to measure the general benefit they receive.
• Adjacent – Adjacent parcels are those that are immediately adjacent to or directly across the street from specially benefitted parcels, and accessible from specially benefitted parcels. These parcels generally benefit differently than those inside the SMPPBID, because these parcels are adjacent to, rather than surrounded by, specially benefitted parcels. Square footage is not an appropriate measure of benefit to these parcels. Because the parcels are not surrounded by serviced parcels, a long, shallow parcel with the same square footage as a deep, narrow parcel will receive a different level of general benefit. Likewise, two parcels with the same depth but a different width adjacent to serviced parcels will benefit differently. To account for this difference, it is appropriate that parcel linear frontage be used to measure the general benefit the adjacent parcels receive. The linear footage is the length of parcels fronting public streets. The amount listed for “assessed linear feet” is the value for all assessed parcels within the SMPPBID and the amount listed for “non-assessed linear feet” is the value for all non -assessed parcels adjacent to the district boundary.

iii. Calculations
To quantify and separate the general benefit to non -assessed parcels, the following calculations were undertaken for each budget category.

1. The total service budget for each category was determined and the amount of general benefit to the public-at-large was subtracted from the category budget.

2. The benefit factor applicable to each improvement, maintenance, and activity was multiplied by the parcel square footage or linear frontage of assessed and non-assessed parcels, to determine the number of benefit units received by each parcel group.

3. The benefit units for all parcel groups were summed, and the percentage of benefit units attributable to each parcel group was calculated.

4. The total remaining improvements, maintenance, and activities budget, less the amount already determined to be general benefit to the public-at-large, was allocated to general and special benefit categories for each parcel group using the calculated benefit percent and applicable benefit characteristic methodology.

5. The special and general benefit resulting from the administration and policy development / contingency portions of the budget were determined based on the proportional allocation of benefits derived from improvements, maintenance, and activities.

District Enhancement Programs

The district enhancement programs budget, minus the amount of general benefit to the public-at-large, is $669,288.62. The calculations below determine the amount of general benefit to non-assessed parcels within the SMPPBID.

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Agenda Packet Page 81

Parcel Type
Square
Footage
Benefit
Factor

Benefit Units
Benefit
Percent
Remaining
Budget

Assessed 12,894,534 X 1.000 12,894,534.00 99.942% X $669,288.62 = $668,898.83 Non-Assessed 60,113 X 0.125 7,514.13 0.058% X $669,288.62 = $389.79

The district enhancement programs budget, minus the amount of general benefit to the public and non- assessed parcels within the SMPPBID, is $668,898.83. The calculations below determine the amount of general benefit to parcels adjacent to the SMPPBID.

Parcel Type
Linear
Frontage
Benefit
Factor

Benefit Units
Benefit
Percent
Remaining
Budget

Inside 38,155.00 X 1.000 38,155.00 98.965% X $668,898.83 = $661,978.46 Adjacent 3,191.00 X 0.125 398.88 1.035% X $668,898.83 = $6,920.37

Therefore, the allocation of the district enhancement programs budget is as follows:

General Benefit – Public At Large $13,658.95
General Benefit – Inside Parcels $389.79
General Benefit – Adjacent Parcels $6,920.37
Special Benefit $661,978.46
Total $682,947.57

Economic Development

The economic development budget, minus the amount of general benefit to the public-at-large, is $44,521.73. The calculations below determine the amount of general benefit to non- assessed parcels within the SMPPBID.

Parcel Type
Square
Footage
Benefit
Factor

Benefit Units
Benefit
Percent
Remaining
Budget

Assessed 12,894,534 X 1.000 12,894,534.00 99.953% X $44,521.73 = $44,500.98 Non-Assessed 60,113 X 0.100 6,011.30 0.047% X $44,521.73 = $20.75

The economic development budget, minus the amount of general benefit to the public and non-assessed parcels within the SMPPBID, is $44,500.98. The calculations below determine the amount of general benefit to parcels adjacent to the SMPPBID.

Parcel Type
Linear
Frontage
Benefit
Factor

Benefit Units
Benefit
Percent
Remaining
Budget

Inside 38,155.00 X 1.000 = 38,155.00 99.171% X $44,500.98 = $44,131.90 Adjacent 3,191.00 X 0.100 = 319.10 0.829% X $44,500.98 = $369.08

Therefore, the allocation of the economic development budget is as follows:

General Benefit – Public At Large $908.61
General Benefit – Inside Parcels $369.08

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Agenda Packet Page 82

General Benefit – Adjacent Parcels $20.75
Special Benefit $44,131.90
Total $45,430.34

Administration & Policy Development and Contingency

The administration & policy development and contingency budget line items relate to the improvements, maintenance, and activities provided. These costs have been allocated proportionally based on the special and general benefit provided by each category.

Special Benefit
to Parcels
General Benefit
to Parcels
District Enhancement Programs $661,978.46 $7,310.16
Economic Development $44,131.90 $389.83
Activity Totals $706,110.36 $7,699.99
Percent 0.98921 0.01079
Administration & Policy Development,
Contingency $176,527.59 $1,925.00
Total Parcel Benefits $882,637.95 $9,624.99

iv. Total Benefits
Based on the foregoing calculations, the total benefits to assessed parcels, non-assessed parcels, and the general public are:

Special Benefit
to Parcels
General Benefit
to Parcels
General Benefit
to Public

Total
District Enhancement Programs $661,978.46 $7,310.16 $13,658.95 $682,947.57 Economic Development $44,131.90 $389.83 $908.61 $45,430.34 Administration & Policy Development,
Contingency $176,527.59 $1,925.00 $3,641.89 $182,094.48 Total $882,637.95 $9,624.99 $18,209.45 $910,472.39

c. Non-Assessment Funding
The programs funded by the SMPPBID receive additional non-assessment funding in the form of grants, corporate sponsorships, event income, and other miscellaneous funds. These funding sources are anticipated to equal or exceed the amount of general benefit conferred annually by the SMPPBID’s improvements, maintenance, and activities, $27,834.44. These non-assessment funds will be used to pay for the general benefit provided by the SMPPBID’s improvements, maintenance, and activities, ensuring that parcel assessments will only be used to provide special benefits and “any additional costs of providing general benefits [are] not included in the amounts assessed.” 15 15 Streets and Highways Code section 36632(a)
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Agenda Packet Page 83

2. Special Benefit
The improvements, maintenance, and activities to be provided by the SMPPBID constitute and convey special benefits directly to the assessed parcels. Assessment law requires that “the proportionate special benefit derived by each identified parcel shall be determined in relationship to the entirety of the capital cost of a public improvement, the maintenance and operation expenses of a public improvement, or the cost of the property related service being provided.”
16 Further, “no assessment shall be imposed on any
parcel which exceeds the reasonable cost of the proportional special benefit conferred on that parcel.”17 Special benefit “includes incidental or collateral effects that arise from the improvements, maintenance, or activities of property-based districts even if those incidental or collateral effects benefit property or persons not assessed.”18

To determine the total special benefit value to be conveyed to the assessed parcels, we deduct the general benefit value ( $27,834.44) from the total value of the improvements, maintenance, and activities ($910,472.39). The remaining $882,637.95 is considered the special benefit to assessed parcels (the “Total Assessment”). The Total Assessment represents the total value of the special benefit to be provided by the improvements, maintenance, and activities. The Total Assessment has been proportionally divided among the assessed parcels so that no assessment exceeds the reasonable cost of the proportional special benefit conferred on a parcel. The assessment rate has been designed to ensure that “properties that receive the same proportionate special benefit pay the same assessment.” 19 Service Provided Total Benefit
Value

General Benefit
Value to Public
Benefit
Value to Parcels
(Special &
General)
Special Benefit to
Assessed Parcels
District Enhancement
Programs $682,947.57 $13,658.95 $669,288.62 $661,978.46 Economic
Development $45,430.34 $908.61 $44,521.73 $44,131.90
Administration & Policy
Development $163,885.03 $3,277.70 $160,607.33 $158,874.83 Contingency $18,209.45 $364.19 $17,845.26 $17,652.76
TOTAL $910,472.39 $18,209.45 $892,262.94 $882,637.95

B. Assessment Methodology

1. Base Formula
Each parcel will be assessed based on proportional special benefits received. The variables used for the annual assessment formula are parcel type and parcel square footage. These variables are appropriate measures of the proportional special benefit because the need for services, level of services, and quantity of services are all relative to these variables; thus the special benefit provided to each parcel by the services can be proportionally measured using these variables.

16 Cal. Const., art XIII D §4(a)
17 Ibid
18 Streets and Highways Code section 36615.5
19 Tiburon v. Bonander (2009) 180 Cal.App.4th 1057
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Agenda Packet Page 84
Determination of Assessment Rates
“Because not all parcels in the district are identical in size…some will receive more special benefit than others.”20 Each of the variables used relates directly to the service level and special benefit provided to each parcel. Parcel square footage is the size of the parcel, measured in square feet. The larger a parcel, the more services and benefit the parcel will receive.

Because not all parcels in the SMPPBID are identical in use, some will receive more special benefit than others. For example, an office use parcel will benefit to a lesser degree than a retail use parcel, because it will not enjoy an equivalent amount of benefit from the increased commerce resulting from the services.

Further detail on the benefit to each parcel type is in the following pages. To determine the assessment rates, the assessed parcels were classified by the estimated benefit each type of parce l receives, the estimated special benefit value of the improvements, maintenance, and activities provided to each type was determined based on approximate cost of service provision, and an assessment rate that is proportional to the estimated proportional benefit received by each parcel type was determined.

To determine the assessment rates, the estimated special benefit value for each parcel type was divided by the total assessable parcel square footage and parcel type as shown in the tables below.

Parcel Type
Parcel types were categorized based on their typical amount of foot and vehicle traffic on the various parcels. Retail use parcels will receive the highest level of services because their owners aim to benefit from increased customers or increased use by visitors and receive the highest volume of foot and vehicle traffic. However, office use parcels will receive a reduced level of services because their owners primarily aim to benefit from increased cleanliness and security and receive a lower level of foot and vehicle traffic.

The approximate cost of special benefit services by parcel type was determined. Then, the special benefit cost of services by type was divided by the square footage of those parcels to determine the assessment rates.

Parcel Size
The SMPPBID’s services will benefit each assessed parcel as a whole. The service budget which, in this Engineer’s estimation, represents special benefits to the parcels, has been allocated based on parcel size.

Parcel Type Initial Parcel
Size Budget
Parcel Square
Footage
Initial Parcel
Assessment Rate
($/sqft/yr)
Retail $841,460.83 ÷ 12,020,869 = $0.07
Other Commercial $41,177.12 ÷ 915,047 = $0.045

Summary of Assessment Rates
Therefore, for the initial year of renewal, the maximum annual assessment rates to parcels are as shown below and in Appendix 6. If you would like more information about parcel assessments, please call Civitas at (916) 437-4300 or (800) 999-7781.

20 Dahms v. Downtown Pomona (2009) 174 Cal.App.4th 708
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Agenda Packet Page 85

Parcel Categorization
Assessment categories for each parcel were determined based on the parcel’s land use code as shown in the Assessor’s Records and supplemented by other available information. In general, the assessment category for each parcel reflects the use of the parcel as described by its land use code. In cases where the land use code and actual use differ, the actual use prevails for classification purposes.

2. Retail Use Parcels
Retail use parcels will receive and most benefit from all SMPPBID services, which are aimed to attract and increase customers and visitors to assessed parcels. These parcels have a commercial component because their owners aim to benefit from increased customers or increased use by visitors. Additionally, these parcels require the greatest level of services, due to the volume of foot and vehicle traffic.

3. Other Commercial Use Parcels
Other commercial use parcels will benefit from SMPPBID services aimed to attract customers and retain tenants to assessed parcels. Due to the nature of office use parcels, they do not receive as much foot traffic, which primarily consist of tenants or empl oyees within the parcel or those patrons seeking a specific service. These parcels will benefit by being safer and maintained, thus attracting customers, new tenants, and retaining existing tenants, but will not benefit to the same degree as retail parcels.

4. Publicly Owned Parcels
The California Constitution, in Article XIII D, provides that “parcels within a district that are owned or used by any agency, [or by] the State of California…shall not be exempt from assessment unless the agency can demonstrate by clear and convincing evidence that those publicly owned parcels in fact receive no special benefit.” No such demonstration is made with respect to any parcel within the SMPPBID.

Therefore, publicly owned parcels will be assessed at the full retail rate.

5. Non-Assessed Parcels
There are 494 parcels within the SMPPBID that will not be assessed. These parcels will not specially benefit from or directly receive the SMPPBID’s improvements, maintenance, and activities. These parcels are accounted for in the analysis of general benefi t provided to non- assessed parcels within the SMPPBID.
• Residential Parcels: There are 493 residential parcels within the SMPPBID boundary that will not be assessed.

The state legislature has determined that “properties zoned solely for residential use...are conclusively presumed not to benefit from the improvements and services funded through these assessments, and shall not be subject to any assessment.”. 1 The activities, maintenance, and
improvements to be provided are designed to specially benefit retail, and other commercial use by attracting and increasing customers and visitors to assessed parcels and by improving the maintenance and safety of the assessed parcels. None of these benefits apply to residential parcels, which will not be serviced or benefit from the SMPPBID’s improvements, maintenance, and activities. Residential parcels are those parcels with four (4) family units or less, duplexes, residential condominiums, and planned unit development of single-family residences. 1 Streets and Highways Code section 36632(c)
Parcel Type Lot Rate per Square Foot
Retail $0.07
Other Commercial $0.045
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Agenda Packet Page 86
• Utility Parcels: There is one (1) utility parcel within the SMPPBID that will not be assessed. A utility parcel refers to any parcel exclusively utilized for utilities and is not intended for office use or customer interaction, which includes substations. Since these utility parcels lack a retail or commercial component involving direct customer access and are fenced off to prevent public entry, they will not benefit from SMPPBID services and will not be assessed.

6. Changes in Data
Every effort has been made to ensure each parcel included in the SMPPBID is clearly identified and that all parcels included in the SMPPBID are consistent in the boundary map and the assessment calculation table. However, errors in data can and may arise or data may change after formation of the SMPPBID.

Inconsistencies may include updated parcel sizes or parcel splits. If inconsistencies arise, the order of precedence shall be: 1) the assessment calculation table and 2) the boundary map. Based on the assessment calculation table, a parcel owner could calculate if the appropriate assessment amount was charged. Additionally, using the boundary map, a parcel owner could determine if its APN was correctly identified.

If the parcel size or type of a parcel changes during the term of the SMPPBID, the assessment calculation may be modified accordingly.

C. Assessment Notice
During the hearing process, an Assessment Ballot will be sent to owners of each parcel in the SMPPBID.

The Assessment Ballot provides an estimated assessment. The final individual assessment for any particular parcel may change, up or down, if the parcel square footage or type differ from those used to calculate the amount shown on the notice, which can be found in Appendix 5.

D. Time and Manner for Collecting Assessments
As provided by State Law, the SMPPBID assessment will appear as a separate line item on annual property tax bills prepared by the County of Sacramento. Property tax bills are generally distributed in the fall, and payment is expected by lump sum or install ment. The City of Citrus Heights shall distribute funds collected to SMP. Existing laws for enforcement and appeal of property taxes, including penalties and interest, apply to the SMPPBID assessments.

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Agenda Packet Page 87
E. Engineer’s Certification
I hereby certify, to the best of my knowledge and experience, that each of the identified assessed parcels located within the Sunrise MarketPlace Property and Business Improvement District will receive a special benefit over and above the general benefits conferred and that the amount of the assessment is no greater than the proportional special benefits conferred on each parcel, as described in this Engineer’s Report.

Review of this Sunrise MarketPlace Property and Business Improvement District Management District Plan and preparation of the Engineer’s Report was completed by:

Ross Peabody State of California

December 11, 2023
Date

This Engineer’s Report is intended to be distributed as part of the Management District Plan in its entirety, including the Assessment Calculation Table (Appendix 3) and the Boundary Map. Reproduction and distribution of only Section VI of this Management District Plan violates the intent of this stamp and signature.

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Agenda Packet Page 88
APPENDIX 1 – MAXIMUM ANNUAL ASSESSMENT RATES

The table below illustrates the estimated maximum annual assessment rates with the assumptions that the rates will be increased annually up to five percent (5%) with approval from the Sunrise MarketPlace Board of Directors. The maximum rates listed are a required disclosure and not the anticipated course of action.

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Agenda Packet Page 89
APPENDIX 2 – PBID LAW
*** THIS DOCUMENT IS CURRENT THROUGH THE 2023 SUPPLEMENT *** (ALL 2022 LEGISLATION)

STREETS AND HIGHWAYS CODE
DIVISION 18. PARKING
PART 7. PROPERTY AND BUSINESS IMPROVEMENT DISTRICT LAW OF 1994

CHAPTER 1. General Provisions

ARTICLE 1. Declarations

36600. Citation of part

This part shall be known and may be cited as the “Property and Business Improvement District Law of 1994.”

36601. Legislative findings and declarations; Legislative guidance

The Legislature finds and declares all of the following:
(a) Businesses located and operating within business districts in some of this state’s communities are economically disadvantaged, are underutilized, and are unable to attract customers due to inadequate facilities, services, and activities in the business districts. (b) It is in the public interest to promote the economic revitalization and physical maintenance of business districts in order to create jobs, attract new businesses, and prevent the erosion of the business districts. (c) It is of particular local benefit to allow business districts to fund business related improvements, maintenance, and activities through the levy of assessments upon the businesses or real property that receive benefits from those improvements.
(d) Assessments levied for the purpose of conferring special benefit upon the real property or a specific benefit upon the businesses in a business district are not taxes for the general benefit of a city, even if property, businesses, or persons not assessed receive incidental or collateral effects that benefit them. (e) Property and business improvement districts formed throughout this state have conferred special benefits upon properties and businesses within their districts and have made those properties and businesses more useful by providing the following benefits:
(1) Crime reduction. A study by the Rand Corporation has confirmed a 12-percent reduction in the incidence of robbery and an 8-percent reduction in the total incidence of violent crimes within the 30 districts studied.
(2) Job creation.
(3) Business attraction.
(4) Business retention.
(5) Economic growth.
(6) New investments.
(f) With the dissolution of redevelopment agencies throughout the state, property and business improvement districts have become even more important tools with which communities can combat blight, promote economic opportunities, and create a clean and safe environment. (g) Since the enactment of this act, the people of California have adopted Proposition 218, which added Article XIII D to the Constitution in order to place certain requirements and restrictions on the formation of, and activities, expenditures, and assessments by property-based districts. Article XIII D of the Constitution provides that property-based districts may only levy assessments for special benefits. (h) The act amending this section is intended to provide the Legislature’s guidance with regard to this act, its interaction with the provisions of Article XIII D of the Constitution, and the determination of special benefits in property-based districts.
(1) The lack of legislative guidance has resulted in uncertainty and inconsistent application of this act, which discourages the use of assessments to fund needed improvements, maintenance, and activities in property-based districts, contributing to blight and other underutilization of property.

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Agenda Packet Page 90
(2) Activities undertaken for the purpose of conferring special benefits upon property to be assessed inherently produce incidental or collateral effects that benefit property or persons not assessed. Therefore, for special benefits to exist as a separate and distinct category from general benefits, the incidental or collateral effects of those special benefits are inherently part of those special benefits. The mere fact that special benefits produce incidental or collateral effects that benefit property or persons not assessed does not convert any portion of those special benefits or their incidental or collateral effects into general benefits. (3) It is of the utmost importance that property-based districts created under this act have clarity regarding restrictions on assessments they may levy and the proper determination of special benefits. Legislative clarity with regard to this act will provide districts with clear instructions and courts with legislative intent regarding restrictions on property-based assessments, and the manner in which special benefits should be determined.

36602. Purpose of part

The purpose of this part is to supplement previously enacted provisions of law that authorize cities to levy assessments within property and business improvement districts, to ensure that those assessments conform to all constitutional requirements and are determined and assessed in accordance with the guidance set forth in this act.

This part does not affect or limit any other provisions of law authorizing or providing for the furnishing of improvements or activities or the raising of revenue for these purposes.

36603. Preemption of authority or charter city to adopt ordinances levying assessments

Nothing in this part is intended to preempt the authority of a charter city to adopt ordinances providing for a different method of levying assessments for similar or additional purposes from those set forth in this part. A property and business improvement district created pursuant to this part is expressly exempt from the provisions of the Special Assessment Investigation, Limitation and Majority Protest Act of 1931 (Division 4 (commencing with Section 2800)).

36603.5. Part prevails over conflicting provisions

Any provision of this part that conflicts with any other provision of law shall prevail over the other provision of law, as to districts created under this part.

36604. Severability

This part is intended to be construed liberally and, if any provision is held invalid, the remaining provisions shall remain in full force and effect. Assessments levied under this part are not special taxes.

ARTICLE 2. Definitions

36606. “Activities”

“Activities” means, but is not limited to, all of the following that benefit businesses or real property in the district:
(a) Promotion of public events.
(b) Furnishing of music in any public place.
(c) Promotion of tourism within the district.
(d) Marketing and economic development, including retail retention and recruitment. (e) Providing security, sanitation, graffiti removal, street and sidewalk cleaning, and other municipal services supplemental to those normally provided by the municipality. (f) Other services provided for the purpose of conferring special benefit upon assessed real property or specific benefits upon assessed businesses located in the district.

36606.5. “Assessment”

“Assessment” means a levy for the purpose of acquiring, constructing, installing, or maintaining improvements and providing activities that will provide certain benefits to properties or businesses located within a property and business improvement district.

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Agenda Packet Page 91
36607. “Business”

“Business” means all types of businesses and includes financial institutions and professions.

36608. “City”

“City” means a city, county, city and county, or an agency or entity created pursuant to Article 1 (commencing with Section 6500) of Chapter 5 of Division 7 of Title 1 of the Government Code, the public member agencies of which includes only cities, counties, or a city and county, or the State of California.

36609. “City council”

“City council” means the city council of a city or the board of supervisors of a county, or the agency, commission, or board created pursuant to a joint powers agreement and which is a city within the meaning of this part.

36609.4. “Clerk”

“Clerk” means the clerk of the legislative body.

36609.5. “General benefit”

“General benefit” means, for purposes of a property-based district, any benefit that is not a “special benefit” as defined in Section 36615.5.

36610. “Improvement”

“Improvement” means the acquisition, construction, installation, or maintenance of any tangible property with an estimated useful life of five years or more including, but not limited to, the following:
(a) Parking facilities.
(b) Benches, booths, kiosks, display cases, pedestrian shelters and signs. (c) Trash receptacles and public restrooms.
(d) Lighting and heating facilities.
(e) Decorations.
(f) Parks.
(g) Fountains.
(h) Planting areas.
(i) Closing, opening, widening, or narrowing of existing streets. (j) Facilities or equipment, or both, to enhance security of persons and property within the district. (k) Ramps, sidewalks, plazas, and pedestrian malls.
(l) Rehabilitation or removal of existing structures.

36611. “Management district plan”; “Plan”

“Management district plan” or “plan” means a proposal as defined in Section 36622.

36612. “Owners’ association”

“Owners’ association” means a private nonprofit entity that is under contract with a city to administer or implement improvements, maintenance, and activities specified in the management district plan. An owners’ association may be an existing nonprofit entity or a newly formed nonprofit entity. An owners’ association is a private entity and may not be considered a public entity for any purpose, nor may its board members or staff be considered to be public officials for any purpose. Notwithstanding this section, an owners’ association shall comply with the Ralph M. Brown Act (Chapter 9 (commencing with Section 54950) of Part 1 of Division 2 of Title 5 of the Government Code), at all times when matters within the subject matter of the district are heard, disc ussed, or deliberated, and with the California Public Records Act (Division 10 (commencing with Section 7920.000) of Title 1 of the Government Code), for all records relating to activities of the district.

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Agenda Packet Page 92
36614. “Property”

“Property” means real property situated within a district.

36614.5. “Property and business improvement district”; “District”

“Property and business improvement district,” or “district,” means a property and business improvement district established pursuant to this part.

36614.6. “Property-based assessment”

“Property-based assessment” means any assessment made pursuant to this part upon real property.

36614.7. “Property-based district”

“Property-based district” means any district in which a city levies a property-based assessment.

36615. “Property owner”; “Business owner”; “Owner”

“Property owner” means any person shown as the owner of land on the last equalized assessment roll or otherwise known to be the owner of land by the city council. “Business owner” means any person recognized by the city as the owner of the business. “Owner” means either a business owner or a property owner. The city council has no obligation to obtain other information as to the ownership of land or businesses, and its determination of ownership shall be final and conclusive for the purposes of this part. Wherever this part requires the signature of the property owner, the signature of the authorized agent of the property owner shall be sufficient. Wherever this part requires the signature of the business owner, the signature of the authorized agent of the business owner shall be sufficient.

36615.5. “Special benefit”

(a) “Special benefit” means, for purposes of a property-based district, a particular and distinct benefit over and above general benefits conferred on real property located in a district or to the public at large. Special benefit includes incidental or collateral effects that arise from the improvements, maintenance, or activities of property- based districts even if those incidental or collateral effects benefit property or persons not assessed. Special benefit excludes general enhancement of property value.

(b) “Special benefit” also includes, for purposes of a property-based district, a particular and distinct benefit provided directly to each assessed parcel within the district. Merely because parcels throughout an assessment district share the same special benefits does not make the benefits general.

36616. “Tenant”

“Tenant” means an occupant pursuant to a lease of commercial space or a dwelling unit, other than an owner.

ARTICLE 3. Prior Law

36617. Alternate method of financing certain improvements and activities; Effect on other provisions

This part provides an alternative method of financing certain improvements and activities. The provisions of this part shall not affect or limit any other provisions of law authorizing or providing for the furnishing of improvements or activities or the raising of revenue for these purposes. Every improvement area established pursuant to the Parking and Business Improvement Area Law of 1989 (Part 6 (commencing with Section 36500) of this division) is valid and effective and is unaffected by this part.

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CHAPTER 2. Establishment

36620. Establishment of property and business improvement district

A property and business improvement district may be established as provided in this chapter.

36620.5. Requirement of consent of city council

A county may not form a district within the territorial jurisdiction of a city without the consent of the city council of that city. A city may not form a district within the unincorporated territory of a county without the consent of the board of supervisors of that county. A city may not form a district within the territorial jurisdiction of another city without the consent of the city council of the other city.

36621. Initiation of proceedings; Petition of property or business owners in proposed district

(a) Upon the submission of a written petition, signed by the property or business owners in the proposed district who will pay more than 50 percent of the assessments proposed to be levied, the city council may initiate proceedings to form a district by the adoption of a resolution expressing its intention to form a district. The amount of assessment attributable to property or a business owned by the same property or business owner that is in excess of 40 percent of the amount of all assessments proposed t o be levied, shall not be included in determining whether the petition is signed by property or business owners who will pay more than 50 percent of the total amount of assessments proposed to be levied. (b) The petition of property or business owners required under subdivision (a) shall include a summary of the management district plan. That summary shall include all of the following:
(1) A map showing the boundaries of the district.
(2) Information specifying where the complete management district plan can be obtained. (3) Information specifying that the complete management district plan shall be furnished upon request.
(c) The resolution of intention described in subdivision (a) shall contain all of the following:
(1) A brief description of the proposed improvements, maintenance, and activities, the amount of the proposed assessment, a statement as to whether the assessment will be levied on property or businesses within the district, a statement as to whether bonds will be issued, and a description of the exterior boundaries of the proposed district, which may be made by reference to any plan or map that is on file with the clerk. The descriptions and statements do not need to be detailed and shall be sufficient if they enable an owner to generally identify the nature and extent of the improvements, maintenance, and activities, and the location and extent of the proposed district. (2) A time and place for a public hearing on the establishment of the property and business improvement district and the levy of assessments, which shall be consistent with the requirements of Section 36623.

36622. Contents of management district plan

The management district plan shall include, but is not limited to, all of the following:
(a) If the assessment will be levied on property, a map of the district in sufficient detail to locate each parcel of property and, if businesses are to be assessed, each business within the district. If the assessment will be levied on businesses, a map that identifies the district boundaries in sufficient detail to allow a business owner to reasonably determine whether a business is located within the district boundaries. If the assessment will be levied on property and businesses, a map of the district in sufficient detail to locate each parcel of property and to allow a business owner to reasonably determine whether a business is located within the district boundaries.
(b) The name of the proposed district.
(c) A description of the boundaries of the district, including the boundaries of benefit zones, proposed for establishment or extension in a manner sufficient to identify the affected property and businesses included, which may be made by reference to any plan or map that is on file with the clerk. The boundaries of a proposed property assessment district shall not overlap with the boundaries of another existing property assessment district created pursuant to this part. This part does not prohibit the boundari es of a district created pursuant to this part to overlap with other assessment districts established pursuant to other provisions of law, including, but not limited to, the
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Par
king and Business Improvement Area Law of 1989 (Part 6 (commencing with Section 36500)). This part does not prohibit the boundaries of a business assessment district created pursuant to this part to overlap with another business assessment district created pursuant to this part. This part does not prohibit the boundaries of a business assessment district created pursuant to this part to overlap with a property assessment district created pursuant to this part.
(d) The improvements, maintenance, and activities proposed for each year of operation of the district and the estimated cost thereof. If the improvements, maintenance, and activities proposed for each year of operation are the same, a description of the first year’s proposed improvements, maintenance, and activities and a statement that the same improvements, maintenance, and activities are proposed for subsequent years shall satisfy the requirements of this subdivision.
(e) The total annual amount proposed to be expended for improvements, maintenance, or activities, and debt service in each year of operation of the district. If the assessment is levied on businesses, this amount may be estimated based upon the assessment rate. If the total annual amount proposed to be expended in each year of operation of the district is not significantly different, the amount proposed to be expended in the initial year and a statement that a similar amount applies to subsequent years shall satisfy the requirements of this subdivision.
(f) The proposed source or sources of financing, including the proposed method and basis of levying the assessment in sufficient detail to allow each property or business owner to calculate the amount of the assessment to be levied against their property or business. The plan also shall state whether bonds will be issued to finance improvements.
(g) The time and manner of collecting the assessments.
(h) The specific number of years in which assessments will be levied. In a new district, the maximum number of years shall be five. Upon renewal, a district shall have a term not to exceed 10 years.

Notwithstanding these limitations, a district created pursuant to this part to finance capital improvements with bonds may levy assessments until the maximum maturity of the bonds. The management district plan may set forth specific increases in assessments for each year of operation of the district. (i) The proposed time for implementation and completion of the management district plan. (j) Any proposed rules and regulations to be applicable to the district. (k)
(1) A list of the properties or businesses to be assessed, including the assessor’s parcel numbers for properties to be assessed, and a statement of the method or methods by which the expenses of a district will be imposed upon benefited real property or businesses, in proportion to the benefit received by the property or business, to defray the cost thereof. (2) In a property-based district, the proportionate special benefit derived by each identified parcel shall be determined exclusively in relationship to the entirety of the capital cost of a public improvement, the maintenance and operation expenses of a public improvement, or the cost of the activities. An assessment shall not be imposed on any parcel that exceeds the reasonable cost of the proportional special benefit conferred on that parcel. Only special benefits are assessable, and a property-based district shall separate the general benefits, if any, from the special benefits conferred on a parcel. Parcels within a property-based district that are owned or used by any city, public agency, the State of California, or the United States shall not be exempt from assessment unless the governmental entity can demonstrate by clear and convincing evidence that those publicly owned parcels in fact receive no special benefit. The value of any incidental, secondary, or collateral effects that arise from the improvements, maintenance, or activities of a property - based district and that benefit property or persons not assessed shall not be deducted from the entirety of the cost of any special benefit or affect the proportionate special benefit derived by each identified parcel.
(3) In a property-based district, properties throughout the district may share the same special benefits. In a district with boundaries that define which parcels are to receive improvements, maintenance, or activities over and above those services provided by the city, the improvements, maintenance, or activities themselves may constitute a special benefit. The city may impose assessments that are less than the proportional special benefit conferred, but shall not impose assessments that exceed the reasonable costs of the proportional special benefit conferred. Because one or more parcels pay less than the special benefit conferred does not necessarily mean that other parcels are assessed more than the reasonable cost of their special benefit.

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(l) In
a property-based district, a detailed engineer’s report prepared by a registered professional engineer certified by the State of California supporting all assessments contemplated by the management district plan.
(m) Any other item or matter required to be incorporated therein by the city council.

36623.

Procedure to levy assessment

(a) If a city council proposes to levy a new or increased property assessment, the notice and protest and hearing procedure shall comply with Section 53753 of the Government Code. (b) If a city council proposes to levy a new or increased business assessment, the notice and protest and hearing procedure shall comply with Section 54954.6 of the Government Code, except that notice shall be mailed to the owners of the businesses proposed to be assessed. A protest may be made orally or in writing by any interested person. Every written protest shall be filed with the clerk at or before the time fixed for the public hearing. The city council may waive any irregularity in the form or content of any written protest. A written protest may be withdrawn in writing at any time before the conclusion of the public hearing. Each written protest shall contain a description of the business in which the person subscribing the protest is interested sufficient to identify the business and, if a person subscribing is not shown on the official records of the city as the owner of the business, the protest shall contain or be accompanied by written evidence that the person subscribing is the owner of the business or the authorized representat ive. A written protest that does not comply with this section shall not be counted in determining a majority protest.

If written protests are received from the owners or authorized representatives of businesses in the proposed district that will pay 50 percent or more of the assessments proposed to be levied and protests are not withdrawn so as to reduce the protests to less than 50 percent, no further proceedings to levy the proposed assessment against such businesses, as contained in the resolution of intention, shall be taken for a period of one year from the date of the finding of a majority protest by the city council. (c) If a city council proposes to conduct a single proceeding to levy both a new or increased property assessment and a new or increased business assessment, the notice and protest and hearing procedure for the property assessment shall comply with subdivision (a), and the notice and protest and hearing procedure for the business assessment shall comply with subdivision (b). If a majority protest is received from either the property or business owners, that respective portion of the assessment shall not be levied. The remaining portion of the assessment may be levied unless the improvement or other special benefit was proposed to be funded by assessing both property and business owners.

36624. Changes to proposed assessments

At the conclusion of the public hearing to establish the district, the city council may adopt, revise, change, reduce, or modify the proposed assessment or the type or types of improvements, maintenance, and activities to be funded with the revenues from the assessments. Proposed assessments may only be revised by reducing any or all of them. At the public hearing, the city council may only make changes in, to, or from the boundaries of the proposed property and business improvement district that will exclude territory that will not benefit from the proposed improvements, maintenance, and activities. Any modifications, revisions, reductions, or changes to the proposed assessment district shall be reflected in the notice and map recorded pursuant to Section 36627.

36625. Resolution of formation

(a) If the city council, following the public hearing, decides to establish a proposed property and business improvement district, the city council shall adopt a resolution of formation that shall include, but is not limited to, all of the following:
(1) A brief description of the proposed improvements, maintenance, and activities, the amount of the proposed assessment, a statement as to whether the assessment will be levied on property, businesses, or both within the district, a statement on whether bonds will be issued, and a description of the exterior boundaries of the proposed district, which may be made by reference to any plan or map that is on file with the clerk. The descriptions and statements need not be detailed and shall be sufficient if they enable an owner to generally identify the nature and extent of the improvements, maintenance, and activities and the location and extent of the proposed district. (2) The number, date of adoption, and title of the resolution of intention.

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(3) The time and place where the public hearing was held concerning the establishment of the district.
(4) A determination regarding any protests received. The city shall not establish the district or levy assessments if a majority protest was received.
(5) A statement that the properties, businesses, or properties and businesses in the district established by the resolution shall be subject to any amendments to this part.

(6) A statement that the improvements, maintenance, and activities to be conferred on businesses and properties in the district will be funded by the levy of the assessments. The revenue from the levy of assessments within a district shall not be used to provide improvements, maintenance, or activities outside the district or for any purpose other than the purposes specified in the resolution of intention, as modified by the city council at the hearing concerning establishment of the district.

Notwithstanding the foregoing, improvements and activities that must be provided outside the district boundaries to create a special or specific benefit to the assessed parcels or businesses may be provided, but shall be limited to marketing or signage pointing to the district. (7) A finding that the property or businesses within the area of the property and business improvement district will be benefited by the improvements, maintenance, and activities funded by the proposed assessments, and, for a property-based district, that property within the district will receive a special benefit.
(8) In a property-based district, the total amount of all special benefits to be conferred on the properties within the property-based district.
(b) The adoption of the resolution of formation and, if required, recordation of the notice and map pursuant to Section 36627 shall constitute the levy of an assessment in each of the fiscal years referred to in the management district plan.

36627. Notice and assessment diagram

Following adoption of the resolution establishing district assessments on properties pursuant to Section 36625, the clerk shall record a notice and an assessment diagram pursuant to Section 3114. No other provision of Division 4.5 (commencing with Section 3100) applies to an assessment district created pursuant to this part.

36628. Establishment of separate benefit zones within district; Categories of businesses

The city council may establish one or more separate benefit zones within the district based upon the degree of benefit derived from the improvements or activities to be provided within the benefit zone and may impose a different assessment within each benefit zone. If the assessment is to be levied on businesses, the city council may also define categories of businesses based upon the degree of benefit that each will derive from the improvements or activities to be provided within the district and may impose a different assessment or rate of assessment on each category of business, or on each category of business within each zone.

36628.5. Assessments on businesses or property owners

The city council may levy assessments on businesses or on property owners, or a combination of the two, pursuant to this part. The city council shall structure the assessments in whatever manner it determines corresponds with the distribution of benefits from the proposed improvements, maintenance, and activities, provided that any property- based assessment conforms with the requirements set forth in paragraph (2) of subdivision (k) of Section 36622.

36629. Provisions and procedures applicable to benefit zones and business categories

All provisions of this part applicable to the establishment, modification, or disestablishment of a property and business improvement district apply to the establishment, modification, or disestablishment of benefit zones or categories of business. The city council shall, to establish, modify, or disestablish a benefit zone or category of business, follow the procedure to establish, modify, or disestablish a property and business improvement district.

36630. Expiration of district; Creation of new district

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If a property and business improvement district expires due to the time limit set pursuant to subdivision (h) of Section 36622, a new management district plan may be created and the district may be renewed pursuant to this part.

CHAPTER 3. Assessments

36631. Time and manner of collection of assessments; Delinquent payments

The collection of the assessments levied pursuant to this part shall be made at the time and in the manner set forth by the city council in the resolution levying the assessment. Assessments levied on real property may be collected at the same time and in the same manner as for the ad valorem property tax, and may provide for the same lien priority and penalties for delinquent payment. All delinquent payments for assessments levied pursuant to this part may be charged interest and penalties.

36632.

Assessments to be based on estimated benefit; Classification of real property and businesses; Exclusion of residential and agricultural property

(a) The assessments levied on real property pursuant to this part shall be levied on the basis of the estimated benefit to the real property within the property and business improvement district. The city council may classify properties for purposes of determining the benefit to property of the improvements and activities provided pursuant to this part.
(b) Assessments levied on businesses pursuant to this part shall be levied on the basis of the estimated benefit to the businesses within the property and business improvement district. The city council may classify businesses for purposes of determining the benefit to the businesses of the improvements and activities provided pursuant to this part.
(c) Properties zoned solely for residential use, or that are zoned for agricultural use, are conclusively presumed not to benefit from the improvements and service funded through these assessments, and shall not be subject to any assessment pursuant to this part.

36633. Time for contesting validity of assessment

The validity of an assessment levied under this part shall not be contested in an action or proceeding unless the action or proceeding is commenced within 30 days after the resolution levying the assessment is adopted pursuant to Section 36625. An appeal from a final judgment in an action or proceeding shall be perfected within 30 days after the entry of judgment.

36634. Service contracts authorized to establish levels of city services

The city council may execute baseline service contracts that would establish levels of city services that would continue after a property and business improvement district has been formed.

36635. Request to modify management district plan

The owners’ association may, at any time, request that the city council modify the management district plan. Any modification of the management district plan shall be made pursuant to this chapter.

36636. Modification of plan by resolution after public hearing; Adoption of resolution of intention

(a) Upon the written request of the owners’ association, the city council may modify the management district plan after conducting one public hearing on the proposed modifications. The city council may modify the improvements and activities to be funded with the revenue derived from the levy of the assessments by adopting a resolution determining to make the modifications after holding a public hearing on the proposed modifications. If the modification includes the levy of a new or increased assessment, the ITEM 12
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city council shall comply with Section 36623. Notice of all other public hearings pursuant to this section shall comply with both of the following:
(1) The resolution of intention shall be published in a newspaper of general circulation in the city once at least seven days before the public hearing.
(2) A complete copy of the resolution of intention shall be mailed by first class mail, at least 10 days before the public hearing, to each business owner or property owner affected by the proposed modification.
(b) The city council shall adopt a resolution of intention which states the proposed modification prior to the public hearing required by this section. The public hearing shall be held not more than 90 days after the adoption of the resolution of intention.

36637. Reflection of modification in notices recorded and maps

Any subsequent modification of the resolution shall be reflected in subsequent notices and maps recorded pursuant to Division 4.5 (commencing with Section 3100), in a manner consistent with the provisions of Section 36627.

CHAPTER 3.5. Financing

36640. Bonds authorized; Procedure; Restriction on reduction or termination of assessments

(a)The city council may, by resolution, determine and declare that bonds shall be issued to finance the estimated cost of some or all of the proposed improvements described in the resolution of formation adopted pursuant to Section 36625, if the resolution of formation adopted pursuant to that section provides for the issuance of bonds, under the Improvement Bond Act of 1915 (Division 10 (commencing with Section 8500)) or in conjunction with Marks-Roos Local Bond Pooling Act of 1985 (Article 4 (commencing with Section 6584) of Chapter 5 of Division 7 of Title 1 of the Government Code). Either act, as the case may be, shall govern the proceedings relating to the issuance of bonds, although proceedings under the Bond Act of 1915 may be modified by the city council as necessary to accommodate assessments levied upon business pursuant to this part. (b) The resolution adopted pursuant to subdivision (a) shall generally describe the proposed improvements specified in the resolution of formation adopted pursuant to Section 36625, set forth the estimated cost of those improvements, specify the number of annual installments and the fiscal years during which they are to be collected. The amount of debt service to retire the bonds shall not exceed the amount of revenue estimated to be raised from assessments over 30 years.
(c) Notwithstanding any other provision of this part, assessments levied to pay the principal and interest on any bond issued pursuant to this section shall not be reduced or terminated if doing so would interfere with the timely retirement of the debt.

CHAPTER 4. Governance

36650. Report by owners’ association; Approval or modification by city council

(a) The owners’ association shall cause to be prepared a report for each fiscal year, except the first year, for which assessments are to be levied and collected to pay the costs of the improvements, maintenance, and activities described in the report. The owners’ association’s first report shall be due after the first year of operation of the district. The report may propose changes, including, but not limited to, the boundaries of the property and business improvement district or any benefit zones within the dist rict, the basis and method of levying the assessments, and any changes in the classification of property, including any categories of business, if a classification is used.
(b) The report shall be filed with the clerk and shall refer to the property and business improvement district by name, specify the fiscal year to which the report applies, and, with respect to that fiscal year, shall contain all of the following information:
(1) Any proposed changes in the boundaries of the property and business improvement district or in any benefit zones or classification of property or businesses within the district. (2) The improvements, maintenance, and activities to be provided for that fiscal year. (3) An estimate of the cost of providing the improvements, maintenance, and activities for that fiscal year.

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(4) The method and basis of levying the assessment in sufficient detail to allow each real property or business owner, as appropriate, to estimate the amount of the assessment to be levied against his or her property or business for that fiscal year.
(5) The estimated amount of any surplus or deficit revenues to be carried over from a previous fiscal year.
(6) The estimated amount of any contributions to be made from sources other than assessments levied pursuant to this part.
(c) The city council may approve the report as filed by the owners’ association or may modify any particular contained in the report and approve it as modified. Any modification shall be made pursuant to Sections 36635 and 36636.

The city council shall not approve a change in the basis and method of levying assessments that would impair an authorized or executed contract to be paid from the revenues derived from the levy of assessments, including any commitment to pay principal and interest on any bonds issued on behalf of the district.

36651. Designation of owners’ association to provide improvements, maintenance, and activities

The management district plan may, but is not required to, state that an owners’ association will provide the improvements, maintenance, and activities described in the management district plan. If the management district plan designates an owners’ association, the city shall contract with the designated nonprofit corporation to provide services.

CHAPTER 5. Renewal

36660. Renewal of district; Transfer or refund of remaining revenues; District term limit

(a) Any district previously established whose term has expired, or will expire, may be renewed by following the procedures for establishment as provided in this chapter. (b) Upon renewal, any remaining revenues derived from the levy of assessments, or any revenues derived from the sale of assets acquired with the revenues, shall be transferred to the renewed district. If the renewed district includes additional parcels or businesses not included in the prior district, the remaining revenues shall be spent to benefit only the parcels or businesses in the prior district. If the renewed district does not include parcels or businesses included in the prior district, the remaining revenues attributable to these parcels shall be refunded to the owners of these parcels or businesses. (c) Upon renewal, a district shall have a term not to exceed 10 years, or, if the district is authorized to issue bonds, until the maximum maturity of those bonds. There is no requirement that the boundaries, assessments, improvements, or activities of a renewed district be the same as the original or prior district.

CHAPTER 6. Disestablishment

36670. Circumstances permitting disestablishment of district; Procedure

(a) Any district established or extended pursuant to the provisions of this part, where there is no indebtedness, outstanding and unpaid, incurred to accomplish any of the purposes of the district, may be disestablished by resolution by the city council in either of the following circumstances:
(1) If the city council finds there has been misappropriation of funds, malfeasance, or a violation of law in connection with the management of the district, it shall notice a hearing on disestablishment.
(2) During the operation of the district, there shall be a 30-day period each year in which assessees may request disestablishment of the district. The first such period shall begin one year after the date of establishment of the district and shall continue for 30 days. The next such 30-day period shall begin two years after the date of the establishment of the district. Each successive year of operation of the district shall have such a 30-day period. Upon the written petition of the owners or authorized representatives of real property or the owners or authorized representatives of businesses in the district who pay 50 percent or more of the assessments levied, the city council shall pass a resolution of intention to disestablish the district. The city council shall notice a hearing on disestablishment.

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(b) The city council shall adopt a resolution of intention to disestablish the district prior to the public hearing required by this section. The resolution shall state the reason for the disestablishment, shall state the time and place of the public hearing, and shall contain a proposal to dispose of any assets acquired with the revenues of the assessments levied within the property and business improvement district. The notice of the hearing on disestablishment required by this section shall be given by mail to the property owner of each parcel or to the owner of each business subject to assessment in the district, as appropriate. The city shall conduct the public hearing not less than 30 days after mailing the notice to the property or business owners. The public hearing shall be held not more than 60 days after the adoption of the resolution of intention.

36671. Refund of remaining revenues upon disestablishment or expiration without renewal of district; Calculation of refund; Use of outstanding revenue collected after disestablishment of district

(a) Upon the disestablishment or expiration without renewal of a district, any remaining revenues, after all outstanding debts are paid, derived from the levy of assessments, or derived from the sale of assets acquired with the revenues, or from bond reserve or construction funds, shall be refunded to the owners of the property or businesses then located and operating within the district in which assessments were levied by applying the same method and basis that was used to calculate the assessments levied in the fiscal year in which the district is disestablished or expires. All outstanding assessment revenue collected after disestablishment shall be spent on improvements and activities specified in the management district plan. (b) If the disestablishment occurs before an assessment is levied for the fiscal year, the method and basis that was used to calculate the assessments levied in the immediate prior fiscal year shall be used to calculate the amount of any refund.

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APPENDIX 3 – PARCEL ASSESSMENT CALCULATIONS
MapKey APN Parcel Type Rate Lot SqFt Assessment
1 233-0044-001-
0000 RETAIL 0.07 63,598 $4,451.86
2 233-0044-002-
0000
OTHER
COMMERCIAL 0.045 67,082 $3,018.69
3 233-0044-005-
0000 RETAIL 0.07 60,548 $4,238.36
4 233-0044-006-
0000
OTHER
COMMERCIAL 0.045 38,333 $1,724.99
5 233-0044-007-
0000
OTHER
COMMERCIAL 0.045 37,026 $1,666.17
6 233-0044-008-
0000
OTHER
COMMERCIAL 0.045 37,026 $1,666.17
7 233-0044-010-
0000 RETAIL 0.07 22,366 $1,565.62
8 233-0044-013-
0000 RETAIL 0.07 54,450 $3,811.50
9 233-0044-014-
0000 RETAIL 0.07 119,354 $8,354.78
10 233-0044-017-
0000 RETAIL 0.07 45,738 $3,201.66
11 233-0044-018-
0000 RETAIL 0.07 26,082 $1,825.74
12 233-0044-019-
0000 RETAIL 0.07 23,766 $1,663.62
13 233-0044-020-
0000 RETAIL 0.07 22,564 $1,579.48
14 233-0044-021-
0000 RETAIL 0.07 16,243 $1,137.01
15 233-0440-001-
0000 RETAIL 0.07 36,450 $2,551.50
16 233-0440-002-
0000 RETAIL 0.07 41,967 $2,937.69
17 233-0440-003-
0000 RETAIL 0.07 16,811 $1,176.77
18 233-0440-004-
0000 RETAIL 0.07 27,996 $1,959.72
19 233-0440-005-
0000 RETAIL 0.07 23,795 $1,665.65
20 233-0440-006-
0000 RETAIL 0.07 26,922 $1,884.54
21 233-0440-007-
0000 RETAIL 0.07 111,514 $7,805.98
22 233-0440-008-
0000 RETAIL 0.07 23,258 $1,628.06
23 233-0440-024-
0000 RETAIL 0.07 2,880 $201.60
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24 233-0440-027-
0000 RETAIL 0.07 288,367 $20,185.69
25 233-0440-028-
0000 RETAIL 0.07 73,616 $5,153.12
26 233-0440-029-
0000 RETAIL 0.07 49,223 $3,445.61
27 233-0680-004-
0000
OTHER
COMMERCIAL 0.045 89,298 $4,018.41
28 233-0680-005-
0000 RETAIL 0.07 60,548 $4,238.36
29 233-0680-008-
0000
OTHER
COMMERCIAL 0.045 49,223 $2,215.04
30 233-0680-009-
0000 RETAIL 0.07 43,560 $3,049.20
31 233-0680-010-
0000 RETAIL 0.07 96,703 $6,769.21
32 233-0680-011-
0000 RETAIL 0.07 109,336 $7,653.52
33 233-0680-012-
0000 RETAIL 0.07 73,616 $5,153.12
34 233-0680-013-
0000 RETAIL 0.07 73,181 $5,122.67
35 233-0680-014-
0000 RETAIL 0.07 67,518 $4,726.26
36 233-0680-015-
0000 RETAIL 0.07 63,598 $4,451.86
37 233-0680-019-
0000
OTHER
COMMERCIAL 0.045 28,750 $1,293.75
38 233-0680-020-
0000
OTHER
COMMERCIAL 0.045 40,075 $1,803.38
39 233-0680-021-
0000
OTHER
COMMERCIAL 0.045 22,771 $1,024.70
40 233-0680-022-
0000
OTHER
COMMERCIAL 0.045 37,897 $1,705.37
41 233-0680-023-
0000
OTHER
COMMERCIAL 0.045 38,500 $1,732.50
42 243-0060-012-
0000 RETAIL 0.07 17,860 $1,250.20
43 243-0060-013-
0000 RETAIL 0.07 23,830 $1,668.10
44 243-0060-016-
0000 RETAIL 0.07 102,802 $7,196.14
45 243-0060-018-
0000 RETAIL 0.07 41,260 $2,888.20
46 243-0060-021-
0000 RETAIL 0.07 138,956 $9,726.92
47 243-0060-023-
0000 RETAIL 0.07 22,660 $1,586.20
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48 243-0060-027-
0000 RETAIL 0.07 30,290 $2,120.30
49 243-0060-033-
0000 RETAIL 0.07 32,359 $2,265.13
50 243-0060-034-
0000 RETAIL 0.07 34,664 $2,426.48
51 243-0060-039-
0000 RETAIL 0.07 266,587 $18,661.09
52 243-0060-040-
0000 RETAIL 0.07 42,558 $2,979.06
53 243-0060-041-
0000 RETAIL 0.07 48,787 $3,415.09
54 243-0060-042-
0000 RETAIL 0.07 65,776 $4,604.32
55 243-0060-043-
0000 RETAIL 0.07 40,075 $2,805.25
56 243-0060-049-
0000 RETAIL 0.07 6,214 $434.98
57 243-0060-050-
0000 RETAIL 0.07 25,656 $1,795.92
58 243-0081-001-
0000 RETAIL 0.07 9,505 $665.35
59 243-0081-007-
0000 RETAIL 0.07 40,641 $2,844.87
60 243-0081-012-
0000 RETAIL 0.07 27,007 $1,890.49
61 243-0081-013-
0000 RETAIL 0.07 60,548 $4,238.36
62 243-0081-014-
0000 RETAIL 0.07 1,360 $95.20
63 243-0081-016-
0000 RETAIL 0.07 1,753 $122.71
64 243-0081-018-
0000 RETAIL 0.07 138,521 $9,696.47
65 243-0081-019-
0000 RETAIL 0.07 10,940 $765.80
66 243-0081-020-
0000 RETAIL 0.07 30,056 $2,103.92
67 243-0081-021-
0000 RETAIL 0.07 16,117 $1,128.19
68 243-0081-022-
0000 RETAIL 0.07 75,794 $5,305.58
69 243-0081-025-
0000 RETAIL 0.07 33,932 $2,375.24
70 243-0081-026-
0000 RETAIL 0.07 24,935 $1,745.45
71 243-0081-027-
0000 RETAIL 0.07 43,341 $3,033.87
ITEM 12
Agenda Packet Page 104
72 243-0081-032-
0000 RETAIL 0.07 40,187 $2,813.09
73 243-0081-033-
0000 RETAIL 0.07 240,016 $16,801.12
74 243-0081-034-
0000 RETAIL 0.07 15,787 $1,105.09
75 243-0081-035-
0000 RETAIL 0.07 25,077 $1,755.39
76 243-0082-003-
0000 RETAIL 0.07 30,056 $2,103.92
77 243-0082-004-
0000 RETAIL 0.07 6,985 $488.95
78 243-0082-005-
0000 RETAIL 0.07 1,176 $82.32
79 243-0082-006-
0000 RETAIL 0.07 26,303 $1,841.21
80 243-0082-007-
0000 RETAIL 0.07 37,773 $2,644.11
81 243-0082-008-
0000 RETAIL 0.07 6,534 $457.38
82 243-0082-009-
0000 RETAIL 0.07 36,234 $2,536.38
83 243-0082-010-
0000 RETAIL 0.07 50,965 $3,567.55
84 243-0082-011-
0000 RETAIL 0.07 19,468 $1,362.76
85 243-0082-012-
0000 RETAIL 0.07 14,810 $1,036.70
86 243-0082-014-
0000 RETAIL 0.07 22,696 $1,588.72
87 243-0082-015-
0000 RETAIL 0.07 38,852 $2,719.64
88 243-0082-024-
0000 RETAIL 0.07 46,609 $3,262.63
89 243-0082-034-
0000 RETAIL 0.07 38,332 $2,683.24
90 243-0082-035-
0000 RETAIL 0.07 63,162 $4,421.34
91 243-0082-038-
0000 RETAIL 0.07 60,984 $4,268.88
92 243-0191-015-
0000 RETAIL 0.07 39,708 $2,779.56
93 243-0191-023-
0000 RETAIL 0.07 216,057 $15,123.99
94 243-0191-026-
0000 RETAIL 0.07 55,757 $3,902.99
95 243-0191-029-
0000 RETAIL 0.07 11,761 $823.27
ITEM 12
Agenda Packet Page 105
96 243-0191-036-
0000 RETAIL 0.07 72,310 $5,061.70
97 243-0191-037-
0000 RETAIL 0.07 45,302 $3,171.14
98 243-0191-041-
0000 RETAIL 0.07 41,248 $2,887.36
99 243-0191-043-
0000 RETAIL 0.07 66,647 $4,665.29
100 243-0191-044-
0000 RETAIL 0.07 560,617 $39,243.19
101 243-0191-045-
0000 RETAIL 0.07 87,120 $6,098.40
102 243-0191-046-
0000 RETAIL 0.07 558,004 $39,060.28
103 243-0191-047-
0000 RETAIL 0.07 25,260 $1,768.20
104 243-0191-049-
0000 RETAIL 0.07 44,867 $3,140.69
105 243-0191-050-
0000 RETAIL 0.07 167,270 $11,708.90
106 243-0191-051-
0000 RETAIL 0.07 1,025,402 $71,778.14
107 243-0192-012-
0000 RETAIL 0.07 553,648 $38,755.36
108 243-0192-013-
0000 RETAIL 0.07 926,521 $64,856.47
109 243-0192-014-
0000 RETAIL 0.07 788,436 $55,190.52
110 243-0192-015-
0000 RETAIL 0.07 538,402 $37,688.14
111 243-0192-016-
0000 RETAIL 0.07 121,968 $8,537.76
112 243-0192-017-
0000 RETAIL 0.07 1,104,682 $77,327.74
113 243-0192-018-
0000 RETAIL 0.07 139,828 $9,787.96
114 243-0192-019-
0000 RETAIL 0.07 22,659 $1,586.13
115 243-0350-002-
0000 RETAIL 0.07 21,780 $1,524.60
116 243-0350-007-
0000 RETAIL 0.07 60,113 $4,207.91
117 243-0350-008-
0000 RES 0 60,113 $0.00
118 243-0350-025-
0000
OTHER
COMMERCIAL 0.045 122,839 $5,527.76
119 243-0350-028-
0000
OTHER
COMMERCIAL 0.045 264,845 $11,918.03
ITEM 12
Agenda Packet Page 106
120 243-0350-029-
0000 RETAIL 0.07 8,251 $577.57
121 243-0350-030-
0000 RETAIL 0.07 44,431 $3,110.17
122 243-0350-034-
0000 RETAIL 0.07 57,064 $3,994.48
123 243-0350-035-
0000 RETAIL 0.07 14,309 $1,001.63
124 243-0350-036-
0000 RETAIL 0.07 64,904 $4,543.28
125 243-0350-037-
0000 RETAIL 0.07 31,363 $2,195.41
126 243-0350-038-
0000 RETAIL 0.07 36,590 $2,561.30
127 243-0350-041-
0000 RETAIL 0.07 81,893 $5,732.51
128 243-0350-042-
0000 RETAIL 0.07 35,734 $2,501.38
129 243-0470-074-
0000 RETAIL 0.07 4,356 $304.92
130 243-0480-022-
0000 RETAIL 0.07 4,562 $319.34
131 243-0480-023-
0000 RETAIL 0.07 27,124 $1,898.68
132 243-0480-024-
0000 RETAIL 0.07 32,452 $2,271.64
133 243-0480-026-
0000 RETAIL 0.07 32,896 $2,302.72
134 243-0480-027-
0000 RETAIL 0.07 38,192 $2,673.44
135 243-0480-028-
0000 RETAIL 0.07 7,067 $494.69
136 243-0480-030-
0000 RETAIL 0.07 18,000 $1,260.00
137 243-0480-031-
0000 RETAIL 0.07 12,840 $898.80
138 243-0480-032-
0000 RETAIL 0.07 131,116 $9,178.12
139 233-0680-017-
0000
OTHER
COMMERCIAL 0.045 41,382 $1,862.19

ITEM 12
Agenda Packet Page 107

APPENDIX 4 – TOTAL ESTIMATED MAXIMUM COST OF

IMPROVEMENTS AND ACTIVITIES

The estimated maximum cost of the line items below was developed based on the estimated costs of providing services in the proposed SMPPBID. The costs below are estimated, and the actual line item costs will fluctuate. The table below shows expenditures from assessment and non- assessed funds. Assessment funds are governed by Section IV. There is no limit on reallocation of non-assessment funds by Sunrise MarketPlace Inc. The total maximum budget may exceed the maximum listed in this table if parcel ownership changes results in parcels being assessed at a higher rate due to a higher estimated benefit.

Fiscal
Year
District
Enhancement
Economic
Development
Advocacy &
Admin Contingency Total
2025 $682,947.57 $45,430.34 $163,885.03 $18,209.45 $910,472.39 2026 $717,094.95 $47,701.85 $172,079.28 $19,119.92 $955,996.00 2027 $752,949.70 $50,086.94 $180,683.25 $20,075.92 $1,003,795.81 2028 $790,597.18 $52,591.29 $189,717.41 $21,079.71 $1,053,985.59 2029 $830,127.04 $55,220.86 $199,203.28 $22,133.70 $1,106,684.88 2030 $871,633.40 $57,981.90 $209,163.44 $23,240.38 $1,162,019.12 2031 $915,215.07 $60,880.99 $219,621.61 $24,402.40 $1,220,120.07 2032 $960,975.82 $63,925.04 $230,602.69 $25,622.52 $1,281,126.07 2033 $1,009,024.61 $67,121.29 $242,132.83 $26,903.65 $1,345,182.38 2034 $1,059,475.84 $70,477.36 $254,239.47 $28,248.83 $1,412,441.50 Total $8,590,041.18 $571,417.86 $2,061,328.29 $229,036.48 $11,451,823.81 ITEM 12
Agenda Packet Page 108
APPENDIX 5 – MAP

ITEM 12
Agenda Packet Page 109

CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM
DATE: June
13, 2024
TO: Mayor and City Council Members
Ashley J. Feeney, City Manager
FROM: C
asey Kempenaar, Community Development Director
Nicole Piva, Housing & Human Services Program Coordinator SUBJEC
T: Update on the Community HealthWorks Street Outreach Program to Unhoused Individuals in Citrus Heights
Summary and Recommendation
In Oc
tober 2023, the City of Citrus Heights entered into a Memorandum of Understanding (MOU) that enabled a partnership with Sacramento County Department of Homeless Services and Housing (DHSH) to deliver a Street Outreach Program for unhoused individuals in Citrus Heights. The Street Outreach Program is operated by Community HealthWorks, formerly known as Sacramento Covered, “a nonprofit addressing some of the most complicated issues to remove barriers for people to have an opportunity to be healthy and lead a life of dignity and humanity”.

Communi
ty HealthWorks provides the City with the equivalent of one full-time Community Health Worker (CHW) who connects unhoused individuals to supportive services, emergency shelter, interim and permanent housing, supplies, and other services to help the individual achieve next steps to becoming housed.

Staff,
DHSH, and CHW will provide an update to the City Council on the Street Outreach Program. There is no action required regarding this item.

In addit
ion to the Street Outreach Program, there is also information included in the staff report on the recent Point-In-Time Count that is conducted by Sacramento Steps Forward and the annual Citrus Heights Police Department Homeless Information Field Identification Count. An Executive Summary that further explains these two counts is included as Attachment 3.

City Council Strategic Goal/Objective
This
item aligns with Citrus Heights City Council Strategic Objectives:

Goal:

Preserve & Enhance Public Safety
ITEM 14
Agenda Packet Page 110

Objective: Provide an update to the City Council on the Community HealthWorks Street Outreach Program to unhoused individuals in Citrus Heights

Fiscal Impact

The MOU resulted in a positive fiscal impact through December 31, 2025, as this program is funded through an American Rescue Plan Act (ARPA) district-directed funding allocation for District 4, Supervisor Sue Frost.

Through this collaboration, ARPA funding has been directed to DHSH to fund a 1.0 FTE Community Health Worker, client assistance support and associated administrative costs for the benefit of the City of Citrus Heights. DHSH will utilize these funds to expand the existing outreach and navigation services to the City’s jurisdiction through December 31, 2025. The City is responsible for the funding and continuation of services effective January 1, 2026, if desired.

Staff are exploring other long-term sustainable funding. This table reflects funding through December 31, 2025.

FY 23/24 FY 24/25 FY 25/26 Total
Funding Amounts $137,918 $137,918 $69,000 $344,836

Background and Analysis

The City of Citrus Heights previously funded and administered a contract with Sacramento Self- Help Housing (SSHH) to fund 1.5 Full Time Equivalent (FTE) staff in response to the need for homeless outreach services within the city limits. This program, known a Housing Counseling and Navigator Program, provided services to the clients in Citrus Heights, which included, but was not limited to: information and connections for mainstream benefits and homeless services; referrals and connections to sheltering for housing and services; assistance to obtain documents necessary for housing services; referral for food and clothing; and transportation assistance.

In early 2023, SSHH filed for bankruptcy and, consequently, the agency closed in early June 2023, resulting in the loss of staffing for Housing Counseling & Navigator Program. The City sought to contract with similar nonprofits to ensure continuity of homeless services within the limits but were unable to identify a subsequent provider. The City reached out to County of Sacramento for a possible expansion of services of the county’s existing Street Outreach Program within their jurisdiction.

In fall 2023, Citrus Heights City Council approved a MOU with DHSH to deliver the Street Outreach Program. This program has been operating since the beginning of October 2023.

Community HealthWorks, formerly known as Sacramento Covered provides Community Health Workers (CHWs) working in the field to connect individuals and families with health coverage, ITEM 14
Agenda Packet Page 111
primary and preventative care, behavioral health care, housing, food, and other critical resources to promote stability, self- sufficiency and improved health. CHWs are available Mondays at Living Water Church (Lauppe Lane) and Stock Ranch Nature Preserve (Auburn Blvd) to greet unhoused clients and provide an assessment of services. The remaining days of the week, CHWs provide street outreach directly to individuals in the community.

The supportive services a CHW provides may include but not limited to:
• Cal AIM – This program is intended to help Medi-Cal enrollees who are experiencing homelessness, especially those who have complex physical or behavioral health needs.

This program provides the individual with an Enhance Care Manager who will coordinate connect them to treatment for physical, mental health conditions, substance abuse disorder, and/or other needed services.
• CalFresh- This program provides monthly food benefits to eligible individuals. • CalWORKs – This program provides aid and services to eligible individuals. • General assistance is provided to support the individual in taking them to the next steps to becoming housed.

Steps Moving Forward
This program has been operating for eight months: over the course of time the City, DHSH, and Community HealthWorks have continually monitored the effectiveness and made some updates to improve the impact of the program. These recent improvements include:
• Community HealthWorks Street Outreach Card - This card is a resource that outlines the availability of a CHW and how an unhoused client can connect with a CHW to begin the intake process and assessment of services needed. The Street Outreach Card has been made available for public use and distribution for those that encounter unhoused individuals including Police Department, Beautification Crew, Councilmembers, and local non-profits. (Attachment 1)
• Frequently Asked Questions- Since this is a new program, staff have been hearing common questions. These questions have been published on the City’s Housing and
Grants Webpage. (Attachment 2)
• The 2024 PIT Count – June 5, 2024 Sacramento Steps Forward (SSF), the local nonprofit entity that coordinates community-level efforts to end homelessness, released results from last January’s Point-In-Time Count of those experiencing sheltered and unsheltered homeless, showing an over estimated decline in homelessness of 29% compared to the count two year ago. In Citrus Heights, the PIT identified 62 individuals experiencing homelessness, representing 1.6% of the County’s homeless population. For reference, the 2022 PIT Count identified a total of 89 unhoused individuals in Citrus Heights. For a more detailed analysis refer to the Executive Summary. (Attachment 3) • Citrus Heights Police Department (CHPD) 2024 Homeless Count - CHPD performs its own homeless count within the City. During this outreach as of March 2024, CHPD contacted 108 unhoused individuals. To ensure resources are provided to all unhoused residents willing to take services, the CHW team cross referenced the City’s active caseload with CHPD’s list. Based on this analysis 79 unhoused individuals provided consent to forward their information to a CHW. Of the 79 unhoused individuals:

ITEM 14
Agenda Packet Page 112
o 2 have been housed.
o 7 are working with other organizations for supportive services (referrals made by a CHW).
o 9 are enrolled for ongoing CHW services.
o 14 are believed to have left the City or no longer require services. o 18 have connected with a CHW; however, they do want services and/or are unable to comply with program requirements.
o 29 have never received services from a CHW and are unaccounted for, they did not provide contact information. Since the CHPD Homeless Count, the CHW team is actively working to locate the 29 unhoused individuals to offer services based on the information provided to officers.

Attachments:

1. Community HealthWorks Street Outreach Card

2. Frequently Asked Questions

3. Executive Summary
ITEM 14
Agenda Packet Page 113
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/71 /9 /10 /2 /1 /14 /9 /36 /i255 /i255
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/71 /9 /10 /2 /1 /14 /9 /36 /i255 /i255
/0/1/2 /2 /i255 /4 /5 /6 /5 /6 /i255 /1 /7 /8 /i255 /9 /10 /11 /12 /12 /i255 /13 /i255 /14 /15 /10 /i255 /16 /15/17/11/2 /11 /12 /12 /7 /11 /12 /12 /i255 /12 /11 /10 /18 /19 /20 /11 /12 /i255 /7 /11 /1 /10 /i255 /21 /15 /22 /23 ATTACHMENT 1
ITEM 14
Agenda Packet Page 114
ATTACHMENT 2

Frequently Asked Questions: Housing Webpage
https://www.citrusheights.net/367/Housing-Grants-Division

1. What is the City doing about unhoused individuals?
Beginning in October 2023, the City partnered with
Sacramento County Department of
Homeless Services and Housing (DHSH) to deliver a Street Outreach Program for unhoused individuals in Citrus Heights. The Street Outreach Program is operated by Community HealthWorks, a nonprofit addressing some of the most complicated issues to remove barriers, so all people have an opportunity to be healthy and lead a life of dignity and humanity.

Community HealthWorks provides the City with one full-time Community Health Worker (CHW) who connects unhoused individuals to supportive services, emergency shelter, interim and permanent housing, supplies, and other services to help the individual achieve next steps to becoming housed.

2. How do unhoused individuals connect to services?
A Community Health Worker
(CHW) can connect an individual to services and resources.

Meet a CHW at one of these locations to begin the intake process. • Monday onsite at Living Water Church (7605 Lauppe Ln) from 1 PM to 3 PM. This location is for client intake, assessment, and services. • Most Tuesdays near the Stock Ranch Nature Preserve (7000 Auburn Blvd) 3 PM to 4 PM. This location is for client intake, assessment, and services. • Wednesday, Thursday, and Friday a CHW is available as needed. An individual may work directly with a CHW.

Sacramento Coordinated Access System (CAS) is available to connect the unhoused population in Sacramento County to essential shelters and resources. • Call 2-1-1 or press 8 for homelessness information and services near you. • Website: Coordinated Access System
(CAS)

3. I would like to volunteer in the community to help unhoused individuals. How can I help?
Here’s a few ways you may get involved in the community. • Be involved in Citrus Heights Homeless Assistance Resource Team (HART).
• Be involved in Citrus Heights Collaborative.
• Be involved in Citrus Heights Neighborhood Area.

ITEM 14
Agenda Packet Page 115

4. How do I report an encampment?
Reporting is crucial to keeping our city clean and safe for everyone. When residents report what they see, it leads to a more beautiful community and healthier environment. Download the See-Click-Fix App and submit a request online.

Requests are reviewed by the General Services Department and all requests that are enforcement related issues will be forwarded to the Citrus Heights Police Department.

5. How many unhoused individuals are now in permanent housing placements, shelter, and/or transitional housing due to the help of a Community Health Worker? Between October 1, 2023, and April 10, 2024, 73 clients have been enrolled in the program, due to the help of a CHW 20 clients have been housed. In addition, 24 clients received CalAIM
referrals.

6. What is Winter Sanctuary?
The Winter Sanctuary is a program operated by Citrus Heights HART for residents experiencing homelessness. The goal is to offer shelter to people during the cold and rainy winter months as well as opportunities to connect to social services, resources, and housing.

More information can be found on Citrus Heights HART
page.

7. How is the Community HealthWorks Street Outreach Program funded? The Street Outreach Program is funded by American Rescue Plan Act (ARPA) district- directed funding allocation from Sacramento County District 4 Supervisor Sue Frost. This funding source for the program will end December 31, 2025.

ITEM 14
Agenda Packet Page 116

EXECUTIVE SUMMARY
In January 2024, Sacramento Steps Forward led the annual Point-In-Time (PIT) Count as required by HUD for trend analysis. In April 2024, The Citrus Heights Police Department implemented the Homeless Information Field Identiﬁcation Count that serves as ﬁrst-party data measuring homelessness in Citrus Heights. The following executive summary reviews the purpose, methodology, and key takeaways of both reports.

SACRAMENTO STEPS FORWARD POINT IN TIME COUNT
Purpose: Sacramento Steps Forward (SSF), as the lead agency for the Sacramento Continuum of Care (CoC), is responsible for planning and conducting a point-in-time (PIT) count of unsheltered persons who meet the deﬁnition established by the US Housing and Urban Development (US HUD) of “unsheltered homeless person” (i.e., person residing in a place not meant for human habitation such as cars, parks, sidewalks, abandoned buildings (on the street)).

Methodology: The PIT typically occurs every other year on a single night during the ﬁnal 10 days of January. Due to error factors in the estimates with the PIT Count, it is not unusual to see variability in data between the PIT and HIFI count.

Data Collection Period: January 24, 2024
Results: The published report can be found here. Overall, the County-wide number of homeless is reported to have dropped by approximately 29% since 2022. In Citrus Heights speciﬁcally, the PIT identiﬁed 62 individuals experiencing homelessness, representing 1.6% of the County’s homeless population. For reference, the 2022 PIT Count identiﬁed a total of 89 homeless individuals in Citrus Heights.

Takeaways: While the point-in-time methodology is not a comprehensive measure of homeless people, it does provide a snapshot of homeless activity in Citrus Heights compared to other jurisdictions in the region.

Agency Unsheltered Population Total Population (2023 DOF Estimates) City of Sacramento 3,053 518,161 Co u n ty 561 598,519 Folsom 133 85,498 Elk Grove 83 177,005 Citrus Heights 62 85,837 Rancho C ordova 52 81,117 TOTAL* 3,944 1,546,137 *Does not include Isleton or Galt
ITEM 14
Agenda Packet Page 117

CITRUS HEIGHTS POLICE DEPARTMENT HOMELESS FIELD

IDENTIFICATION (HIFI)
Purpose: The Citrus Heights Police Department performs an annual Homeless Information Field Identiﬁcation (HIFI). The HIFI Count is an internal tool used by CHPD to track trends and support efforts with chronic nuisance offenders. It is a true census approach, which reduces error factors related to the statistical analysis used for the PIT approach.

Methodology: CHPD patrol officers and Impact detectives conducted an annual count of unhoused individuals contacted within our community. A brief ﬁeld interview was conducted to include updates to their biographical information as well as inquiries into how they came to be unhoused in Citrus Heights if they have ever used our Navigator services (or would like to), and whether they self-diagnose as having mental health concerns, or drug/alcohol dependencies. The information was then collated and analyzed by CHPD to address repeat nuisance offenders and how best to assist them with recovery or hold them accountable, if needed. The results of this count were for internal purposes and not related to the annual PIT count.

Data Collection Period: March 1st – 15th, 2024
Results: The attached PDF summarizes the 2024 HIFI Count, which identiﬁed 108 homeless individuals in Citrus Heights, a 14% increase since 2023.

Takeaways:
• 77 of the 108 unhoused individuals (71%) self-reported either a Mental Health or Dependency issue.
• 57 out of 108 homeless individuals (53%) counted in 2024 stated they are from or have lived in Citrus Heights at some point in the past
• 94 out of the 108 homeless individuals (87%) have had prior contact with CHPD – meaning these are not necessarily new homeless individuals to CHPD or the City of Citrus Heights. • 79 out of 108 homeless individuals (73%) have indicated they would like support from the City’s Community Health Workers, and the CHWs have either worked with or are attempting to get in contact with each respondent.

ITEM 14
Agenda Packet Page 118
Printed on Recycled Paper

CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM

DATE: June 13, 2024

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

FROM: Casey Kempenaar, Community Development Director
Regina Cave, General Services Director
Alison Bermudez, Senior Planner

SUBJECT: Asset Naming Policy for the Naming of City-Owned Assets

Summary and Recommendation

Staff recommends the City Council review the policy, provide feedback, and adopt the Policy with the following motion:

Motion: Adopt Resolution No. 2024-___, a Resolution of the City Council of the City of Citrus Heights, California, Adopting an Asset Naming Policy for the Naming of City- owned Assets.

Fiscal Impact

As specific assets are named, there will be a cost associated with signage for the named asset.

ITEM 6
Subject: Asset Naming Policy
Date: June 13, 2024

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Citrus Heights City Council MeetingsJune 13, 2024

Citrus Heights City Council Meetings
June 13, 2024