Agenda packet, regular meeting, fourth session — Citrus Heights City Council Meetings, June 27, 2024 (part 1 of 3)

AGENDA
June 27, 2024

CITY OF CITRUS HEIGHTS CITY COUNCIL
5:30 PM SPECIAL MEETING
6:00 PM REGULAR MEETING
City Hall Council Chambers
6360 Fountain Square Drive, Citrus Heights, CA
Teleconference Location – Brown Place, 321 17th Street, Denver, CO 80202 This meeting will be conducted in accordance with the Brown Act, Government Code Section 54953, Teleconferencing. Any member of the public may attend this meeting either at the Council Chambers or at the teleconference location.

HOW TO PARTICIPATE:

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

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

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 27, 2024 City Council Agenda Packet
06-27-24 SPECIAL AND REGULAR COUNCIL AGENDA PACKET.PDF
ITEM 17 Amended Resolution
ITEM 17 - AMENDED RESOLUTION.PDF

CALL SPECIAL MEETING TO ORDER

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

PUBLIC COMMENT

CLOSED SESSION

2. CONFERENCE WITH REAL PROPERTY NEGOTIATORS
Pursuant to Government Code Section 54956.8
Property: APN 243- 0031- 023- 000
Agency Negotiator: Ashley Feeney, City Manager and Ryan Jones, City Attorney Negotiating Parties: Bayside Covenant Church Citrus Heights Under Negotiation: Price, terms of payment, or both

3. CONFERENCE WITH LEGAL COUNSEL—ANTICIPATED LITIGATION Initiation of Litigation Pursuant to Government Code 54956.9(d)(4) (1 case)

REPORT OUT OF CLOSED SESSION

ADJOURNMENT

CALL REGULAR MEETING TO ORDER

1. Flag Salute

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

Documents:

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 June 13, 2024

5. SUBJECT: Resolution Adopting Amended Salary Table
STAFF REPORT: S. Talwar / B. Lorda
RECOMMENDATION: Adopt Resolution No. 2024- ___, A Resolution of the City Council of the City of Citrus Heights, California, Adopting the Amended Salary Table, Exhibit A

6. SUBJECT: Initiate Proceedings For Fiscal Year 2024/2025 Annual Update For Landscape Maintenance Assessment District 97-01 (Zones 1, 2, 3, & 4) STAFF REPORT: R. Cave / L. Blomquist
RECOMMENDATION: Staff recommends the following:
a. Resolution No. 2024- ___ A Resolution of the City Council of the City of Citrus Heights, California, to Initiate Proceedings Pursuant to the Landscaping and Lighting Act of 1972 for Landscape Maintenance Assessment District No. 97- 01 (Zones 1, 2, 3, & 4)
b. Resolution No. 2024- ___ A Resolution of the City Council of the City of Citrus Heights, California, for the Intention to Levy and Collect Assessments for Fiscal Year 2024/2025 for Landscape Maintenance Assessment District No. 97- 01 (Zones 1, 2, 3, and 4)

7. SUBJECT: Initiate Proceedings For Fiscal Year 2024/2025 Annual Update Landscape Maintenance Assessment Districts 98-01, 98-02 (Zones 1, 2, 3 & 4) And 03-01 (Zones 1, 2 & 3)
STAFF REPORT: R. Cave / L. Blomquist
RECOMMENDATION: Staff recommends the following:
a. Adopt Resolution No. 2024- ___ A Resolution of the City Council of the City of Citrus Heights, California, to Initiate Proceedings Pursuant to the Landscaping and Lighting Act of 1972 for Landscape Maintenance Assessment District No. 98- 01 b. Adopt Resolution No. 2024- ___ A Resolution of the City Council of the City of Citrus Heights, California, to Initiate Proceedings Pursuant to the Landscaping and Lighting Act of 1972 for Landscape Maintenance Assessment District No. 98- 02, Zones 1, 2, 3 and 4
c. Adopt Resolution No. 2024- ___ A Resolution of the City Council of the City of Citrus Heights, California, to Initiate Proceedings Pursuant to the Landscaping and Lighting Act of 1972 for Landscape Maintenance Assessment District No. 03- 01, Zones 1, 2 and 3
d. Adopt Resolution No. 2024- ___ A Resolution of the City Council of the City of Citrus Heights, California, for the Intention to Levy and Collect Assessments for Fiscal Year 2024/2025 for Landscape Maintenance Assessment District No. 98- 01 e. Adopt Resolution No. 2024- ___ A Resolution of the City Council of the City of Citrus Heights, California, for the Intention to Levy and Collect Assessments for Fiscal Year 2024/2025 for Landscape Maintenance Assessment District No. 98- 02, Zones 1, 2, 3 and 4
f. Adopt Resolution No. 2024- ___ A Resolution of the City Council of the City of Citrus Heights, California, for the Intention to Levy and Collect Assessments for Fiscal Year 2024/2025 for Landscape Maintenance Assessment District No. 03- 01, Zones 1, 2 and 3

8. SUBJECT: Citrus Heights Lighting Assessment District – Initiate Proceedings For Fiscal Year 2024/2025 Annual Update
STAFF REPORT: R. Cave / L. Blomquist
RECOMMENDATION: Staff recommends the following:
aAdopt Resolution No2024- A Resolution of the City Council of the City of Year 2024/2025 Annual Update
STAFF REPORT: R. Cave / L. Blomquist
RECOMMENDATION: Staff recommends the following:
a. Adopt Resolution No. 2024- ___ A Resolution of the City Council of the City of Citrus Heights, California, to Initiate Proceedings Pursuant to the Landscaping and Lighting Act of 1972 for the Citrus Heights Lighting District b. Adopt Resolution No. 2024- ___ A Resolution of the City Council of the City of Citrus Heights, California, for the Intention to Levy and Collect Assessments for Fiscal Year 2024/2025 for the Citrus Heights Lighting District

9. SUBJECT: Citywide Crack Sealing Project 2024 – Award Of Construction Contract 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 an Agreement with Pavement Rehab Company for the Citywide Crack Sealing Project 2024 and Finding the Project is Exempt from the California Environmental Quality Act (CEQA) Under Section 15301

10. SUBJECT: 2024 Bridge Maintenance Project – Award Of Construction Contract 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 an Agreement with Coastline Water Resources, Inc. for the 2024 Bridge Maintenance Project

11. SUBJECT: On-Call Fence Repair Services For Auburn Blvd At Greenback Ln – Award Of Contract
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 an Agreement with Crusader Fence for On-Call Median Fence Repair and Maintenance Services for Auburn Boulevard at Greenback Lane and Further Authorizing the City Manager or His Designee to Execute Any Extensions and/or non-substantive Amendments to this Contract Consistent with the City Manager’s General Signing Authority

12. SUBJECT: Review The Sacramento Stormwater Quality Partnership Program And Authorize FY 24/25 Expenditures
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 or Designee to Expend Stormwater Funds for the City of Citrus Heights’ Shared Cost of Joint Implemented Municipal Separate Storm Sewer System Requirements with the Sacramento Stormwater Quality Partnership

13. SUBJECT: Agreement With MCE Corporation For 2024 Vegetation Management Services For Channels And Open Space
STAFF REPORT: R. Cave / M. Poole / A. Velasquez
Requirements with the Sacramento Stormwater Quality Partnership

13. SUBJECT: Agreement With MCE Corporation For 2024 Vegetation Management Services For Channels And Open Space
STAFF REPORT: R. Cave / M. Poole / A. Velasquez
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 MCE Corporation for Vegetation Management Services for Channels and Open Space

14. SUBJECT: Approval Of Investment Policy Updates
STAFF REPORT: S. Talwar / A. Preciado
RECOMMENDATION: Adopt Resolution No. 2024- ___ A Resolution of the City Council of the City of Citrus Heights, California, Approving the Investment Policy and Delegating Authority to the Administrative Services Director to Invest Funds in Accordance with the Investment Policy

PUBLIC HEARINGS

15. SUBJECT: Sunrise Tomorrow Hotel Parcel Map And Development Agreement STAFF REPORT: C. Kempenaar / M. Huber
RECOMMENDATION: Staff recommends the following:
a. Move to determine the previously adopted Sunrise Tomorrow Specific Plan EIR is the appropriate Environmental Document For this Project and no further review is required
b. Move to Approve a Tentative Parcel Map to allow the division of an existing

2.8- acre parcel into three parcels, 1.48- acres, 0.93- acres, and 0.38- acres in size subject to the findings and conditions contained in the staff report c. Move to introduce for first reading, read by title only and waive the full reading of Ordinance No. 2024- ___ An Ordinance of the City Council of the City of Citrus Heights California, Adopting and Approving the Sunrise Tomorrow Hotel Development Agreement

REGULAR CALENDAR

16. SUBJECT: Citrus Heights Business Attraction Incentive Request For DarkHeart Brewing Sylvan Corners
STAFF REPORT: M. Huber
RECOMMENDATION: Adopt Resolution No. 2024- ___ A Resolution of the City Council of the City of Citrus Heights, California, Approving the Citrus Heights Business Attraction Incentive Request for DarkHeart Brewing Sylvan Corners

17. SUBJECT: Fiscal Years 23/24 And 24/25 Mid-Cycle Budget Review, Financial Forecast Update And Appropriations Limit For Fiscal Year 24/25 STAFF REPORT: S. Talwar / A. Preciado
RECOMMENDATION: Staff recommends the following:
a. Review updated revenue and expenditure projections for the General Fund and other City funds for Fiscal Year 24/25
b. Review the updated Ten- Year Financial Forecast
c. Adopt Resolution No. 2024- ___ A Resolution of the City Council of the City of Citrus Heights, California, Approving Amendments to the Fiscal Year 2024- 25 Budget
d. Adopt Resolution No. 2024- ___ A Resolution of the City Council of the City of Citrus Heights, California, Establishing an Appropriation Limit for Fiscal Year 2024- 25

DEPARTMENT REPORTS

18. SUBJECT: Fireworks Enforcement And Operations Plan
DEPARTMENT: Police Department

CITY MANAGER ITEMS

ITEMS REQUESTED BY COUNCIL MEMBERS / FUTURE AGENDA ITEMS

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

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
Special and Regular Meeting of Thursday, June 27, 2024
City Hall Council Chambers, 6360 Fountain Square Dr., Citrus Heights, CA Teleconference Location – Brown Place, 321 17th Street, Denver, CO 80202 Special Meeting 5:30 p.m.

Regular Meeting 6:00 p.m.

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

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 21, 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.

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Citrus Heights City Council Thursday, June 27, 2024

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SPECIAL CITY COUNCIL MEETING
5:30 PM

CALL SPECIAL MEETING TO ORDER

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

PUBLIC COMMENT

CLOSED SESSION

2. CONFERENCE WITH REAL PROPERTY NEGOTIATORS
Pursuant to Government Code Section 54956.8
Property: APN 243-0031-023-000
Agency Negotiator: Ashley Feeney, City Manager and Ryan Jones, City Attorney Negotiating Parties: Bayside Covenant Church Citrus Heights Under Negotiation: Price, terms of payment, or both

3. CONFERENCE WITH LEGAL COUNSEL—ANTICIPATED LITIGATION Initiation of Litigation Pursuant to Government Code 54956.9(d)(4) (1 case)

REPORT OUT OF CLOSED SESSION

ADJOURNMENT

REGULAR CITY COUNCIL MEETING
6:00 PM

CALL REGULAR MEETING TO ORDER

1. Flag Salute

2. Roll Call: Council Members: 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
Agenda Packet Page 2
Citrus Heights City Council Thursday, June 27, 2024

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

4. SUBJECT: Approval of Minutes
RECOMMENDATION: Approve the Minutes of the Meeting of June 13, 2024

5. SUBJECT: Resolution Adopting Amended Salary Table
STAFF REPORT: S. Talwar / B. Lorda
RECOMMENDATION: Adopt Resolution No. 2024-___, A Resolution of the City Council of the City of Citrus Heights, California, Adopting the Amended Salary Table, Exhibit A

6. SUBJECT: Initiate Proceedings for Fiscal Year 2024/2025 Annual Update for Landscape Maintenance Assessment District 97-01 (Zones 1, 2, 3, & 4) STAFF REPORT: R. Cave / L. Blomquist
RECOMMENDATION: Staff recommends the following:
a. Resolution No. 2024-___ A Resolution of the City Council of the City of Citrus Heights, California, to Initiate Proceedings Pursuant to the Landscaping and Lighting Act of 1972 for Landscape Maintenance Assessment District No. 97-01 (Zones 1, 2, 3, & 4) b. Resolution No. 2024-___ A Resolution of the City Council of the City of Citrus Heights, California, for the Intention to Levy and Collect Assessments for Fiscal Year 2024/2025 for Landscape Maintenance Assessment District No. 97-01 (Zones 1, 2, 3, and 4)

7. SUBJECT: Initiate Proceedings for Fiscal Year 2024/2025 Annual Update Landscape Maintenance Assessment Districts 98-01, 98-02 (Zones 1, 2, 3 & 4) and 03-01 (Zones 1, 2 & 3) STAFF REPORT: R. Cave / L. Blomquist
RECOMMENDATION: Staff recommends the following:
a. Adopt Resolution No. 2024-___ A Resolution of the City Council of the City of Citrus Heights, California, to Initiate Proceedings Pursuant to the Landscaping and Lighting Act of 1972 for Landscape Maintenance Assessment District No. 98-01

b. Adopt Resolution No. 2024-___ A Resolution of the City Council of the City of Citrus Heights, California, to Initiate Proceedings Pursuant to the Landscaping and Lighting Act of 1972 for Landscape Maintenance Assessment District No. 98-02, Zones 1, 2, 3 and 4 c. Adopt Resolution No. 2024-___ A Resolution of the City Council of the City of Citrus Heights, California, to Initiate Proceedings Pursuant to the Landscaping and Lighting Act of 1972 for Landscape Maintenance Assessment District No. 03-01, Zones 1, 2 and 3 d. Adopt Resolution No. 2024-___ A Resolution of the City Council of the City of Citrus Heights, California, for the Intention to Levy and Collect Assessments for Fiscal Year 2024/2025 for Landscape Maintenance Assessment District No. 98-01

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Citrus Heights City Council Thursday, June 27, 2024

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e. Adopt Resolution No. 2024-___ A Resolution of the City Council of the City of Citrus Heights, California, for the Intention to Levy and Collect Assessments for Fiscal Year 2024/2025 for Landscape Maintenance Assessment District No. 98-02, Zones 1, 2, 3 and 4 f. Adopt Resolution No. 2024-___ A Resolution of the City Council of the City of Citrus Heights, California, for the Intention to Levy and Collect Assessments for Fiscal Year 2024/2025 for Landscape Maintenance Assessment District No. 03-01, Zones 1, 2 and 3

8. SUBJECT: Citrus Heights Lighting Assessment District – Initiate Proceedings for Fiscal Year 2024/2025 Annual Update
STAFF REPORT: R. Cave / L. Blomquist
RECOMMENDATION: Staff recommends the following:
a. Adopt Resolution No. 2024-___ A Resolution of the City Council of the City of Citrus Heights, California, to Initiate Proceedings Pursuant to the Landscaping and Lighting Act of 1972 for the Citrus Heights Lighting District
b. Adopt Resolution No. 2024-___ A Resolution of the City Council of the City of Citrus Heights, California, for the Intention to Levy and Collect Assessments for Fiscal Year 2024/2025 for the Citrus Heights Lighting District

9. SUBJECT: Citywide Crack Sealing Project 2024 – Award of Construction Contract 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 an Agreement with Pavement Rehab Company for the Citywide Crack Sealing Project 2024 and Finding the Project is Exempt from the California Environmental Quality Act (CEQA) Under Section 15301

10. SUBJECT: 2024 Bridge Maintenance Project – Award of Construction Contract 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 an Agreement with Coastline Water Resources, Inc. for the 2024 Bridge Maintenance Project

11. SUBJECT: On-Call Fence Repair Services for Auburn Blvd at Greenback Ln – Award of Contract
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 an Agreement with Crusader Fence for On-Call Median Fence Repair and Maintenance Services for Auburn Boulevard at Greenback Lane and Further Authorizing the City Manager or His Designee to Execute Any Extensions and/or non-substantive Amendments to this Contract Consistent with the City Manager’s General Signing Authority
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Citrus Heights City Council Thursday, June 27, 2024

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12. SUBJECT: Review the Sacramento Stormwater Quality Partnership Program and Authorize FY 24/25 Expenditures
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 or Designee to Expend Stormwater Funds for the City of Citrus Heights’ Shared Cost of Joint Implemented Municipal Separate Storm Sewer System Requirements with the Sacramento Stormwater Quality Partnership

13. SUBJECT: Agreement with MCE Corporation for 2024 Vegetation Management Services for Channels and Open Space
STAFF REPORT: R. Cave / M. Poole / A. Velasquez
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 MCE Corporation for Vegetation Management Services for Channels and Open Space

14. SUBJECT: Approval of Investment Policy Updates
STAFF REPORT: S. Talwar / A. Preciado
RECOMMENDATION: Adopt Resolution No. 2024-___ A Resolution of the City Council of the City of Citrus Heights, California, Approving the Investment Policy and Delegating Authority to the Administrative Services Director to Invest Funds in Accordance with the Investment Policy

PUBLIC HEARINGS

15. SUBJECT: Sunrise Tomorrow Hotel Parcel Map and Development Agreement STAFF REPORT: C. Kempenaar / M. Huber
RECOMMENDATION: Staff recommends the following:
a. Move to determine the previously adopted Sunrise Tomorrow Specific Plan EIR is the appropriate Environmental Document For this Project and no further review is required b. Move to Approve a Tentative Parcel Map to allow the division of an existing 2.8-acre parcel into three parcels, 1.48-acres, 0.93-acres, and 0.38-acres in size subject to the findings and conditions contained in the staff report
c. Move to introduce for first reading, read by title only and waive the full reading of Ordinance No. 2024-___ An Ordinance of the City Council of the City of Citrus Heights California, Adopting and Approving the Sunrise Tomorrow Hotel Development Agreement

REGULAR CALENDAR

16. SUBJECT: Citrus Heights Business Attraction Incentive Request for DarkHeart Brewing Sylvan Corners
STAFF REPORT: M. Huber
RECOMMENDATION: Adopt Resolution No. 2024-___ A Resolution of the City Council of the City of Citrus Heights, California, Approving the Citrus Heights Business Attraction Incentive Request for DarkHeart Brewing Sylvan Corners
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Citrus Heights City Council Thursday, June 27, 2024

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17. SUBJECT: Fiscal Years 23/24 and 24/25 Mid-Cycle Budget Review, Financial Forecast Update and Appropriations Limit for Fiscal Year 24/25
STAFF REPORT: S. Talwar / A. Preciado
RECOMMENDATION: Staff recommends the following:
a. Review updated revenue and expenditure projections for the General Fund and other City funds for Fiscal Year 24/25
b. Review the updated Ten-Year Financial Forecast
c. Adopt Resolution No. 2024-___ A Resolution of the City Council of the City of Citrus Heights, California, Approving Amendments to the Fiscal Year 2024-25 Budget d. Adopt Resolution No. 2024-___ A Resolution of the City Council of the City of Citrus Heights, California, Establishing an Appropriation Limit for Fiscal Year 2024-25

DEPARTMENT REPORTS

18. SUBJECT: Fireworks Enforcement and Operations Plan
DEPARTMENT: Police Department

CITY MANAGER ITEMS

ITEMS REQUESTED BY COUNCIL MEMBERS / FUTURE AGENDA ITEMS

ADJOURNMENT
Agenda Packet Page 6
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CITY OF CITRUS HEIGHTS

CITY COUNCIL

MINUTES
Regular Meeting of Thursday, June 13, 2024
City Hall Council Chambers
6360 Fountain Square Dr., Citrus Heights, CA

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

1. The Flag Salute was led by Vice Mayor Karpinski-Costa.

2. Roll Call: Council Members present: Lopez-Taff, Middleton, Schaefer, Karpinski-Costa, Daniels Council Members absent: None
Staff Members present: Andrews, Brown, Huber, Jones, Kempenaar, Piva, Van and department directors.

3. The video statement was read by Acting Clerk Duhe.

APPROVAL OF AGENDA
ACTION: On a motion by Council Member Lopez-Taff, seconded by Council Member Middleton, the City Council approved the agenda.

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

PUBLIC COMMENT
Melissa Hayden spoke on Animal Services’ lack of funding to get programs and officers out in the field.

She stated we need more officers for coverage and more hours for Animal Services to be dispatched and a designated supervising manager for that department that can schedule those hours. She congratulated Animal Services and rescuers for getting 20 trap, neuter, and release (TNR) appointments today.

Deborah Bueti said this morning she trapped a feral community cat and drove to Auburn for a TNR appointment. She said she is a new Citrus Heights resident and is confused about the services. She requested a budget for TNR and that Citrus Heights can be the model.

Acting Clerk Duhe read the following written comment submitted by Rick Hodgkins, “Yesterday, as I was walking from where I live to the bus stop on the northwest side of sunrise Boulevard, there were some low hanging tree branches blocking the sidewalk. I was barely able to get around them without having to step off of the sidewalk . I called public Works to let them know about this and that they will send a letter out after they determine that whose property that is on. Also, when I was crossing from the north east corner of sunrise in antelope to the north west corner of sunrise in antelope, I could not hear an audible signal telling me it was safe to cross or not. Even if there was one, it probably was not loud enough.and as always, great job on city scoop last week! Thank you.” ITEM 4 Agenda Packet Page 7
Citrus Heights City Council Thursday, June 13, 2024

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Acting Clerk Duhe read the following written comment submitted by Rick Hodgkins for Consent Calendar Item 7, “I don’t know if crosswalks are included in this funding on our city streets and surface streets within citrus Heights, but as I was walking across sunrise Boulevard at antelope yesterday, I asked, that whether there were any crosswalk lines. And it turns out, that there was only brick and no lines. Also, I can’t help, but that wonder if this also covers audible signals at traffic lights, as there was not an audible signal telling me to go. Luckily, I was with someone and she told me it was safe to go or not.or does it bill one only apply to our portion of interstate 80? Thank you.”

COMMENTS BY COUNCIL MEMBERS AND REGIONAL BOARD UPDATES
Council Member Middleton attended the National League of Cities meeting in Rancho Cordova. She attended a League of California Cities Sacramento Valley Division meeting. She went to the Citrus Heights Arts ArtBeat event. She attended an Asian American and Pacific Islander Heritage Month night market in downtown Sacramento. She attended the Memorial Day ceremony hosted by American Legion Post #637.

Council Member Lopez-Taff went to the Woodside Community Garden event. She attended the Citrus Heights Arts ArtBeat event. She went to the ribbon cutting ceremony at Madison Imaging Center. She celebrated Asian American and Pacific Islander Heritage Month by attending the Filipino Fiesta. She received a Point in Time Count briefing and noted homelessness is going down. She attended the City Scoop event. She attended a special meeting for the Sacramento Public Library Authority board meeting.

She attended the San Juan Unified School District Board meeting.

Council Member Schaefer attended a Sacramento Area Council of Governments Policy and Innovation Committee meeting. He attended the City Scoop event. He attended a City Council 2x2 Finance Committee meeting.

Vice Mayor Karpinski-Costa attended the Memorial Day ceremony hosted by American Legion Post #637. She went to the Veterans Community Center where there was a concert by the Ben Ali Shrine. She attended the Building & Safety Division’s Building Safety Month barbeque. She attended the Citrus Heights Arts ArtBeat event. She attended the ribbon cutting ceremony at Madison Imaging Center. She attended the City Scoop event. She attended a City Council 2x2 Finance Committee meeting. She attended a Sacramento Area Sewer District meeting. She gave a reminder about mosquito season and to report dead birds to the Sacramento-Yolo Mosquito & Vector Control District or fightthebite.net. She announced the Yoga Fest in Rancho Cordova on June 24. She announced the Spaghetti Dinner Fundraiser at the Veterans Community Center on June 24 at 5:00 p.m. - 8:00 p.m.

Mayor Daniels attended the City Scoop event. He toured the Siemens south area facility. He attended the Sacramento Transportation Authority meeting. He announced an anticipated $1 million dollar grant for a trail extension of the Arcade Cripple-Creek Trail Project. He highlighted road striping happening in the city.

CONSENT CALENDAR

4. SUBJECT: Approval of Minutes
RECOMMENDATION: Approve the Minutes of the Meeting of May 23, 2024 ITEM 4 Agenda Packet Page 8
Citrus Heights City Council Thursday, June 13, 2024

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5. SUBJECT: November 5, 2024 General Municipal Election STAFF REPORT: A. Van
RECOMMENDATION: Adopt Resolution No. 2024-040 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. 2024-041 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. 2024-042 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. 2024-043 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. 2024-044 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. 2024-045 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. 2024-046 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
ITEM 4 Agenda Packet Page 9
Citrus Heights City Council Thursday, June 13, 2024

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ACTION: On a motion by Council Member Schaefer, seconded by Council Member Middleton, the City Council adopted Consent Calendar Items 4, 5, 6, 7, 8, 9, 10 and 11.

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

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. 2024-047 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
City Clerk Van provided background on the Sunrise MarketPlace Property and Business Improvement District which 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 the assessed parcels. The District has renewed every term with the most recent being in 2021. As required in the process, there is a petition, ballot and City Council hearing that must be repeated for the district to be renewed. At the April 11, 2024 City Council meeting the City Council adopted a resolution of intention and conducted a first reading of an ordinance proposing the renewal. Ballots were mailed to owners of the properties in the district. Staff recommends the City Council open the public hearing and receive public testimony. Staff will conduct a tabulation of ballots and report back to the City Council.

Mayor Daniels opened the public hearing.

Public Comment
Acting Clerk Duhe read the following written comment submitted by Rick Hodgkins, “I have a question and can someone please contact me if my question is not answered tonight? How do we propose to renew the sunrise marketplace and business improvement district? Are we going to advertise the benefits that we offer? And that what other ways are we going to recruit new businesses, not only for the mall itself, but for the area surrounding them all? Furthermore, maybe perhaps a name changes in order, knowing that the area around the mall will include both entertainment and shopping.maybe perhaps calling it the sunrise, entertainment, and shopping district. And as much as I hate to sound like a broken record, I said it twice before and I’ll say it again, if all goes, go. You.” Council questions and comments followed.

Sunrise MarketPlace Executive Director Kathilynn Carpenter responded to questions.

ITEM 4 Agenda Packet Page 10
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Janie Ricketts spoke regarding her participation in the formation of the Midtown Sacramento PBID. She said Sunrise Mall is extremely important to the success of Citrus Heights. She stated that PBIDs are important. She spoke in support of renewing the Sunrise MarketPlace PBID.

Item 12 was continued to later in the meeting.

PRESENTATIONS

13. Stars and Stripes Event Announcement
Event & Community Center Supervisor Andrews announced the upcoming Stars and Stripes community event will take place Saturday, June 29 at Van Maren Park. The event begins at 6:00 p.m. There will be live music and a kids zone. The fireworks show will begin at 9:45 p.m. Staff estimates over 4,000 people in attendance. She highlighted event sponsors and community partners that will be at the event.

Communications Officer Brown announced that Sacramento Area Bike Advocates (SABA) is hosting free bike valet for the event. Staff encourages carpooling with parking available at City Hall, Community Center Police Department, Dignity Health, Citrus Heights Surgery Center and Small Business Administration general parking lots. A golf cart shuttle will have a stop at each parking lot. There will be limited ADA and VIP parking. There will be road closures happening near the event and a map is available on the City’s website.

Event & Community Center Supervisor Andrews gave an overview of event features including a kids zone, face painting, yard games, live music by Pop Fiction, food trucks, free water and a fireworks show.

Communications Officer Brown provided an overview of event promotions and encouraged residents to share. More information is available on the City’s website, Facebook event, newsletters, and other media channels.

City Council questions and comments followed.

Communications Officer Brown responded to questions.

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 Housing & Human Services Program Coordinator Piva provided an overview of the Street Outreach Program. She recounted that after the dissolution of Sacramento Self-Help Housing which previously provided Homeless Navigator Services to the City, the Sacramento County Department of Homeless Services and Housing entered into an MOU with the City to allow Community HealthWorks to provide services to our unhoused community in Citrus Heights. The partnership began in October 2023 which has already seen an increase in efficiency and consistency addressing the needs of the unhoused. The program includes one full time Community Health Worker (CHW). Beyond the agreement, there is an additional CHW who provides CalAIM referrals. The program is funded from a Sacramento County ITEM 4 Agenda Packet Page 11
Citrus Heights City Council Thursday, June 13, 2024

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District 4 allocation through December 31, 2025. Staff is identifying possible funding sources to continue the program after 2025. She gave an overview of the weekly CHW availability and locations. CHWs have 59 active clients currently, with 95 clients having been enrolled since the beginning of the program. Of those enrolled, 24 have been housed, 39 have received CalAIM referrals, and 2,296 services have been provided to unhoused clients. To improve the impact of the program, staff has created a Street Outreach Card that outlines the availability of a CHW and how to connect with a CHW for services, and added Frequently Asked Questions to the City’s website. She also explained the Sacramento Steps Forward Point in Time (PIT) Count was conducted to count those experiencing unsheltered and sheltered homelessness. The 2024 PIT Count occurred on January 24, 2024 and the results were released on June 5, 2024 which identified 62 individuals. She stated the Citrus Heights Police Department conducts the Homeless Information Field Identification (HIFI) Count that identified 108 unhoused individuals in Citrus Heights. Of those, 79 clients said they would like to work with a CHW.

Community HealthWorks representative Scott Young provided an overview of their partnership with the City and client assistance services. He gave an example of a success story of John Douglas who was interested in receiving services and connected with CHW staff. John is currently in a shelter and is still working with CHWs to get permanent housing.

City Council questions and comments followed.

Scott Young and Community Development Director Kempenaar responded to questions.

Public Comment
Janie Ricketts spoke about the efficiencies and inefficiencies of government. She encouraged the Council to steer away from the bureaucracy of it all.

Acting Clerk Duhe read the following written public comment submitted by Rick Hodgkins, “I realize that this is not an item requiring of any action. However, with a budget crisis and a program scheduled to roll out statewide this October called CARE Court, now is your chance to hold Governor Newsom‘s feet to the fire and allow that to move forward as scheduled. The word) care parent in CCC is the abbreviation or acronym for community assistance recovery and empowerment. That along with CalAIM, that which stands for California advancing and innovating, Medi-Cal, is what is going to normally help these individuals get off the street, but also get them into housing. I think you very much for your consideration of this item, but once again, that we must hold Governor Newsom‘s feet to the fire and let CC , continue to rule out statewide as scheduled for this October.”
The City Council returned to Item 12.

Mayor Daniels closed the public hearing.

City Clerk Van reported that staff tabulated the ballots received and not withdrawn, and 95.3% which represents $444,197 were in support of the assessment district renewal and 4.7% which represents $21,926 were in opposition of the assessment district renewal, with ballots weighted according to the amount of the assessment to be imposed on the parcels for which ballots were submitted. She confirmed there is not a majority protest. The recommendation is to adopt a resolution for the results of the tabulation and adopt an ordinance regarding the renewal of the PBID.

ITEM 4 Agenda Packet Page 12
Citrus Heights City Council Thursday, June 13, 2024

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ACTION: On a motion by Council Member Lopez-Taff, seconded by Council Member Schaefer, the City Council adopted Resolution No. 2024-047 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.

AYES: Lopez-Taff, Middleton, Schaefer, Karpinski-Costa, Daniels NOES: None
ABSENT: None
ACTION: On a motion by Council Member Schaefer, seconded by Council Member Lopez-Taff, the City Council adopted 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.

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

DEPARTMENT REPORTS
None.

CITY MANAGER ITEMS
Acting City Manager Huber congratulated Kathilynn Carpenter, her team, and the Sunrise MarketPlace Board of Directors for the renewal of the Property and Business Improvement District. She reported that the first City Scoop event at Sylvan Oaks Library was a success and announced the next City Scoop event is on July 11 at Fire Station 27 in partnership with Sacramento Metropolitan Fire District. She provided funding updates on the federal appropriations process relating to the Sayonara Replacement Housing Project. She announced a Sacramento Area Council of Governments (SACOG) grant award for the Arcade-Cripple Creek Trail which will extend the trail from Sylvan Road to Stock Ranch Road. She highlighted new lane striping throughout the community. She announced upcoming community events including the Veterans Community Center Spaghetti Dinner on June 22, a Senior Resource Fair on June 25, and the Stars and Strips event on June 29.

ITEMS REQUESTED BY COUNCIL MEMBERS / FUTURE AGENDA ITEMS Council Member Lopez-Taff requested the creation of an Unsung Hero Award to recognize community members for their contributions within the community. Mayor Daniels supported the request.

ADJOURNMENT
Mayor Daniels adjourned the meeting at 7:48 p.m.

Respectfully submitted,
__________________________
ITEM 4 Agenda Packet Page 13
Citrus Heights City Council Thursday, June 13, 2024

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Amy Van, City Clerk
ITEM 4 Agenda Packet Page 14
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CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM
DATE: June 27, 2024
TO: Mayor and City Council Members
Ashley J. Feeney, City Manager
FROM: Susan Talwar, Administrative Services Director
Brody Lorda, Human Resources Manager
SUBJECT: Resolution Adopting Amended Salary Table
Summary and Recommendation
Staff recommends the City Council adopt Resolution No. 2024-___ , A Resolution of the City Council of the City of Citrus Heights, California, adopting the amended Salary Table, Exhibit A, which includes changes effective since the last salary table update. The salary table was last updated on September 28, 2023.

Fiscal Impact
On May 25, 2023, City Council adopted the FY24/25 budget which included a placeholder projection of a three percent (3%) cost of living adjustment. The Police Officer Association and Police Employee Association labor agreements included a provision that would provide for a cost-of-living adjustment based upon the Consumer Price Index (CPI-U) falling between 0-4%.

The CPI-U was 3.8%. An additional eight tenths of a percent (.8%) would result in a $240,000 fiscal impact to the budget.

Background and Analysis
Amended Salary Table
California Code of Regulations, Title 2, Section 570.5 and requirements of the California Public Employees’ Retirement System (CalPERS) requires that the pay rate shall be listed on a schedule which:

1. Has been duly approved and adopted by the employer’s governing body in accordance with requirements of applicable public meeting laws;

2. Identifies the position title for every employee position; ITEM 5 Agenda Packet Page 15
Subject: Resolution Adopting the Amended Salary Table
Date: June 27, 2024

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3. Shows the pay rate for each identified position, which may be stated as a single amount or as multiple amounts within a range;

4. Indicates the time base, including but not limited to, whether the time base is hourly, daily, bi-weekly, monthly, bi-monthly, or annually;

5. Is posted at the office of the employer or immediately accessible and available for public review from the employer during normal business hours or posted on the employer’s internet website;

6. Indicates an effective date and date of any revisions;

7. Is retained by the employer and available for public inspection for not less than five years; and

8. Does not reference another document in lieu of disclosing the pay rate.

The City utilizes the Consumer Price Indexes Pacific Cities and US City Average (All Urban Consumers (CPI-U) in San Francisco-Oakland-Hayward, CA) as reported by the US Bureau of Labor Statistics. The April 2024 Consumer Price Index (CPI) was released on May 15, 2024, indicating an increase of 3.8 percent over last year (Attachment 1).

Over the year, food prices advanced 3.1 percent, and the energy index rose 8.5 percent for the two months ending in April, mainly due to higher prices for gasoline. The CPI falls within the Police Officers Association and Police Employee Association agreements which included a CPI salary increase of up to 4 percent. FY24/25 adopted budget includes a 3 percent CPI salary adjustment. A request to adjust the budgeted CPI salary adjustment by 0.8% is included in the FY24/25 Mid Cycle Budget request.

The amended Salary Table (Exhibit A) reflects additions, deletions, and revisions, which have occurred since adoption of the prior Salary Table:

Added

1. Senior Accountant (effective December 31, 2023, set to 15% above Accountant)

2. Senior Payroll Technician (effective December 31, 2023, set to match Human Resources Technician)

3. Police Booking Officer (effective November 9, 2023, set to match Senior Community Services Officer)
Deleted
The following are classifications that are not being utilized by the City. In the event there is a need to re-evaluate a prior used classification Human Resources will conduct a classification and compensation review.

1. Accounting Manager

2. Senior Office Assistant

3. Payroll Technician
Revised

1. Implementation of a cost-of-living adjustment of three and eight tenths’ percent (3.8%) for all CHPOA employees, in accordance with section 11.3 of the Agreement effective first full pay period in FY24/25.

ITEM 5 Agenda Packet Page 16
Subject: Resolution Adopting the Amended Salary Table
Date: June 27, 2024

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2. Implementation of a cost-of-living adjustment of three and eight tenths’ percent (3.8%) for all CHPEA employees, in accordance with section 11.4 of the Agreement effective first full pay period in FY24/25.

3. Implementation of a cost-of-living adjustment of three and eight tenths’ percent (3.8%) for all unrepresented employees effective first full pay period in FY24/25, to address the pressures of inflation, actions of nearby cities and the fiscally prudent budget actions that promote fiscal health.

4. Increase the executive management salary ranges by the three and eight tenths’ percent (3.8%) cost-of-living adjustment to the top of salary range. The City Manager would not receive the cost-of-living adjustment.

5. Finance Manager (revised effective December 31, 2023, to match internal relationship with Human Resources Manager and Information Technology Manager)

6. Rounded all hourly rates of pay from four decimal places to two decimal places, in preparation for the move to the Tyler Munis environment later this calendar year.

7. The salary table was updated to reflect the approved change in compensation for members of City Council. This increase was approved on April 25, 2024 via Ordinance 2024-002.

Finance Committee Review
The information presented in this report was reviewed by the Finance Committee on June 11, 2024.

Attachments

1. Consumer Price Indexes Pacific Cities and US City Average

2. Resolution No. 2024-___ A Resolution of the City Council of the City of Citrus Heights, California, Adopting the Amended Salary Table, Exhibit A a. Amended Salary Table
ITEM 5 Agenda Packet Page 17
Percent Change Percent Change
Indexes 1 Month Indexes 1 Month
ending ending
Apr Mar Apr Mar Apr Apr Apr Mar Apr Mar Apr Apr
2023 2024 2024 2024 2024 2024 2023 2024 2024 2024 2024 2024 U. S. City Average.............................................. 303.363 312.332 313.548 3.5 3.4 0.4 297.730 306.502 307.811 3.5 3.4 0.4 West................................................................... 322.187 332.202 334.050 3.6 3.7 0.6 313.978 324.323 326.135 3.8 3.9 0.6 West – Size Class A1.......................................... 331.296 341.299 343.531 3.6 3.7 0.7 319.941 329.897 332.012 3.7 3.8 0.6 West – Size Class B/C2...................................... 188.008 194.047 194.913 3.6 3.7 0.4 189.320 195.880 196.818 3.8 4.0 0.5 Mountain3…………………………………………… 128.390 131.176 131.800 2.5 2.7 0.5 129.781 132.864 133.419 2.7 2.8 0.4 Pacific3……………………………………………… 124.019 128.341 129.096 4.0 4.1 0.6 124.798 129.315 130.106 4.1 4.3 0.6 Los Angeles-Long Beach-Anaheim, CA………… 320.089 330.671 332.572 4.0 3.9 0.6 308.474 318.280 320.458 3.9 3.9 0.7 Percent Change Percent Change
Indexes 2 Months Indexes 2 Months
ending ending
Mar Jan Mar Jan Mar Mar Mar Jan Mar Jan Mar Mar
2023 2024 2024 2024 2024 2024 2023 2024 2024 2024 2024 2024 Riverside-San Bernardino-Ontario, CA3
………… 127.707 131.358 133.144 2.9 4.3 1.4 128.027 131.840 134.144 3.1 4.8 1.7 San Diego-Carlsbad, CA.………......................... 358.026 367.917 370.858 3.8 3.6 0.8 339.498 348.486 351.778 3.6 3.6 0.9 Urban Hawaii…………………………………………322.608 333.172 338.060 3.9 4.8 1.5 321.671 332.335 337.685 3.8 5.0 1.6 Percent Change Percent Change
Indexes 2 Months Indexes 2 Months
ending ending
Apr Feb Apr Feb Apr Apr Apr Feb Apr Feb Apr Apr
2023 2024 2024 2024 2024 2024 2023 2024 2024 2024 2024 2024 Phoenix-Mesa-Scottsdale, AZ4…………………… 179.824 181.010 184.462 2.2 2.6 1.9 179.839 180.826 184.141 2.1 2.4 1.8 San Francisco-Oakland-Hayward, CA................ 338.496 345.151 351.247 2.4 3.8 1.8 333.478 341.595 346.671 2.9 4.0 1.5 Seattle-Tacoma-Bellevue, WA............................ 338.487 349.288 353.503 4.3 4.4 1.2 332.082 342.387 347.039 4.2 4.5 1.4 Urban Alaska.……………………………………… 258.866 261.340 267.046 1.7 3.2 2.2 256.349 259.326 263.875 1.7 2.9 1.8 NOTE: In January 2018, BLS introduced a new geographic area sample for the Consumer Price Index (CPI): www.bls.gov/regions/west/factsheet/2018cpirevisionwest.pdf 1967=100 base year indexes and tables with semiannual and annual average data are available at: www.bls.gov/regions/west/factsheet/consumer-price-index-data-tables.htm

MONTHLY DATA
Year Year
ending ending
CONSUMER PRICE INDEXES PACIFIC CITIES AND U. S. CITY AVERAGE April 2024
(All items indexes. 1982-84=100 unless otherwise noted. Not seasonally adjusted.) All Urban Consumers (CPI-U) Urban Wage Earners and Clerical Workers (CPI-W) 1 Population over 2,500,000 2 Population 2,500,000 and under, Dec 1996 = 100 3 Dec 2017=100 4 Dec 2001=100 Release date May 15, 2024. The next release date is scheduled for June 12, 2024. For questions, please contact us at [email protected] or (415) 625-2270.

BI-MONTHLY DATA
(Published for odd months)
Year Year
ending ending

BI-MONTHLY DATA
(Published for even months)
Year Year
ending ending
ITEM 5 Agenda Packet Page 18
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RESOLUTION NO. 2024-___

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

CALIFORNIA, ADOPTING THE AMENDED SALARY TABLE, EXHIBIT A WHEREAS, the City of Citrus Heights engages in sound economic planning practices; WHEREAS, California Code of Regulations, Title 2, Section 570.5 requires governing bodies of local agencies contracting with the California Public Employees’ Retirement System to approve and adopt a pay rate schedule in accordance with public meeting laws; WHEREAS, the pay rate schedule must identify each position by title, the individual pay rate amount or ranges for that position, the time base upon which the amounts are based, and track all revisions; and
WHEREAS, this resolution is contingent upon adoption of Amendments to the Fiscal Year 2024-25 Budget, which resolution is scheduled to be approved in the regular City Council Meeting on June 27, 2024.

NOW, THEREFORE, BE IT RESOLVED, the City Council of the City of Citrus Heights hereby finds and determines the above recitals are true and correct and have served as the basis, in part, for the findings and actions of the City Council as set forth below.

The City Council hereby adopts the amended Salary Table, Exhibit A, attached to this resolution as follows:

Added

1. Senior Accountant (effective December 31, 2023, set to 15% above Accountant II)

2. Senior Payroll Technician (effective December 31, 2023, set to match Human Resources Technician)

3. Police Booking Officer (effective November 9, 2023, set to match Senior Community Services Officer)
Deleted

1. Accounting Manager

2. Senior Office Assistant

3. Payroll Technician
Revised

ITEM 5 Agenda Packet Page 19
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4. Increase the executive management salary ranges by the three and eight tenths’ percent (3.8%) cost-of-living adjustment to the top of salary range. This is not an increase to their salaries.

5. Finance Manager (revised effective December 31, 2023, to match internal relationship with Human Resources Manager and Information Technology Manager.)

6. Rounded all hourly rates of pay from four decimal places to two decimal places, in preparation for the move to the Tyler Munis environment later this calendar year.

These changes will become effective July 14, 2024.

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

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 27th day of 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. Amended Salary Table effective July 14, 2024
ITEM 5 Agenda Packet Page 20
Full-Time Unrepresented Position Titles Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9 Step 10 Hourly Annual ACCOUNTANT $ 38.14 $ 39.09 $ 40.07 $ 41.07 $ 42.10 $ 43.15 $ 44.23 $ 45.34 $ 46.47 $ 47.63 x ACCOUNTING TECHNICIAN $ 28.16 $ 28.86 $ 29.58 $ 30.32 $ 31.08 $ 31.86 $ 32.66 $ 33.48 $ 34.32 $ 35.18 x ADMINISTRATIVE ASSISTANT $ 28.16 $ 28.86 $ 29.58 $ 30.32 $ 31.08 $ 31.86 $ 32.66 $ 33.48 $ 34.32 $ 35.18 x ADMINISTRATIVE TECHNICIAN $ 31.00 $ 31.77 $ 32.56 $ 33.37 $ 34.20 $ 35.06 $ 35.94 $ 36.84 $ 37.76 $ 38.70 x ASSISTANT ENGINEER $ 38.63 $ 39.60 $ 40.59 $ 41.60 $ 42.64 $ 43.71 $ 44.80 $ 45.92 $ 47.07 $ 48.25 x ASSISTANT PLANNER $ 36.04 $ 36.94 $ 37.86 $ 38.81 $ 39.78 $ 40.77 $ 41.79 $ 42.83 $ 43.90 $ 45.00 x ASSOCIATE CIVIL ENGINEER $ 97,236.38 $ 99,667.29 $ 102,158.97 $ 104,712.94 $ 107,330.76 $ 110,014.03 $ 112,764.38 $ 115,583.49 $ 118,473.08 $ 121,434.91 x ASSOCIATE ENGINEER $ 42.52 $ 43.58 $ 44.67 $ 45.79 $ 46.93 $ 48.10 $ 49.30 $ 50.53 $ 51.79 $ 53.08 x ASSOCIATE PLANNER $ 82,429.15 $ 84,489.88 $ 86,602.13 $ 88,767.18 $ 90,986.36 $ 93,261.02 $ 95,592.55 $ 97,982.36 $ 100,431.92 $ 102,942.72 x BUILDING INSPECTOR I $ 32.69 $ 33.51 $ 34.35 $ 35.21 $ 36.09 $ 36.99 $ 37.91 $ 38.86 $ 39.83 $ 40.83 x BUILDING INSPECTOR II $ 35.96 $ 36.86 $ 37.78 $ 38.72 $ 39.69 $ 40.68 $ 41.70 $ 42.74 $ 43.81 $ 44.91 x CHIEF BUILDING OFFICIAL $ 119,937.01 $ 122,935.44 $ 126,008.83 $ 129,159.05 $ 132,388.03 $ 135,697.73 $ 139,090.17 $ 142,567.42 $ 146,131.61 $ 149,784.90 x CITY CLERK $ 113,272.87 $ 116,104.69 $ 119,007.31 $ 121,982.49 $ 125,032.05 $ 128,157.85 $ 131,361.80 $ 134,645.85 $ 138,012.00 $ 141,462.30 x CITY ENGINEER $ 144,866.38 $ 148,488.04 $ 152,200.24 $ 156,005.25 $ 159,905.38 $ 163,903.01 $ 168,000.59 $ 172,200.60 $ 176,505.62 $ 180,918.26 x COMMUNICATIONS OFFICER $ 87,246.82 $ 89,427.99 $ 91,663.69 $ 93,955.28 $ 96,304.16 $ 98,711.76 $ 101,179.55 $ 103,709.04 $ 106,301.77 $ 108,959.31 x CONSTRUCTION/MAINTENANCE INSPECTOR I $ 31.19 $ 31.97 $ 32.77 $ 33.59 $ 34.43 $ 35.29 $ 36.17 $ 37.07 $ 38.00 $ 38.95 x CONSTRUCTION/MAINTENANCE INSPECTOR II $ 34.31 $ 35.17 $ 36.05 $ 36.95 $ 37.87 $ 38.82 $ 39.79 $ 40.78 $ 41.80 $ 42.84 x CONSTRUCTION/MAINTENANCE INSPECTOR SUPERVISOR $ 100,333.84 $ 102,842.19 $ 105,413.24 $ 108,048.57 $ 110,749.78 $ 113,518.52 $ 116,356.48 $ 119,265.39 $ 122,247.02 $ 125,303.20 x CUSTODIAN $ 19.13 $ 19.61 $ 20.10 $ 20.60 $ 21.12 $ 21.65 $ 22.19 $ 22.74 $ 23.31 $ 23.89 x CUSTOMER SERVICE REPRESENTATIVE $ 22.44 $ 23.00 $ 23.57 $ 24.16 $ 24.76 $ 25.38 $ 26.01 $ 26.66 $ 27.33 $ 28.01 x DATABASE & APPLICATIONS ANALYST $ 46.78 $ 47.95 $ 49.15 $ 50.38 $ 51.64 $ 52.93 $ 54.25 $ 55.61 $ 57.00 $ 58.43 x DEVELOPMENT SERVICES TECHNICIAN I $ 26.99 $ 27.66 $ 28.35 $ 29.06 $ 29.79 $ 30.53 $ 31.29 $ 32.07 $ 32.87 $ 33.69 x DEVELOPMENT SERVICES TECHNICIAN II $ 29.68 $ 30.42 $ 31.18 $ 31.96 $ 32.76 $ 33.58 $ 34.42 $ 35.28 $ 36.16 $ 37.06 x ENGINEERING TECHNICIAN I $ 30.48 $ 31.24 $ 32.02 $ 32.82 $ 33.64 $ 34.48 $ 35.34 $ 36.22 $ 37.13 $ 38.06 x ENGINEERING TECHNICIAN II $ 33.52 $ 34.36 $ 35.22 $ 36.10 $ 37.00 $ 37.92 $ 38.87 $ 39.84 $ 40.84 $ 41.86 x EVENT & COMMUNITY CENTER TECHNICIAN $ 25.61 $ 26.25 $ 26.91 $ 27.58 $ 28.27 $ 28.98 $ 29.70 $ 30.44 $ 31.20 $ 31.98 x EVENT & COMMUNITY CENTER SUPERVISOR $ 100,333.84 $ 102,842.19 $ 105,413.24 $ 108,048.57 $ 110,749.78 $ 113,518.52 $ 116,356.48 $ 119,265.39 $ 122,247.02 $ 125,303.20 x EXECUTIVE ASSISTANT $ 34.09 $ 34.94 $ 35.81 $ 36.71 $ 37.63 $ 38.57 $ 39.53 $ 40.52 $ 41.53 $ 42.57 x FACILITIES AND FLEET SUPERVISOR $ 100,333.84 $ 102,842.19 $ 105,413.24 $ 108,048.57 $ 110,749.78 $ 113,518.52 $ 116,356.48 $ 119,265.39 $ 122,247.02 $ 125,303.20 x FINANCE MANAGER $ 126,035.75 $ 129,186.64 $ 132,416.31 $ 135,726.72 $ 139,119.89 $ 142,597.89 $ 146,162.84 $ 149,816.91 $ 153,562.33 $ 157,401.39 x FLEET TECHNICIAN $ 29.48 $ 30.22 $ 30.98 $ 31.75 $ 32.54 $ 33.35 $ 34.18 $ 35.03 $ 35.91 $ 36.81 x HOUSING & HUMAN SERVICES PROGRAM COORDINATOR $ 100,333.84 $ 102,842.19 $ 105,413.24 $ 108,048.57 $ 110,749.78 $ 113,518.52 $ 116,356.48 $ 119,265.39 $ 122,247.02 $ 125,303.20 x HUMAN RESOURCES MANAGER $ 126,035.75 $ 129,186.64 $ 132,416.31 $ 135,726.72 $ 139,119.89 $ 142,597.89 $ 146,162.84 $ 149,816.91 $ 153,562.33 $ 157,401.39 x HUMAN RESOURCES TECHNICIAN $ 34.09 $ 34.94 $ 35.81 $ 36.71 $ 37.63 $ 38.57 $ 39.53 $ 40.52 $ 41.53 $ 42.57 x INFORMATION TECHNOLOGY SUPPORT SPECIALIST $ 38.83 $ 39.80 $ 40.80 $ 41.82 $ 42.87 $ 43.94 $ 45.04 $ 46.17 $ 47.32 $ 48.50 x INFORMATION TECHNOLOGY ANALYST I $ 36.98 $ 37.90 $ 38.85 $ 39.82 $ 40.82 $ 41.84 $ 42.89 $ 43.96 $ 45.06 $ 46.19 x INFORMATION TECHNOLOGY ANALYST II $ 40.68 $ 41.70 $ 42.74 $ 43.81 $ 44.91 $ 46.03 $ 47.18 $ 48.36 $ 49.57 $ 50.81 x INFORMATION TECHNOLOGY MANAGER $ 126,035.75 $ 129,186.64 $ 132,416.31 $ 135,726.72 $ 139,119.89 $ 142,597.89 $ 146,162.84 $ 149,816.91 $ 153,562.33 $ 157,401.39 x MAINTENANCE WORKER I $ 23.30 $ 23.88 $ 24.48 $ 25.09 $ 25.72 $ 26.36 $ 27.02 $ 27.70 $ 28.39 $ 29.10 x MAINTENANCE WORKER II $ 25.63 $ 26.27 $ 26.93 $ 27.60 $ 28.29 $ 29.00 $ 29.73 $ 30.47 $ 31.23 $ 32.01 x

CITY OF CITRUS HEIGHTS SALARY TABLE
Adopted: June 27, 2024
Effective: July 14, 2024
Approved by Resolution 2024-___

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ITEM 5 Agenda Packet Page 21
Full-Time Unrepresented Position Titles Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9 Step 10 Hourly Annual MANAGEMENT ANALYST I $ 79,315.28 $ 81,298.16 $ 83,330.61 $ 85,413.88 $ 87,549.23 $ 89,737.96 $ 91,981.41 $ 94,280.95 $ 96,637.97 $ 99,053.92 x MANAGEMENT ANALYST II $ 87,246.82 $ 89,427.99 $ 91,663.69 $ 93,955.28 $ 96,304.16 $ 98,711.76 $ 101,179.55 $ 103,709.04 $ 106,301.77 $ 108,959.31 x OFFICE ASSISTANT $ 20.38 $ 20.89 $ 21.41 $ 21.95 $ 22.50 $ 23.06 $ 23.64 $ 24.23 $ 24.84 $ 25.46 x OPERATIONS MANAGER $ 119,937.01 $ 122,935.44 $ 126,008.83 $ 129,159.05 $ 132,388.03 $ 135,697.73 $ 139,090.17 $ 142,567.42 $ 146,131.61 $ 149,784.90 x PLANS EXAMINER $ 41.36 $ 42.39 $ 43.45 $ 44.54 $ 45.65 $ 46.79 $ 47.96 $ 49.16 $ 50.39 $ 51.65 x POLICE COMMANDER $ 153,645.85 $ 157,487.00 $ 161,424.17 $ 165,459.77 $ 169,596.26 $ 173,836.17 $ 178,182.07 $ 182,636.62 $ 187,202.54 $ 191,882.60 x POLICE COMMUNICATIONS SUPERVISOR $ 95,690.50 $ 98,082.76 $ 100,534.83 $ 103,048.20 $ 105,624.40 $ 108,265.01 $ 110,971.64 $ 113,745.93 $ 116,589.58 $ 119,504.32 x POLICE LIEUTENANT $ 132,897.53 $ 136,219.97 $ 139,625.47 $ 143,116.11 $ 146,694.01 $ 150,361.36 $ 154,120.39 $ 157,973.40 $ 161,922.74 $ 165,970.81 x POLICE SERVICES MANAGER $ 110,044.07 $ 112,795.17 $ 115,615.05 $ 118,505.43 $ 121,468.07 $ 124,504.77 $ 127,617.39 $ 130,807.82 $ 134,078.02 $ 137,429.97 x POLICE SERVICES SUPERVISOR $ 95,690.50 $ 98,082.76 $ 100,534.83 $ 103,048.20 $ 105,624.40 $ 108,265.01 $ 110,971.64 $ 113,745.93 $ 116,589.58 $ 119,504.32 x PRINCIPAL CIVIL ENGINEER $ 123,004.01 $ 126,079.11 $ 129,231.09 $ 132,461.87 $ 135,773.42 $ 139,167.76 $ 142,646.95 $ 146,213.12 $ 149,868.45 $ 153,615.16 x PROGRAM ASSISTANT $ 22.44 $ 23.00 $ 23.57 $ 24.16 $ 24.76 $ 25.38 $ 26.01 $ 26.66 $ 27.33 $ 28.01 x SENIOR ACCOUNTANT $ 91,227.75 $ 93,508.44 $ 95,846.15 $ 98,242.30 $ 100,698.36 $ 103,215.82 $ 105,796.22 $ 108,441.13 $ 111,152.16 $ 113,930.96 x SENIOR BUILDING INSPECTOR $ 41.36 $ 42.39 $ 43.45 $ 44.54 $ 45.65 $ 46.79 $ 47.96 $ 49.16 $ 50.39 $ 51.65 x SENIOR CIVIL ENGINEER $ 111,821.83 $ 114,617.38 $ 117,482.81 $ 120,419.88 $ 123,430.38 $ 126,516.14 $ 129,679.04 $ 132,921.02 $ 136,244.05 $ 139,650.15 x SENIOR DATABASE AND APPLICATIONS ANALYST $ 51.45 $ 52.74 $ 54.06 $ 55.41 $ 56.80 $ 58.22 $ 59.68 $ 61.17 $ 62.70 $ 64.27 x SENIOR MAINTENANCE WORKER $ 29.48 $ 30.22 $ 30.98 $ 31.75 $ 32.54 $ 33.35 $ 34.18 $ 35.03 $ 35.91 $ 36.81 x SENIOR MANAGEMENT ANALYST $ 100,333.84 $ 102,842.19 $ 105,413.24 $ 108,048.57 $ 110,749.78 $ 113,518.52 $ 116,356.48 $ 119,265.39 $ 122,247.02 $ 125,303.20 x SENIOR PAYROLL TECHNICIAN $ 34.09 $ 34.94 $ 35.81 $ 36.71 $ 37.63 $ 38.57 $ 39.53 $ 40.52 $ 41.53 $ 42.57 x SENIOR PLANNER $ 94,793.53 $ 97,163.37 $ 99,592.45 $ 102,082.26 $ 104,634.32 $ 107,250.18 $ 109,931.43 $ 112,679.72 $ 115,496.71 $ 118,384.13 x Citrus Heights Police Officers Association Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9 Step 10 Hourly Annual POLICE OFFICER $ 41.58 $ 42.62 $ 43.69 $ 44.78 $ 45.90 $ 47.05 $ 48.23 $ 49.44 $ 50.68 $ 51.95 x POLICE SERGEANT $ 51.71 $ 53.00 $ 54.33 $ 55.69 $ 57.08 $ 58.51 $ 59.97 $ 61.47 $ 63.01 $ 64.59 x POLICE BOOKING OFFICER $ 32.57 $ 33.38 $ 34.21 $ 35.07 $ 35.95 $ 36.85 $ 37.77 $ 38.71 $ 39.68 $ 40.67 x POLICE OFFICER RECRUIT $ 39.62
Citrus Heights Police Employees Association Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9 Step 10 Hourly Annual ANIMAL SERVICES OFFICER I $ 28.62 $ 29.34 $ 30.07 $ 30.82 $ 31.59 $ 32.38 $ 33.19 $ 34.02 $ 34.87 $ 35.74 x ANIMAL SERVICES OFFICER II $ 31.47 $ 32.26 $ 33.07 $ 33.90 $ 34.75 $ 35.62 $ 36.51 $ 37.42 $ 38.36 $ 39.32 x CODE ENFORCEMENT OFFICER I $ 29.40 $ 30.13 $ 30.88 $ 31.65 $ 32.44 $ 33.25 $ 34.08 $ 34.93 $ 35.80 $ 36.70 x CODE ENFORCEMENT OFFICER II $ 32.33 $ 33.14 $ 33.97 $ 34.82 $ 35.69 $ 36.58 $ 37.49 $ 38.43 $ 39.39 $ 40.37 x COMMUNITY SERVICES OFFICER I $ 25.74 $ 26.38 $ 27.04 $ 27.72 $ 28.41 $ 29.12 $ 29.85 $ 30.60 $ 31.37 $ 32.15 x COMMUNITY SERVICES OFFICER II $ 28.32 $ 29.03 $ 29.76 $ 30.50 $ 31.26 $ 32.04 $ 32.84 $ 33.66 $ 34.50 $ 35.36 x CRIME SCENE/PROPERTY EVIDENCE SPECIALIST I $ 31.07 $ 31.85 $ 32.65 $ 33.47 $ 34.31 $ 35.17 $ 36.05 $ 36.95 $ 37.87 $ 38.82 x CRIME SCENE/PROPERTY EVIDENCE SPECIALIST II $ 34.19 $ 35.04 $ 35.92 $ 36.82 $ 37.74 $ 38.68 $ 39.65 $ 40.64 $ 41.66 $ 42.70 x POLICE CRIME ANALYST $ 37.98 $ 38.93 $ 39.90 $ 40.90 $ 41.92 $ 42.97 $ 44.04 $ 45.14 $ 46.27 $ 47.43 x POLICE DISPATCHER I $ 33.05 $ 33.88 $ 34.73 $ 35.60 $ 36.49 $ 37.40 $ 38.34 $ 39.30 $ 40.28 $ 41.29 x POLICE DISPATCHER II $ 36.37 $ 37.28 $ 38.21 $ 39.17 $ 40.15 $ 41.15 $ 42.18 $ 43.23 $ 44.31 $ 45.42 x POLICE RECORDS TECHNICIAN $ 26.61 $ 27.28 $ 27.96 $ 28.66 $ 29.38 $ 30.11 $ 30.86 $ 31.63 $ 32.42 $ 33.23 x SENIOR ANIMAL SERVICES OFFICER $ 36.21 $ 37.12 $ 38.05 $ 39.00 $ 39.97 $ 40.97 $ 41.99 $ 43.04 $ 44.12 $ 45.22 x SENIOR CODE ENFORCEMENT OFFICER $ 35.55 $ 36.44 $ 37.35 $ 38.28 $ 39.24 $ 40.22 $ 41.23 $ 42.26 $ 43.32 $ 44.40 x SENIOR COMMUNITY SERVICES OFFICER $ 32.57 $ 33.38 $ 34.21 $ 35.07 $ 35.95 $ 36.85 $ 37.77 $ 38.71 $ 39.68 $ 40.67 x Sworn (non-members of Police Officers Association)
Non-Sworn (non-members of Police Officers Association)

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ITEM 5 Agenda Packet Page 22
SENIOR CRIME SCENE/PROPERTY EVIDENCE SPECIALIST $ 37.61 $ 38.55 $ 39.51 $ 40.50 $ 41.51 $ 42.55 $ 43.61 $ 44.70 $ 45.82 $ 46.97 x SENIOR POLICE DISPATCHER $ 40.00 $ 41.00 $ 42.03 $ 43.08 $ 44.16 $ 45.26 $ 46.39 $ 47.55 $ 48.74 $ 49.96 x SENIOR POLICE RECORDS TECHNICIAN $ 29.26 $ 29.99 $ 30.74 $ 31.51 $ 32.30 $ 33.11 $ 33.94 $ 34.79 $ 35.66 $ 36.55 x Extra Help Hourly Range Low Hourly Range High Revision Summary COMMUNITY SERVICES OFFICER - EXTRA HELP $ 25.74 $ 32.15 Resolution 2013-097 passed 09-04-2013; eff. 07-01-2013 FACILITY ATTENDANT $ 19.13 $ 19.13 Resolution 2013-129 passed 12-13-2013; eff. pay date of 01-17-2014 FACILITY ATTENDANT TRAINEE $ 16.00 $ 16.00 Resolution 2014-018 passed 02-13-2014; eff. 02-13-14 INTERN - EXTRA HELP $ 16.00 $ 16.00 Resolution 2014-049 passed 06-12-2014; eff. 06-12-2014 MANAGEMENT INTERN - EXTRA HELP $ 17.60 $ 21.98 Resolution 2014-118 passed 12-11-2014 Retroactive Schedule for FY 2012-2013 OFFICE ASSISTANT - EXTRA HELP $ 20.38 $ 25.46 Resolution 2014-122 passed 12-11-2014 eff. 12-28-2014 POLICE DISPATCH ASSISTANT - EXTRA HELP $ 23.62 $ 29.50 Resolution 2015-007 passed 01-22-2015 eff. 01-25-2015 POLICE DISPATCHER-PER DIEM A $ 35.05 $ 35.05 Resolution 2015-077 passed 07-23-2015 eff. pay date of 07-17-2015 POLICE DISPATCHER-PER DIEM B $ 41.29 $ 41.29 Resolution 2015-106 passed 12-10-2015 eff. 01-01-2016 POLICE DISPATCHER-PER DIEM C $ 45.42 $ 45.42 Resolution 2016-041 passed 06-23-2016 eff. pay date of 07-15-16 POLICE OFFICER - RESERVE III-EXTRA HELP $ 16.00 $ 19.99 Resolution 2016-057 passed 07-28-2016 eff. 06-25-2016 (incl. represented) POLICE OFFICER - RESERVE II-EXTRA HELP $ 16.80 $ 20.99 Resolution 2016-099 passed 12-08-2016 eff. 01-01-2017 POLICE OFFICER - RESERVE I-EXTRA HELP $ 41.58 $ 51.95 Resolution 2017-026 passed 04-27-2017 eff. retroactive to 11-14-16 POLICE OFFICER - R1 TRAINEE-EXTRA HELP $ 21.84 $ 27.29 Resolution 2017-026 passed 04-27-2017 eff. 04-27-2017 PROGRAM ASSISTANT - EXTRA HELP $ 22.44 $ 28.01 Resolution 2017-065 passed 08-10-2017 eff. 08-13-2017 PROPERTY CLERK - EXTRA HELP $ 24.43 $ 30.50 Resolution 2017-075 passed 08-24-2017 eff. 09-03-2017 VOLUNTEER COORDINATOR - EXTRA HELP $ 28.32 $ 35.36 Resolution 2017-087 passed 10-12-2017 eff. 10-12-2017 Resolution 2017-090 passed 10-26-2017 eff. 10-29-2017 (incl. represented POA) Resolution 2017-096 passed 12-14-2017 eff. 01-01-2018
Resolution 2018-046 passed 05-24-2018 eff. retroactive to 02-17-2018 Resolution 2018-117 passed 11-08-2018 eff. 11-08-2018
Executive Management Annual Range Low Annual Range High Resolution 2018-128 passed 12-13-2018 eff. 12-23-2018 ADMINISTRATIVE SERVICES DIRECTOR $ 152,735.90 $ 201,996.12 Resolution 2019-017 passed 01-24-2019 eff. retroactive to 01-06-2019 CHIEF OF POLICE $ 186,571.57 $ 246,743.89 Resolution 2019-100 passed 11-14-2019 CITY MANAGER $ 240,000.00 $ 240,000.00 Resolution 2019-101 passed 11-14-2019 eff. 12-22-2019 COMMUNITY DEVELOPMENT DIRECTOR $ 152,735.90 $ 201,996.12 Resolution 2020-122 passed 11-12-2020 eff. 12-20-2020 ECONOMIC DEVELOPMENT AND COMMUNITY ENGAGEMENT DIRECTOR $ 152,735.90 $ 201,996.12 Resolution 2021-013 passed 03-11-2021 GENERAL SERVICES DIRECTOR $ 157,320.23 $ 208,056.00 Resolution 2021-075 passed 08-12-2021 Resolution 2021-087 passed 10-14-2021
Resolution 2021-101 passed 12-09-2021
$600 per month (as outlined in Government Code § 36516) through 11/30/2024 Resolution 2021-112 passed 12-23-2021 $1,900 per month (as outlined in Government Code § 36516) effective 12/01/2024 Resolution 2022-059 passed 06-23-2022 Resolution 2022-095 passed 09-22-2022
Resolution 2021-087 & 2021-112 POA & PEA MOUs 2% COLA effective 09-25-2022 Resolution 2022-112 passed 11-10-2022
Resolution 2023-090 passed 09-28-2023
Resolution 2024-XXX passed 06-27-2024 eff. 07/14/2024

CITY COUNCIL

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ITEM 5 Agenda Packet Page 23

CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM
DATE: June 27, 2024
TO: Mayor and City Council Members
Ashley J. Feeney, City Manager
FROM: Regina Cave, General Services Director
Leslie Blomquist, City Engineer
SUBJECT: Initiate Proceedings for Fiscal Year 2024/2025 Annual Update for Landscape Maintenance Assessment District 97-01 (Zones 1, 2, 3, & 4) Summary and Recommendation
Each year, the City is required to update the assessments for its various Landscape Maintenance Assessment Districts (LMADs). In order to accomplish this, the City Council must first adopt a Resolution Initiating Proceedings for the Fiscal Year 2024/2025 update. Next, City Council must adopt a Resolution of Intention setting the time and date for a public hearing on the proposed assessments and directing staff to publish the appropriate notice of the hearing. An Engineer's Report, prepared by the City Engineer, is attached hereto and describes the levels of maintenance, outlines the proposed financial summary, and includes the Assessment Diagram for each zone in the District.

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

1. Resolution No. 2024-___; A Resolution of the City Council of the City of Citrus Heights, California, to Initiate Proceedings Pursuant to the Landscaping and Lighting Act of 1972 for Landscape Maintenance Assessment District No. 97-01 (Zones 1, 2, 3, & 4);

2. Resolution No. 2024-___; A Resolution of the City Council of the City of Citrus Heights, California, for the Intention to Levy and Collect Assessments for Fiscal Year 2024/2025 for Landscape Maintenance Assessment District No. 97-01 (Zones 1, 2, 3, and 4); The second resolution above also sets July 10, 2024, at 6:00 p.m., as the date and time of the Public Hearing for the proposed assessments and directs staff to give the required notice.

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

ITEM 6 Agenda Packet Page 24
Subject: Landscape Maintenance Assessment District 97-01 – Initiate Proceedings for Fiscal Year 24/25 Annual Update Date: June 27, 2024

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Table No. 1
97-01, Zone 1 (Bridgemont)
Description FY 23/24 Actual* FY 24/25 Proposed
REVENUE:

Special Assessments Revenues $10,321.06 $10,523.20
Interest on Fund Balance (1) $617.16 $0.00
Total Revenues $10,938.22 $10,523.20
EXPENDITURES:

Total Expenditures $10,181.00 $17,656.00
Annual Operating Balance $757.22 (2) -$7,132.80 (3)
(1) Interest earnings estimated; will reflect actuals in final report. (2) Balance transferred to Assessment Fund reserve.
(3) Assessment Fund reserves available to balance the annual operating shortfall.

Table No. 2
97-01, Zone 2 (Heather Downs)
Description FY 23/24 Actual* FY 24/25 Proposed
REVENUE:

Special Assessments Revenues $12,862.81 $13,169.20
Interest on Fund Balance (1) $1,192.99 $0.00
Total Revenues $14,055.80 $13,169.20
EXPENDITURES:

Total Expenditures $16,799.45 $15,293.00
Annual Operating Balance (2) -$2,743.65 -$2,123.80
(1) Interest earnings estimated; will reflect actuals in final report. (2) Assessment Fund reserves available to balance the annual operating shortfall.

Historically, Zone 3 has had adequate funding to cover the annual expenditures. However, beginning in FY 19/20, Zone 3 began operating under a shortfall with insufficient revenues to offset these costs. For FY 23/24, Zone 3 had a projected shortfall of $17,772.32. Staff’s recommendation is to utilize Gas Tax revenues (Fund 205) to cover this shortfall. For FY 24/25, the fund shortfall is expected to be approximately $9,966.60.

ITEM 6 Agenda Packet Page 25
Subject: Landscape Maintenance Assessment District 97-01 – Initiate Proceedings for Fiscal Year 24/25 Annual Update Date: June 27, 2024

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Table No. 3
97-01, Zone 3 (Verner Glen)
Description FY 23/24 Actual* FY 24/25 Proposed
REVENUE:

Special Assessments Revenues $6,520.74 $6,550.40
Interest on Fund Balance $0 $0
Total Revenues $6,520.74 $6,550.40
EXPENDITURES:

Total Expenditures $24,293.06 $16,517.00
Annual Operating Shortfall (1) -$17,772.32 -$9,966.60
(1) Gas Tax (Fund 205) revenue recommended to balance the annual operating shortfall.

The funding for Zone 4 does not adequately cover the maintenance costs. Historically, this Zone has had a shortfall and the city has implemented cost saving measures to try and reduce the shortfall to the greatest extent possible. In past years, contributions from the City’s Gas Tax and General Fund revenues were used to balance Zone 4. For FY 23/24, Zone 4 had an estimated shortfall of $20,851.19. Staff’s recommendation is to utilize Gas Tax revenues (Fund 205) to cover this shortfall. For FY 24/25, the fund shortfall is expected to be $16,094.50 Table No. 4
97-01, Zone 4 (Creekridge)
Description FY 23/24 Actual* FY 24/25 Proposed
REVENUE:

Special Assessments Revenues $4,586.73 $4,717.50
Interest on Fund Balance $0 $0
Total Revenues $4,586.73 $4,717.50
EXPENDITURES:

Total Expenditures $25,437.92 $20,812.00
Annual Operating Shortfall (1) -$20,851.19 -$16,094.50
(1) Gas Tax (Fund 205) revenue recommended to balance the annual operating shortfall.

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

However, continually increasing utility rates and monthly maintenance costs as well as updated methods for allocation of the City’s overhead costs have all contributed to the increasing shortfall in Zones 3 and 4 and more recently, staff is using fund reserves in Zones 1 and 2 to ITEM 6 Agenda Packet Page 26
Subject: Landscape Maintenance Assessment District 97-01 – Initiate Proceedings for Fiscal Year 24/25 Annual Update Date: June 27, 2024

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balance the annual budgets. The underlying problem is that the assessment rates (outlined in Fiscal Impact, above) have remained largely unchanged since 1996 when Proposition 218, which requires a vote of those assessed to approve an increase, was passed by the California voters.

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

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

Background and Analysis
The Sacramento County Landscape Maintenance Assessment District (SCLMAD) was created in 1994 by Sacramento County to consolidate eighteen separate landscape maintenance districts into a single district with five zones. Upon incorporation, the City of Citrus Heights assumed responsibility for Zone 1, and parts of Zones 2 and 4, which fell within city limits. Assessment District 97-01 (AD 97-01) was created to incorporate these maintenance areas. Zone 3 was created in Fiscal Year 2004/2005 by the City when the original Zone 4 was split.

An Engineer’s Report has been prepared for the proposed assessments and is available for review, by the public, in the City Clerk’s Office. The Engineer’s Report summarizes the maintenance efforts and recommends levying assessments at the same level as in Fiscal Year 2023/2024 for Zones 1, 3, and 4. A 3% cost of living increase in the annual assessment per parcel is proposed for Zone 2 to maintain current levels of service and sustain existing reserves.

City Council approval of a Resolution to Initiate Proceedings is the required first step in the update process. By the Resolution of Intention, the City Council approves the Engineer’s Report for the Landscape Maintenance Assessment District 97-01, Annual Update for Fiscal Year 2024/2025, sets the date for a public hearing on the assessments and directs staff to give the required notice.

Staff recommends that July 10, 2024, at 6:00 p.m., or as soon thereafter as the matter may be heard, be set as the date for the public hearing. At that time, public comment will be received and the Council will consider and adopt a resolution adopting the assessments. Notice of this meeting will be mailed and published in accordance with State Code.

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

ITEM 6 Agenda Packet Page 27
Subject: Landscape Maintenance Assessment District 97-01 – Initiate Proceedings for Fiscal Year 24/25 Annual Update Date: June 27, 2024

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To eliminate the funding gap in Zone 3, an assessment increase was approved by the owners of the assessed properties in 2005 and the assessment increased from $42.50 to $80.00 per parcel.

Until FY 2017/2018 the increase provided enough funds to cover the costs for maintenance and utilities leaving an account balance of a few hundred dollars each year to build reserves.

However, irrigation repairs, tree maintenance, the continuing increase in utility rates, and updated methods for allocation of the City’s overhead costs have all contributed to the depletion of the existing reserves. Zone 3 continues to see a shortfall for FY 2024/2025.

To balance the Zone 4 budget, the City twice proposed to increase the annual assessment. In 2005 and again in 2009, the owners of properties within Zone 4 voted against a proposed increase in the annual assessment. In 2010, to reduce future subsidies, the City incorporated a xeriscaping (low-water and maintenance) plan to eliminate some of the more labor intensive and water consuming landscape features, such as turf, and reduced the level of service on the remaining landscaping to a minimum. There have been significant reductions in maintenance and utility costs, but the expenditures still exceeded the existing revenues for this zone. This shortfall was subsidized by the city’s General Fund. To eliminate future subsidies, the City reduced the frequency of maintenance as a pilot project (i.e., every 6 or 8 weeks instead of monthly). The budget for Zone 4 was balanced with a reduced maintenance schedule. However, after numerous complaints from the public of its poor appearance, a higher level of maintenance was reinstated during the FY 2011/2012 year and Zone 4 continues to see a projected shortfall in FY 2024/2025.

Attachments
1) Resolution No. 2024-_____: A Resolution of the City Council of the City of Citrus Heights, California, to Initiate Proceedings Pursuant to the Landscaping and Lighting Act of 1972 for Landscape Maintenance Assessment District No. 97-01 (Zones 1, 2, 3 and 4). 2) Resolution No. 2024-_____: A Resolution of the City Council of the City of Citrus Heights, California, for the intention to levy and collect assessments for Fiscal Year 2024/2025 for Landscape Maintenance Assessment District No. 97-01 (Zones 1, 2, 3 and 4).
3) Engineer’s Report.

ITEM 6 Agenda Packet Page 28
RESOLUTION NO. 2024-___

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

CITRUS HEIGHTS, CALIFORNIA, TO INITIATE PROCEEDINGS PURSUANT TO THE LANDSCAPING AND LIGHTING ACT OF 1972 FOR LANDSCAPE
MAINTENANCE ASSESSMENT DISTRICT No. 97-01 (Zones 1, 2, 3 & 4) WHEREAS, In order to continue to finance the costs of maintaining and servicing landscaping and related facilities in Landscaping and Lighting Maintenance Assessment District 97-01 Zones 1, 2, 3, and 4; and to equitably distribute the costs among benefited landowners, the City Council (the “City Council”) of the City of Citrus Heights (the “City”) has decided to undertake proceedings pursuant to the Landscaping and Lighting Act of 1972, being California Streets and Highways Code Sections 22500 et seq. (the “Act”), to levy assessments for Fiscal Year 2024/2025.

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

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

Section 2. Proposal to levy assessments: The City Council proposes to levy assessments for Fiscal Year 2024/2025 for Assessment District 97-01.

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

Section 4. Appointment of Engineer: The City Council hereby appoints the City Engineer as engineer (the “Engineer”) for all purposes of proceedings undertaken by the City with respect to the assessment district. The City Council hereby directs the Engineer to prepare and file with the City Clerk, a report for Fiscal Year 2024/2025 in accordance with Article 4 of Chapter 1 of the Act and Article XIII D, Section 4, of the California Constitution.

Section 5. Effective Date. This resolution shall become effective on and after the date of its passage.

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

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 27th 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 6 Agenda Packet Page 29

RESOLUTION 2024-___

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

CALIFORNIA, FOR THE INTENTION TO LEVY AND COLLECT ASSESSMENTS FOR FISCAL YEAR 2024/2025 FOR LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT No. 97-01 (ZONES 1, 2, 3 & 4)
WHEREAS, on July 10, 2024, the City Council (the “Council”) of the City of Citrus Heights (the “City”) adopted Resolution No. 2024- initiating proceedings pursuant to the Landscaping and Lighting Act of 1972, being California Streets and Highways Code sections 22500 et seq. (the “Act”), to levy and collect assessments for Fiscal Year 2024/2025 for the City of Citrus Heights Landscape Maintenance Assessment District No. 97-01.

WHEREAS, the City Engineer has prepared and filed with the City Clerk a report for Fiscal Year 2024/2025 (the “Engineer’s Report”) in accordance with the Act; and WHEREAS, the establishment or approval of the assessments proposed by this resolution will be for the purpose of meeting operating expenses and purchasing supplies, equipment, or materials necessary to maintain service within existing service areas.

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

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

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

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

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

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

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

Section 7. Notice of Public Hearing. On Wednesday, July 10, 2024, at 6:00 p.m., or as soon thereafter as the matter may be heard, at the Citrus Heights City Hall Council Chambers, 6360 Fountain ITEM 6 Agenda Packet Page 30

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

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

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

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

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

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 27th day of June 2024, by the following vote to wit:

AYES: Council Members:

NOES: Council Members:

ABSENT: Council Members:

ABSTAIN: Council Members:

Bret Daniels, Mayor
ATTEST:
_________________________________
Amy Van, City Clerk
ITEM 6 Agenda Packet Page 31

CITY OF CITRUS HEIGHTS

SACRAMENTO COUNTY

CALIFORNIA
ENGINEER’S REPORT
for
Landscape Maintenance Districts
Assessment District No. 97-01(Zones 1, 2, 3, & 4)
Annual Update for Fiscal Year 2024/2025
Prepared by:

Leslie Blomquist
City Engineer
June 27, 2024
ITEM 6 Agenda Packet Page 32
1 CERTIFICATIONS

LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT
NO. 97-01, Zones 1, 2, 3 & 4
(Pursuant to the Landscaping and Lighting Act of 1972)
Engineer’s Report for Fiscal Year 2024/2025
The undersigned respectfully submits the enclosed report as directed by the City Council.

DATED: June 27, 2024

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

CITY ENGINEER
I HEREBY CERTIFY that the enclosed Engineer’s Report, together with Assessment and Assessment Diagram thereto attached, was filed with me on the _______________ day of _________________, 2024.

Amy Van, City Clerk
City of Citrus Heights,
Sacramento County, California
By ______________________________
I HEREBY CERTIFY that the enclosed Engineer’s Report, together with Assessment and Assessment Diagram thereto attached, was approved and confirmed by the City Council of the City of Citrus Heights, California, on the _______________ day of __________________, 2024.

Amy Van, City Clerk
City of Citrus Heights,
Sacramento County, California
By ______________________________
I HEREBY CERTIFY that the enclosed Engineer’s Report, together with Assessment and Assessment Diagram thereto attached, was filed with the County Auditor of the County of Sacramento on the _______________ day of __________________, 2024.

Amy Van, City Clerk
City of Citrus Heights,
Sacramento County, California
By ______________________________
ITEM 6 Agenda Packet Page 33
2 ENGINEER’S REPORT

LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT
NO. 97-01, Zones 1, 2, 3, & 4
LEVY of FISCAL YEAR 2024/2025 ASSESSMENTS

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

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

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

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

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

The following sections provide detailed explanations of each Zone. The corresponding Budget Assessment tables list the 2024/2025 sources of funds (revenues), uses of funds (direct and indirect expenditures), and the proposed assessment for each. Prior year expenditures and assessments are shown for comparison. The City has separated the accounting for each of the four zones; therefore, any noticing and balloting requirements for each of the zones will be treated independently.

ITEM 6 Agenda Packet Page 34
3 ITEM 6 Agenda Packet Page 35
4 ZONE 1
General:

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

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

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

District Financing/Method of Assessment:

Development of the single family Bridgemont subdivision was conditioned upon establishing a funding source to provide for ongoing landscape maintenance to the re-vegetation planting and open space area. The funding for Zone 1 is from annual assessments levied on residential parcels within the zone’s assessment boundary (Figure 1.1), pursuant to the Landscaping and Lighting Act of 1972. Because each of the single-family lots within the Zone was created as a result of compliance with this condition, each lot benefits in the same proportion. Therefore, the assessment costs are allocated on a per parcel basis for all parcels located in Zone 1 that currently qualify as a buildable single-family parcel per the current City of Citrus Heights Zoning Ordinances. The original annual assessment adopted for Zone 1 upon formation in 1997 was $131.54.

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

Annual Assessment:

The annual costs for maintenance in Zone 1 have historically exceed total revenues from the assessments and the Zone’s cash reserves have been used to balance the annual budget.

However, this past year, adjustments have been made to preserve the districts reserves while still maintaining a level of service. This zone does not have a provision to increase the annual assessment levied on each parcel. Therefore, as shown in Figure 1.3. “Summary Analysis”, the Fiscal Year 2024/2025 assessments for District 97-01 Zone 1 are proposed to remain the same as the previous fiscal year, at $131.54 per parcel per year for a total annual assessment of $10,523.20. In the future it may be necessary to use other funding sources to cover anticipated shortfalls and/or seek approval of a cost-of-living increase provision through a property owner vote.

ITEM 6 Agenda Packet Page 36
5 The FY 2024/2025 Assessment Roll for Zone 1 is shown in Figure 1.4.

Zone 1 Boundary Description:

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

Area Description:

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

FIGURE 1.1
ITEM 6 Agenda Packet Page 37
6 ITEM 6 Agenda Packet Page 38
7 FIGURE 1.3

SUMMARY ANALYSIS
ASSESSMENT DISTRICT 97-01 - ZONE 1
280-75-290; County DL 0270
DESCRIPTION FY 23/24
ACTUAL**
FY 24/25

PROPOSED
BUDGET
ASSESSMENT RATES:

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

Interest on Fund Balance $ 617.16 $ -
Special Assessments $ 10,321.06 $ 10,523.20
Total Revenue: 10,938.22 $ $ 10,523.20
EXPENDITURES:

Advertising & Mail $ 395.00 $ 382.00
Professional Services $ 159.00
Contract - Landscape/Tree Maintenance/Vegetation
Clearing $ 4,500.00 $ 11,670.00
Cost Allocation (Overhead) $ 5,286.00 $ 5,445.00
Total Expenditures: $ 10,181.00 $ 17,656.00
$ 757.22 $ (7,132.80)
Transfer to/from Operating Reserve $ (757.22) $ 7,132.80 $ - $ -

OPERATING RESERVE
Beginning Fund Balance (July 1st) $ 34,512.40 $ 35,269.62 Operating Reserve Set-a-side $ - $ -
Transfer from (to) Annual Operating Balance $ 757.22 $ (7,132.80) Ending Operating Reserve Balance (June 30th) $ 35,269.62 $ 28,136.82 **
$xx.xx
Annual Operating Balance
Annual Ending Balance
Recorded actual expenses for the first 3 quarters of the current Fiscal Year plus projections for the 4th quarter.

Audited Fund Balance from previous Fiscal Year
ITEM 6 Agenda Packet Page 39
8 FIGURE 1.4
ITEM 6 Agenda Packet Page 40
9 ZONE 2
General:

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

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

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

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

District Financing/Method of Assessment:

As a condition of approval, the developer of this single family subdivision was required to establish a funding source to provide ongoing landscape maintenance. The funding for Zone 2 is from annual assessments levied on residential parcels within the zone’s assessment boundary (Figure 2.1), pursuant to the Landscaping and Lighting Act of 1972. Because each of the singlefamily lots within the Zone was created as a result of compliance with this condition, each lot benefits in the same proportion. Therefore, the assessment costs are allocated on a per parcel basis for all parcels located in Zone 2 that currently qualify as a buildable single-family parcel per the current City of Citrus Heights Zoning Ordinances. The original annual assessment adopted for Zone 2 upon formation was $122.74.

The original assessment amount per parcel was insufficient to fund the Zone 2 services after just a few years, so General Fund money was used to supplement this zone. However, in Fiscal Year 2000/2001 the property owners within this zone voted to approve an assessment increase from $122.74 to $151.38 per parcel.

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

ITEM 6 Agenda Packet Page 41
10 Annual Assessment:

An adjustment in the annual assessment per parcel is proposed for Fiscal Year 2024/2025.

Maintenance and replacement costs for Zone 2 have continued to increase beyond the amount of revenue generated by the previous annual assessment. As a result, the City of Citrus Heights must increase the annual assessment on each assessed parcel. As shown in Figure 2.3. “Summary Analysis”, the Fiscal Year 2024/2025 assessments for District 97-01 Zone 2 are proposed to increase by 3% (less than the maximum allowable) to an amount of $160.60 per residential parcel. These additional revenues are necessary to support the Zone’s operations and maintenance as well as help to restore an appropriate operating reserve.

The FY 2024/2025 Assessment Roll for Zone 2 is shown in Figure 2.4.

Zone 2 Boundary:

Area Description:

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

FIGURE 2.1
ITEM 6 Agenda Packet Page 42
11 ITEM 6 Agenda Packet Page 43
12 FIGURE 2.3

SUMMARY ANALYSIS
ASSESSMENT DISTRICT 97-02 – ZONE 2
281-75-291; County DL 0271
DESCRIPTION FY 23/24
ACTUAL**
FY 24/25

PROPOSED
BUDGET
ASSESSMENT RATES:

Rate Per Parcel $ 155.92 $ 160.60
Total Number of Parcels 82 82
Total Special Assessments $ 12,785.55 $ 13,169.20
REVENUE:

Interest on Fund Balance $ 1,192.99 $ -
Special Assessments $ 12,862.81 $ 13,169.20
Total Revenue: 14,055.80 $ $ 13,169.20
EXPENDITURES:

Advertising & Mail $ 313.02 $ 382.00
Utilities $ 4,408.83 $ 2,069.00
Professional Services $ 122.00
Contract - Landscape/Tree Maintenance $ 6,731.60 $ 7,214.00 Contract - Construction, Repairs & Extra Work $ - $ -
Cost Allocation (Overhead) $ 5,346.00 $ 5,506.00
Total Expenditures: $ 16,799.45 $ 15,293.00
$ (2,743.65) $ (2,123.80)
Transfer to/from Operating Reserve $ 2,743.65 $ 2,123.80 $ - $ -

OPERATING RESERVE
Beginning Fund Balance (July 1st) $ 70,695.75 $ 70,184.15 Operating Reserve Set-a-side $ - $ -
Transfer from (to) Annual Operating Balance $ (2,743.65) $ (2,123.80) Ending Operating Reserve Balance (June 30th) $ 67,952.10 $ 68,060.35 ** Recorded actual expenses for the first 3 quarters of the current Fiscal Year plus projections for the 4th quarter. $xx.xx Audited Fund Balance from previous Fiscal Year
Annual Operating Balance
Annual Ending Balance
ITEM 6 Agenda Packet Page 44
13 FIGURE 2.4
Assessment Assessment
224 0910 001 0000 160.60 $ 224 0910 042 0000 160.60 $
224 0910 002 0000 160.60 $ 224 0910 043 0000 160.60 $
224 0910 003 0000 160.60 $ 224 0910 044 0000 160.60 $
224 0910 004 0000 160.60 $ 224 0910 045 0000 160.60 $
224 0910 005 0000 160.60 $ 224 0910 046 0000 160.60 $
224 0910 006 0000 160.60 $ 224 0910 047 0000 160.60 $
224 0910 007 0000 160.60 $ 224 0910 048 0000 160.60 $
224 0910 008 0000 160.60 $ 224 0910 049 0000 160.60 $
224 0910 009 0000 160.60 $ 224 0910 050 0000 160.60 $
224 0910 010 0000 160.60 $ 224 0910 051 0000 160.60 $
224 0910 011 0000 160.60 $ 224 0910 052 0000 160.60 $
224 0910 012 0000 160.60 $ 224 0910 053 0000 160.60 $
224 0910 013 0000 160.60 $ 224 0910 054 0000 160.60 $
224 0910 014 0000 160.60 $ 224 0910 055 0000 160.60 $
224 0910 015 0000 160.60 $ 224 0910 056 0000 160.60 $
224 0910 016 0000 160.60 $ 224 0910 057 0000 160.60 $
224 0910 017 0000 160.60 $ 224 0910 058 0000 160.60 $
224 0910 018 0000 160.60 $ 224 0910 059 0000 160.60 $
224 0910 019 0000 160.60 $ 224 0910 062 0000 160.60 $
224 0910 020 0000 160.60 $ 224 0910 063 0000 160.60 $
224 0910 021 0000 160.60 $ 224 0910 064 0000 160.60 $
224 0910 022 0000 160.60 $ 224 0910 065 0000 160.60 $
224 0910 023 0000 160.60 $ 224 0920 001 0000 160.60 $
224 0910 024 0000 160.60 $ 224 0920 002 0000 160.60 $
224 0910 025 0000 160.60 $ 224 0920 003 0000 160.60 $
224 0910 026 0000 160.60 $ 224 0920 006 0000 160.60 $
224 0910 027 0000 160.60 $ 224 0920 007 0000 160.60 $
224 0910 028 0000 160.60 $ 224 0920 008 0000 160.60 $
224 0910 029 0000 160.60 $ 224 0920 009 0000 160. $ 60
224 0910 030 0000 160.60 $ 224 0920 010 0000 160.60 $
224 0910 031 0000 160.60 $ 224 0920 011 0000 160.60 $
224 0910 032 0000 160.60 $ 224 0920 012 0000 160.60 $
224 0910 033 0000 160.60 $ 224 0920 013 0000 160.60 $
224 0910 034 0000 160.60 $ 224 0920 014 0000 160.60 $
224 0910 035 0000 160.60 $ 224 0920 015 0000 160.60 $
224 0910 036 0000 160.60 $ 224 0920 016 0000 160.60 $
224 0910 037 0000 160.60 $ 224 0920 017 0000 160.60 $
224 0910 038 0000 160.60 $ 224 0920 019 0000 160.60 $
224 0910 039 0000 160.60 $ 224 0920 023 0000 160.60 $
224 0910 040 0000 160.60 $ 224 0920 024 0000 160.60 $
224 0910 041 0000 160.60 $ 224 0920 027 0000 160.60 $
Subtotal = $ 6,584.60 Subtotal = $ 6,584.60
82 Parcels; Total Zone 2 Assessment is $ 13,169.20
Assessment Number
AD 97-01 Zone 2 Assessment Roll
Assessment Number
ASSESSMENT DISTRICT 97-01 ZONE 2
ITEM 6 Agenda Packet Page 45
14 ZONE 3
General:

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

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

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

District Financing/Method of Assessment:

As a condition of approval, the developer of two single family subdivisions comprising the original Zone 4 was required to establish a funding source to provide ongoing landscape maintenance. The funding was from annual assessments levied on residential parcels within the zone’s assessment boundaries, pursuant to the Landscaping and Lighting Act of 1972. Because each of the single-family lots within the Zone was created as a result of compliance with this condition, each lot benefits in the same proportion. Therefore, the assessment costs are allocated on a per parcel basis for all parcels located within the assessment boundaries that currently qualify as a buildable single-family parcel per the current City of Citrus Heights Zoning Ordinances. The original annual assessment adopted for Zone 4 upon formation was $42.50.

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

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

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

Annual Assessment:

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

However, increased monthly utility costs and the implementation of updated cost allocation ITEM 6 Agenda Packet Page 46
15 procedures by the City have resulted in a shortfall of approximately $17,772.32 for FY 2023/2024. With no current reserves, this shortfall was subsidized by Gas Tax funds. A shortfall of approximately $9,966.60 is anticipated for FY 2024/2025.

The Summary Analysis in Figure 3.3 shows details of the Fiscal Year 2024/2025 budget and assessments for Zone 3. The assessments for Zone 3 are proposed to remain the same as Fiscal Year 2023/2024, at $81.88 per parcel per year for a total annual assessment of $6,550.40, as this district does not allow for increasing the assessments without a vote of the effected property owners.

The FY 2024/2025 Assessment Roll for Zone 3 is shown in Figure 3.4.

Zone 3 Boundary Description:

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

Area Description:

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

FIGURE 3.1
ITEM 6 Agenda Packet Page 47
16 ITEM 6 Agenda Packet Page 48
17 FIGURE 3.3

SUMMARY ANALYSIS
ASSESSMENT DISTRICT 97-01 – ZONE 3
288-75-298; County DOL 0279
DESCRIPTION FY 23/24*
ACTUAL
FY 24/25

PROPOSED
BUDGET
ASSESSMENT RATES:

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

Interest on Fund Balance $ - $ -
Special Assessments $ 6,520.74 $ 6,550.40
Total Revenue: 6,520.74 $ $ 6,550.40
EXPENDITURES:

Advertising & Mail $ 395.00 $ 170.00
Utilities $ 3,351.06 $ 3,395.00
Professional Services $ 122.00
Contract - Landscape Maintenance $ 7,281.00 $ 7,426.00
Contract - Tree Maintenance $ 8,019.00 $ -
Contract -Materials & Supplies $ - $ -
Cost Allocation (Overhead) $ 5,247.00 $ 5,404.00
Total Expenditures: $ 24,293.06 $ 16,517.00
$ (17,772.32) $ (9,966.60)
Transfer to/from Operating Reserve $ 17,772.32 $ 9,966.60 $ - $ -

OPERATING RESERVE
Beginning Fund Balance (July 1st) $ - $ -
Operating Reserve Set-a-side $ - $ -
Transfer from (to) Annual Operating Balance $ (17,772.32) $ (9,966.60) Ending Operating Reserve Balance (June 30th) $ (17,772.32) $ (9,966.60) **
Annual Operating Balance
Annual Ending Balance
Recorded actual expenses for the first 3 quarters of the current Fiscal Year plus projections for the 4th quarter.

ITEM 6 Agenda Packet Page 49
18 FIGURE 3.4
ITEM 6 Agenda Packet Page 50
19 ZONE 4
General:

Zone 4 of LMAD 97-01 was originally adopted by the City in 1997. The original zone consisted of the Summerhill Subdivision and the Villa Creekridge Subdivision. These two single family subdivisions were on opposite sides of the City and had widely differing landscaping and maintenance responsibilities.

As a result of the different geographical locations and maintenance responsibilities, the City Council adopted a resolution in 2004 to divide Zone 4 into two parts. The Verner Glenn (Summerhill subdivision) was incorporated into the newly created Zone 3 and the 111 parcel Villa Creekridge Subdivision remained in Zone 4. Figure 4.1 shows the current boundaries of Zone 4.

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

Over the years General Fund money has been used to supplement maintenance in Zone 4. To reduce the assessment revenue shortfall, staff repeatedly re-evaluated and adjusted the maintenance effort to reduce costs. In July 2007, the City Council approved detaching a portion of the maintained area from Zone 4 (landscaping along Fireweed Circle). This detached area is now maintained by a neighboring Homeowner’s Association under a special agreement. In 2010 the City implemented a xeriscaping (low-water and maintenance) plan to eliminate some of the more labor intensive and water consuming landscape features, such as turf, and reduced the level of service on the remaining landscaping to a minimum. In a further effort to reduce subsidies, in 2011, the City conducted a pilot project that reduced the frequency of maintenance (i.e. every 6 or 8 weeks instead of monthly). However, the monthly maintenance schedule was reinstated due to complaints on its appearance from the public.

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

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

District Financing/Method of Assessment:

Because each of the single-family lots within the Zone was created as a result of compliance with this condition, each lot benefits in the same proportion. Therefore, the assessment costs are allocated on a per parcel basis for all parcels located within the assessment boundaries that ITEM 6 Agenda Packet Page 51
20 currently qualify as a buildable single-family parcel per the current City of Citrus Heights Zoning Ordinances. The original annual assessment adopted for Zone 4 upon formation was $42.50. Upon separation in 2004, the annual assessment for Zone 4 remained at $42.50 per assessed parcel.

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

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

Annual Assessment:

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

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

For the 2023/2024 fiscal year, the increase of monthly utility costs and the implementation of updated cost allocation procedures by the city has resulted in a shortfall of $20,851.19 With no reserves, this shortfall was subsidized by Gas Tax revenues.

The Summary Analysis in Figure 4.3 shows details of the Fiscal Year 2023/2024 budget and assessments for Zone 4. The assessments for Zone 4 are proposed to remain the same as Fiscal Year 2023/2024, at $42.50 per parcel per year for a total annual assessment of $4,717.50, as this district does not allow for increasing the assessments without a vote of the effected property owners. For FY 2024/2025 the projected budget shortfall is $16,094.50 and again Gas Tax revenues are being budgeted to cover the shortfall.

The FY 2024/2025 Assessment Roll for Zone 4 is shown in 4.4.

Zone 4 Boundary Description:

Area Description:

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

ITEM 6 Agenda Packet Page 52
21 FIGURE 4.1
ITEM 6 Agenda Packet Page 53
22 ITEM 6 Agenda Packet Page 54
23 FIGURE 4.3
ASSESSMENT DISTRICT 97-01 – ZONE 4
282-75-292; County DOL 0272
DESCRIPTION FY 23/24
ACTUAL**
FY 24/25

PROPOSED
BUDGET
ASSESSMENT RATES:

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

Interest on Fund Balance $ - $ -
Special Assessments $ 4,586.73 $ 4,717.50
Total Revenues: 4,586.73 $ $ 4,717.50
EXPENDITURES:

Advertising $ 395.00 $ 382.00
Utilities - Electric $ 861.98 $ 561.00
Utilities - Water $ 9,842.94 $ 4,456.00
Professional Services $ 139.00 $ 143.00
Contract - Landscape Maintenance $ 8,952.00 $ 9,866.00
Contract - Construction, Repairs & Extra Work $ - $ -
Contract - Materials & Supplies $ - $ -
Cost Allocation (Overhead) $ 5,247.00 $ 5,404.00
Total Expenditures: $ 25,437.92 $ 20,812.00
$ (20,851.19) $ (16,094.50)
Transfer to/from Operating Reserve $ 20,851.19 $ 16,094.50 $ - $ -

OPERATING RESERVE
Beginning Fund Balance (July 1st) $ - $ -
Operating Reserve Set-a-side $ - $ -
Transfer from (to) Annual Operating Balance $ (20,851.19) $ (16,094.50) Ending Operating Reserve Balance (June 30th) $ (20,851.19) $ (16,094.50)

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

Annual Operating Balance
Annual Ending Balance
ITEM 6 Agenda Packet Page 55
24 FIGURE 4.4
ITEM 6 Agenda Packet Page 56
25 ITEM 6 Agenda Packet Page 57

CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM
DATE: June 27, 2024
TO: Mayor and City Council Members
Ashley J. Feeney, City Manager
FROM: Regina Cave, General Services Director
Leslie Blomquist, City Engineer

SUBJECT: Initiate Proceedings for Fiscal Year 2024/2025 Annual Update Landscape Maintenance Assessment Districts
98-01, 98-02 (Zones 1, 2, 3 & 4) and 03-01 (Zones 1, 2 & 3)

Summary and Recommendation
Each year, the City is required to update the assessments for its various Landscape Maintenance Assessment Districts (LMADs). This is the proposed Fiscal Year 2024/2025 update for LMADs No. 98-01; No. 98-02 (Zones 1, 2, 3 and 4); and No. 03-01 (Zones 1, 2 and 3). An Engineer's Report, which describes the proposed levels of maintenance, outlines the proposed financial summary, and includes the Assessment Diagram for each zone in each District, has been prepared by the City Engineer. A copy of the draft Engineer’s Report is available for review, by the public, in the City Clerk’s Office.

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

1. Resolution No. 2024- __: Resolution of the City Council of the City of Citrus Heights, California, to Initiate Proceedings Pursuant to the Landscaping and Lighting Act of 1972 for Landscape Maintenance Assessment District No. 98-01.

2. Resolution No. 2024- __: Resolution of the City Council of the City of Citrus Heights, California, to Initiate Proceedings Pursuant to the Landscaping and Lighting Act of 1972 for Landscape Maintenance Assessment District No. 98-02, Zones 1, 2, 3 and 4.

3. Resolution No. 2024- __: Resolution of the City Council of the City of Citrus Heights, California, to Initiate Proceedings Pursuant to the Landscaping and Lighting Act of 1972 for Landscape Maintenance Assessment District No. 03-01, Zones 1, 2 and 3.

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

ITEM 7 Agenda Packet Page 58
Subject: Landscape Maintenance Assessment Districts 98-01, 98-02 & 03-01, Initiate Proceedings for Fiscal Year 24/25 Annual Update
Date: June 27, 2024

Page 2 of 8 ends

4. Resolution No. 2024- __: Resolution of the City Council of the City of Citrus Heights, California, for the Intention to Levy and Collect Assessments for Fiscal Year 2024/2025 for Landscape Maintenance Assessment District No. 98-01.

5. Resolution No. 2024- __: Resolution of the City Council of the City of Citrus Heights, California, for the Intention to Levy and Collect Assessments for Fiscal Year 2024/2025 for Landscape Maintenance Assessment District No. 98-02, Zones 1, 2, 3 and 4.

6. Resolution No. 2024- __: Resolution of the City Council of the City of Citrus Heights, California, for the Intention to Levy and Collect Assessments for Fiscal Year 2024/2025 for Landscape Maintenance Assessment District No. 03-01, Zones 1, 2 and 3.

Adopting resolutions 4, 5 & 6, above, sets July 10, 2024, at 6:00 p.m., as the date and time of the Public Hearing for the proposed assessments for each district and directs staff to give the required notice.

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

Table No. 1
98-01 Stock Village
Description FY 23/24 Actual FY 24/25 Proposed
REVENUE:

Special Assessments Revenues $11,143.14 $11,624.20
Interest on Fund Balance (1) $2,338.74 $0.00
Total Revenues $13,481.88 $11,624.20
EXPENDITURES:

Total Expenditures $12,166.49 $14,956.00
Annual Operating Balance $1,315.59 (2) -$3,331.80(3)
(1) Interest earnings estimated; will reflect actuals in final report. (2) Balance transferred to Assessment Fund reserve.
(3) Assessment Fund reserves available to balance the annual operating shortfall.

ITEM 7 Agenda Packet Page 59
Subject: Landscape Maintenance Assessment Districts 98-01, 98-02 & 03-01, Initiate Proceedings for Fiscal Year 24/25 Annual Update
Date: June 27, 2024

Page 3 of 8 ends

Table No. 2
98-02, Zone 1 – Sorenson Ranch
Description FY 23/24 Actual FY 24/25 Proposed
REVENUE:

Special Assessments Revenues $23,078.26 $24,255.72
Interest on Fund Balance (1) $1,162.26 $0.00
Total Revenues $24,240.52 $24,255.72
EXPENDITURES:

Total Expenditures $30,575.12 $33,019.00
Annual Operating Balance (2) -$6,634.60 -$8,763.28
(1) Interest earnings estimated; will reflect actuals in final report. (2) Assessment Fund reserves available to balance the annual operating shortfall.

Table No. 3
98-02, Zone 2 - Autumnwood
Description FY 23/24 Actual FY 24/25 Proposed
REVENUE:

Special Assessments Revenues $17,040.40 $17,797.40
Interest on Fund Balance (1) $687.87 $0.00
Total Revenues $17,728.27 $17,797.40
EXPENDITURES:

Total Expenditures $12,588.30 $19,145.00
Annual Operating Balance $5,042.04 (2) -$1,347.60 (3)
(1) Interest earnings estimated; will reflect actuals in final report. (2) Balance transferred to Assessment Fund reserve.
(3) Assessment Fund reserves available to balance the annual operating shortfall.

ITEM 7 Agenda Packet Page 60
Subject: Landscape Maintenance Assessment Districts 98-01, 98-02 & 03-01, Initiate Proceedings for Fiscal Year 24/25 Annual Update
Date: June 27, 2024

Page 4 of 8 ends

Table No. 4
98-02, Zone 3 – Mariposa Creek
Description FY 23/24 Actual FY 24/25 Proposed
REVENUE:

Special Assessments Revenues $11,954.15 $12,347.10
Interest on Fund Balance (1) $499.76 $0.00
Total Revenues $12,453.91 $12,347.10
EXPENDITURES:

Total Expenditures $14,571.80 $6,259.00
Annual Operating Balance $2,117.89 (2) $6088.10 (3)
(1) Interest earnings estimated; will reflect actuals in final report. (2) Assessment Fund reserves available to balance the annual operating shortfall. (3) Balance transferred to Assessment Fund reserve.

Table No. 5
98-02, Zone 4 – Wyatt Ranch
Description FY 23/24 Actual(1) FY 24/25 Proposed
REVENUE:

Special Assessments Revenues $12,828.16 $9,224.38
Interest on Fund Balance (1) $32.35 $0
Total Revenues $12,828.16 $9,224.38
EXPENDITURES:

Total Expenditures $395.00 $1,875.00
Annual Operating Balance (2) $12,433.16 $7,349.38
(1) Interest earnings estimated; will reflect actuals in final report. (2) Balance transferred to Assessment Fund reserve.

ITEM 7 Agenda Packet Page 61
Subject: Landscape Maintenance Assessment Districts 98-01, 98-02 & 03-01, Initiate Proceedings for Fiscal Year 24/25 Annual Update
Date: June 27, 2024

Page 5 of 8 ends

Table No. 6
03-01, Zone 1 – Stock Ranch NORTH
Description FY 23/24 Actual FY 24/25 Proposed
REVENUE:

Special Assessments Revenues $78,645.35 $96,923.80
Interest on Fund Balance (1) $15,062.71 $0
Total Revenues $93,708.06 $96,923.80
EXPENDITURES:

Total Expenditures $118,456.47 $119,621.00
Annual Operating Balance (2) -$24,748.41 -$22,697.20
(1) Interest earnings estimated; will reflect actuals in final report. (2) Assessment Fund reserves available to balance the annual operating shortfall.

Table No. 7
03-01, Zone 2 – Stock Ranch SOUTH
Description FY 23/24 Actual FY 24/25 Proposed
REVENUE:

Special Assessments Revenues $20,446.70 $22,179.34
Interest on Fund Balance (1) $433.04 $0.00
Total Revenues $20,876.74 $22,179.34
EXPENDITURES:

Total Expenditures $18,041.25 $20,575.00
Annual Operating Balance (2) $2,402.45 $1,604.34
(1) Interest earnings estimated; will reflect actuals in final report. (2) Balance transferred to Assessment Fund reserve.

ITEM 7 Agenda Packet Page 62
Subject: Landscape Maintenance Assessment Districts 98-01, 98-02 & 03-01, Initiate Proceedings for Fiscal Year 24/25 Annual Update
Date: June 27, 2024

Page 6 of 8 ends

Table No. 8
03-01, Zone 3 – Mitchell Farms
Description FY 23/24 Actual FY 24/25 Proposed
REVENUE:

Special Assessments Revenues $88,677.98 $91,512.60
Interest on Fund Balance (1) $3,290.39 $0
Total Revenues $91,968.37 $91,512.60
EXPENDITURES:

Total Expenditures $526.68 $33,865.00
Annual Operating Balance (2) $91,441.69 $57,647.60
(1) Interest earnings estimated; will reflect actuals in final report. (2) Balance transferred to Assessment Fund reserve.

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

Background and Analysis
Assessment District 98-01: First created in 1998, is for the maintenance of certain areas within the subdivision called Stock Village Unit No. 1 and Unit No. 2. Maintenance responsibilities include: [1] periodic trimming of mature oak trees and repair of, and graffiti removal from, a sound wall adjacent to the western side of the subdivision; and [2] landscape and irrigation system maintenance and repair of, and graffiti removal from, a sound wall adjacent to the eastern side of the subdivision, adjacent to Stock Ranch Road.

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

All improvements maintained by the various zones of Assessment District 98-02 are on public property. Maintenance responsibilities for all zones in Assessment District 98-02 generally include: maintenance and repairs of corridor landscape; masonry walls; detention basins; pedestrian pathways; pathway lighting, trees, shrubs and ground-cover care; weed control; ITEM 7 Agenda Packet Page 63
Subject: Landscape Maintenance Assessment Districts 98-01, 98-02 & 03-01, Initiate Proceedings for Fiscal Year 24/25 Annual Update
Date: June 27, 2024

Page 7 of 8 ends

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

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

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

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

An Engineer’s Report has been prepared for the proposed assessments and is available for review, by the public, in the City Clerk’s Office. The Engineer’s Report summarizes maintenance efforts and recommends increasing assessments by 3% (up to 4% maximum allowed) for Fiscal Year 2024/2025 for Districts 98-01; 98-02 Zones 1, 2, and 3; and 03-01 Zones 1 and 2. The recommended increases are in an effort to help sustain existing reserves in each of the respected zones as well as maintain current levels of service.

For District 98-02 Zone 4 and District 03-01 Zone 3, the Engineer’s Report recommends levying the assessments at the same rates as FY 2023/2024.

By the Resolution of Intention, the City Council approves the Engineer’s Report for the Landscape Maintenance Assessment District, Annual Update for Fiscal Year 2024/2025, sets the date for a public hearing on the assessments and directs staff to give the required notice.

Staff recommends July 10, 2024, at 6:00 p.m., or as soon thereafter, as the date and time for the public hearing. At that time, public comment will be received and the Council will consider and adopt a resolution adopting the assessments. Notice of this meeting will be published in accordance with State code.

ITEM 7 Agenda Packet Page 64
Subject: Landscape Maintenance Assessment Districts 98-01, 98-02 & 03-01, Initiate Proceedings for Fiscal Year 24/25 Annual Update
Date: June 27, 2024

Page 8 of 8 ends

Attachments

1. Resolution No. 2024-__: Resolution of the City Council of the City of Citrus Heights, California, to Initiate Proceedings Pursuant to the Landscaping and Lighting Act of 1972 for Landscape Maintenance Assessment District 98-01.

2. Resolution No. 2024-__: Resolution of the City Council of the City of Citrus Heights, California, to Initiate Proceedings Pursuant to the Landscaping and Lighting Act of 1972 for Landscape Maintenance Assessment District 98-02, Zones 1, 2, 3 and 4.

3. Resolution No. 2024-__: Resolution of the City Council of the City of Citrus Heights, California, to Initiate Proceedings Pursuant to the Landscaping and Lighting Act of 1972 for Landscape Maintenance Assessment District 03-01, Zones 1, 2 and 3.

4. Resolution No. 2024-__: Resolution of the City Council of the City of Citrus Heights, California, for the Intention to Levy and Collect Assessments for Fiscal Year 2024/2025 for Landscape Maintenance Assessment District No. 98-01.

5. Resolution No. 2024-__: Resolution of the City Council of the City of Citrus Heights, California, for the Intention to Levy and Collect Assessments for Fiscal Year 2024/2025 for Landscape Maintenance Assessment District No. 98-02, Zones 1, 2, 3 and 4.

6. Resolution No. 2024-__: Resolution of the City Council of the City of Citrus Heights, California, for the Intention to Levy and Collect Assessments for Fiscal Year 2024/2025 for Landscape Maintenance Assessment District No. 03-01, Zones 1, 2 and 3.

7. Draft Engineer’s Report.

ITEM 7 Agenda Packet Page 65
RESOLUTION NO. 2024-___

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

CITRUS HEIGHTS, CALIFORNIA, TO INITIATE PROCEEDINGS PURSUANT TO THE LANDSCAPING AND LIGHTING ACT OF 1972 FOR LANDSCAPE
MAINTENANCE ASSESSMENT DISTRICT No. 98-01
WHEREAS, In order to continue to finance the costs of maintaining and servicing landscaping and related facilities in Landscape Maintenance District 98-01 and to equitably distribute the costs among benefited landowners, the City Council (the “City Council”) of the City of Citrus Heights (the “City”) has decided to undertake proceedings pursuant to the Landscaping and Lighting Act of 1972, being California Streets and Highways Code Sections 22500 et seq. (the “Act”), to levy assessments for Fiscal Year 2024/2025.

NOW, THEREFORE, BE IT RESOLVED AND ORDERED that the City Council of the City of Citrus Heights does hereby approve the following:

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

Section 2. Proposal to levy assessments: The City Council proposes to levy assessments for Fiscal Year 2024/2025 for Assessment District 98-01.

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

Section 5. Effective Date. This resolution shall become effective on and after the date of its passage.

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

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 27th day of June 2024 by the following vote, to wit:

AYES: Council Members:

NOES: Council Members:

ABSTAIN: Council Members:

ABSENT: Council Members:

ITEM 7 Agenda Packet Page 66

Bret Daniels, Mayor
ATTEST:
_________________________________
Amy Van, City Clerk
ITEM 7 Agenda Packet Page 67

RESOLUTION NO. 2024-___

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

CITRUS HEIGHTS, CALIFORNIA, TO INITIATE PROCEEDINGS PURSUANT TO THE LANDSCAPING AND LIGHTING ACT OF 1972 FOR LANDSCAPE
MAINTENANCE ASSESSMENT DISTRICT No. 98-02 (ZONES 1, 2, 3 & 4) WHEREAS, In order to continue to finance the costs of maintaining and servicing landscaping and related facilities in Landscape Maintenance District 98-02 (Zones 1, 2, 3 & 4) and to equitably distribute the costs among benefited landowners, the City Council (the “City Council”) of the City of Citrus Heights (the “City”) has decided to undertake proceedings pursuant to the Landscaping and Lighting Act of 1972, being California Streets and Highways Code Sections 22500 et seq. (the “Act”), to levy assessments for Fiscal Year 2024/2025.

NOW, THEREFORE, BE IT RESOLVED AND ORDERED that the City Council of the City of Citrus Heights does hereby approve the following:

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

Section 2. Proposal to levy assessments: The City Council proposes to levy assessments for Fiscal Year 2024/2025 for Assessment District 98-02.

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

Section 5. Effective Date. This resolution shall become effective on and after the date of its passage.

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

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 27th day of June 2024 by the following vote, to wit:

AYES: Council Members:

NOES: Council Members:

ABSTAIN: Council Members:

ABSENT: Council Members:

ITEM 7 Agenda Packet Page 68

Bret Daniels, Mayor
ATTEST:
_________________________________
Amy Van, City Clerk
ITEM 7 Agenda Packet Page 69

RESOLUTION NO. 2024-___

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

CITRUS HEIGHTS, CALIFORNIA, TO INITIATE PROCEEDINGS PURSUANT TO THE LANDSCAPING AND LIGHTING ACT OF 1972 FOR LANDSCAPE
MAINTENANCE ASSESSMENT DISTRICT No. 03-01 (ZONES 1, 2 & 3) WHEREAS, In order to continue to finance the costs of maintaining and servicing landscaping and related facilities in Landscape Maintenance District 03-01 (Zones 1, 2 & 3) and to equitably distribute the costs among benefited landowners, the City Council (the “City Council”) of the City of Citrus Heights (the “City”) has decided to undertake proceedings pursuant to the Landscaping and Lighting Act of 1972, being California Streets and Highways Code Sections 22500 et seq. (the “Act”), to levy assessments for Fiscal Year 2024/2025.

NOW, THEREFORE, BE IT RESOLVED AND ORDERED that the City Council of the City of Citrus Heights does hereby approve the following:

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

Section 2. Proposal to levy assessments: The City Council proposes to levy assessments for Fiscal Year 2024/2025 for Assessment District 03-01.

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

Detailed description is provided in the Engineer’s Report.

Section 5. Effective Date. This resolution shall become effective on and after the date of its passage.

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

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 27th day of June 2024 by the following vote, to wit:

AYES: Council Members:

NOES: Council Members:

ABSTAIN: Council Members:

ABSENT: Council Members:

ITEM 7 Agenda Packet Page 70

Bret Daniels, Mayor
ATTEST:
_________________________________
Amy Van, City Clerk

ITEM 7 Agenda Packet Page 71

RESOLUTION NO. 2024-___

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

CALIFORNIA, FOR THE INTENTION TO LEVY AND COLLECT ASSESSMENTS FOR FISCAL YEAR 2024/2025 FOR LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT No. 98-01
WHEREAS, on June 27, 2024, the City Council (the “Council”) of the City of Citrus Heights (the “City”) adopted RESOLUTION NO. 2024- initiating proceedings pursuant to the Landscaping and Lighting Act of 1972, being California Streets and Highways Code sections 22500 et seq. (the “Act”), to levy and collect assessments for Fiscal Year 2024/2025 for the City of Citrus Heights Landscape Maintenance Assessment District No. 98-01; WHEREAS, the City Engineer has prepared and filed with the City Clerk a report for Fiscal Year 2024/2025 (the “Engineer’s Report”) in accordance with the Act; and WHEREAS, the establishment or approval of the assessments proposed by this resolution will be for the purpose of meeting operating expenses and purchasing supplies, equipment, or materials necessary to maintain service within existing service areas.

NOW, THEREFORE, BE IT RESOLVED AND ORDERED that the City Council of the City of Citrus Heights does hereby approve the following:

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

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

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

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

ITEM 7 Agenda Packet Page 72

Section 7. Notice of Public Hearing. On Wednesday, July 10, 2024, at 6:00 p.m., or as soon thereafter as the matter may be heard, at 6360 Fountain Square Drive, Citrus Heights, California 95621 the City Council shall hold a public hearing on the levy of the proposed assessments.

Section 9. Amount of Assessment. The City proposes to increase the assessments above last year’s amounts for Landscape Maintenance Assessment District 98-01 to support adequate and sustainable maintenance services.

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

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

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 27th day of 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 73

RESOLUTION NO. 2024-___

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

CALIFORNIA, FOR THE INTENTION TO LEVY AND COLLECT ASSESSMENTS FOR FISCAL YEAR 2024/2025 FOR LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT No. 98-02 (ZONES 1, 2, 3 & 4)
WHEREAS, on June 27, 2024, the City Council (the “Council”) of the City of Citrus Heights (the “City”) adopted RESOLUTION NO. 2024 - initiating proceedings pursuant to the Landscaping and Lighting Act of 1972, being California Streets and Highways Code sections 22500 et seq. (the “Act”), to levy and collect assessments for Fiscal Year 2024/2025 for the City of Citrus Heights Landscape Maintenance Assessment District No. 98-02 (Zones 1, 2, 3 & 4); WHEREAS, the City Engineer has prepared and filed with the City Clerk a report for Fiscal Year 2024/2025 (the “Engineer’s Report”) in accordance with the Act; and WHEREAS, the establishment or approval of the assessments proposed by this resolution will be for the purpose of meeting operating expenses and purchasing supplies, equipment, or materials necessary to maintain service within existing service areas.

NOW, THEREFORE, BE IT RESOLVED AND ORDERED that the City Council of the City of Citrus Heights does hereby approve the following:

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

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

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

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

ITEM 7 Agenda Packet Page 74

Section 9. Amount of Assessment. The City proposes to increase the assessments above last year’s amounts for Landscape Maintenance Assessment District 98-02, Zones 1, 2 and 3 to support adequate and sustainable maintenance services; however, no increase is proposed for 98-02 Zone 4 above the amounts levied in FY 2022/2024.

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

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

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 27th day of 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 75

RESOLUTION NO. 2024-___

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

CALIFORNIA, FOR THE INTENTION TO LEVY AND COLLECT ASSESSMENTS FOR FISCAL YEAR 2024/2025 FOR LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT No. 03-01 (ZONES 1, 2 & 3)
WHEREAS, on June 27, 2024, the City Council (the “Council”) of the City of Citrus Heights (the “City”) adopted RESOLUTION NO. 2024 - initiating proceedings pursuant to the Landscaping and Lighting Act of 1972, being California Streets and Highways Code sections 22500 et seq. (the “Act”), to levy and collect assessments for Fiscal Year 2024/2025 for the City of Citrus Heights Landscape Maintenance Assessment District No. 03-01 (Zones 1, 2 & 3); WHEREAS, the City Engineer has prepared and filed with the City Clerk a report for Fiscal Year 2024/2025 (the “Engineer’s Report”) in accordance with the Act; and WHEREAS, the establishment or approval of the assessments proposed by this resolution will be for the purpose of meeting operating expenses and purchasing supplies, equipment, or materials necessary to maintain service within existing service areas.

NOW, THEREFORE, BE IT RESOLVED AND ORDERED that the City Council of the City of Citrus Heights does hereby approve the following:

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

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

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

Detailed description is provided in the Engineer’s Report.

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

95621, and is available for review by any interested member of the public during normal business hours.

Section 9. Amount of Assessment. The City proposes to increase the assessments above last year’s amounts for Landscape Maintenance Assessment District 03-01, Zones 1 and 2 to support adequate and sustainable maintenance services; however, no increase is proposed for 03-01 Zone 3 above the amounts levied in FY 2022/2024.

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

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

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 27th day of 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 77

CITY OF CITRUS HEIGHTS

SACRAMENTO COUNTY

CALIFORNIA
ENGINEER’S REPORT
for
Landscape Maintenance Districts
Assessment District Numbers: 98-01, 98-02 and 03-01
Annual Update for Fiscal Year 2024/2025
Prepared by:

Leslie Blomquist
City Engineer
June 27, 2024
ITEM 7 Agenda Packet Page 78
1 CERTIFICATIONS

LANDSCAPE MAINTENANCE DISTRICT
ASSESSMENT DISTRICTS NUMBERS: 98-01, 98-02 and 03-01
(Pursuant to the Landscaping and Lighting Act of 1972)
Engineer’s Report for Fiscal Year 2024/2025
The undersigned respectfully submits the enclosed report as directed by the City Council.

DATED: June 27, 2024

CITY OF CITRUS HEIGHTS
By ______________________________
Leslie Blomquist

CITY ENGINEER
I HEREBY CERTIFY that the enclosed Engineer’s Report, together with Assessment and Assessment Diagram thereto attached, was filed with me on the ____________ day of _______________, 2024.

Amy Van, City Clerk
City of Citrus Heights,
Sacramento County, California
By ______________________________
I HEREBY CERTIFY that the enclosed Engineer’s Report, together with Assessment and Assessment Diagram thereto attached, was filed with the County Auditor of the County of Sacramento on the ____________ day of __________________, 2024.

Amy Van, City Clerk
City of Citrus Heights,
Sacramento County, California
By ______________________________
ITEM 7 Agenda Packet Page 79
2 ENGINEER’S REPORT

LANDSCAPE MAINTENANCE DISTRICT
ASSESSMENT DISTRICT NO. 98-01, Stock Village Unit Nos. 1 & 2 ASSESSMENT DISTRICT NO. 98-02, Zone 1, Sorensen Ranch
ASSESSMENT DISTRICT NO. 98-02, Zone 2, Autumnwood
ASSESSMENT DISTRICT NO. 98-02, Zone 3, Mariposa Creek
ASSESSMENT DISTRICT NO. 98-02, Zone 4, Wyatt Ranch
ASSESSMENT DISTRICT NO. 03-01, Zone 1, Stock Ranch NORTH ASSESSMENT DISTRICT NO. 03-01, Zone 2, Stock Ranch SOUTH ASSESSMENT DISTRICT NO. 03-01, Zone 3, Mitchell Farms
LEVY of FISCAL YEAR 2024/2025 ASSESSMENTS

INTRODUCTION
The City of Citrus Heights has four (4) separate landscape maintenance assessment districts, which provide for maintenance of common areas within nine (9) distinct communities around the City.

This Engineer’s Report addresses three of the Districts, 98-01, 98-02 (Zones 1, 2, 3 and 4), and 03-01 (Zones 1, 2 and 3). The general locations of these districts are shown on the maps on the following pages.

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

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

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

Assessment District 98-02 (Zone 3), first created in 2018, is for the maintenance of certain areas within and adjacent to the Mariposa Creek Subdivision development. All improvements are on public property. The improved parcels to be maintained are along the north side of Antelope Road ITEM 7 Agenda Packet Page 80
3 (approximately 436 feet); along Cripple Creek (approximately 185 lineal feet) located on the east side of the development; a pedestrian pathway with landscaping (Lot C) within the subdivision.

Assessment District 98-02, (Zone 4), provides for the maintenance of landscaping in certain dedicated public spaces within the Wyatt Ranch Subdivision. First annexed into Assessment District 98-02 by the City Council on November 14, 2019, the assessments for this 23 lot singlefamily parcel residential subdivision located on Lawrence Avenue on the west side of Sunrise Boulevard were not levied for the past two fiscal years due to the uncertainty of the pandemic situation and the resulting delays to construction. However, with completion of construction of the subdivision expected in the next year, assessments for the parcels within this subdivision will be levied for FY 2024/2025.

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

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

ITEM 7 Agenda Packet Page 81
4 ITEM 7 Agenda Packet Page 82
5 ITEM 7 Agenda Packet Page 83
6 ITEM 7 Agenda Packet Page 84
7 ASSESSMENT DISTRICT 98-01

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

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

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

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

It is understood that should the assessment district be dissolved or not generate enough funds to provide the amount of maintenance described herein, the City may reduce the level of maintenance and reduce or discontinue the repair of the improvements on parcels A and B. Additionally, the City shall then have no obligation to maintain the oak trees and sound wall on the west side of the subdivision. The individual property owners could perform the work on the west edge of the subdivision. The individual property owners would not be a beneficiary of the access easement along the west edge of the subdivision.

ITEM 7 Agenda Packet Page 85
8 DISTRICT FINANCING/METHOD OF ASSESSMENT
As a condition of approval, the developer of the single family Stock Village Unit No. 1 and Unit No. 2 subdivision was required to establish a funding source to provide for ongoing maintenance to the re-vegetation planting and the sound walls and the frontage landscaping and irrigation. The funding for the District is from annual assessments levied on properties within the assessment boundary (Figure 1.1) pursuant to the Landscaping and Lighting Act of 1972. Because each of the single-family lots within the District was created as a result of compliance with this condition, each lot benefits in the same proportion. Therefore, the assessment costs are allocated on a per parcel basis for all Assessment Diagram parcels located in the Assessment District that could qualify as a buildable single-family parcel per the current City of Citrus Heights Zoning Ordinances. The original annual assessment adopted for District 98-01 upon formation in 1998 was $158.00 per parcel.

The formation of this district also included a cost of living adjustment provision. Should the cost of landscape maintenance activities and utilities rise, this provision allows for the City of Citrus Heights to increase the annual assessment. Each annual increase, if any, that exceeds the amount assessed to the property owners for the prior years shall not exceed the cost of living increase based on the Bay Area Consumer Price Index for all urban consumers.

ANNUAL ASSESSMENT
Initially LMAD 98-01 was fully funded by its assessments and accumulated operating reserves in excess of those needed to address unforeseen tree and soundwall maintenance needs. As a result, in Fiscal Year 2004-2005 the annual assessment was reduced from $158 to $80. Over time this reduced assessment rate permitted the District to gradually drawdown the excessive operating reserve balance to an appropriate level. However, in recent years continued increases in the costs of regular maintenance activities and utilities have resulted in the reserves being depleted below the level needed to provide for unscheduled maintenance expenditures (i.e. wall repairs, oak tree trimming and electrical system repairs). As a result, in FY 2023/2024, the City of Citrus Heights, for the first time, utilitized the cost of living increase provision and increased the annual assessment by 3%.

An adjustment in the annual assessment per parcel is proposed for Fiscal Year 2024/2025.

As shown in Figure 1.3. “Summary Analysis”, the Fiscal Year 2024/2025 annual assessments for District 98-01 are proposed to again increase by 3% (less than the maximum allowable), to approximately $87.40 per residential parcel, over the rates for FY 2023/2024. These additional revenues are necessary to support the District’s continued maintenance operations and preserve an appropriate operating reserve to address unforeseen maintenance and repair expenses.

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

ITEM 7 Agenda Packet Page 86
9 FIGURE 1.1
ITEM 7 Agenda Packet Page 87
10 FIGURE 1.2
ASSESSMENT DISTRICT NO. 98-01

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

Annual Oak tree inspection and associated report.
2) Maintain west sound wall. Clean all graffiti from west surface of wall once every three months, if required.

East edge of Subdivision
1) Maintain tree and other planting along east frontage of the subdivision, a minimum of once every two weeks. Maintain irrigation system, weekly. Weed area a minimum of once every two weeks. Fertilize area a minimum of twice per year. Control infestation of fungus, diseases and/or insects. This item includes irrigation repair and replanting as needed.
2) Maintain east sound wall. Clean all graffiti from east surface of wall once every three months, if required.

ITEM 7 Agenda Packet Page 88
11 FIGURE 1.3
ASSESSMENT DISTRICT 98-01
283-75-293; County DL 0273
DESCRIPTION FY 23/24**
ACTUAL
FY 24/25

PROPOSED
BUDGET
ASSESSMENT RATES:

Rate Per Parcel $ 84.86 $ 87.40
Total Number of Parcels 133 133
Total Special Assessments 11,286.38 $ $ 11,624.20
REVENUE:

Interest on Fund Balance $ 2,338.74 $ -
Special Assessments $ 11,143.14 $ 11,624.20
Total Revenues: 13,481.88 $ $ 11,624.20
EXPENDITURES:

Advertising $ 1,580.00 $ 584.00
Utilities - Gas & Electric $ 431.37 $ 286.00
Utilities - Water $ 1,725.12 $ 1,910.00
Professional Services $ - $ 531.00
Contract - Landscape and Tree Maintenance (services) 5,364.00 $ $ 8,487.00 Contract - Construction, Repairs & Extra Work $ - $ -
Cost Allocation (Overhead) $ 3,066.00 $ 3,158.00
Total Expenditures: 12,166.49 $ $ 14,956.00
$ 1,315.39 $ (3,331.80)
Transfer to/from Operating Reserve $ 3,331.80 (1,315.39) $ $ - $ -

OPERATING RESERVE
Beginning Fund Balance (July 1st) $ 128,537.43 $ 129,852.82 Operating Reserve Set-a-side $ - $ -
Transfer from (to) Annual Operating Balance $ 1,315.39 $ (3,331.80) Ending Operating Reserve Balance (June 30th) $ 129,852.82 $ 126,521.02 **
$xx.xx
Annual Operating Balance
Annual Ending Balance
Recorded actual expenses for the first 3 quarters of the current Fiscal Year plus projection for the 4th quarter.

Audited Fund Balance from previous Fiscal Year
ITEM 7 Agenda Packet Page 89
12 FIGURE 1.4
Assessment
Diagram #
Assessment
Amount
243 0570 001 0000 1 87.40 $
243 0570 002 0000 2 87.40 $
243 0570 003 0000 3 87.40 $
243 0570 004 0000 4 87.40 $
243 0570 005 0000 5 87.40 $
243 0570 006 0000 6 87.40 $
243 0570 007 0000 7 87.40 $
243 0570 008 0000 8 87.40 $
243 0570 009 0000 9 87.40 $
243 0570 010 0000 10 87.40 $
243 0570 011 0000 11 87.40 $
243 0570 012 0000 12 87.40 $
243 0570 013 0000 13 87.40 $
243 0570 014 0000 14 87.40 $
243 0570 015 0000 15 87.40 $
243 0570 016 0000 16 87.40 $
243 0570 017 0000 17 87.40 $
243 0570 018 0000 18 87.40 $
243 0570 019 0000 19 87.40 $
243 0570 020 0000 20 87.40 $
243 0570 021 0000 21 87.40 $
243 0570 022 0000 22 87.40 $
243 0570 023 0000 23 87.40 $
243 0570 024 0000 24 87.40 $
243 0570 025 0000 25 87.40 $
243 0570 026 0000 26 87.40 $
243 0570 027 0000 27 87.40 $
243 0570 028 0000 28 87.40 $
243 0570 029 0000 29 87.40 $
243 0570 030 0000 30 87.40 $
243 0570 031 0000 31 87.40 $
243 0570 032 0000 32 $          87.40
243 0570 033 0000 33 $          87.40
243 0570 034 0000 34 $          87.40
243 0570 035 0000 35 $          87.40
243 0570 036 0000 36 $          87.40
243 0570 037 0000 37 $          87.40
243 0570 038 0000 38 $          87.40
243 0570 039 0000 39 $          87.40
243 0570 040 0000 40 $          87.40
243 0570 041 0000 41 $          87.40
243 0570 042 0000 42 $          87.40
243 0570 043 0000 43 $          87.40
243 0570 044 0000 44 $          87.40
243 0570 045 0000 45 $          87.40
243 0570 046 0000 46 $          87.40
243 0570 047 0000 47 $          87.40
243 0570 048 0000 48 $          87.40
Subtotal = $     4,195.20
Tax Assessor's Number
ASSESSMENTDISTRICT 98‐01 for STOCK VILLAGEUNITS NO. 1 AND NO. 2 ITEM 7 Agenda Packet Page 90
13 Assessment
Diagram #
Assessment
Amount
243 0570 049 0000 49 87.40 $
243 0570 050 0000 50 87.40 $
243 0570 051 0000 51 87.40 $
243 0570 052 0000 52 87.40 $
243 0570 053 0000 53 87.40 $
243 0570 054 0000 54 87.40 $
243 0570 055 0000 55 87.40 $
243 0570 056 0000 56 87.40 $
243 0570 057 0000 57 87.40 $
243 0570 058 0000 58 87.40 $
243 0570 059 0000 59 87.40 $
243 0570 060 0000 60 87.40 $
243 0570 061 0000 61 87.40 $
243 0570 062 0000 62 87.40 $
243 0570 063 0000 63 87.40 $
243 0570 064 0000 64 87.40 $
243 0570 065 0000 65 87.40 $
243 0570 066 0000 66 87.40 $
243 0570 067 0000 67 87.40 $
243 0570 068 0000 68 87.40 $
243 0570 069 0000 69 87.40 $
243 0570 070 0000 70 87.40 $
243 0570 071 0000 71 87.40 $
243 0570 072 0000 72 87.40 $
243 0570 073 0000 73 87.40 $
243 0570 074 0000 74 87.40 $
243 0570 075 0000 75 87.40 $
243 0570 076 0000 76 87.40 $
243 0570 077 0000 77 87.40 $
243 0570 078 0000 78 87.40 $
243 0570 079 0000 79 87.40 $
243 0570 080 0000 80 $          87.40
243 0580 001 0000 81 $          87.40
243 0580 002 0000 82 $          87.40
243 0580 003 0000 83 $          87.40
243 0580 004 0000 84 $          87.40
243 0580 005 0000 85 $          87.40
243 0580 006 0000 86 $          87.40
243 0580 007 0000 87 $          87.40
243 0580 008 0000 88 $          87.40
243 0580 009 0000 89 $          87.40
243 0580 010 0000 90 $          87.40
243 0580 011 0000 91 $          87.40
243 0580 012 0000 92 $          87.40
243 0580 013 0000 93 $          87.40
243 0580 014 0000 94 $          87.40
243 0580 015 0000 95 $          87.40
243 0580 016 0000 96 $          87.40
Subtotal = $     4,195.20
ASSESSMENTDISTRICT 98‐01 for STOCK VILLAGEUNITSNO. 1 AND NO. 2 Tax Assessor's Number
ITEM 7 Agenda Packet Page 91
14 Assessment
Diagram #
Assessment
Amount
243 0580 017 0000 97 87.40 $
243 0580 018 0000 98 87.40 $
243 0580 019 0000 99 87.40 $
243 0580 026 0000 105 87.40 $
243 0580 027 0000 106 87.40 $
243 0580 028 0000 107 87.40 $
243 0580 029 0000 108 87.40 $
243 0580 030 0000 109 87.40 $
243 0580 031 0000 110 87.40 $
243 0580 032 0000 111 87.40 $
243 0580 033 0000 112 87.40 $
243 0580 034 0000 113 87.40 $
243 0580 035 0000 114 87.40 $
243 0580 036 0000 115 87.40 $
243 0580 037 0000 116 87.40 $
243 0580 038 0000 117 87.40 $
243 0580 039 0000 118 87.40 $
243 0580 040 0000 119 87.40 $
243 0580 041 0000 120 87.40 $
243 0580 042 0000 121 87.40 $
243 0580 043 0000 122 87.40 $
243 0580 044 0000 123 87.40 $
243 0580 045 0000 124 87.40 $
243 0580 046 0000 125 87.40 $
243 0580 047 0000 126 87.40 $
243 0580 048 0000 127 87.40 $
243 0580 049 0000 128 87.40 $
243 0580 050 0000 129 87.40 $
243 0580 051 0000 130 87.40 $
243 0580 052 0000 131 87.40 $
243 0580 053 0000 132 87.40 $
243 0580 054 0000 133 $         87.40
243 0580 056 0000 100 $         87.40
243 0580 057 0000 101 $         87.40
243 0580 058 0000 102 $         87.40
243 0580 059 0000 103 $         87.40
243 0580 060 0000 104 $         87.40
Subtotal = $    3,233.80
133 Parcels; Total 98‐01 Assessments is   $  11,624.20
ASSESSMENTDISTRICT 98‐01 for STOCK VILLAGEUNITSNO. 1 AND NO. 2 Tax Assessor's Number
ITEM 7 Agenda Packet Page 92
15 ASSESSMENT DISTRICT 98-02 – Zone 1 (Sorensen Ranch)

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

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

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

Additionally, the City also focuses on immediate abatement of graffiti on walls and other public structures.

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

DISTRICT FINANCING/METHOD OF ASSESSMENT
As a condition of approval, the developer of the single family Sorensen Ranch Unit Nos. 1, 2, 3, and 4 subdivisions was required to establish a funding source to provide for ongoing maintenance of the re-vegetation planting and the sound walls and the frontage landscaping and irrigation.

Funding for the LMAD 98-02, Zone 1 is from annual assessments levied on properties within the assessment boundary (Figure 2.1) pursuant to the Landscaping and Lighting Act of 1972. Because each of the single-family lots within the District was created as a result of compliance with this condition, each lot benefits in the same proportion. Therefore, the assessment costs are allocated on a per parcel basis for all Assessment Diagram parcels located in the Assessment District that could qualify as a buildable single-family parcel per the current City of Citrus Heights Zoning Ordinances. The original annual assessment adopted for District 98-02, Zone 1 upon formation in 1998 was $200.00 per parcel.

ITEM 7 Agenda Packet Page 93
16 ANNUAL ASSESSMENT
Initially LMAD 98-02, Zone 1, was fully funded by its assessments and accumulated operating reserves in excess of those needed to address unforeseen maintenance/repair needs. As a result, in Fiscal Year 2003-2004 the annual assessment was reduced from $200 to $100. Over time this reduced assessment rate permitted the District to gradually drawdown the excessive operating reserve balance to an appropriate level. However, in recent years continued increases in the costs of regular maintenance activities and utilities have resulted in the reserves being depleted below the level needed to provide for unscheduled maintenance expenditures (i.e. soundwall repairs, oak tree trimming and irrigation/electrical system repairs). As a result, in FY 2023/2024, the City of Citrus Heights, for the first time, utilitized the cost of living increase provision and increased the annual assessment by 3%.

An adjustment in the annual assessment per parcel is proposed for Fiscal Year 2024/2025.

As shown in Figure 2.3. “Summary Analysis”, the Fiscal Year 2024/2025 annual assessments for District 98-02, Zone 1, are proposed to again increase by 3% (less than the maximum allowable) over the rates for FY 2023/2024, to approximately $109.26 per residential parcel. These additional revenues are necessary to support the District’s continued maintenance operations and preserve an appropriate operating reserve to address unforeseen maintenance and repair expenses.

BOUNDARY DESCRIPTION OF AREA TO BE MAINTAINED
All that real property situated in the City of Citrus Heights, County of Sacramento, State of California, which is further described as follows:

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

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

ITEM 7 Agenda Packet Page 94
17 FIGURE 2.1
ITEM 7 Agenda Packet Page 95
18 FIGURE 2.2
ASSESSMENT DISTRICT NO. 98-02
Zone 1 (Sorensen Ranch)

MAINTENANCE SPECIFICATION
East and South edge of Subdivision
1) Maintain 81 Oak (mitigation requirement), and various conifer and accent trees. Prune Oak trees once every 5 years. Supply material and apply insect and disease control chemicals to trees and shrubs. Annual Oak tree inspection and associated report. 2) Maintain sound wall. Clean all graffiti from street side of wall as needed. Perform structural repairs/replacement as needed.
3) Maintain trees, turf and other plantings along frontage of the subdivision, a minimum of once every two weeks. Maintain irrigation system, weekly. Weed area a minimum of once every two weeks. Fertilize area a minimum of twice per year. Control infestation of fungus, diseases and/or insects. This item includes irrigation repair and replanting as needed.

ITEM 7 Agenda Packet Page 96
19 FIGURE 2.3
ASSESSMENT DISTRICT 98-02 ZONE 1
284-75-294; County DL 0275
FY 23/24**
ACTUAL
FY 24/25

PROPOSED
BUDGET
ASSESSMENT RATES:

Rate Per Parcel $ 106.08 $ 109.26
Total Number of Parcels 222 222
Total Special Assessments 23,549.76 $ $ 24,255.72

REVENUE
Interest on Fund Balance $ 1,162.26 $ -
Special Assessments $ 23,078.26 $ 24,255.72
Total Sources of Funds: 24,240.52 $ $ 24,255.72

EXPENDITURES
Advertising & Mail $ 395.00 $ 584.00
Utilities $ 9,006.12 $ 12,731.00
Professional Services $ - $ 531.00
Contract - Landscape Maintenance $ 5,928.00 $ 9,548.00
Contract - Construction, Repairs & Extra Work $ 556.00 $ - Contract - Tree Maintenance Services $ 5,346.00 $ -
Contract - Materials & Supplies $ - $ -
Cost Allocation (Overhead) $ 9,344.00 $ 9,625.00
Total Expenditures: 30,575.12 $ $ 33,019.00
$ (6,334.60) $ (8,763.28)
Transfer to/from Operating Reserve $ 8,763.28 6,334.60 $ $ - $ -

OPERATING RESERVE
Beginning Fund Balance (July 1st) $ 69,978.23 $ 63,643.63 Operating Reserve Set-a-side $ - $ -
Transfer from (to) Annual Operating Balance $ (6,334.60) $ (8,763.28) Ending Operating Reserve Balance (June 30th) $ 63,643.63 $ 54,880.35 **
$xx.xx Audited Fund Balance from previous Fiscal Year

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

ITEM 7 Agenda Packet Page 97
20 Figure 2.4
ASSESSMENT DISTRICT 98‐02 ZONE 1 for
SORENSON RANCH UNITS NO. 1, 2, 3 and 4
UNIT 1

Assessment
Diagram #
Assessment
Amount
Assessment
Diagram #
Assessment
Amount
211 0830 001 0000 11 $ 109.26 211 0830 038 0000 110 $ 109.26 211 0830 002 0000 12 $ 109.26 211 0830 039 0000 111 $ 109.26 211 0830 003 0000 13 $ 109.26 211 0830 040 0000 149 $ 109.26 211 0830 004 0000 14 $ 109.26 211 0830 041 0000 150 $ 109.26 211 0830 005 0000 15 $ 109.26 211 0830 042 0000 151 $ 109.26 211 0830 006 0000 16 $ 109.26 211 0830 043 0000 152 $ 109.26 211 0830 007 0000 17 $ 109.26 211 0830 044 0000 153 $ 109.26 211 0830 008 0000 18 $ 109.26 211 0830 045 0000 154 $ 109.26 211 0830 009 0000 19 $ 109.26 211 0830 046 0000 155 $ 109.26 211 0830 010 0000 20 $ 109.26 211 0830 047 0000 156 $ 109.26 211 0830 011 0000 21 $ 109.26 211 0830 048 0000 157 $ 109.26 211 0830 012 0000 22 $ 109.26 211 0830 049 0000 158 $ 109.26 211 0830 013 0000 23 $ 109.26 211 0830 050 0000 159 $ 109.26 211 0830 014 0000 86 $ 109.26 211 0830 051 0000 160 $ 109.26 211 0830 015 0000 87 $ 109.26 211 0830 052 0000 161 $ 109.26 211 0830 016 0000 88 $ 109.26 211 0830 053 0000 162 $ 109.26 211 0830 017 0000 89 $ 109.26 211 0830 054 0000 163 $ 109.26 211 0830 018 0000 90 $ 109.26 211 0830 055 0000 164 $ 109.26 211 0830 019 0000 91 $ 109.26 211 0830 056 0000 2 $ 109.26 211 0830 020 0000 92 $ 109.26 211 0830 057 0000 3 $ 109.26 211 0830 021 0000 93 $ 109.26 211 0830 058 0000 4 $ 109.26 211 0830 022 0000 94 $ 109.26 211 0830 059 0000 5 $ 109.26 211 0830 023 0000 95 $ 109.26 211 0830 060 0000 6 $ 109.26 211 0830 024 0000 96 $ 109.26 211 0830 061 0000 7 $ 109.26 211 0830 025 0000 97 $ 109.26 211 0830 062 0000 8 $ 109.26 211 0830 026 0000 98 $ 109.26 211 0830 063 0000 9 $ 109.26 211 0830 027 0000 99 $ 109.26 211 0830 064 0000 10 $ 109.26 211 0830 028 0000 100 $ 109.26 Subtotal = $ 2,950.02
211 0830 029 0000 101 $ 109.26
211 0830 030 0000 102 $ 109.26
211 0830 031 0000 103 $ 109.26
211 0830 032 0000 104 $ 109.26
211 0830 033 0000 105 $ 109.26
211 0830 034 0000 106 $ 109.26
211 0830 035 0000 107 $ 109.26
211 0830 036 0000 108 $ 109.26
211 0830 037 0000 109 $ 109.26
Subtotal = $       4,042.62
Tax Assessor'sNumber Tax Assessor'sNumber
ITEM 7 Agenda Packet Page 98
21 ASSESSMENT DISTRICT 98‐02 ZONE 1 for
SORENSON RANCH UNITS NO. 1, 2, 3 and 4
UNIT 2
Assessment
Diagram #
Assessment
Amount
Assessment
Diagram #
Assessment
Amount
211 0830 067 0000 24 $ 109.26 211 0830 105 0000 113 $ 109.26 211 0830 068 0000 25 $ 109.26 211 0830 106 0000 114 $ 109.26 211 0830 069 0000 26 $ 109.26 211 0830 107 0000 115 $ 109.26 211 0830 070 0000 27 $ 109.26 211 0830 108 0000 116 $ 109.26 211 0830 071 0000 28 $ 109.26 211 0830 109 0000 117 $ 109.26 211 0830 072 0000 29 $ 109.26 211 0830 110 0000 118 $ 109.26 211 0830 073 0000 30 $ 109.26 211 0830 111 0000 119 $ 109.26 211 0830 074 0000 31 $ 109.26 211 0830 112 0000 120 $ 109.26 211 0830 075 0000 32 $ 109.26 211 0830 113 0000 122 $ 109.26 211 0830 076 0000 33 $ 109.26 211 0830 114 0000 123 $ 109.26 211 0830 077 0000 34 $ 109.26 211 0830 115 0000 145 $ 109.26 211 0830 078 0000 35 $ 109.26 211 0830 116 0000 181 $ 109.26 211 0830 079 0000 36 $ 109.26 211 0830 117 0000 180 $ 109.26 211 0830 080 0000 37 $ 109.26 211 0830 118 0000 148 $ 109.26 211 0830 081 0000 38 $ 109.26 211 0830 119 0000 147 $ 109.26 211 0830 082 0000 39 $ 109.26 211 0830 120 0000 146 $ 109.26 211 0830 083 0000 40 $ 109.26 Subtotal = $       1,748.16 211 0830 084 0000 41 $ 109.26
211 0830 085 0000 42 $ 109.26
211 0830 086 0000 43 $ 109.26
211 0830 087 0000 44 $ 109.26
211 0830 088 0000 45 $ 109.26
211 0830 089 0000 71 $ 109.26
211 0830 090 0000 72 $ 109.26
211 0830 091 0000 73 $ 109.26
211 0830 092 0000 74 $ 109.26
211 0830 093 0000 75 $ 109.26
211 0830 094 0000 76 $ 109.26
211 0830 095 0000 77 $ 109.26
211 0830 096 0000 78 $ 109.26
211 0830 097 0000 79 $ 109.26
211 0830 098 0000 80 $ 109.26
211 0830 099 0000 81 $ 109.26
211 0830 100 0000 82 $ 109.26
211 0830 101 0000 83 $ 109.26
211 0830 102 0000 84 $ 109.26
211 0830 103 0000 85 $ 109.26
211 0830 104 0000 112 $ 109.26
Subtotal = $      4,151.88
Tax Assessor'sNumber Tax Assessor'sNumber
ITEM 7 Agenda Packet Page 99
22 ASSESSMENT DISTRICT 98‐02 ZONE 1 for
SORENSON RANCH UNITS NO. 1, 2, 3 and 4
UNIT 3

Assessment
Diagram #
Assessment
Amount
Assessment
Diagram #
Assessment
Amount
211 0840 048 0000 221 $ 109.26 211 0840 084 0000 63 $ 109.26 211 0840 049 0000 222 $ 109.26 211 0840 085 0000 64 $ 109.26 211 0840 050 0000 193 $ 109.26 211 0840 086 0000 65 $ 109.26 211 0840 051 0000 194 $ 109.26 211 0840 087 0000 66 $ 109.26 211 0840 052 0000 187 $ 109.26 211 0840 088 0000 67 $ 109.26 211 0840 053 0000 188 $ 109.26 211 0840 089 0000 68 $ 109.26 211 0840 054 0000 189 $ 109.26 211 0840 090 0000 69 $ 109.26 211 0840 055 0000 190 $ 109.26 211 0840 091 0000 70 $ 109.26 211 0840 056 0000 191 $ 109.26 211 0840 092 0000 46 $ 109.26 211 0840 057 0000 192 $ 109.26 211 0840 093 0000 47 $ 109.26 211 0840 058 0000 133 $ 109.26 211 0840 094 0000 48 $ 109.26 211 0840 059 0000 134 $ 109.26 211 0840 095 0000 49 $ 109.26 211 0840 060 0000 135 $ 109.26 211 0840 096 0000 50 $ 109.26 211 0840 061 0000 136 $ 109.26 211 0840 097 0000 51 $ 109.26 211 0840 062 0000 137 $ 109.26 211 0840 098 0000 52 $ 109.26 211 0840 063 0000 138 $ 109.26 211 0840 099 0000 53 $ 109.26 211 0840 064 0000 139 $ 109.26 211 0840 100 0000 54 $ 109.26 211 0840 065 0000 140 $ 109.26 211 0840 101 0000 55 $ 109.26 211 0840 066 0000 141 $ 109.26 211 0840 102 0000 56 $ 109.26 211 0840 067 0000 142 $ 109.26 211 0840 103 0000 57 $ 109.26 211 0840 068 0000 143 $ 109.26 211 0840 104 0000 58 $ 109.26 211 0840 069 0000 144 $ 109.26 Subtotal = $ 2,294.46 211 0840 070 0000 123 $ 109.26
211 0840 071 0000 124 $ 109.26
211 0840 072 0000 125 $ 109.26
211 0840 073 0000 126 $ 109.26
211 0840 074 0000 127 $ 109.26
211 0840 075 0000 128 $ 109.26
211 0840 076 0000 129 $ 109.26
211 0840 077 0000 130 $ 109.26
211 0840 078 0000 131 $ 109.26
211 0840 079 0000 132 $ 109.26
211 0840 080 0000 59 $ 109.26
211 0840 081 0000 60 $ 109.26
211 0840 082 0000 61 $ 109.26
211 0840 083 0000 62 $ 109.26
Subtotal = $ 3,933.36
Tax Assessor'sNumber Tax Assessor'sNumber
ITEM 7 Agenda Packet Page 100
23 ASSESSMENT DISTRICT 98‐02 ZONE 1 for
SORENSON RANCH UNITS NO. 1, 2, 3 and 4
UNIT 4

Assessment
Diagram #
Assessment
Amount
Assessment
Diagram #
Assessment
Amount
211 0840 001 0000 165 $ 109.26 211 0840 027 0000 201 $ 109.26 211 0840 002 0000 166 $ 109.26 211 0840 028 0000 202 $ 109.26 211 0840 003 0000 167 $ 109.26 211 0840 029 0000 203 $ 109.26 211 0840 004 0000 168 $ 109.26 211 0840 030 0000 204 $ 109.26 211 0840 005 0000 169 $ 109.26 211 0840 031 0000 205 $ 109.26 211 0840 006 0000 170 $ 109.26 211 0840 032 0000 206 $ 109.26 211 0840 007 0000 171 $ 109.26 211 0840 033 0000 207 $ 109.26 211 0840 008 0000 172 $ 109.26 211 0840 034 0000 208 $ 109.26 211 0840 009 0000 173 $ 109.26 211 0840 035 0000 209 $ 109.26 211 0840 010 0000 174 $ 109.26 211 0840 036 0000 210 $ 109.26 211 0840 011 0000 175 $ 109.26 211 0840 037 0000 211 $ 109.26 211 0840 012 0000 176 $ 109.26 211 0840 038 0000 212 $ 109.26 211 0840 013 0000 177 $ 109.26 211 0840 039 0000 213 $ 109.26 211 0840 014 0000 178 $ 109.26 211 0840 040 0000 214 $ 109.26 211 0840 015 0000 179 $ 109.26 211 0840 041 0000 215 $ 109.26 211 0840 016 0000 182 $ 109.26 211 0840 042 0000 216 $ 109.26 211 0840 017 0000 183 $ 109.26 211 0840 043 0000 217 $ 109.26 211 0840 018 0000 184 $ 109.26 211 0840 044 0000 218 $ 109.26 211 0840 019 0000 185 $ 109.26 211 0840 045 0000 219 $ 109.26 211 0840 020 0000 186 $ 109.26 211 0840 046 0000 220 $ 109.26 211 0840 021 0000 195 $ 109.26 211 0840 047 0000 1 $ 109.26 211 0840 022 0000 196 $ 109.26 Subtotal = $        2,294.46 211 0840 023 0000 197 $ 109.26
211 0840 024 0000 198 $ 109.26
211 0840 025 0000 199 $ 109.26
211 0840 026 0000 200 $ 109.26
Subtotal = $       2,840.76
222 Parcels; Total 98‐02 Zone 1 Assessmentsis $      24,255.72 Tax Assessor'sNumber Tax Assessor'sNumber
ITEM 7 Agenda Packet Page 101
24 ASSESSMENT DISTRICT 98-02 – Zone 2 (Autumnwood Subdivision)

GENERAL
Landscape Maintenance Assessment District (LMAD) 98-02, Zone 2 (Autumnwood Subdivision), first created in 2014, is located south side of Antelope Road and west of Amsterdam Avenue. This LMAD provides for the maintenance of certain areas within and adjacent to the Autumnwood subdivision development. All improvements are on public property. There are 46 residential parcels in this district, whose boundaries are more particularly described on the Assessment Diagram contained in Figure 3.1.

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

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

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

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

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

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

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

The trail will require routine maintenance and replacement.

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

ITEM 7 Agenda Packet Page 102
25 DISTRICT FINANCING/METHOD OF ASSESSMENT
As a condition of approval, the developer of the single family Autumnwood subdivision was required to establish a funding source to provide for ongoing maintenance of the landscaping, irrigation, detention basins, pedestrian pathways, and masonry walls located within Lots A, B, C, E, and the frontage along 7106 Antelope Road. Funding for the LMAD 98-02, Zone 2 is from annual assessments levied on properties within the assessment boundary (Figure 3.1) pursuant to the Landscaping and Lighting Act of 1972. Because each of the single-family lots within the District was created as a result of compliance with this condition, each lot benefits in the same proportion. Therefore, the assessment costs are allocated on a per parcel basis for all Assessment Diagram parcels located in the Assessment District that could qualify as a buildable single-family parcel per the current City of Citrus Heights Zoning Ordinances. The original annual assessment adopted for District 98-02, Zone 2 upon formation in 2014 was $354.09 per parcel.

ANNUAL ASSESSMENT
In recent years continued increases in the costs of regular maintenance activities and utilities have resulted in LMAD 98-02, Zone 2’s operating reserves being depleted below the level needed to provide for unscheduled maintenance expenditures (i.e. soundwall repairs, oak tree trimming and irrigation/electrical system repairs). As a result, in FY 2023/2024, the City of Citrus Heights, for the first time, utilitized the cost of living increase provision and increased the annual assessment by 3%.

An adjustment in the annual assessment per parcel is proposed for Fiscal Year 2024/2025.

As shown in Figure 3.3. “Summary Analysis”, the Fiscal Year 2024/2025 annual assessments for District 98-02, Zone 2, are proposed to again increase by 3% (less than the maximum allowable 4%) over the rates for FY 2023/2024, to approximately $386.90 per residential parcel. These additional revenues are necessary to support the District’s continued maintenance operations and preserve an appropriate operating reserve to address unforeseen maintenance and repair expenses.

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

BOUNDARY DESCRIPTION OF AREA TO BE MAINTAINED
All that real property situated in the City of Citrus Heights, County of Sacramento, State of California, which is further described as follows:

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

3.1. ITEM 7 Agenda Packet Page 103
26 FIGURE 3.1

ITEM 7 Agenda Packet Page 104
27 FIGURE 3.2
ASSESSMENT DISTRICT NO. 98-02
Zone 2 (Autumnwood Subdivision)

MAINTENANCE SPECIFICATION
1) Maintain trees and other plantings along frontage of the subdivision along Antelope Road (Lot E) and Live Oak Way (Lots A-C) a minimum of once every two weeks. Maintain irrigation system, weekly. Weed area a minimum of once every two weeks. Fertilize area a minimum of twice per year. Control infestation of fungus, diseases and/or insects. This item includes irrigation repair, landscaping materials (wood chips, chemicals, etc.), and replanting as needed.
2) Maintain trees and other plantings within the detention basins (Lots D and F) 3) Maintain masonry walls (Lots A-F). Clean all graffiti from street side of wall as needed.

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

ITEM 7 Agenda Packet Page 105
28 FIGURE 3.3
ASSESSMENT DISTRICT 98-02 ZONE 2
285-75-295; County DL 0268

FY 23/24**
ACTUAL
FY 24/25

PROPOSED
BUDGET
ASSESSMENT RATES:

Rate Per Parcel $ 375.64 $ 386.90
Total Number of Parcels 46 46
Total Special Assessments 17,279.44 $ $ 17,797.40
REVENUE:

Interest on Fund Balance $ 687.87 $ -
Special Assessments $ 17,040.40 $ 17,797.40
Total Revenue: 17,728.27 $ $ 17,797.40
EXPENDITURES:

Advertising & Mail $ 395.00 $ 584.00
Utilities $ 2,462.30 $ 3,395.00
Professional Services $ - $ 159.00
Contract - Landscape Maintenance $ 6,492.00 $ 9,018.00
Contract - Construction, Repairs & Extra Work $ - $ -
Contract - Materials & Supplies $ - $ 2,652.00
Cost Allocation (Overhead) $ 3,239.00 $ 3,337.00
Total Expenditures: 12,588.30 $ $ 19,145.00
$ 5,139.97 $ (1,347.60)
Transfer to/from Operating Reserve $ 1,347.60 (5,139.97) $ $ - $ -

OPERATING RESERVE
Beginning Fund Balance (July 1st) $ 39,827.34 $ 44,967.31 Operating Reserve Set-a-side $ - $ -
Transfer from (to) Annual Operating Balance $ 5,139.97 $ (1,347.60) Ending Operating Reserve Balance (June 30th) $ 44,967.31 $ 43,619.71 **
$xx.xx

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

Audited Fund Balance from previous Fiscal Year
ITEM 7 Agenda Packet Page 106
29 FIGURE 3.4
ASSESSMENT DISTRICT 98‐02 ZONE 2
for AUTUMNWOOD
Tax Assessor's Number
Assessment
Diagram #
Assessment
Amount Tax Assessor's Number Assessment Diagram #
Assessment
Amount
204 0740 001 0000 1 $ 386.90 204 0740 029 0000 29 $ 386.90 204 0740 002 0000 2 $ 386.90 204 0740 030 0000 30 $ 386.90 204 0740 003 0000 3 $ 386.90 204 0740 031 0000 31 $ 386.90 204 0740 004 0000 4 $ 386.90 204 0740 032 0000 32 $ 386.90 204 0740 005 0000 5 $ 386.90 204 0740 033 0000 33 $ 386.90 204 0740 006 0000 6 $ 386.90 204 0740 034 0000 34 $ 386.90 204 0740 007 0000 7 $ 386.90 204 0740 035 0000 35 $ 386.90 204 0740 008 0000 8 $ 386.90 204 0740 036 0000 36 $ 386.90 204 0740 009 0000 9 $ 386.90 204 0740 037 0000 37 $ 386.90 204 0740 010 0000 10 $ 386.90 204 0740 038 0000 38 $ 386.90 204 0740 011 0000 11 $ 386.90 204 0740 039 0000 39 $ 386.90 204 0740 012 0000 12 $ 386.90 204 0740 040 0000 40 $ 386.90 204 0740 013 0000 13 $ 386.90 204 0740 041 0000 41 $ 386.90 204 0740 014 0000 14 $ 386.90 204 0740 042 0000 42 $ 386.90 204 0740 015 0000 15 $ 386.90 204 0740 043 0000 43 $ 386.90 204 0740 016 0000 16 $ 386.90 204 0740 044 0000 44 $ 386.90 204 0740 017 0000 17 $ 386.90 204 0740 045 0000 45 $ 386.90 204 0740 018 0000 18 $ 386.90 204 0740 046 0000 46 $ 386.90 204 0740 019 0000 19 $ 386.90 Subtotal = 6,964.2 $ 0 204 0740 020 0000 20 $ 386.90 204 0740 021 0000 21 $ 386.90 204 0740 022 0000 22 $ 386.90 46 Parcels; Total 98‐02 Zone 2 Assessments = $ 17,797.40 204 0740 023 0000 23 $ 386.90 204 0740 024 0000 24 $ 386.90 204 0740 025 0000 25 $ 386.90 204 0740 026 0000 26 $ 386.90 204 0740 027 0000 27 $ 386.90 204 0740 028 0000 28 $ 386.90 Subtotal = 10,833.20 $
ITEM 7 Agenda Packet Page 107
30 ASSESSMENT DISTRICT 98-02 – Zone 3 (Mariposa Creek Subdivision)

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

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

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

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

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

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

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

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

ITEM 7 Agenda Packet Page 108
31 DISTRICT FINANCING/METHOD OF ASSESSMENT
As a condition of approval, the developer of the single family Mariposa Creek Subdivision was required to establish a funding source to provide for ongoing maintenance of the landscaping, irrigation, storm drain system, creek open space, pedestrian pathways, and masonry walls located within Lots A, B, and C. Funding for LMAD 98-02, Zone 3 will be from annual assessments levied on residential parcels within the zone’s assessment boundary (Figure 4.1), pursuant to the Landscaping and Lighting Act of 1972. Because each of the single-family lots within the zone was created as a result of compliance with this condition, each lot benefits in the same proportion.

Therefore, the assessment costs are allocated on a per parcel basis for all assessment diagram parcels located in the Assessment District that qualified as a buildable single-family parcel per the current City of Citrus Heights Zoning Ordinances. The original annual assessment adopted for District 98-02, Zone 3 upon formation in 2018 was $753.33 per parcel.

ANNUAL ASSESSMENT
In recent years continued increases in the costs of regular maintenance activities and utilities have resulted in LMAD 98-02 Zone 3’s operating reserves being depleted below the level needed to provide for unscheduled maintenance expenditures (i.e. soundwall repairs and irrigation/electrical system repairs). As a result, in FY 2023/2024, the City of Citrus Heights, for the first time, utilitized the cost of living increase provision and increased the annual assessment by 3%.

An adjustment in the annual assessment per parcel is proposed for Fiscal Year 2024/2025.

As shown in Figure 4.3. “Summary Analysis”, the Fiscal Year 2024/2025 annual assessments for District 98-02, Zone 3, are proposed to again increase by 3% (less than the maximum allowable 4%) over the rates for FY 2023/2024, to approximately $823.14 per residential parcel,. These additional revenues are necessary to support the District’s continued maintenance operations and preserve an appropriate operating reserve to address unforeseen maintenance and repair expenses.

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

BOUNDARY DESCRIPTION OF AREA TO BE MAINTAINED
All that real property situated in the City of Citrus Heights, County of Sacramento, State of California, which is further described as follows:

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

ITEM 7 Agenda Packet Page 109
32 FIGURE 4.1

ITEM 7 Agenda Packet Page 110
33 FIGURE 4.2
ASSESSMENT DISTRICT NO. 98-02
Zone 3 (Mariposa Creek Subdivision)

MAINTENANCE SPECIFICATION
1) Maintain trees and other plantings a minimum of once every two weeks along frontage of the subdivision along Antelope Road (Lots A & B) and the pedestrian pathway within Lot C of subdivision development. Maintain irrigation system, weekly. Weed area a minimum of once every two weeks. Fertilize area a minimum of twice per year. Control infestation of fungus, diseases and/or insects. This item includes irrigation repair, landscaping materials (wood chips, chemicals, etc.), and replanting as needed. 2) Maintain masonry walls (Lots A & B). Clean all graffiti from street-facing side of wall(s) as needed. Perform structural repairs/replacement as needed. 3) Maintain pedestrian pathway (Lot C). Clean all graffiti as needed. Perform structural repairs/replacement as needed. This item includes repair and materials to maintain the light bollards along the pathway.
4) Maintain the creek open space and storm drain system (Lots B & C and along the north property lines of the subdivision development). Keep the existing creek open space free from debris to assure flow of Cripple Creek, repair and maintenance of storm drain system within Lot C and public drainage system along the north property lines of the subdivision development. This item includes any paving repairs and miscellaneous items for the small portion of Orange Drive located within Lot C.

ITEM 7 Agenda Packet Page 111
34 FIGURE 4.3
ASSESSMENT DISTRICT 98-02 ZONE 3
292-75-300; County DL0281

DESCRIPTION FY 23/24**
ACTUAL
FY 24/25

PROPOSED
BUDGET
ASSESSMENT RATES:

Rate Per Parcel $ 799.18 $ 823.14
Total Number of Parcels 15 15
Total Special Assessments 11,987.70 $ $ 12,347.10
REVENUE:

Interest on Fund Balance $ 499.76 $ -
Special Assessments $ 11,954.15 $ 12,347.10
Total Revenue: 12,453.91 $ $ 12,347.10
EXPENDITURES:

Materials and Supplies $ - $ -
Advertising & Mail $ 395.00 $ 371.00
Utilities $ 828.80 $ 1,008.00
Professional Services $ - $ -
Contract - Landscape Maintenance $ 4,008.00 $ 4,880.00
Contract - Tree Maintenance $ 8,712.00 $ -
Contract Construction and/or Repairs $ 628.00 $ -
Cost Allocation* (Overhead) $ - $ -
Total Expenditures: 14,571.80 $ $ 6,259.00
$ (2,117.89) $ 6,088.10
Transfer to/from Operating Reserve $ (6,088.10) 2,117.89 $ $ - - $

OPERATING RESERVE
Beginning Fund Balance (July 1st) $ 27,874.50 $ 25,756.61 Transfer from (to) Annual Operating Balance $ (2,117.89) $ 6,088.10 Ending Operating Reserve Balance (June 30th) $ 25,756.61 $ 31,844.71 *
** Recorded actual expenses for the first 3 quarters fo the current Fiscal Year plus projections for the 4th quarter. $xx.xx Audited Fund Balance from previous Fiscal Year
Annual Operating Balance
Annual Ending Balance
Cost Allocation for this district zone is not included. This is the initial year and staff does not have data from a previous year.

ITEM 7 Agenda Packet Page 112
35 FIGURE 4.4
ASSESSMENT DISTRICT 98-02 ZONE 3
for MARIPOSA CREEK

Tax Assessor's Number
Assessment
Diagram #
Assessment
Amount
204‐0500‐060‐0000 1 $          823.14
204‐0500‐061‐0000 2 $          823.14
204‐0500‐062‐0000 3 $          823.14
204‐0500‐063‐0000 4 $          823.14
204‐0500‐064‐0000 5 $          823.14
204‐0500‐065‐0000 6 $          823.14
204‐0500‐066‐0000 7 $          823.14
204‐0500‐067‐0000 8 $          823.14
204‐0500‐068‐0000 9 $          823.14
204‐0500‐069‐0000 10 $          823.14
204‐0500‐070‐0000 11 $          823.14
204‐0500‐071‐0000 12 $          823.14
204‐0500‐072‐0000 13 $          823.14
204‐0500‐073‐0000 14 $          823.14
204‐0500‐074‐0000 15 $          823.14
15 Parcels; Total 98‐02 Zone 3 Assessments is $    12,347.10 ITEM 7 Agenda Packet Page 113
36 ASSESSMENT DISTRICT 98-02 – Zone 4 (Wyatt Ranch Subdivision)

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

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

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

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

The facilities in Zone 4 also include a masonry wall along the west side of Sunrise Boulevard. The walls require routine maintenance, including surface and structural maintenance and graffiti abatement. This item includes replacement of the masonry wall, in the next 40 years.

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

DISTRICT FINANCING/METHOD OF ASSESSMENT
As a condition of approval, the developer of the single family Wyatt Ranch Subdivision was required to establish a funding source to provide for ongoing maintenance of the landscaping, irrigation, pedestrian pathways, and masonry wall located within the Public Utility, Wall, Landscape and Pedestrian Walkway Easement. Funding for Zone 4 is be from annual assessments levied on residential parcels within the zone’s assessment boundary (Figure 5.1), pursuant to the Landscaping and Lighting Act of 1972. Because each of the single-family lots within the zone was created as a result of compliance with this condition, each lot benefits in the same proportion.

ITEM 7 Agenda Packet Page 114
37 The formation of this district also included a cost of living adjustment provision. Should the cost of landscape maintenance activities and utilities rise, this provision allows for the City of Citrus Heights to increase the annual assessment. Each annual increase, if any, shall not exceed a maximum of four percent 4%.

ANNUAL ASSESSMENT
Although formally created by the City Council in November 2019, no assessments were levied on the parcels in this zone until FY 2023/2024 due to the uncertainty of the Covid-19 situation and delays in construction.

Completion of construction of the subdivision and transfer of landscape maintenance responsibilities to the City of Citrus Heights is expected in the next year. Therefore, no adjustment in the annual assessment is proposed for this zone. As shown in Figure 5.3. “Summary Analysis”, the Fiscal Year 2024/2025 assessments for District 98-02, Zone 4 are proposed to be levied at the same rate levied in FY 2023/2024.

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

BOUNDARY DESCRIPTION OF AREA TO BE MAINTAINED
All that real property situated in the City of Citrus Heights, County of Sacramento, State of California, which is further described as follows:

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

ITEM 7 Agenda Packet Page 115
38 FIGURE 5.1

ITEM 7 Agenda Packet Page 116
39 FIGURE 5.2
ASSESSMENT DISTRICT NO. 98-02
Zone 4 (Wyatt Ranch Subdivision)

MAINTENANCE SPECIFICATION
1) Maintain trees and other plantings a minimum of once every two weeks along the Sunrise Boulevard frontage of the subdivision (P.U.E., Wall, Landscape and Pedestrian Easement).

Maintain irrigation system & litter removal, weekly. Weed area a minimum of once every two weeks. Fertilize area a minimum of twice per year. Control infestation of fungus, diseases and/or insects. This item includes utilities (water & electricity), irrigation repair, landscaping materials (wood chips, chemicals, etc.), and replanting as needed. 2) Maintain masonry wall. Clean all graffiti from street-facing side of wall(s) as needed.

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

ITEM 7 Agenda Packet Page 117
40 FIGURE 5.3
ASSESSMENT DISTRICT 98-02 ZONE 4
Fund and County DL 1170
DESCRIPTION FY 23/24(1) ACTUAL
FY 24/25 (2)

PROPOSED
BUDGET
ASSESSMENT RATES:

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

Release from Maintenance/Repair Reserve Balance
Release from Facility Replacement Reserve Balance - $ - $ Interest on Fund Balance 32.35 $ - $
Special Assessments $ 12,795.81 $ 9,224.38
Other Revenue $ - $ -
Total Revenue: $ 12,828.16 $ 9,224.38
EXPENDITURES:

Materials and Supplies $ - $ -
Advertising & Mail $ 395.00 $ 325.00
Utilities $ - $ 300.00
Professional Services $ - $ 50.00
Contract Landscape Maintenance $ - $ 1,200.00
Cost Allocation (Overhead) $ - $ -
Total Expenditures: $ 395.00 $ 1,875.00
$ 12,433.16 $ 7,349.38
Transfer to Maintenance/Repair Reserve $ (5,598.28) (5,598.28) $ Transfer to Facility Replacement Reserve $ (1,866.10) (1,866.10) $ $ 4,968.78 $ (115.00)

MAINTENANCE /REPAIR RESERVE
Beginning Fund Balance (July 1st) $ 440.19 $ 6,038.47
Release to Operating Revenue $ - $ -
Transfer from Operating Balance $ 5,598.28 $ 5,598.28
Ending Operating Reserve Balance (June 30th) $ 6,038.47 $ 11,636.75

FACILITY REPLACEMENT RESERVE
Beginning Facility Replacement Balance (July 1st) $ 441.08 $ 2,307.18 Transfer from Operating Balance $ 1,866.10 $ 1,866.10
Ending Facility Replacement Balance (June 30th) $ 2,307.18 $ 4,173.28 $xx.xx Audited Fund Balance from previous Fiscal Year
Annual Operating Balance
Annual Ending Balance
(1) No assessments or expenditures for FY 21/22; FY 22/23 is the first year assessments will b l id (2) Assessments and estimated expenditures for FY 22/23 derived from estimate contained in original Engineer's Report dated November 14, 2019
ITEM 7 Agenda Packet Page 118
41 FIGURE 5.4
ASSESSMENT DISTRICT 98-02 ZONE 4
for WYATT RANCH

Tax Assessor's Number Assessment Diagram # Assessment Amount 211‐0920‐001‐0000 1 $                       401.06
211‐0920‐002‐0000 2 $                       401.06
211‐0920‐003‐0000 3 $                       401.06
211‐0920‐004‐0000 4 $                       401.06
211‐0920‐005‐0000 5 $                       401.06
211‐0920‐006‐0000 6 $                       401.06
211‐0920‐007‐0000 7 $                       401.06
211‐0920‐008‐0000 8 $                       401.06
211‐0920‐009‐0000 9 $                       401.06
211‐0920‐010‐0000 10 $                       401.06
211‐0920‐011‐0000 11 $                       401.06
211‐0920‐012‐0000 12 $                       401.06
211‐0920‐013‐0000 13 $                       401.06
211‐0920‐014‐0000 14 $                       401.06
211‐0920‐015‐0000 15 $                       401.06
211‐0920‐016‐0000 16 $                       401.06
211‐0920‐017‐0000 17 $                       401.06
211‐0920‐018‐0000 18 $                       401.06
211‐0920‐019‐0000 19 $                       401.06
211‐0920‐020‐0000 20 $                       401.06
211‐0920‐023‐0000 21 $                       401.06
211‐0920‐022‐0000 22 $                       401.06
211‐0920‐021‐0000 23 $                       401.06
23 Parcels; Total 98‐02 Zone 4 Assessments is $                    9,224.38 ITEM 7 Agenda Packet Page 119
42 ASSESSMENT DISTRICT 03-01 - ZONE 1 Stock Ranch NORTH (Auburn Commerce District)

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

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

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

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

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

DISTRICT FINANCING/METHOD OF ASSESSMENT
As a condition of approval, the developer of the commercial zone of Stock Ranch development was required to establish a funding source to provide for ongoing maintenance of the landscaping and irrigation along Auburn Boulevard between San Tomas Drive and Raintree Drive (both sides of the street and the medians), sound walls (surface and structural maintenance) along the east and west sides of the development and the open space north of Arcade Creek including the drainage basins, pedestrian trails and bridge. Funding for the LMAD 03-01 Zone 1 is from annual assessments levied on property within the zone’s assessment boundary (Figure 6.1) pursuant to the Landscaping and Lighting Act of 1972. By agreement, the developer of the Stock Ranch subdivisions installed and maintained all landscaping improvements described in this Engineer’s Report until the City’s acceptance.

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

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

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

ITEM 7 Agenda Packet Page 120
43 METHOD OF ASSESSMENT:

An adjustment in the annual assessment rate per acre is proposed for Fiscal Year 2024/2025.

As shown in Figure 6.3. “Summary Analysis”, the Fiscal Year 2024/2025 assessments for District 03-01 Zone 1 are proposed to increase by 3% (less than the maximum allowable 4%) by approximately $2,632.37 per acre. These additional revenues are necessary to support the LMAD 03-01 Zone 1’s operations and maintenance, provided by the Sunrise Recreation and Park District and City forces, and to preserve existing operating and replacement reserves.

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

FIGURE 6.1
ITEM 7 Agenda Packet Page 121
44 FIGURE 6.2
ASSESSMENT DISTRICT NO. 03-01
Zone 1

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

ZONE 1
Maintained by the City or City contractors:

Landscaping north of Auburn Boulevard and within the median on Auburn Boulevard. Ongoing maintenance of the Auburn Boulevard landscape requires routine care of lawn, trees, shrubs and groundcover, including weed control, fertilization and litter removal.

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

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

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

ITEM 7 Agenda Packet Page 122
45 FIGURE 6.3
ASSESSMENT DISTRICT 03-01 ZONE 1
286-75-296; County DL 0276
DESCRIPTION FY 23/24** ACTUAL
FY 24/25

PROPOSED
BUDGET
ASSESSMENT RATES:

Rate Per Acre $ 2,555.70 $ 2,632.37
Total Number of Acres (12 Parcels) 36.82 36.82
Total Special Assessments*** $ 94,100.80 $ 96,923.80
REVENUE:

Release from Fund Balance $ - $ -
Interest on Fund Balance $ 15,062.71 $ -
Special Assessments $ 78,645.35 $ 96,923.80
Contributions $ - $ -
Other Revenue $ - $ -
Total Revenues: $ 93,708.06 $ 96,923.80
EXPENDITURES:

Advertising $ 526.66 $ 371.00
Utilities - Electrical $ 2,546.00 2,232.81 $
Utilities - Water 3,953.78 $ 2,758.00 $
Professional Services - including SRPD Maintenance $ 82,750.00 84,726.22 $ Contract - Repairs & Extra Work - $ - $
Contract - Landscape Maintenance 18,468.00 $ 22,371.00 $ Contract - Bus Stop Maintenance 4,836.00 $ 5,000.00 $
Contract -Materials & Supplies - $ - $
Cost Allocation (Overhead) 3,713.00 $ 3,825.00 $
Total Uses of Funds: 118,456.47 $ 119,621.00 $
$ (22,697.20) (24,748.41) $
Transfer to/from Operating Reserve $ 22,697.20 24,748.41 $ $ - - $

OPERATING RESERVE
Beginning Operating Reserve Balance (July 1st) $ 803,017.99 827,766.40 $ Operating Reserve Set-aside - $ - $
Transfer from (to) Annual Operating Balance (24,748.41) $ (22,697.20) $ Ending Operating Reserve Balance (June 30th) $ 780,320.79 803,017.99 $

FACILITY REPLACEMENT RESERVE
Beginning Facility Replacement Balance (July 1st) $ 392,535.00 392,535.00 $ Facility Replacement Set-aside - $ - $
Replacement Project Cost - $ - $
Ending Facility Replacement Balance (June 30th) $ 392,535.00 392,535.00 $ MAINTENANCE RESERVE $ 387,785.79 410,482.99 $
**
$xx.xx
*** Total Assessment rounded to even cents per Sac County Assessor Requirements Annual Operating Balance
Annual Ending Balance
Recorded actual expenses for the first 3 quarters of the current Fiscal Year plus Audited Fund Balance from previous Fiscal Year
ITEM 7 Agenda Packet Page 123
46 FIGURE 6.4
ASSESSMENT DISTRICT 03-01 ZONE 1
for Auburn Commerce District
Tax Assessor's Number
Assessment
Diagram # Area (acres) Amount per Acre Total Assessment 211 0870 012 0000 1 1.44 $ 2,632.37 $ 3,790.60 211 0870 011 0000 2 1.1 $ 2,632.37 $ 2,895.60 211 0870 007 0000 3 0.78 $ 2,632.37 $ 2,053.24 211 0870 006 0000 4 0.61 $ 2,632.37 $ 1,605.74 211 0870 005 0000 5 1.06 $ 2,632.37 $ 2,790.30 211 0870 004 0000 6 0.81 $ 2,632.37 $ 2,132.22 211 0870 003 0000 7 3.55 $ 2,632.37 $ 9,344.90 211 0870 008 0000 8 0.76 $ 2,632.37 $ 2,000.60 211 0870 009 0000 9 0.98 $ 2,632.37 $ 2,579.72 211 0870 010 0000 10 0.98 $ 2,632.37 $ 2,579.72 211 0870 001 0000 11 13.19 $ 2,632.37 $ 34,720.96 211 0870 002 0000 14 11.56 $ 2,632.37 $ 30,430.20 14 Parcels; Total 03‐01 Zone 1 Assessments is $ 96,923.80 ITEM 7 Agenda Packet Page 124
47 ASSESSMENT DISTRICT 03-01 - ZONE 2 Stock Ranch SOUTH

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

Assessment District 03-01 has two service areas, Zones 1 and 2. On July 13, 2006 the City Council approved the annexation of Phases 3 and 4 of the Stock Ranch Residential development into Zone

2. The boundaries of Zone 2 are more particularly described on the Assessment Diagram contained in Figure 7.1.

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

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

DISTRICT FINANCING/METHOD OF ASSESSMENT
As a condition of approval, the developer of the commercial zone of Stock Ranch development was required to establish a funding source to provide for ongoing maintenance of open space on the south side of Arcade Creek and along the north side of Stock Ranch Road, the landscape strip along the north side of Stock Ranch Road (Sol Way to Woodside Drive), the pedestrian trails and park facilities, a future median in Stock Ranch Road, east of the roundabout, and a future landscape strip along the south side of Stock Ranch Road. Funding for the District is from annual assessments levied on properties within the zone’s assessment boundary (Figure 7.1) pursuant to the Landscaping and Lighting Act of 1972. The original annual assessment adopted for District 03- 01 Zone 2, upon formation in FY 2003/2004 was $82.42 per single-family residential parcel and $411.86 per acre of undeveloped/commercial property.

ANNUAL ASSESSMENT:

Initially LMAD 03-01 Zone 2, was fully funded by its assessments. However, in recent years continued increases in the costs of regular maintenance activities and utilities have resulted in the annual expenses exceeding the annual assessment revenue and operating reserves being depleted ITEM 7 Agenda Packet Page 125
48 to make up the difference. As a result, in FY 2021/2022 and FY 2023/2024, the City of Citrus Heights utilitized the cost of living increase provision and increased the annual assessment by 4% and 3%, respectively.

Annual adjustments in the assessment rate are proposed for Fiscal Year 2024/2025. As shown in Figure 7.3. “Summary Analysis”, the Fiscal Year 2024/2025 assessments for District 03- 01 Zone 2 are again proposed to increase by 3% (less than the maximum allowable 4%) over the rates charged in FY 2023/2024. This results in increases to approximately $93.64 per residential parcel and $468.03 per acre of undeveloped/commercial land. These additional revenues are necessary to support the extensive maintenance needs for the District, provided by the Sunrise Recreation and Park District as well as the City through contract services.

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

ITEM 7 Agenda Packet Page 126
49 FIGURE 7.1
ITEM 7 Agenda Packet Page 127
50 FIGURE 7.2
ASSESSMENT DISTRICT NO. 03-01 Zone 2

MAINTENANCE SPECIFICATION

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

ZONE 2
Maintained by the City or City contractors:

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

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

Maintained by the Sunrise Parks and Recreation District:

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

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

ITEM 7 Agenda Packet Page 128
51 FIGURE 7.3
ASSESSMENT DISTRICT 03-01 ZONE 2
287-75-297; County DL 0278
DESCRIPTION FY 23/24**
ACTUAL
FY 24/25

PROPOSED
BUDGET
ASSESSMENT RATES:

Rate Per Parcel (Residential) $ 90.92 $ 93.64
Total Number of Residential Parcels 121 121
Sub-Total A $ 11,001.32 $ 11,330.44
Rate Per Acre (Commercial/Undeveloped)4 $ 54.40 $ 468.03 Total Number of Acres (5 Parcels)*** 22.7 23.2
Sub-Total B $ 10,532.96 $ 10,848.90
Total Special Assessments (A+B) $ 22,179.34 21,534.28 $ REVENUE:

Release from Fund Balance $ - $ -
Interest on Fund Balance $ 433.04 $ -
Special Assessments $ 20,443.70 $ 22,179.34
Contributions $ - $ -
Other Revenue $ - $ -
Total Revenues: 20,876.74 $ $ 22,179.34
EXPENDITURES:

Advertising $ 371.00 263.33 $
Utilities - Electric 4,377.18 $ 796.00 $
Utilities - Water $ 2,546.00 1,460.78 $
Professional Services (includes SRPD Services) 5,666.96 $ 10,300.00 $ Contract - Landscape Maintenance 3,000.00 $ 3,090.00 $
Contract - Repairs, Tree Trimming & Extra Work $ - - $
Cost Allocation (Overhead) 3,273.00 $ 3,472.00 $
Total Expenditures: 18,041.25 $ 20,575.00 $
$ 1,604.34 2,402.45 $
Transfer to/from Operating Reserve $ - - $
$ 2,402.45 $ 1,604.34

OPERATING RESERVE
Beginning Fund Balance (July 1st) $ 25,086.88 $ 27,922.37 Operating Reserve Set-a-side $ 20,876.74 $ 22,179.34
Transfer from (to) Annual Operating Balance $ 18,041.25 $ 20,575.00 Ending Operating Reserve Balance (June 30th) $ 27,922.37 $ 29,526.71

FACILITY REPLACEMENT RESERVE
Beginning Facility Replacement Balance (July 1st) $ - $ - Annual Replacement Set-aside $ - $ -
Subtract Replacement Project Cost $ - - $
EndingFacility Replacement Balance (June 30th) - $ - $
MAINTENANCE RESERVE $ 29,526.71 27,922.37 $
**
$xx.xx
*** estimated acreage to be verified with County Assessors Annual Operating Balance
Annual Ending Balance
Recorded actual expenses for the first 3 quarters of the current Fiscal Year plus Audited Fund Balance from previous Fiscal Year
ITEM 7 Agenda Packet Page 129
52 FIGURE 7.4
ASSESSMENT DISTRICT 03-01 ZONE 2 for STOCK RANCH
ASSESSMENT DISTRICT 03-01 – ZONE 2 (COMMERCIAL PARCELS) Assessment
Diagram #
Assessment
Amount
211 0880 026 0000 104 93.64 $
211 0880 027 0000 105 93.64 $
211 0880 028 0000 106 93.64 $
211 0880 029 0000 107 93.64 $
211 0880 030 0000 108 93.64 $
211 0880 031 0000 109 93.64 $
211 0880 032 0000 110 93.64 $
211 0880 033 0000 111 93.64 $
211 0880 034 0000 112 93.64 $
211 0880 035 0000 113 93.64 $
211 0880 036 0000 114 93.64 $
211 0880 037 0000 115 93.64 $
211 0880 038 0000 116 93.64 $
211 0880 039 0000 117 93.64 $
211 0880 040 0000 118 93.64 $
211 0880 041 0000 119 93.64 $
211 0880 042 0000 120 93.64 $
211 0590 081 0000 121 93.64 $
211 0590 082 0000 122 93.64 $
211 0590 083 0000 123 93.64 $
211 0590 084 0000 124 93.64 $
211 0590 085 0000 125 93.64 $
211 590 086 0000 126 93.64 $
Subtotal = $ 2,153.72
Sub‐total Assessment ‐ 121 Residential Parcels = $11,330.44 Tax Assessor's Number
Revised Tax Assessor's Number*
Assessment Diagram
# Area (acres)
Amount per
Acre Total Assessment
243 0010 0045 0000 99 8.00 468.03 $ $ 3,744.24 243 0010 051 0000 100 0.55 $ 468.03 $ 257.42 243 0010 050 0000 101 1.77 $ 468.03 $ 828.40 243 0010 027 0000** 102 11.08 $ 468.03 $ 5,185.76 243 0020 051 0000 103 1.78 $ 468.03 $ 833.08 Sub‐total Assessment ‐ 5 Commercial Parcels in 03‐01, Zone 2 = $ 10,848.90 ITEM 7 Agenda Packet Page 130
53 ASSESSMENT DISTRICT 03-01 – Zone 3 (Mitchell Farms Subdivision)

GENERAL
Landscape Maintenance Assessment District (LMAD) 03-01, Zone 3 (Mitchell Farms Subdivision), first created by City Council action on April 23, 2020, is located east of Sunrise Boulevard, north of Arcadia Drive, and west of Fair Oaks Boulevard. This LMAD provides for the maintenance of a large open-space lot within the Mitchell Farms Subdivision development and landscaping within a roundabout on Arcadia Drive. All improvements are on public property.

There are 258 residential parcels in this district, whose boundaries are more particularly described on the Assessment Diagram contained in Figure 8.1.

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

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

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

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

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

ITEM 7 Agenda Packet Page 131
54 DISTRICT FINANCING/METHOD OF ASSESSMENT
As a condition of approval, the developer of the single family Mitchell Farms Subdivision was required to establish a funding source to provide for ongoing maintenance of the landscaping include trees, natural grasses, irrigation systems, pedestrian/bike pathways, pathway lighting and bridges within the open-space lot (Lot A) and landscaping and irrigation system within the Arcadia Drive roundabout. The funding for LMAD 03-01, Zone 3 will be from annual assessments levied on property within the zone’s assessment boundary (Figure 8.1), pursuant to the Landscaping and Lighting Act of 1972. Because each of the single-family lots within the zone was created as a result of compliance with this condition, each lot benefits in the same proportion. Therefore, the assessment costs are allocated on a per parcel basis for all assessment diagram parcels located in the Assessment District that qualified as a buildable single-family parcel per the current City of Citrus Heights Zoning Ordinances.

The method used to spread the initial assessments for each lot are as follows:
 Zone 3 consists 258 residential lots, 30 lettered HOA landscape lots, 20 alley lots, and one public park lot (Lot A).
 The costs of the maintenance for the improvements within Mitchell Farms are to be allocated as follows:
 The assessment for each Assessor’s Parcel is calculated by dividing the total annual cost, by the total number of residential lots within the subdivision. As follows: Annual cost/number of lots = Annual cost of $88,851.20 divided by 258 lots = $344.38 per lot per year.
 The formation of this district also included a cost of living adjustment provision. Should the cost of landscape maintenance activities and utilities rise, this provision allows for the City of Citrus Heights to increase the annual assessment by an amount not exceed a maximum of four percent 4% per year.

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

ANNUAL ASSESSMENT
The district’s Maintenance Summary is contained in Figure 8.3. The Fiscal Year 2024/2025 assessments proposed for District 03-01, Zone 3 are proposed to remain the same as Fiscal Year 2021/2022. No annual adjustments are proposed for Fiscal Year 2024/2025.

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

ITEM 7 Agenda Packet Page 132
55 BOUNDARY DESCRIPTION OF AREA TO BE MAINTAINED
All that real property situated in the City of Citrus Heights, County of Sacramento, State of California, which is further described as follows:

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

ITEM 7 Agenda Packet Page 133
56 FIGURE 8.1

ITEM 7 Agenda Packet Page 134
57 FIGURE 8.2
ASSESSMENT DISTRICT NO. 03-01
Zone 3 (Mitchell Farms Subdivision)

MAINTENANCE SPECIFICATION
1) Maintain pedestrian pathway (Lot A). Clean all graffiti as needed. Perform structural repairs/replacement as needed. This item includes repair and materials to maintain the light bollards along the pathway.
2) Maintain pedestrian pathway bridges (Lot A). Clean all graffiti as needed. Perform structural repairs/replacement to hand rails, deck, abutments and other bridge appurtenances as needed.
3) Maintain the creek open space (Lot A). Keep the existing creek open space free from debris to assure flow of Arcade Creek, maintain irrigation system and regular inspection and pruning for health of all trees (including planted mitigation trees), Mow open-space as needed for fuel-load management and appearance.
4) Maintain trees and other plantings a minimum of once every two weeks in the planters (center of roundabout and three approach islands) at the Arcadia Drive roundabout.

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

ITEM 7 Agenda Packet Page 135
58 FIGURE 8.3
ASSESSMENT DISTRICT 03-01 ZONE 3
296-75-289; County DL1128
DESCRIPTION FY 23/24 (1)
ACTUAL
FY 24/25 (2)

PROPOSED
BUDGET
ASSESSMENT RATES:

Rate Per Parcel $344.38 $354.70
Total Number of Parcels 258 258
Total Special Assessments $88,850.04 $91,512.60
REVENUE:

Release from Maintenance/Repair Reserve Balance $0.00 $0.00 Release from Facility Replacement Reserve Balance $0.00 $0.00 Interest on Fund Balance $3,290.39 $0.00
Special Assessments $88,677.98 $91,512.60
Contributions (SRPD Participation) $35,000.00 $35,000.00 Other Revenue $0.00 $0.00
Total Revenue: $126,968.37 $126,512.60
EXPENDITURES:

Materials and Supplies $0.00 $0.00
Advertising & Mail $526.68 $365.00
Utilities $0.00 $150.00
Professional Services (Cnty Tax Collection fees) $0.00 $150.00 City Contract Landscape $0.00 $1,200.00
SRPD Maintenance $0.00 $32,000.00
Cost Allocation* (Overhead) $0.00 $0.00
Maintenance/Repair Annual Accrual (3) $5,349.85 $5,349.85 Facility Replacement Annual Accrual (3) $51,416.42 $51,416.42 Total Expenditures: $57,292.95 $90,631.27
$69,675.42 $35,881.33
Transfer to Maintenance/Repair Reserve -$69,675.42 -$35,881.33 $0.00 $0.00

ACCRUAL SUMMARY

MAINTENANCE/REPAIR RESERVE
Beginning Maintenance/Repair Reserve Balance (7/1) $177,472.03 $247,147.45 Release to Revenue (to cover annual operating costs) $0.00 $0.00 Maintenance/Repair Reserve Annual Accrual $5,349.85 $5,349.85 Transfer from Annual Operating Balance $69,675.42 $35,881.33 Ending Maintenance/Repair Reserve Balance (6/30) $247,147.45 $283,028.78

FACILITY REPLACEMENT RESERVE
Beginning Facility Replacement Reserve Balance (7/1) $102,832.84 $154,249.26 Release to Revenue (for scheduled facility replacement) $0.00 $0.00 Facility Replacement Annual Accrual $51,416.42 $51,416.42 Ending Facility Replacement Reserve Balance (6/30) $154,249.26 $205,665.68 $xx.xx Audited Fund Balance from previous Fiscal Year
Annual Operating Balance
Annual Ending Balance
(1) Assessments and expenditures for FY 22/23 reflect partial year maintenance. (2) Assessments and expenditures for FY 23/24 based on first full year of City and SRPD i t (3) Annual set-aside amounts from Exhibits D1 & D2 in original Engineer's Report dated April 23, 2020.

ITEM 7 Agenda Packet Page 136
59 FIGURE 8.4
ASSESSMENT DISTRICT 03-01 ZONE 3
for Mitchell Village
Assessment
Diagram #
Assessment
Amount
Assessment
Diagram # Assessment
Amount
243 0600 001 0000 1 $          354.70 243 0610 023 0000 49 354.70 $ 243 0600 002 0000 2 $          354.70 243 0610 024 0000 50 354.70 $ 243 0600 003 0000 3 $          354.70 243 0610 025 0000 51 354.70 $ 243 0600 004 0000 4 $          354.70 243 0610 026 0000 52 354.70 $ 243 0600 005 0000 5 $          354.70 243 0610 027 0000 53 354.70 $ 243 0600 006 0000 6 $          354.70 243 0610 028 0000 54 354.70 $ 243 0600 007 0000 7 $          354.70 243 0610 029 0000 55 354.70 $ 243 0600 008 0000 8 $          354.70 243 0610 030 0000 56 354.70 $ 243 0600 009 0000 9 $          354.70 243 0610 031 0000 57 354.70 $ 243 0600 010 0000 10 354.70 $           243 0610 032 0000 58 354.70 $ 243 0600 011 0000 11 354.70 $           243 0610 033 0000 59 354.70 $ 243 0600 012 0000 12 354.70 $           243 0610 034 0000 60 354.70 $ 243 0600 013 0000 13 354.70 $           243 0610 035 0000 61 354.70 $ 243 0600 014 0000 14 354.70 $           243 0610 036 0000 62 354.70 $ 243 0600 015 0000 15 354.70 $           243 0610 037 0000 63 354.70 $ 243 0600 016 0000 16 354.70 $           243 0610 038 0000 64 354.70 $ 243 0600 017 0000 17 354.70 $           243 0610 039 0000 65 354.70 $ 243 0600 018 0000 18 354.70 $           243 0610 040 0000 66 354.70 $ 243 0600 019 0000 19 354.70 $           243 0610 041 0000 67 354.70 $ 243 0600 020 0000 20 354.70 $           243 0610 042 0000 68 354.70 $ 243 0600 021 0000 21 354.70 $           243 0610 043 0000 69 354.70 $ 243 0600 022 0000 22 354.70 $           243 0610 044 0000 70 354.70 $ 243 0600 023 0000 23 354.70 $           243 0610 045 0000 71 354.70 $ 243 0600 024 0000 24 354.70 $           243 0610 046 0000 72 354.70 $ 243 0600 025 0000 25 354.70 $           243 0610 047 0000 73 354.70 $ 243 0600 026 0000 26 354.70 $           243 0610 048 0000 74 354.70 $ 243 0610 001 0000 27 354.70 $           243 0610 049 0000 75 354.70 $ 243 0610 002 0000 28 354.70 $           243 0610 050 0000 76 354.70 $ 243 0610 003 0000 29 354.70 $           243 0610 051 0000 77 354.70 $ 243 0610 004 0000 30 354.70 $           243 0610 052 0000 78 354.70 $ 243 0610 005 0000 31 354.70 $           243 0610 053 0000 79 354.70 $ 243 0610 006 0000 32 354.70 $           243 0610 054 0000 80 354.70 $ 243 0610 007 0000 33 354.70 $           243 0610 055 0000 81 354.70 $ 243 0610 008 0000 34 354.70 $           243 0610 056 0000 82 354.70 $ 243 0610 009 0000 35 354.70 $           243 0610 057 0000 83 354.70 $ 243 0610 010 0000 36 354.70 $           243 0610 058 0000 84 354.70 $ 243 0610 011 0000 37 354.70 $           243 0610 059 0000 85 354.70 $ 243 0610 012 0000 38 354.70 $           243 0610 060 0000 86 354.70 $ 243 0610 013 0000 39 354.70 $           243 0610 061 0000 87 354.70 $ 243 0610 014 0000 40 354.70 $           243 0610 062 0000 88 354.70 $ 243 0610 015 0000 41 354.70 $           243 0610 063 0000 89 354.70 $ 243 0610 016 0000 42 354.70 $           243 0610 064 0000 90 354.70 $ 243 0610 017 0000 43 354.70 $           243 0610 065 0000 91 354.70 $ 243 0610 018 0000 44 354.70 $           243 0610 066 0000 92 354.70 $ 243 0610 019 0000 45 354.70 $           243 0610 067 0000 93 354.70 $ 243 0610 020 0000 46 354.70 $           243 0610 068 0000 94 354.70 $ 243 0610 021 0000 47 354.70 $           243 0610 069 0000 95 354.70 $ 243 0610 022 0000 48 354.70 $           243 0610 070 0000 96 354.70 $ Subtotal = 17,025.60 $     Subtotal = 17,025.60 $
Tax Assessor's Number Tax Assessor's Number
ITEM 7 Agenda Packet Page 137
60 ASSESSMENT DISTRICT 03-01 ZONE 3
for Mitchell Village
Assessment
Diagram # Assessment
Amount
Assessment
Diagram # Assessment
Amount
243 0610 071 0000 97 354.70 $         243 0620 042 0000 145 354.70 $ 243 0610 072 0000 98 354.70 $         243 0620 043 0000 146 354.70 $ 243 0610 073 0000 99 354.70 $         243 0620 044 0000 147 354.70 $ 243 0610 074 0000 100 354.70 $         243 0620 045 0000 148 354.70 $ 243 0610 075 0000 101 354.70 $         243 0620 046 0000 149 354.70 $ 243 0610 076 0000 102 354.70 $         243 0620 047 0000 150 354.70 $ 243 0610 077 0000 103 354.70 $         243 0620 048 0000 151 354.70 $ 243 0620 001 0000 104 354.70 $         243 0620 049 0000 152 354.70 $ 243 0620 002 0000 105 354.70 $         243 0620 050 0000 153 354.70 $ 243 0620 003 0000 106 354.70 $         243 0620 051 0000 154 354.70 $ 243 0620 004 0000 107 354.70 $         243 0620 052 0000 155 354.70 $ 243 0620 005 0000 108 354.70 $         243 0620 053 0000 156 354.70 $ 243 0620 006 0000 109 354.70 $         243 0620 054 0000 157 354.70 $ 243 0620 007 0000 110 354.70 $         243 0620 055 0000 158 354.70 $ 243 0620 008 0000 111 354.70 $         243 0620 056 0000 159 354.70 $ 243 0620 009 0000 112 354.70 $         243 0620 057 0000 160 354.70 $ 243 0620 010 0000 113 354.70 $         243 0620 058 0000 161 354.70 $ 243 0620 011 0000 114 354.70 $         243 0620 059 0000 162 354.70 $ 243 0620 012 0000 115 354.70 $         243 0620 060 0000 163 354.70 $ 243 0620 013 0000 116 354.70 $         243 0630 001 0000 164 354.70 $ 243 0620 014 0000 117 354.70 $         243 0630 002 0000 165 354.70 $ 243 0620 015 0000 118 354.70 $         243 0630 003 0000 166 354.70 $ 243 0620 016 0000 119 354.70 $         243 0630 004 0000 167 354.70 $ 243 0620 017 0000 120 354.70 $         243 0630 005 0000 168 354.70 $ 243 0620 018 0000 121 354.70 $         243 0630 006 0000 169 354.70 $ 243 0620 019 0000 122 354.70 $         243 0630 007 0000 170 354.70 $ 243 0620 020 0000 123 354.70 $         243 0630 008 0000 171 354.70 $ 243 0620 021 0000 124 354.70 $         243 0630 009 0000 172 354.70 $ 243 0620 022 0000 125 354.70 $         243 0630 010 0000 173 354.70 $ 243 0620 023 0000 126 354.70 $         243 0630 011 0000 174 354.70 $ 243 0620 024 0000 127 354.70 $         243 0630 012 0000 175 354.70 $ 243 0620 025 0000 128 354.70 $         243 0630 013 0000 176 354.70 $ 243 0620 026 0000 129 354.70 $         243 0630 014 0000 177 354.70 $ 243 0620 027 0000 130 354.70 $         243 0630 015 0000 178 354.70 $ 243 0620 028 0000 131 354.70 $         243 0630 016 0000 179 354.70 $ 243 0620 029 0000 132 354.70 $         243 0630 017 0000 180 354.70 $ 243 0620 030 0000 133 354.70 $         243 0630 018 0000 181 354.70 $ 243 0620 031 0000 134 354.70 $         243 0630 019 0000 182 354.70 $ 243 0620 032 0000 135 354.70 $         243 0630 020 0000 183 354.70 $ 243 0620 033 0000 136 354.70 $         243 0630 021 0000 184 354.70 $ 243 0620 034 0000 137 354.70 $         243 0630 022 0000 185 354.70 $ 243 0620 035 0000 138 354.70 $         243 0630 023 0000 186 354.70 $ 243 0620 036 0000 139 354.70 $         243 0630 024 0000 187 354.70 $ 243 0620 037 0000 140 354.70 $         243 0630 025 0000 188 354.70 $ 243 0620 038 0000 141 354.70 $         243 0630 026 0000 189 354.70 $ 243 0620 039 0000 142 354.70 $         243 0630 027 0000 190 354.70 $ 243 0620 040 0000 143 354.70 $         243 0630 028 0000 191 354.70 $ 243 0620 041 0000 144 354.70 $         243 0630 029 0000 192 354.70 $ Subtotal = 17,025.60 $   Subtotal = 17,025.60 $
Tax Assessor's Number Tax Assessor's Number
ITEM 7 Agenda Packet Page 138
61 ASSESSMENT DISTRICT 03-01 ZONE 3
for Mitchell Village
Assessment
Diagram # Assessment
Amount
Assessment
Diagram # Assessment
Amount
243 0630 030 0000 193 354.70 $        243 0630 078 0000 241 354.70 $ 243 0630 031 0000 194 354.70 $        243 0630 079 0000 242 354.70 $ 243 0630 032 0000 195 354.70 $        243 0630 080 0000 243 354.70 $ 243 0630 033 0000 196 354.70 $        243 0630 081 0000 244 354.70 $ 243 0630 034 0000 197 354.70 $        243 0630 082 0000 245 354.70 $ 243 0630 035 0000 198 354.70 $        243 0630 083 0000 246 354.70 $ 243 0630 036 0000 199 354.70 $        243 0630 084 0000 247 354.70 $ 243 0630 037 0000 200 354.70 $        243 0630 085 0000 248 354.70 $ 243 0630 038 0000 201 354.70 $        243 0630 086 0000 249 354.70 $ 243 0630 039 0000 202 354.70 $        243 0630 087 0000 250 354.70 $ 243 0630 040 0000 203 354.70 $        243 0630 088 0000 251 354.70 $ 243 0630 041 0000 204 354.70 $        243 0630 089 0000 252 354.70 $ 243 0630 042 0000 205 354.70 $        243 0630 090 0000 253 354.70 $ 243 0630 043 0000 206 354.70 $        243 0630 091 0000 254 354.70 $ 243 0630 044 0000 207 354.70 $        243 0630 092 0000 255 354.70 $ 243 0630 045 0000 208 354.70 $        243 0630 093 0000 256 354.70 $ 243 0630 046 0000 209 354.70 $        243 0630 094 0000 257 354.70 $ 243 0630 047 0000 210 354.70 $        243 0630 095 0000 258 354.70 $ 243 0630 048 0000 211 354.70 $        Subtotal = 6,384.60 $ 243 0630 049 0000 212 354.70 $
243 0630 050 0000 213 354.70 $
243 0630 051 0000 214 354.70 $
243 0630 052 0000 215 354.70 $        Total 03‐01 Zone 3 Assessments (258 Parcels) is $   91,512.60 243 0630 053 0000 216 354.70 $
243 0630 054 0000 217 354.70 $
243 0630 055 0000 218 354.70 $
243 0630 056 0000 219 354.70 $
243 0630 057 0000 220 354.70 $
243 0630 058 0000 221 354.70 $
243 0630 059 0000 222 354.70 $
243 0630 060 0000 223 354.70 $
243 0630 061 0000 224 354.70 $
243 0630 062 0000 225 354.70 $
243 0630 063 0000 226 354.70 $
243 0630 064 0000 227 354.70 $
243 0630 065 0000 228 354.70 $
243 0630 066 0000 229 354.70 $
243 0630 067 0000 230 354.70 $
243 0630 068 0000 231 354.70 $
243 0630 069 0000 232 354.70 $
243 0630 070 0000 233 354.70 $
243 0630 071 0000 234 354.70 $
243 0630 072 0000 235 354.70 $
243 0630 073 0000 236 354.70 $
243 0630 074 0000 237 354.70 $
243 0630 075 0000 238 354.70 $
243 0630 076 0000 239 354.70 $
243 0630 077 0000 240 354.70 $
Subtotal = 17,025.60 $
Tax Assessor's Number Tax Assessor's Number
ITEM 7 Agenda Packet Page 139

CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM
DATE: June 27, 2024
TO: Mayor and City Council Members
Ashley J. Feeney, City Manager
FROM: Regina Cave, General Services Director
Leslie Blomquist, City Engineer
SUBJECT: Citrus Heights Lighting Assessment District
Initiate Proceedings for Fiscal Year 2024/2025 Annual Update Summary and Recommendation
Each year, the City is required to update the assessments for the Citrus Heights Lighting District (CHLD). In order to accomplish this, the City Council must first adopt a Resolution Initiating Proceedings for the Fiscal Year 2024/2025 update. Next, City Council must adopt a Resolution of Intention setting the time and date for a public hearing on the proposed assessments and directing staff to publish the appropriate notice of the hearing. An Engineer's Report, prepared by the City Engineer, is attached hereto and describes the levels of maintenance, outlines the proposed financial summary, and includes the assessment diagram for the CHLD.

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

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

1. Resolution No. 2024-___: A Resolution of the City Council of the City of Citrus Heights, California, to Initiate Proceedings Pursuant to the Landscaping and Lighting Act of 1972 for the Citrus Heights Lighting District

2. Resolution No. 2024-___: A Resolution of the City Council of the City of Citrus Heights, California, for the Intention to Levy and Collect Assessments for Fiscal Year 2024/2025 for the Citrus Heights Lighting District
City Council Strategic Goal/Objective
This item aligns with the Citrus Heights City Council Strategic Plan Objective to “Maintain Public Infrastructure and Enhance All Modes of Transportation.” ITEM 8 Agenda Packet Page 140

Fiscal Impact
For Fiscal Year 2024/2025, the annual special assessment revenue and reimbursement from Caltrans for several shared facilities are projected to cover a portion of the CHLD’s anticipated expenditures. However, as a result of the continuing increases to electrical power costs and the ongoing repairs related to aging equipment, the proposed Fiscal Year 2024/2025 budget reflects an anticipated shortfall of approximately $145,405.72.

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

A summary of the CHLD budget is as follows:

Description FY 23/24
Actual
FY 24/25
Anticipated
REVENUE:

Special Assessments(1) $332,883.89 $333,000.00
Shared Maintenance Cost
Reimbursement from Caltrans $125.28 $130.00
Total District Funding $333,009.17 $333,130.00
EXPENDITURES:

SMUD Electric Costs(1) $245,551.96 $245,000.00
Scheduled Maintenance Costs $90,517.44 $91,000.00
Unscheduled Maintenance Costs
and Knockdowns(1) $83,581.03 $95,000.00
CEC Loan Repayment(2) $23,155.72 $23,155.72
Other Costs $19,699.30 $24,380.00
Total District Expenditures $462,505.45 $478,535.72
DISTRICT SHORTFALL -$129,496.28 -$145,405.72
(1) At the time this staff report was written, May and June 2024 utility and unscheduled maintenance costs had yet to be finalized. Special Assessments had yet to be finalized. Costs are estimated. (2) FY 24/25 represents the third year for repayment of a low interest (1%) Energy Efficiency Loan from the California Energy Commission (CEC) for conversion of approximately 593 street lights to energy efficient models. Actual energy cost savings will be used to repay the loan.

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

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

ITEM 8 Agenda Packet Page 141

Therefore, the assessment rates were unchanged for Fiscal Year 23/24 and, as summarized in the table below, no changes are recommended for Fiscal Year 24/25.

Assessment Rate
FY 2024/2025 Rates
(Unchanged from FY 2023/2024 Rates)
Safety Light Only $2.56/parcel
Safety and Street Light (single family residential) $17.88/parcel Safety and Street Light (non-single family
residential)
$2.56/parcel + $0.2519 per linear foot of
frontage
During Fiscal Year 23/24, CHLD (Fund 289) had a shortfall of $129,496.28, which was covered using Measure A Maintenance funds (Fund 210).

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

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

By the Resolution of Intention, the City Council approves the Engineer’s Report for the CHLD Annual Update for Fiscal Year 24/25, sets the date for a public hearing on the assessments, and directs staff to give the required notice.

Staff recommends July 10, 2024, 6:00 p.m. or as soon thereafter, be set as the date and time for the public hearing. At that time, public comment will be received and the City Council will consider adopting required resolutions. Notice of this meeting will be published in accordance with State code.

Staff has reviewed the anticipated expenditures and revenues and has developed a Fiscal Year 24/25 budget for the CHLD. An Engineer’s Report has been prepared for the proposed assessments and a copy is attached. The Engineer’s Report summarizes the maintenance effort and proposes levying assessments at the same level as in Fiscal Year 23/24.

Through ongoing analysis of the District, the City has substantially improved the level of service related to street light maintenance and operations, and fine-tuned the scope of the annual maintenance contract. In the past several years, continued efforts by staff have resulted in reductions to the annual expenses. Currently, a total of approximately 2,577 energy efficient LED lights (approximately 54.5% of the District’s total inventory) have been installed and/or converted from existing street lights. Early efforts to install more efficient LED lighting and lower annual maintenance rates reduced the District’s total expenditures. However, repeated ITEM 8 Agenda Packet Page 142

increases in electric utility rates, more frequent repair of aging street lighting equipment, and damages due to auto accidents have offset these cost savings resulting in a projected shortfall of approximately $145,405.72 for Fiscal Year 24/25. The increase of the number of safety lights included in the City’s Capital Improvement Projects (CIPs) and development projects has also added additional electricity and maintenance costs. Staff proposes using Measure A Maintenance revenues to offset the estimated funding shortfall.

Staff continues to identify and evaluate additional measures to reduce District expenditures and offset rising electricity costs. In 2019, the City conducted a feasibility study evaluating the possibility to update various City-owned equipment and facilities with the goal of reducing energy costs. On April 8, 2020, the California Energy Commission (CEC) approved a low interest (1%) Energy Efficiency Loan for the implementation of an energy efficiency upgrade project consisting of a significant number of street light retrofits. In June 2021, a City-retained contractor began replacing existing street lights with LED fixtures, which was completed in October 2021. As a result of the LED upgrades, the City’s electrical bills from the Sacramento Municipal Utility District (SMUD) decreased on average by 9.6% for the six-month period of December 2021 to May 2022 compared to the same timeframe the prior year.

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

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

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

Attachments

1. Resolution No. 2024-____ A Resolution of the City Council of the City of Citrus Heights, California, to Initiate Proceedings Pursuant to the Landscaping and Lighting Act of 1972 for the Citrus Heights Lighting District.

2. Resolution No. 2024-____ A Resolution of the City Council of the City of Citrus Heights, California, for the Intention to Levy and Collect Assessments for Fiscal Year 2024/2025 for the Citrus Heights Lighting District.

3. Engineer’s Report
ITEM 8 Agenda Packet Page 143
RESOLUTION NO. 2024-___

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

CALIFORNIA, TO INITIATE PROCEEDINGS PURSUANT TO THE LANDSCAPING AND LIGHTING ACT OF 1972 FOR THE CITRUS HEIGHTS LIGHTING DISTRICT WHEREAS, In order to continue to finance the costs of maintaining and servicing street lights, highway safety lights and related facilities in the Citrus Heights Lighting District and to equitably distribute the costs among benefited landowners, the City Council of the City of Citrus Heights has decided to undertake proceedings pursuant to the Landscaping and Lighting Act of 1972, being California Streets and Highways Code Sections 22500 et seq. (the “Act”), to levy assessments for Fiscal Year 2024/2025.

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

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

Section 2. Proposal to levy assessments: The City Council proposes to levy assessments for Fiscal Year 2024/2025 for Citrus Heights Lighting District.

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

Section 5. Effective Date. This resolution shall become effective on and after the date of its passage.

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

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 27th day of June, 2024, by the following vote, to wit:

AYES: Council Members:

NOES: Council Members:

ABSTAIN: Council Members:

ABSENT: Council Members:

ITEM 8 Agenda Packet Page 144

Bret Daniels, Mayor
ATTEST:

Amy Van, City Clerk
ITEM 8 Agenda Packet Page 145
RESOLUTION NO. 2024-___

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

CALIFORNIA, FOR THE INTENTION TO LEVY AND COLLECT ASSESSMENTS FOR FISCAL YEAR 2024/2025 FOR THE CITRUS HEIGHTS LIGHTING

DISTRICT
WHEREAS, on June 27, 2024, the City Council (the “Council”) of the City of Citrus Heights (the “City”) adopted Resolution No. 2024- ___ initiating proceedings pursuant to the Landscaping and Lighting Act of 1972, being California Streets and Highways Code sections 22500 et seq. (the “Act”), to levy and collect assessments for Fiscal Year 2024/2025 for the City of Citrus Heights Lighting District;
WHEREAS, the City Engineer has prepared and filed with the City Clerk a report for Fiscal Year 2024/2025 (the “Engineer’s Report”) in accordance with the Act; and WHEREAS, the establishment or approval of the assessments proposed by this resolution will be for the purpose of meeting operating expenses and purchasing supplies, equipment, or materials necessary to maintain service within existing service areas.

NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Citrus Heights does hereby:

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

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

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

Section 4. Description of Improvements. The Citrus Heights Lighting District's activities shall consist of the operation and maintenance of all lighting improvements and facilities within the City which are currently maintained and serviced through the Citrus Heights Lighting District, including highway safety lights and street lights. Highway safety lights are those lights located at intersections, on major streets and along the rear of properties that abut major streets.

Street lights are all lights not designated as highway safety lights, and primarily consist of local street lighting.

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

Section 6. Reference to Engineer’s Report for Particulars. A full and detailed description of the improvements, the boundaries of the assessment district, and the proposed assessments upon assessable lots and parcels of land within the district is set forth in the Engineer’s Report. The ITEM 8 Agenda Packet Page 146
Engineer’s Report is on file in the City Clerk’s office, 6360 Fountain Square Drive, Citrus Heights, CA 95621, and is available for review by any interested member of the public during normal business hours.

Section 7. Notice of Public Hearing. On Wednesday, July 10, 2024 at 6:00 p.m., or as soon thereafter as the matter may be heard, at the Citrus Heights City Hall Council Chambers, 6360 Fountain Square Drive, Citrus Heights, California, 95621 the City Council shall hold a public hearing on the levy of the proposed assessments.

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

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

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 27th day of June 2024, by the following vote to wit:

AYES: Council Members:

NOES: Council Members:

ABSENT: Council Members:

ABSTAIN: Council Members:

Bret Daniels, Mayor
ATTEST:
_________________________________
Amy Van, City Clerk
ITEM 8 Agenda Packet Page 147
ITEM 8 Agenda Packet Page 148
Citrus Heights Lighting District June 27, 2024
FY 2024/2025 Engineer’s Report Page i

CERTIFICATIONS

CITRUS HEIGHTS LIGHTING DISTRICT
(Pursuant to the Landscaping and Lighting Act of 1972)
Engineer’s Report for Fiscal Year 2024/2025
The undersigned respectfully submits the enclosed report as directed by the City Council.

DATED: ____________ __, 2024

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

CITY ENGINEER
I HEREBY CERTIFY that the enclosed Engineer’s Report, together with Assessment and Assessment Diagram thereto attached, was filed with me on the ________ day of ______________, 2024.

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

I HEREBY CERTIFY that the enclosed Engineer’s Report, together with Assessment and Assessment Diagram thereto attached, was approved and confirmed by the City Council of the City of Citrus Heights, California, on the _______________ day of __________________, 2024.

Amy Van, City Clerk
City of Citrus Heights,
Sacramento County, California
By: ______________________________
I HEREBY CERTIFY that the enclosed Engineer’s Report, together with Assessment and Assessment Diagram thereto attached, was filed with the County Auditor of the County of Sacramento on the _______________ day of __________________, 2024.

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

June 27
ITEM 8 Agenda Packet Page 149
Citrus Heights Lighting District July 10, 2024
FY 2024/2025 Engineer’s Report Page ii
Page ii

Table of Contents
Section I: Overview ................................................................................................................................. 1 Contents of the Engineer’s Report ............................................................................................... 1 Introduction and Background ....................................................................................................... 1 Section II: Plans and Specifications ..................................................................................................... 2 General Description of the District .............................................................................................. 2 Description of Services and Improvements to Be Maintained ..................................................... 2 Section III: District Budget ................................................................................................................... 3 Proposed Fiscal Year Budget ........................................................................................................ 3 Description of Budget Items ......................................................................................................... 4 Section IV: Method of Apportionment ................................................................................................ 5 General .......................................................................................................................................... 5 Special Benefit Analysis ............................................................................................................... 6 Assessment Methodology ............................................................................................................. 6 Rates ............................................................................................................................................. 7 Section V: Assessment Roll ................................................................................................................... 8 Section VI: Assessment Diagram ......................................................................................................... 8 Figure 1.1 ................................................................................................................................................. 9 Table 1.1................................................................................................................................................ 10 ITEM 8 Agenda Packet Page 150

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

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

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

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

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

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

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

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

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

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

Believing the transfer of street light maintenance responsibilities and assessments from CSA-1 Zone 3 to the City was essential to improving maintenance response on City street lights, the Citrus Heights City Council adopted Resolution No. 2005-58 on June 22, 2005 advising the County Board of Supervisors of the City’s desire to detach Zone 3 from CSA-1.

ITEM 8 Agenda Packet Page 151

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After working closely with CSA-1 and the Local Agency Formation Commission (LAFCO) over the next year, on June 8, 2006, the City Council adopted Resolution No. 2006-63 declaring its intent to form the Citrus Heights Lighting District. The final step in the process came on June 22, 2006, when the City Council adopted Resolution No. 2006-70 forming the Citrus Heights Lighting District (CHLD or District) pursuant to the Landscape and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code §22500 (1972 Act). Formation of the CHLD in this way allowed the City to continue to levy the direct assessment charges previously authorized under CSA-1. The City assumed revenues and maintenance responsibilities from Sacramento County at the start of Fiscal Year 2006/2007.

This Engineer’s Report (Report) has been prepared pursuant to the 1972 Act (Part 2 of Division 15 Sections 22500 through 22679 of the Streets and Highways Code) and describes the District and the proposed assessments for the annual update. The proposed assessments are based on the historical cost to maintain the improvements, energy rates, and historical information from neighboring jurisdictions.

Assessments will be applied to those parcels that receive a special benefit from street and safety lights.

Each parcel within the District is required to be assessed proportionately for the special benefits provided to the parcel from the improvements.

Section II: Plans and Specifications
A. General Description of the District
The boundaries of the Citrus Heights Lighting District are coterminous with the boundaries of the City of Citrus Heights (see Figure 1.1). Citrus Heights is located in the northernmost section of Sacramento County along Interstate 80 and covers approximately 14 square miles.

B. Description of Services and Improvements to be Maintained All lighting improvements and facilities maintained and serviced through District assessments are owned or operated by the City of Citrus Heights or Sacramento Municipal Utility District (SMUD).

For the purposes of the Report, charges are separated into two categories by type of light. Highway Safety Lights are those lights located at intersections, on major streets and along the rear of properties that abut major streets. Street Lights are all lights not designated as Highway Safety lights, primarily local street lighting. Maintenance services will be provided by City personnel, contractors, and SMUD. The District provides funding for all Street and Highway Safety Lighting services within the City, including, but not limited to the following activities:
• Maintenance, repair and replacement of street light poles and fixtures, including changing light bulbs, painting, photoelectric cell repair or replacement, and repairing damage caused by automobile accidents, vandalism, time and weather.
• Electrical conduit and pullbox repair and replacement due to damage by construction, vehicle accidents, and weather.
• Payment of the electrical bill for the existing street light system. • Responding to constituent and business inquiries and complaints regarding street lighting.

ITEM 8 Agenda Packet Page 152

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Citrus Heights City Council MeetingsJune 27, 2024

Citrus Heights City Council Meetings
June 27, 2024