Citrus Heights City Council Meetings
July 10, 2024

AGENDA
July 10, 2024

CITY OF CITRUS HEIGHTS CITY COUNCIL
5:00 PM SPECIAL MEETING
6:00 PM REGULAR MEETING
City Hall Council Chambers
6360 Fountain Square Drive, Citrus Heights, CA
HOW TO PARTICIPATE:

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

The Mayor has the discretion to lengthen or shorted the allotted times. Alternatively, you may submit your comment by 4:00 p.m. on the meeting day by completion of an online Speaker Card at https://www.citrusheights.net/FormCenter/City - Council- Meetings - Speaker- Card - 30. Written public comments shall be limited to 250 words or less. Each comment will be read aloud by the City Clerk.

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

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

If you need a disability- related modification or accommodation, to participate in this meeting, please contact the City Clerk ’s Office 916- 725- 2448, [email protected], or City Hall 6360 Fountain Square Drive at least 48 hours prior to the meeting. TDD: California Relay Service 7- 1 - 1.

July 10, 2024 City Council Agenda Packet
07-10-24 SPECIAL AND REGULAR COUNCIL AGENDA PACKET.PDF
Documents:
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July 10, 2024 City Council Agenda Packet
07-10-24 SPECIAL AND REGULAR COUNCIL AGENDA PACKET.PDF

CALL SPECIAL MEETING TO ORDER

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

PUBLIC COMMENT

CLOSED SESSION

2. CONFERENCE WITH REAL PROPERTY NEGOTIATORS
Pursuant to Government Code Section 54956.8
Property: APN 211- 0051- 019- 0000 and 211- 0051- 020- 0000 Agency Negotiator: Ashley Feeney, City Manager and Dean Pucci, Assistant City Attorney
Negotiating Parties: Stoney Investments, LLC
Under Negotiation: Price, terms of payment, or both

3. 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 Dean Pucci, Assistant City Attorney
Negotiating Parties: Bayside Covenant Church Citrus Heights Under Negotiation: Price, terms of payment, or both

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

3. Video Statement

APPROVAL OF AGENDA

PRESENTATIONS

4. Proclamation Of The City Of Citrus Heights Proclaiming July 2024 As “Parks And Recreation Month”
Documents:

APPROVAL OF AGENDA

PRESENTATIONS

4. Proclamation Of The City Of Citrus Heights Proclaiming July 2024 As “Parks And Recreation Month”

5. Presentation By The Citrus Heights Police Department For National Night Out On August 6, 2024

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.

6. SUBJECT: Approval Of Minutes
RECOMMENDATION: Approve the Minutes of the Special and Regular Meetings of June 27, 2024

7. SUBJECT: Sunrise Tomorrow Hotel Parcel Map Development Agreement STAFF REPORT: C. Kempenaar / M. Huber
RECOMMENDATION: Adopt Ordinance No. 2024- 004 An Ordinance of the City Council of the City of Citrus Heights Adopting and Approving the Sunrise Tomorrow Hotel Development Agreement

8. SUBJECT: Dewey Drive/Van Maren Lane Enhancement 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 JPB Designs, Inc. for the Dewey Drive/Van Maren Lane Enhancement Project and Finding the Project is Exempt from the California Environmental Quality Act (CEQA) Under Section 15301 and Exempt from the National Environmental Policy Act (NEPA) Under 24 CFR 58.34(a)(12) and 58.35(a)(2)

9. SUBJECT: California Highway Patrol Cannabis Tax Fund Grant Program Funding Acceptance
STAFF REPORT: A. Turcotte / M. Wells
RECOMMENDATION: Resolution No. 2024- ___ A Resolution of the City Council of the City of Citrus Heights, California, Authorizing the City Manager, or His Designee, to Accept Funding and Execute All Agreements and Purchasing Associated with the California Highway Patrol Cannabis Tax Fund Grant Program

10. SUBJECT: Auburn Boulevard Complete Streets Revitalization Project – Phase 2 – Federal Project CML 5475 (038) Approval Of Contract Amendment No4 Acceptance
STAFF REPORT: A. Turcotte / M. Wells
RECOMMENDATION: Resolution No. 2024- ___ A Resolution of the City Council of the City of Citrus Heights, California, Authorizing the City Manager, or His Designee, to Accept Funding and Execute All Agreements and Purchasing Associated with the California Highway Patrol Cannabis Tax Fund Grant Program

10. SUBJECT: Auburn Boulevard Complete Streets Revitalization Project – Phase 2 – Federal Project CML 5475 (038) – Approval Of Contract Amendment No. 4 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 Amendment No. 4 to the Agreement for Professional Services with Bennett Engineering Services, Inc. for the Auburn Boulevard Complete Streets Revitalization Project – Phase 2

PUBLIC HEARINGS

11. SUBJECT: Draft Citizen Participation Plan Amendment And 2025-2029 Consolidated Plan Update For The Community Development Block Grant Program STAFF REPORT: C. Kempenaar / N. Piva
RECOMMENDATION: Staff recommends the following:
a. Conduct a public hearing regarding the Citizen Participation Plan amendment and 2025 - 2029 Consolidated Plan update for the Community Development Block Grant Program
b. Adopt Resolution No. 2024- ___ A Resolution of the City Council of the City of Citrus Heights, California, Approving the Amended Citizen Participation Plan for the Community Development Block Grant Program

12. SUBJECT: Landscape Maintenance Assessment District 97-01 (Zones 1, 2, 3 & 4) – Levy Of Fiscal Year 2024/2025 Assessments
STAFF REPORT: R. Cave / L. Blomquist
RECOMMENDATION: Staff recommends the following:
a. Convene the public hearing for the district regarding the proposed annual assessment for Fiscal Year 2024/2025; and
b. Adopt Resolution No. 2024- ___ A Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2024/2025 Assessments for Landscape Maintenance Assessment District No. 97- 01 (Zones 1, 2, 3 & 4)

13. SUBJECT: Landscape Maintenance Assessment Districts 98-01, 98-02 And 03-01 – Levy Of Fiscal Year 2024/2025 Assessments
STAFF REPORT: R. Cave / L. Blomquist
Levy Fiscal Year 2024/2025 Assessments for Landscape Maintenance Assessment District No. 97- 01 (Zones 1, 2, 3 & 4)

13. SUBJECT: Landscape Maintenance Assessment Districts 98-01, 98-02 And 03-01 – Levy Of Fiscal Year 2024/2025 Assessments
STAFF REPORT: R. Cave / L. Blomquist
RECOMMENDATION: Staff recommends the following:
a. Convene the public hearing for the district regarding the proposed annual assessment for Fiscal Year 2024/2025; and
b. Adopt Resolution No. 2024- ___ A Resolution of the City Council of the City of Citrus Heights, California, to confirm the diagram and assessment and to levy Fiscal Year 2024/2025 assessments for Landscape Maintenance Assessment District No. 98- 01 (Stock Village Units Nos. 1 and 2) c. Adopt Resolution No. 2024- ___ A Resolution of the City Council of the City of Citrus Heights, California, to confirm the diagram and assessment and to levy Fiscal Year 2024/2025 assessments for Landscape Maintenance Assessment District No. 98- 02 (Zone 1: Sorenson Ranch, Zone 2: Autumnwood, Zone 3: Mariposa Creek and Zone 4: Wyatt Ranch)
d. Adopt Resolution No. 2024- ___ A Resolution of the City Council of the City of Citrus Heights, California, to confirm the diagram and assessment and to levy Fiscal Year 2024/2025 assessments for Landscape Maintenance Assessment District No. 03- 01 (Stock Ranch Zones 1: Stock Ranch North, Zone 2: Stock Ranch South and Zone 3: Mitchell Farms)

14. SUBJECT: Citrus Heights Lighting Assessment District – Levy Of Fiscal Year 2024/2025 Annual Assessments
STAFF REPORT: R. Cave / L. Blomquist
RECOMMENDATION: Staff recommends the following:
a. Convene a public hearing for the District regarding the proposed annual assessment for Fiscal Year 24/25; and
b. Adopt Resolution No. 2024- ___ A Resolution of the City Council of the City of Citrus Heights, California, to confirm the diagram and assessment and to levy Fiscal Year 24/25 assessments for the Citrus Heights Lighting Assessment District

15. SUBJECT: Resolution Confirming Report Of Delinquent Solid Waste Charges And Ordering Collection Of Delinquencies On The Property Tax Roll STAFF REPORT: R. Cave / M. Poole
RECOMMENDATION: Staff recommends the following:

15. SUBJECT: Resolution Confirming Report Of Delinquent Solid Waste Charges And Ordering Collection Of Delinquencies On The Property Tax Roll STAFF REPORT: R. Cave / M. Poole
RECOMMENDATION: Staff recommends the following:
a. Conduct a Public Hearing on the Report of Delinquent Solid Waste Charges; and
b. Adopt Resolution No. 2024- ___ A Resolution of the City Council of Citrus Heights Confirming a Report of Delinquent Solid Waste Charges and Ordering Collection of Delinquencies on the Property Tax Roll

DEPARTMENT REPORTS

16. SUBJECT: Update On Partnership With Neighborhood Areas To Identify Locations For Placemaking Assets Promoting Historic Lincoln Highway Or Similar Areas Of Interest
DEPARTMENT: GSD

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 Meetings of Wednesday, July 10, 2024 City Hall Council Chambers, 6360 Fountain Square Dr., Citrus Heights, CA Special Meeting 5:00 p.m.

Regular Meeting 6:00 p.m.

HOW TO PARTICIPATE:

The City of Citrus Heights welcomes your interest and involvement in the City’s legislative process. The Council may take up any agenda item at any time, regardless of the order listed. If you wish to address the Council during the meeting, please fill out a Speaker Identification Sheet and give it to the City Clerk. When you are called upon to speak, step forward to the podium and state your name for the record. Normally, speakers are limited to five minutes each with 30 minutes being allowed for all comments. Any public comments beyond the initial 30 minutes may be heard at the conclusion of the agenda. The Mayor has the discretion to lengthen or shorten the allotted times. Alternatively, you may submit your comment by 4:00 p.m. on the meeting day by completion of an online Speaker Card at https://www.citrusheights.net/FormCenter/City-Council-Meetings-Speaker-Card-30. Written public comments shall be limited to 250 words or less. Each comment will be read aloud by the City Clerk.

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

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

IN PERSON ONLINE ON TELEVISION
If you need a disability-related modification or accommodation, to participate in this meeting, please contact the City Clerk’s Office 916-725-2448, [email protected], or City Hall 6360 Fountain Square Drive at least 48 hours prior to the meeting. TDD: California Relay Service 7-1-1.

July 5, 2024
_______________________
Amy Van, City Clerk
Watch the livestream and replay past
meetings on the City website.

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

Agenda Packet Page 1
Citrus Heights City Council Wednesday, July 10, 2024

Printed on Recycled Paper

SPECIAL CITY COUNCIL MEETING
5:00 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 211-0051-019-0000 and 211-0051-020-0000
Agency Negotiator: Ashley Feeney, City Manager and Dean Pucci, Assistant City Attorney Negotiating Parties: Stoney Investments, LLC
Under Negotiation: Price, terms of payment, or both

3. 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 Dean Pucci, Assistant City Attorney Negotiating Parties: Bayside Covenant Church Citrus Heights Under Negotiation: Price, terms of payment, or both

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

PRESENTATIONS

4. Proclamation of the City of Citrus Heights Proclaiming July 2024 as “Parks and Recreation Month”

5. Presentation by the Citrus Heights Police Department for National Night Out on August 6, 2024 Agenda Packet Page 2
Citrus Heights City Council Wednesday, July 10, 2024

Printed on Recycled Paper

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.

6. SUBJECT: Approval of Minutes
RECOMMENDATION: Approve the Minutes of the Special and Regular Meetings of June 27, 2024

7. SUBJECT: Sunrise Tomorrow Hotel Parcel Map Development Agreement STAFF REPORT: C. Kempenaar / M. Huber
RECOMMENDATION: Adopt Ordinance No. 2024-004 An Ordinance of the City Council of the City of Citrus Heights Adopting and Approving the Sunrise Tomorrow Hotel Development Agreement

8. SUBJECT: Dewey Drive/Van Maren Lane Enhancement 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 JPB Designs, Inc. for the Dewey Drive/Van Maren Lane Enhancement Project and Finding the Project is Exempt from the California Environmental Quality Act (CEQA) Under Section 15301 and Exempt from the National Environmental Policy Act (NEPA) Under 24 CFR 58.34(a)(12) and

58.35(a)(2)

9. SUBJECT: California Highway Patrol Cannabis Tax Fund Grant Program Funding Acceptance STAFF REPORT: A. Turcotte / M. Wells
RECOMMENDATION: Resolution No. 2024-___ A Resolution of the City Council of the City of Citrus Heights, California, Authorizing the City Manager, or His Designee, to Accept Funding and Execute All Agreements and Purchasing Associated with the California Highway Patrol Cannabis Tax Fund Grant Program

10. SUBJECT: Auburn Boulevard Complete Streets Revitalization Project – Phase 2 – Federal Project CML 5475 (038) – Approval of Contract Amendment No. 4 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 Amendment No. 4 to the Agreement for Professional Services with Bennett Engineering Services, Inc. for the Auburn Boulevard Complete Streets Revitalization Project – Phase 2 Agenda Packet Page 3
Citrus Heights City Council Wednesday, July 10, 2024

Printed on Recycled Paper

PUBLIC HEARINGS

11. SUBJECT: Draft Citizen Participation Plan Amendment and 2025-2029 Consolidated Plan Update for the Community Development Block Grant Program STAFF REPORT: C. Kempenaar / N. Piva
RECOMMENDATION: Staff recommends the following:
a. Conduct a public hearing regarding the Citizen Participation Plan amendment and 2025- 2029 Consolidated Plan update for the Community Development Block Grant Program b. Adopt Resolution No. 2024-___ A Resolution of the City Council of the City of Citrus Heights, California, Approving the Amended Citizen Participation Plan for the Community Development Block Grant Program

12. SUBJECT: Landscape Maintenance Assessment District 97-01 (Zones 1, 2, 3 & 4) – Levy of Fiscal Year 2024/2025 Assessments
STAFF REPORT: R. Cave / L. Blomquist
RECOMMENDATION: Staff recommends the following:
a. Convene the public hearing for the district regarding the proposed annual assessment for Fiscal Year 2024/2025; and
b. Adopt Resolution No. 2024-___ A Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2024/2025 Assessments for Landscape Maintenance Assessment District No. 97-01 (Zones 1, 2, 3 & 4)

13. SUBJECT: Landscape Maintenance Assessment Districts 98-01, 98-02 and 03-01 – Levy of Fiscal Year 2024/2025 Assessments
STAFF REPORT: R. Cave / L. Blomquist
RECOMMENDATION: Staff recommends the following:
a. Convene the public hearing for the district regarding the proposed annual assessment for Fiscal Year 2024/2025; and
b. Adopt Resolution No. 2024-___ A Resolution of the City Council of the City of Citrus Heights, California, to confirm the diagram and assessment and to levy Fiscal Year 2024/2025 assessments for Landscape Maintenance Assessment District No. 98-01 (Stock Village Units Nos. 1 and 2)
c. Adopt Resolution No. 2024-___ A Resolution of the City Council of the City of Citrus Heights, California, to confirm the diagram and assessment and to levy Fiscal Year 2024/2025 assessments for Landscape Maintenance Assessment District No. 98-02 (Zone 1: Sorenson Ranch, Zone 2: Autumnwood, Zone 3: Mariposa Creek and Zone 4: Wyatt Ranch) d. Adopt Resolution No. 2024-___ A Resolution of the City Council of the City of Citrus Heights, California, to confirm the diagram and assessment and to levy Fiscal Year 2024/2025 assessments for Landscape Maintenance Assessment District No. 03-01 (Stock Ranch Zones 1: Stock Ranch North, Zone 2: Stock Ranch South and Zone 3: Mitchell Farms) Agenda Packet Page 4
Citrus Heights City Council Wednesday, July 10, 2024

Printed on Recycled Paper

14. SUBJECT: Citrus Heights Lighting Assessment District – Levy of Fiscal Year 2024/2025 Annual Assessments
STAFF REPORT: R. Cave / L. Blomquist
RECOMMENDATION: Staff recommends the following:
a. Convene a public hearing for the District regarding the proposed annual assessment for Fiscal Year 24/25; and
b. Adopt Resolution No. 2024-___ A Resolution of the City Council of the City of Citrus Heights, California, to confirm the diagram and assessment and to levy Fiscal Year 24/25 assessments for the Citrus Heights Lighting Assessment District

15. SUBJECT: Resolution Confirming Report of Delinquent Solid Waste Charges and Ordering Collection of Delinquencies on the Property Tax Roll
STAFF REPORT: R. Cave / M. Poole
RECOMMENDATION: Staff recommends the following:
a. Conduct a Public Hearing on the Report of Delinquent Solid Waste Charges; and b. Adopt Resolution No. 2024-___ A Resolution of the City Council of Citrus Heights Confirming a Report of Delinquent Solid Waste Charges and Ordering Collection of Delinquencies on the Property Tax Roll

DEPARTMENT REPORTS

16. SUBJECT: Update on Partnership with Neighborhood Areas to Identify Locations for Placemaking Assets Promoting Historic Lincoln Highway or Similar Areas of Interest DEPARTMENT: GSD

CITY MANAGER ITEMS

ITEMS REQUESTED BY COUNCIL MEMBERS / FUTURE AGENDA ITEMS

ADJOURNMENT
Agenda Packet Page 5
Printed on Recycled Paper

CITY OF CITRUS HEIGHTS

CITY COUNCIL

MINUTES
Special 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

CALL SPECIAL MEETING TO ORDER
The special meeting was called to order at 5:15 p.m. by Mayor Daniels.

1. Roll Call: Council Members present: Lopez-Taff, Middleton, Karpinski-Costa, Daniels Council Members absent: Schaefer
Staff Members present: Feeney, Jones and Van

PUBLIC COMMENT
None.

CLOSED SESSION

2. CONFERENCE WITH REAL PROPERTY NEGOTIATORS
Pursuant to Government Code Section 54956.8
Property: APN 211-0051-019-0000 and 211-0051-020-0000
Agency Negotiator: Ashley Feeney, City Manager and Ryan Jones, City Attorney Negotiating Parties: Stoney Investments, LLC
Under Negotiation: Price, terms of payment, or both

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

ADJOURNMENT
The Mayor adjourned the meeting at 6:05 p.m.

Respectfully submitted,
__________________________
Amy Van, City Clerk
ITEM 6 Agenda Packet Page 6
Printed on Recycled Paper

CITY OF CITRUS HEIGHTS

CITY COUNCIL

MINUTES
Special and Regular Meetings 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

CALL SPECIAL MEETING TO ORDER
The special meeting was called to order at 5:15 p.m. by Mayor Daniels.

1. Roll Call: Council Members present: Lopez-Taff, Middleton, Karpinski-Costa, Daniels Council Members absent: Schaefer
Staff Members present: Feeney, Jones and Van

PUBLIC COMMENT
None.

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
There was no reportable action from closed session.

ADJOURNMENT
The Mayor adjourned the meeting at 6:05 p.m.

CALL REGULAR MEETING TO ORDER
The regular meeting was called to order at 6:09 p.m. by Mayor Daniels.

1. The Flag Salute was led by Mayor Daniels.

2. Roll Call: Council Members present: Lopez-Taff, Middleton, Karpinski-Costa, Daniels Council Members absent: Schaefer
Staff Members present: Campbell, Feeney, Jones, Kempenaar, Huber, Preciado, Talwar, Van, Wells and department directors.

ITEM 6 Agenda Packet Page 7
Citrus Heights City Council Thursday, June 27, 2024

Printed on Recycled Paper

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

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

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

PUBLIC COMMENT
City Clerk Van read the following written public comment submitted by Rick Hodgkins, “About four days ago, back on Sunday, if you recall, that there was an accident accident on sunrise Boulevard and twin Oaks Drive, that where somebody had the nerve to crash into a telephone pole, that which intern, knocked over an electric pole, that which intern, left us without power from sometime after 4 PM till shortly before 10 PM. Do we need to consistently, constantly and continuously remind people sunrise Boulevard is not a freeway or a highway, see wall at the next city scoop in two weeks.” Alexander Hampton, field representative of the Nor Cal Carpenters Union, addressed concerns of lack of healthcare for construction workers and said to help eliminate this problem we need to make sure that prevailing wages, healthcare, apprenticeship compliance, and local hire are required on housing projects built in Citrus Heights.

John Kane reported on his experience attending the Neighborhood USA Conference. He said the number one thing he got out of it was the value of being involved with your community and the difference that can make in a city.

Elyjah Wilbur announced himself as the newly elected President of the Citrus Heights Norwest Neighborhood Area, otherwise known as Area 1. He highlighted several recent activities of Area 1 He invited the City Council and community to future neighborhood area meetings held every third Monday of the month at Sammy’s Restaurant and Bar.

COMMENTS BY COUNCIL MEMBERS AND REGIONAL BOARD UPDATES
Council Member Middleton filled in for Mondays with the Mayor on June 17. She attended several Juneteenth celebrations throughout the Sacramento region. She attended a Sacramento Metropolitan Cable Television Commission meeting.

Council Member Lopez-Taff attended the Single Mom Strong 5-Year Anniversary event.

Vice Mayor Karpinski-Costa attended a Sacramento-Yolo Mosquito & Vector Control Board meeting. She attended the Veterans Community Center Spaghetti Feed fundraiser dinner.

Mayor Daniels attended a Monday gathering at the Oasis Center at Living Water Church. He attended the premier of the documentary Laundry Love about finding a laundromat to provide free laundry facilities to homeless and low-income individuals in Citrus Heights.

ITEM 6 Agenda Packet Page 8
Citrus Heights City Council Thursday, June 27, 2024

Printed on Recycled Paper

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. 2024-048, 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. 2024-049 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. 2024-050 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. 2024-051 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. 2024-052 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. 2024-053 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. 2024-054 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

ITEM 6 Agenda Packet Page 9
Citrus Heights City Council Thursday, June 27, 2024

Printed on Recycled Paper
e. Adopt Resolution No. 2024-055 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. 2024-056 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. 2024-057 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. 2024-058 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. 2024-059 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. 2024-060 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. 2024-061 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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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. 2024-062 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. 2024-063 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. 2024-064 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 ACTION: On a motion by Council Member Middleton, seconded by Council Member Lopez-Taff, the City Council adopted Consent Calendar Items 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, and 14.

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

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. 2024-004 An Ordinance of the City Council of the City of Citrus Heights California, Adopting and Approving the Sunrise Tomorrow Hotel Development Agreement ITEM 6 Agenda Packet Page 11
Citrus Heights City Council Thursday, June 27, 2024

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Community Development Director Kempenaar introduced the item and stated the Planning Commission reviewed the item last month and recommends the City Council approve the tentative parcel map, adopt an ordinance approving a development agreement and determine the Sunrise Tomorrow Specific Plan (STSP) Environmental Impact Report (EIR) is the appropriate environmental review. The applicant wants to subdivide their parcel into three lots: one for a future hotel, one for the existing bank, and one for retail and restaurant pad. He summarized the development agreement which is intended to provide certainty about what is delivered in the future, ensuring the hotel meets the Council’s expectations and improvement requirements and gives the Developer longer lead time and certainty that the development can occur. From a CEQA perspective, the project is consistent with the Sunrise Tomorrow EIR and general parameters of the Minor Land Division. The project also has an important Strategic Impact in diversifying the city’s economy, generating Transient Occupancy Tax (TOT), filling a gap in lodging availability, and kicking off the first project in the STSP.

City Council questions and comments followed.

Community Development Director Kempenaar responded to questions.

Mayor Daniels opened the public hearing.

Public Comment
City Clerk Van read the following written public comment submitted by Rick Hodgkins, “I don’t know whether to support option a, B or C. I do have one question though. Is the hotel going to go at the south end? Right behind red Robin, that we also have a small strip mall, that where I think we could put housing or possibly the hotel. No matter what happens, that where are people going to hang out when it’s cold and wet outside and it’s raining? We must remodel and renovate the mall so that current and future store is come in accessible from the inside and outside. It’s great to have a place to walk around on the outside, but that we also need the inside for characters like the Easter bunny and Santa Claus to hang out like in the center cord. Also, let’s get that fountain up and running again. Thank you.” Mayor Daniels closed the public hearing.

David Bowie spoke on behalf of the applicant, Antioch Street LP, responding to City Council questions and comments.

ACTION: On a motion by Council Member Middleton, seconded by Council Member Lopez-Taff, the City Council determine the previously adopted Sunrise Tomorrow Specific Plan EIR is the appropriate Environmental Document For this Project and no further review is required.

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

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AYES: Lopez-Taff, Middleton, Karpinski-Costa, Daniels
NOES: None
ABSENT: Schaefer
ACTION: On a motion by Vice Mayor Karpinski-Costa, seconded by Council Member Middleton, the City Council introduced for first reading, read by title only and waive the full reading of Ordinance No. 2024- 004 An Ordinance of the City Council of the City of Citrus Heights California, Adopting and Approving the Sunrise Tomorrow Hotel Development Agreement
AYES: Lopez-Taff, Middleton, Karpinski-Costa, Daniels
NOES: None
ABSENT: Schaefer
The City Council took a five minute recess.

The City Council returned to Item 5. City Attorney Jones read the following statement and recommended to City Council conduct a new vote on the item, “This item is a recommendation to approve a 3.8% cost of living adjustment to the salary range to the Executive Management classification of Administrative Services Director, Chief of Police, Community Development Director, Economic Development and Community Engagement Director, and General Services Director and those changes would be effective as of July 14, 2024.”
ACTION: On a motion by Council Member Lopez-Taff, seconded by Council Member Middleton, the City Council adopted Resolution No. 2024-048, A Resolution of the City Council of the City of Citrus Heights, California, Adopting the Amended Salary Table, Exhibit A.

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

REGULAR CALENDAR

16. SUBJECT: Citrus Heights Business Attraction Incentive Request for DarkHeart Brewing Sylvan Corners
STAFF REPORT: M. Huber
RECOMMENDATION: Adopt Resolution No. 2024-065 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
Economic Development and Community Engagement Director Huber provided an overview of prior Strategic Planning cycles that led to the development of the Business Attraction Incentive Program which utilizes American Rescue Plan Act (ARPA) funding to advance Economic Development goals of attracting and retaining target businesses. She outlined the qualifications of the Business Attraction Incentive Program which was established in March 2023. She provided an overview of applicant DarkHeart Brewing, a small business looking to relocate from unincorporated Sacramento County. Staff conducted an extensive site search and found Sylvan Corners to be the right fit, vetted comprehensively by in-house City services and external partners. She summarized the application review findings in which ITEM 6 Agenda Packet Page 13
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DarkHeart Brewing met all the program eligibility requirements and highlighted additional benefits including the future planning relation to the Auburn Boulevard Specific Plan. She noted the grant would be administered in four funding phases.

Cynthia Lee, owner of DarkHeart Brewing, spoke on the history of the business and impact on bringing the community together.

City Council questions and comments followed.

Cynthia Lee responded to questions.

Public Comment
Janice Jacox stated there is competition really close and questioned if there were other incentives for Humle Beer House.

ACTION: On a motion by Vice Mayor Karpinski-Costa, seconded by Mayor Daniels, the City Council adopted Resolution No. 2024-065 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.

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

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. 2024-066 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. 2024-067 A Resolution of the City Council of the City of Citrus Heights, California, Establishing an Appropriation Limit for Fiscal Year 2024-25 Administrative Services Director Talwar introduced the item.

Finance Manager Preciado provided a General Fund summary with end-of year projected revenues of $44,643,9452 and expenditures of $38,977,823. The operating surplus is projected at $5,666,129, which is approximately $1.7 million more than the $4 million projected previously under the amended Fiscal Year 2023-2024 amended budget.

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Administrative Services Director Talwar gave an overview of the Mid-Cycle Budget request for Fiscal Year 2024-25. She stated forecasted revenues and expenditures came in higher than anticipated with an additional $303,187 anticipated shortfall. Staff forecast about $491,401 impact to the General Fund. She provided an overview of projected expenditures by department.

Finance Manager Preciado summarized American Rescue Plan Act (ARPA) funds. The City was allocated $15,676,972 in ARPA funds and the City Council has appropriated $14 million of the funding of which $12.2 million has been committed. The remaining available ARPA funding will need to be obligated by December 2024. He briefed the Council on the Appropriation Limit enacted to set limits on how much the City can spend using General Funds in a given year. He stated the limit is adjusted annually based on cost-of-living adjustments and population adjustments. The Fiscal Year 2024/25 appropriation limit is $70,121,455 with an available appropriation capacity of 43.67%.

Finance Manager Preciado and Administrative Service Director Talwar provided a brief overview of the City’s 10-year Financial Forecast model.

ACTION: On a motion by Vice Mayor Karpinski-Costa, seconded by Council Member Middleton, the City Council adopted Resolution No. 2024-066 A Resolution of the City Council of the City of Citrus Heights, California, Approving Amendments to the Fiscal Year 2024-25 Budget AYES: Lopez-Taff, Middleton, Karpinski-Costa, Daniels
NOES: None
ABSENT: Schaefer
ACTION: On a motion by Council Member Middleton, seconded by Vice Mayor Karpinski-Costa, the City Council adopted Resolution No. 2024-067 A Resolution of the City Council of the City of Citrus Heights, California, Establishing an Appropriation Limit for Fiscal Year 2024-25.

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

DEPARTMENT REPORTS

18. SUBJECT: Fireworks Enforcement and Operations Plan
DEPARTMENT: Police Department
Police Lieutenant Lewis outlined the Police Department’s preparation for Fourth of July fireworks which includes internal meetings, meetings with regional partners, and enhancing animal services. The Department educates the public through various channels including social media, the CHPD website, neighborhood fireworks warning letters, and an amnesty program where illegal fireworks can be taken to the Police Department with no questions. The community is encouraged to report illegal fireworks through the non-emergency police phoneline, CHPD website, or the See-Click-Fix app starting June 28.

The Department will have a zero-tolerance approach should they come across illegal fireworks. They will have additional patrol personnel on July 3 and July 4 and Sacramento Metropolitan Fire District will have arson investigators should staff request them.

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Police Services Manager Campbell stated Animal Services will have two Animal Services officers working overtime during the Stars and Stripes event and also on July 3 and July 4. A community volunteer with a chip reader will help Animal Services officers return local stray pets. The Police Department will also have limited temporary and short-term holding kennels for lost pet reunification.

Staff encourage the public to plan ahead, make sure their pets are chipped, provide a quiet and comfortable safe haven for their pets, and call the non-emergency line should they need to reach Animal Services officers.

City Council questions and comments followed.

Police Lieutenant Lewis and Police Services Manager Campbell responded to questions.

Public Comment
Janice Jacox asked what the City is doing about illegal fireworks now and is there any kind of enforcement now even for legal fireworks.

CITY MANAGER ITEMS
City Manager Feeney gave a reminder that City Council meeting days are changing to the 2nd and 4thWednesdays of the month at 6:00 p.m. beginning July 10. He gave an update on the San Juan Avenue Complete Streets Phase 1A project and the Dewey Drive mill and fill work. He gave a reminder the Stars and Stripes event will be held on Saturday, June 29. He provided an update on Senate Bill 1164 relating to property taxation on new construction, excluding Accessory Dwelling Units (ADU). He announced CHPD celebrated its 18th anniversary on June 26. He advised cooling centers will be open in the region and at the Police Department on days when the temperature forecast is 100 degrees or greater.

ITEMS REQUESTED BY COUNCIL MEMBERS / FUTURE AGENDA ITEMS Vice Mayor Karpinski-Costa requested a future agenda item for City Council to provide direction to Staff on how to deal with the Landscape Maintenance and Assessment Districts (LMADs) that the City is subsidizing. Mayor Daniels supported the request.

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

Respectfully submitted,
__________________________
Amy Van, City Clerk
ITEM 6 Agenda Packet Page 16
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CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM
DATE: July 10, 2024
TO: Mayor and City Council Members
Ashley J. Feeney, City Manager
FROM: Casey Kempenaar, Community Development Director
Meghan Huber, Economic Development & Community Engagement Director

SUBJECT: Sunrise Tomorrow Hotel Parcel Map Development Agreement

Summary and Recommendation
On June 27, 2024, the City Council introduced, read by title only and waived the first full reading of an Ordinance adopting and approving the Sunrise Tomorrow Hotel Development Agreement.

The background materials associated with this item are contained in the June 27, 2024 City Council Meeting Staff Report, available on the City’s website.

Staff recommends that the Council adopt Ordinance No. 2024-004 an Ordinance of the City Council of the City of Citrus Heights adopting and approving the Sunrise Tomorrow Hotel Development Agreement.

Fiscal Impact
There is no fiscal impact with this action. A future hotel would result in a significant contribution to Transient Occupancy Tax (TOT) revenues; however, the magnitude of revenue generated is unknown at this time. Preliminary estimates project TOT revenues being more than $400,000 per year based upon the current development program. Revenue projection refinements will be provided in conjunction with any future development application.

Attachments

1. Ordinance No. 2024-004 an Ordinance of the City Council of the City of Citrus Heights Adopting and Approving the Sunrise Tomorrow Hotel Development Agreement.
• Exhibit A: Sunrise Tomorrow Hotel Development Agreement ITEM 7 Agenda Packet Page 17
ORDINANCE NO. 2024-004

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF CITRUS HEIGHTS

APPROVING A DEVELOPMENT AGREEMENT BETWEEN THE CITY OF CITRUS

HEIGHTS AND ANTIOCH STREET LP GOVERNING THE USE AND DEVELOPMENT OF

THE SUNRISE TOMORROW HOTEL PROJECT
The City of Citrus Heights does ordain as follows:

Section 1. That certain Development Agreement (the "Sunrise Tomorrow Hotel Development Agreement") by and between the City of Citrus Heights and Antioch Street LP and pertaining to certain real property in the City of Citrus Heights, State of California, which property is more particularly described in said Sunrise Tomorrow Hotel Development Agreement, is incorporated in this ordinance by reference and made a part hereof.

Section 2. The City Council hereby approves the Sunrise Tomorrow Hotel Development Agreement, substantially in the form on file with the City Clerk, subject to such minor and clarifying changes consistent with the terms thereof as may be approved by the City Attorney prior to execution thereof.

Section 3. The City Council hereby finds that the Sunrise Tomorrow Hotel Development Agreement is consistent with the Citrus Heights General Plan and adopts the findings set forth in the Development Agreement as if set forth herein in full.

Section 4. The City Manager and City Clerk are authorized and directed to execute the Sunrise Tomorrow Hotel Development Agreement on behalf of the City of Citrus Heights after the effective date of this ordinance. Upon execution, the City Clerk shall cause the Sunrise Tomorrow Hotel Development Agreement to be recorded in the Official Records of Sacramento County.

Section 5.

The City of Citrus Heights does find as follows:
• That the development agreement is consistent with the objectives, policies, general land uses and programs specified in the Citrus Heights General Plan and any applicable specific plan; • That the development agreement is in conformity with the public convenience, general welfare, and good land use practices;
• That the development agreement will not be detrimental to the health, safety, and general welfare of persons residing in the immediate area nor detrimental or injurious to property or persons in the general neighborhood or to the general welfare of the residents of the City as a whole; • That the development agreement will not adversely affect the orderly development of property or the preservation of property values; and
• That the development agreement is consistent with the provisions of Government Code Sections 65864 through 65869.5.
• An Environmental Impact Report (EIR) was certified in conjunction with adoption of the Sunrise Tomorrow Specific Plan. The proposed parcel map and Development Agreement are consistent with the Sunrise Tomorrow Specific Plan EIR and no further environmental review is required.

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Section 6. If any section of this Ordinance is determined to be unenforceable, invalid, or unlawful, such determination shall not affect the enforceability of the remaining provisions of this Ordinance.

Section 7. This Ordinance shall take effect thirty (30) days after its adoption, and within fifteen (15) days after its passage, shall be posted in three public places.

PASSED AND ADOPTED by the City Council of the City of Citrus Heights this 10th day of July, 2024 by the following vote:

YES: Council Members:

NOES: Council Members:

ABSENT: Council Members:

ABSTAIN: Council Members:

__________________________
Bret Daniels, Mayor
ATTEST:
__________________________
Amy Van, City Clerk
Exhibit:

A. Sunrise Tomorrow Hotel Development Agreement
ITEM 7 Agenda Packet Page 19

RECORDING REQUESTED BY
WHEN RECORDED, RETURN TO:

City of Citrus Heights
Community Development Department
6360 Fountain Square Drive
Citrus Heights, CA 95621
Record at the request and for the benefit
of City of Citrus Heights pursuant to
Government Code §§ 6301 and 27383
Space Above Reserved for Recorder’s
Use Only

DEVELOPMENT AGREEMENT

BY AND BETWEEN

THE CITY OF CITRUS HEIGHTS
AND

ANTIOCH STREET LP

RELATING TO THE DEVELOPMENT COMMONLY KNOWN AS

SUNRISE TOMORROW HOTEL PARCEL MAP
ITEM 7 Agenda Packet Page 20
-1-

DEVELOPMENT AGREEMENT BY AND BETWEEN

ANTIOCH STREET LP AND THE CITY OF CITRUS HEIGHTS,

RELATING TO THE DEVELOPMENT COMMONLY KNOWN AS

SUNRISE TOMORROW HOTEL PARCEL MAP
This Development Agreement (“Agreement”) is entered into as of (INSERT DATE), by and between the City of Citrus Heights, a municipal corporation (“City”), and Antioch Street LP) (“Developer”). City and Developer are sometimes referred to individually herein as a “Party” and collectively as the “Parties”.

RECITALS
A. To strengthen the public planning process, encourage private participation in comprehensive planning and reduce the economic risk of development, the Legislature of the State of California enacted Government Code section 65864 et seq. (“Development Agreement Statute”), which authorizes a city to enter into a development agreement with any person having a legal or equitable interest in real property regarding the development of such property and establishing certain development rights therein.

B. This Agreement has been processed, considered, and executed in accordance with the Development Agreement Statute.

C. Developer has a legal interest in approximately 2.8 acres APN: 243-0192-016- 0000 of real property located at 6100 Sunrise Boulevard, as more particularly described in attached and shown on the map set forth in attached, EXHIBIT A. Collectively, the Property shall be referred to herein as the “Subject Property”.

D. Developer desires to develop the Subject Property with the Project (as that term is defined below), which will provide benefits to City and to the Citrus Heights community generally, including all of the following (collectively, the “Public Benefits”):
 Dedication of land in the form of an Irrevocable Offer of Dedication (IOD) to the City adequate to construct the planned roadway, intersection and related infrastructure improvements along the frontage of Sunrise Boulevard and Greenback Lane. Compensation for the fair value of the aforesaid land dedication may take the form of, but is not limited to, a credit against assessment allocations should financing of improvements be accomplished by means of a participatory assessment district or in such fashion as the parties may later agree.
 Generation of a significant additional amount of sales tax and transient occupancy tax from the proposed retail and hotel uses.
 Enhanced commercial retail amenities to serve the community which could potentially include, among others, a hotel, coffee shop, brewery and other mixed commercial, retail uses offering a wide range of products and services, depending on market, permitted uses and other considerations.

E. By this Agreement, the Developer will receive assurance that it may proceed with the development of the Project on the Subject Property in accordance with the Applicable Law (as that term is defined below).

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F. Consistent with Government Code section 65867, the City Planning Commission held a duly noticed public hearing on an application for this Agreement on (INSERT DATE).

The City Planning Commission recommended that the City Council approve this Agreement and the Parcel Map for the Project set forth below.

G. To comply with the California Environmental Quality Act (Cal. Pub. Res.

Code § 21000 et seq. and 14 Cal. Code Regs. § 15000 et seq.; collectively, “CEQA”), on (INSERT DATE), at a duly-noticed public hearing, the City Council determined the Project was Categorically Exempt from CEQA as a Minor Land Division per Section 15315.

Further, the any subsequent discretionary actions are required to comply with the Sunrise Tomorrow Specific Plan EIR and mitigation monitoring and reporting plan (“MMRP”). As a result, on (INSERT DATE), a Notice of Exemption was filed with the Sacramento County Clerk in accordance with the CEQA guidelines.

H. Consistent with Government Code section 65867, the City Council held a duly noticed public hearing on an application for this Agreement on (INSERT DATE), and after taking testimony and closing the public hearing, deliberated and approved this Agreement and introduced Ordinance No. ___ (“DA Ordinance”).

J. Consistent with Government Code Section 65867, on (INSERT DATE), at a duly noticed public meeting the City Council adopted the Development Agreement Ordinance.

K. Subsequent to approval of this Agreement, the Parties will cooperatively and expeditiously pursue other discretionary approvals for the Project, including:

1. Submittal and approval for a Design Review Permit and/or Use Permit to allow the construction of a hotel, commercial, or mixed use project as specified by the Sunrise Tomorrow Specific Plan;
Each said approval shall be referred to individually as a “Discretionary Entitlement” and, collectively as “Discretionary Entitlements”. Discretionary Entitlements will comply with the California Environmental Quality Act (Cal. Pub. Res. Code § 21000 et seq. and 14 Cal.

Code Regs. § 15000 et seq.; collectively, “CEQA”).

L. City anticipates that during the Term (as that term is defined below) of this Agreement and subsequent to the Effective Date, Developer will seek from City as well as other public agencies certain additional approvals, entitlements, and permits that are necessary or desirable for the Project, which may include, without limitation, approval of various agreements to allow for utility service and the dedication of land and improvements; ministerial design review; tree removal permit(s); lot line adjustment(s); final or parcel map(s); sign permit(s); encroachment permit(s); demolition permit(s); grading permit(s); site development permit(s); building permit(s); certificate(s) of occupancy; and any amendments to the foregoing (each a “Subsequent Approval” and, collectively, the “Subsequent Approvals”).

M. The terms and conditions of this Agreement have undergone review by City staff, the Planning Commission, and the City Council at duly noticed public meetings and hearings and have been found to be fair, just, and reasonable, and in conformance with the applicable provisions of City’s General Plan and City’s Municipal Code, and Sunrise Tomorrow Specific Plan and further, that the City Council finds that the interests of the citizens of and their public health, safety, and welfare will best be served by entering into this Agreement.

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N. City and Developer have reached mutual agreement and desire to voluntarily enter into this Agreement to vest specified development rights, and facilitate development of the Project subject to the conditions, terms and requirements set forth herein.

NOW, THEREFORE, in consideration of the promises, covenants, and provisions set forth herein, the receipt and adequacy of which consideration is acknowledged, City and Developer agree as follows.

AGREEMENT

ARTICLE I DESCRIPTION OF SUBJECT PROPERTY, PROPOSED DEVELOPMENT, EFFECTIVE DATE, AND TERM.

Section 1.01 Description of Subject Property. This Agreement vests laws applicable to development of the Project on the Subject Property, as more particularly described and depicted in attached Exhibit A and Exhibit C.

Section 1.02 Proposed Development. For purposes of this Agreement, the “Project” shall be defined to consist of a parcel map with building sites designated for hotel and commercial retail development, as may be further refined during the Current Discretionary Entitlement process and the Subsequent Approvals process. Collectively, the Discretionary Entitlements, DA Ordinance, Tentative Parcel Map, Sunrise Tomorrow Specific Plan, EIR and, MMRP, and the Subsequent Approvals, once they are granted and become effective, shall be referred to herein as the “Project Approvals”.

Section 1.03 Effective Date. The rights, duties, and obligations hereunder shall be effective and the Term shall commence on the “Effective Date,” which shall mean the date that is thirty (30) days following the adoption of the DA Ordinance by the City Council as set forth in Recited J above.

Section 1.04 Initial Term. The term of this Agreement shall commence on the Effective Date and shall expire seven (7) years thereafter (“Initial Term”), unless it is sooner terminated or extended as provided in Section 1.05 below.

Section 1.05 Extended Term. The Term of this Agreement may be extended beyond the Initial Term only in the manner provided in this Section 1.05. The Initial Term, together with any extensions of the Initial Term under this Section 1.05, are collectively referred to as the “Term”.
(a) Term Extension. If Developer is in compliance with the terms and conditions of this Agreement, and has with diligence and good faith pursued development of the Project, then Developer shall, at its request, have the right to request an extension of the Initial Term for a period of time to be considered by City Council, provided such request in delivered to the City at least ninety (90) days prior to the end of the Initial Term. (b) Additional Extensions; Tolling. In addition to the First Term Extension under Section 1.05(a) above, the Term may be further extended or tolled as provided in this Section 1.05(b).
(i) Extension for Enforced Delay. If Developer encounters an Enforced Delay (as defined in this Section 1.05(b)(i)) and desires to extend the Term because of ITEM 7 Agenda Packet Page 23
that delay, Developer shall give City written notice of the Enforced Delay. If that written notice does not state the duration of the Enforced Delay because the delay remains ongoing, Developer shall give City written notice of the date the Enforced Delay ends within ninety (90) days after the end of the delay. Following the end of the Enforced Delay, City shall provide Developer written notice to confirm the extension of the Term, which shall be extended for as many days as the Enforced Delay occurs, as reasonably determined by the City Manager. “Enforced Delay” means a delay arising from one or more of the following: (A) a natural disaster or other force majeure event; (B) an accident that requires development activities to stop; (C) the interruption of services by suppliers for a substantial period of time when no alternative suppliers are available; (D) the unavailability of construction materials for a substantial period of time when no substitute materials are available and feasible to incorporate; (E) war, civil disturbance, or riot where martial law is declared; or (F) any other severe occurrence (economic or otherwise) that is beyond Developer’s reasonable control. (ii) Tolling for Third-Party Lawsuit. If any third party files a lawsuit to challenge this Agreement, City’s adoption of the Initial Study/Mitigated Negative Declaration, the other Project Approvals, or any action taken or finding made by City in connection with the Project Approvals (each, a “Third-Party Lawsuit”), Developer may request that the Term be tolled during the pendency of the Third-Party Lawsuit by providing a written notice (“Tolling Notice”) to City within thirty (30) days after the commencement of said lawsuit, and any such request shall be granted by City. The tolling of the Term shall automatically begin upon City’s receipt of the Tolling Notice, and it shall end on the earliest of the following to occur:
(A) the date on which a court issues a final judgment in the Third-Party Lawsuit and the expiration of all appeal periods following that judgment; or (B) the date the Third-Party Lawsuit is dismissed. If, in a Third-Party Lawsuit, the court issues a temporary restraining order or injunction prohibiting Developer from taking action(s) to proceed with the Project, the Term also shall automatically be tolled beginning on the date the temporary restraining order or injunction is issued, and ending on the date the temporary restraining order or injunction is lifted or vacated.
(iii) Tolling for Initiative or Referendum. If the subject of an initiative petition or referendum petition would overturn, set aside, or substantially modify this Agreement, the other Project Approvals, or otherwise substantially impair development of the Project, the Term of this Agreement shall be tolled under this Section 1.05(c)(iii). The Term shall be automatically tolled beginning on the date that the initiative or referendum petition is submitted to the County elections official for signature verification, and ending on the date the last of the following that occurs: (A) the date the County elections official determines the petition does not include a sufficient number of signatures; (B) the date the measure is voted on by the City Council; or (C) the date of the election on the measure, if placed on the ballot.

ARTICLE II STANDARDS, LAWS, AND PROCEDURES GOVERNING DEVELOPMENT OF THE PROJECT.

Section 2.01. Vested Right to Develop. In recognition of the extraordinary, long-term investment in planning, engineering, design, entitlement, permitting, as well as in technical and legal resources necessary to pursue and implement the Project on the Subject Property, Developer shall have the vested right to pursue the Project in accordance with the Applicable Law (as that term is defined below), including, among other things, this Agreement and the other Project Approvals. Notwithstanding the foregoing or anything to the contrary in this Agreement, City shall apply to the Project the then-current California Building Standards Codes (including the California Fire Code), and all local amendments to those uniform codes, to the ITEM 7 Agenda Packet Page 24
extent that the codes have been adopted by City or the Fire Department and are then in effect on a Citywide basis. If there is any conflict or inconsistency between this Agreement and the Applicable Law, or between this Agreement and any other Project Approvals, to the fullest extent legally possible, this Agreement shall prevail and control.

Section 2.02. Development Standards. The permitted uses of the Subject Property, the density and intensity of uses, the maximum height, bulk, and size of the proposed buildings, provisions for reservation or dedication of land for public purposes and the location of public improvements, the general location of public utilities, and other terms and conditions of development applicable to the Project shall be as set forth in the Applicable Law, in particular as described in the Sunrise Tomorrow Specific Plan, Zoning Code, and the Project Approvals (collectively, “Development Standards”).

Section 2.03. Applicable Law. “Applicable Law” shall mean all applicable federal, state, County, and City laws, statutes, ordinances, governmental rules, regulations, official policies, entitlements, orders, permits, licenses, approvals and authorizations that govern permitted uses of land; the design, improvement and construction standards and specifications; and that are otherwise applicable to the condition, development, use, occupancy, or operation of the Project on the Subject Property that exist and are in place as of the Effective Date, as supplemented and modified by the Project Approvals once they are granted and become effective, and Later Enactments (as that term is defined below), all except as otherwise expressly provided in this Agreement.

Section 2.04. Development Impact Fees/Exactions. During the Term of this Agreement, Developer shall pay all Impact Fees for the Project at the rate in effect at the time the payment is made. The City retains discretion to revise such fees as the City deems appropriate, in accordance with applicable law. If the City revises such fees on a city-wide basis (as opposed to revising such fees on an ad hoc basis that applies solely to the Project) prior to the earlier of the issuance of a final Certificate of Occupancy or a temporary Certificate of Occupancy that allows for residential occupancy , then the Developer shall thereafter pay the revised fee. The Developer may, at its sole discretion, participate in any hearings or proceedings regarding the adjustment of such fees. Nothing in this Agreement shall constitute a waiver by the Developer of its right to challenge such changes in fees in accordance with applicable law provided that the Developer hereby waives its right to challenge the increased fees solely on the basis of any vested rights that are granted under this Agreement.

Developer shall pay all Processing Fees in connection with development of the Subject Property with the Project that are then in effect when Developer processes applications for Subsequent Approval(s). “Processing Fees” shall mean all lawfully adopted fees for processing development project applications imposed by City on a citywide basis, including any required supplemental or other further environmental review, plan checking (time and materials) and inspection, in connection with the processing and consideration of any Project Approvals, which are intended to cover the actual costs of processing and consideration of the foregoing.

Section 2.05. No Conflicting Enactments. Subject to the limitations set forth in this Section 2.05, City, or the City electorate through the adoption of referenda and initiatives, may enact new or modified rules, regulations, or official policies after the Effective Date (each a “Later Enactment” and, collectively, “Later Enactments”). All Later Enactments shall be applicable to the Project if and only to the extent that application of any Later Enactment does not modify the Project; does not prevent or impede development of the Project; and does not ITEM 7 Agenda Packet Page 25
conflict with this Agreement. Any Later Enactment shall be deemed to conflict with this Agreement if the enactment seeks to accomplish any one or more of the following results, either with specific reference to the Project or the development of the Subject Property, or as part of a general enactment that would otherwise apply to the Subject Property:
(a) Reduce the density or intensity of the Project under the Applicable Law; (b) Change any land use designation or permitted use of the Subject Property for the Project as described in the Applicable Law;
(c) Require, for any work necessary to develop the Project on the Subject Property, the issuance of permits, approvals, or entitlements by City other than those required by Applicable Law; or
(d) Materially limit the processing of, the procuring of applications for, or approval of the Subsequent Approval(s).

Notwithstanding the foregoing, City shall not be precluded from applying a Later

Enactment to the Project where the Later Enactment is: (a) specifically mandated by changes in state or federal laws or regulations adopted after the Effective Date, as provided in Government Code section 65869.5 and Section 2.06 below; (b) specifically mandated by a court of competent jurisdiction; or (c) required by changes to the California Building Standards Codes (including the California Fire Code), and similar life safety regulations that may change from time to time, including all local amendments adopted by City or the Fire Department on a citywide basis. Except as expressly provided herein, particularly with respect to Developer’s rights granted hereunder, this Agreement does not restrict City’s exercise of its police powers, and City reserves those powers to itself.

Section 2.06. Conflict of State or Federal Laws. In the event that state and/or federal law(s) and/or regulation(s) enacted after the Effective Date prevent or preclude compliance with one or more provisions of this Agreement, the Party identifying the conflict shall provide the other Party, as soon as practicable after the conflict becomes known to the notifying Party, written notice of the conflict, a copy of the law(s) and/or regulation(s) that give rise to the conflict, and a statement explaining the nature of the conflict. Within thirty (30) days after that notice is given, the Parties shall meet and confer in good faith in a reasonable attempt to modify this Agreement so as to comply with the state and/or federal law(s) and/or regulation(s) giving rise to the conflict, pursuant to Government Code section 65869.5. If Developer does not consent to an amendment that is required to make this Agreement consistent with state and/or federal law(s) and/or regulation(s) in accordance with Government Code section 65869.5, City shall provide Developer written notice of the immediate suspension of this Agreement, and the Agreement shall remain suspended until the date the Agreement is so amended. The Term shall not be tolled or extended for any period of suspension under this Section 2.06.

Section 2.07. Life of Approvals. The term of each current Discretionary Entitlement, as well as each Subsequent Approval (e.g., for a Tentative Map) once it is granted and becomes effective, shall be deemed extended for the longer of the Term of this Agreement or the term otherwise applicable to such Current Discretionary Entitlement(s) or Subsequent Approval(s).

Section 2.08. Timing of Construction and Completion. The Parties acknowledge that Developer cannot, at this time, predict when, if or at what rate the Project will be ITEM 7 Agenda Packet Page 26
constructed. The Parties agree there is no requirement herein that Developer commence or complete construction of the Project at all or within any particular period of time during the Term.

Therefore, notwithstanding anything to the contrary in the City’s Municipal Code, City has ordained by adopting the DA Ordinance that Developer may, in its sole discretion, commence construction at any time (or at no time) during the Term of this Agreement. The Parties acknowledge that construction may be delayed by litigation, by other public agencies’ approval process in connection with Subsequent Approvals, market factors, or other reasons, which may or may not be within Developer’s control. In light of the foregoing, the Parties agree that Developer may construct the Project (if at all) at the rate and time Developer deems appropriate within the exercise of its sole subjective business judgment, subject only to the provisions of this Agreement and other Project Approvals, as and when they are granted and become effective.

Section 2.09. Processing Subsequent Approvals. The Subsequent Approvals shall be deemed mechanisms to implement those final policy decisions reflected by this Agreement, the other Project Approvals, and other provisions of Applicable Law including CEQA Compliance and compliance with the Sunrise Tomorrow Specific Plan and Sunrise Tomorrow Specific Plan EIR. Upon submission by Developer to City of an application for a Subsequent Approval, City shall cooperate and diligently and expeditiously work to promptly process and consider approving that application. Subject to the terms and conditions of this Agreement and Developer’s vested rights hereunder, City shall retain its discretionary authority in its consideration of any and all Subsequent Approvals that involve discretion in the decisionmaking process. City shall consider an application for a Subsequent Approval with reference to the Applicable Law, Later Enactments, and this Agreement. City shall ensure that adequate staff is available to expeditiously process all applications for Subsequent Approval(s).

Section 2.10. Actions by Other Public Agencies Necessary to Implement the Approvals.

In Developer’s sole discretion, but consistent with the Discretionary Entitlements, Developer may apply for Subsequent Approvals from other non-City public agencies, including, without limitation, the United States Fish and Wildlife Service (“USFWS”), United States Army Corps of Engineers (“ACOE”), California Department of Fish and Wildlife (“CDFW”), Regional Water Quality Control Board (“RWQCB”), Airport Land Use Commission (“ALUC”), and the California Department of Transportation (“Caltrans”) as may be necessary or desirable to implement the Project.

Section 2.11. No Limitation on Future Discretionary Actions. Except to the extent this Agreement expressly provides otherwise, particularly with respect to the vested rights granted hereunder, nothing in this Agreement requires City, its legislative body, or any of its boards or commissions, to adopt any future ordinances or resolutions, to enter into any other agreements with Developer, or to exercise its discretion in any particular manner in the future.

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ARTICLE III DEVELOPER OBLIGATIONS FOR COMMUNITY BENEFITS.

Section 3.01. Dedication of Land to Facilitate Planned Transportation and associated infrastructure Improvements. Prior to or concurrently with the recordation of the Final Parcel Map, Developer shall: (a) offer to dedicate to City approximately 17,184 square feet of land, which is a portion of the Property (“Irrevocable Offer of Dedication” or “IOD”) as conceptually depicted on the Sunrise Tomorrow Right-of-Way and IOD Requirements (Exhibit B). The payment of just compensation related to the aforesaid IOD may be arranged in one or another of several ways by agreement between the Developer and the City. For example, the employment of an Enhanced Infrastructure Financing District or Community Facilities District as referenced below might grant Developer a credit against assessments which it might otherwise be required to pay sufficient to justly compensate Developer for its dedication offer described herein.

The IOD shall be depicted on the Final Recorded Parcel Map. Payment of Just Compensation for the IOD shall be based on the fair market value of the IOD as determined by an appraisal prepared by a mutually agreed upon professional appraiser. The appraisal shall be performed as of the time the IOD is to be accepted by the City. The costs of the appraisal shall be shared equally between the City and the Developer.

Just compensation shall be paid to the developer prior to or simultaneously with City acceptance of the IOD. Prior to or simultaneously with the recordation of the final parcel map, an agreement between the City and the Developer shall be recorded identifying the process for compensation that shall take place upon acceptance of the IOD, which shall be based on the terms described above.

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Section 3.02. Obligation to participate in future Enhanced Infrastructure Financing District, Community Facilities District or similar infrastructure financing mechanism.

Significant infrastructure is necessary to support the development of the Sunrise Tomorrow Specific Plan. Prior to recordation of the final map, the Developer shall record a covenant on the title to the project site committing the developer to participation in any future infrastructure financing mechanism to support the development of necessary infrastructure; provided, however, such financing mechanism must acknowledge the in-kind contribution of land by Developer pursuant to the IOD as a credit against assessment otherwise due or it must make arrangements for a cost reimbursement of just compensation to be paid to Developer for its IOD from the City or some alternative source. Moreover, the particular financing mechanism must make equitable allowances for the allocation of the costs of future infrastructure based on the benefit conferred on each particular parcel and the burden on infrastructure attributable to the particular development associated with each particular parcel. In the event that infrastructure improvements contemplated by the financing mechanism are not reasonably required by the particular parcel and/or its burden on infrastructure improvements is mitigated by means other than participation in the particular financing mechanism, then participation shall not be required notwithstanding this section of this Agreement. Developer shall include in the covenant a commitment to detach from the Citrus Heights Lighting District (CHLD) and create/join a new lighting district zone within the CHLD. Said zone shall provide a current funding source for the ongoing maintenance of street lights with direct benefit on parcel(s) of the subject development and continued funding of city-wide safety lighting. Wording of the covenant is subject to the review and approval of the City Attorney.

Section 3.03. Pro-rata share of Sunrise and Greenback Intersection Improvements. Prior to occupancy of any future building on the site, the developer shall pay its pro-rata share of the Sunrise Boulevard and Greenback Lane intersection improvements as identified in Section 8.4.3 of Sunrise Tomorrow Specific Plan (and further refined in Exhibit D) and to the extent it can be reasonably demonstrated that its “pro-rata share” represents a fair charge based on traffic generation from its property/project and a recognized benefit is conferred in terms of the mitigation of traffic congestion as further described in Exhibit D.

Section 3.04. High Quality Hotel Development. Within 1 year of execution, of this Agreement or if extended in writing by mutual agreement of the parties, the Developer shall submit an application for a High Quality Hotel development on the resulting parcel (Parcel C).

The Hotel shall be designed in accordance with the Sunrise Tomorrow Specific Plan providing for a minimum of 110 rooms (keys). The construction and continued maintenance of the Hotel as a Three-Star Hotel, as defined by the Forbes Travel Guide, or of a Three-Diamond hotel, as defined by the AAA Diamond Ratings, or if those rating services are not in use, at an equivalent level used by an alternative nationally recognized hotel rating service.

A Design Review Permit will be required for the High Quality Hotel Development. If the initial Hotel Brand is selected from the list of Pre-approved Hotel Brands as depicted in Exhibit F the Planning Commission will be the reviewing body for the Design Review Permit. If the initial Hotel Brand identified as part of the Design Review Permit is not listed in Exhibit F, the Planning Commission will review and make a recommendation for the City Council’s consideration. The City Council may deny the Design Review Permit if the Council finds the proposed brand is not equivalent to or greater quality than the Brands depicted in Exhibit F at its sole discretion.

ITEM 7 Agenda Packet Page 29
Section 3.05 Use of the Hotel Project. The Developer, and its successors and assigns, shall ensure that the Hotel will be operated, furnished, serviced, maintained and refurbished to at least the standard of quality of a Three Star Hotel during the Term of the Hotel Operating Covenant.

Section 3.06 Maintenance. The Developer hereby agrees that prior to and subsequent to the completion of construction of the Hotel, the Hotel Site shall be maintained in a neat and orderly condition to the extent practicable and in accordance with applicable industry health and safety standards, and that the Hotel shall be well maintained as a Three-Star Hotel (as defined by the Forbes Travel Guide, or of a Three-Diamond hotel, as defined by the AAA Diamond Ratings, or if those rating services are not in use, at an equivalent level used by an alternative nationally recognized hotel rating service) to both external and internal appearance of the buildings, the common areas, and the parking areas. The Developer shall maintain or cause to be maintained the Hotel in good repair and working order, including the walkways, driveways, parking areas and landscaping, and from time to time make all necessary and proper repairs, renewals, and replacements. If the Developer fails to implement and continuously maintain the standard described above/then the City shall notify the Developer in writing of such condition, giving the Developer thirty (30) days from receipt of such notice to commence and thereafter diligently to proceed to cure said condition. In the event the Developer fails to cure or commence to cure the condition within thirty (30) days and such other additional time as may be required by Developer to cure the condition, the City shall notify the Developer in writing and thereafter the City shall have the right to perform all acts necessary to cure such a condition, or to take other recourse at law or equity that the City may then have. The Developer shall reimburse the City's reasonable costs, plus ten percent (10%) interest from the date of expenditure, in taking such action. The Parties hereto further mutually understand and agree that the rights conferred upon the City expressly include the right to enforce or establish a lien or other encumbrance against any of the parcels comprising the Hotel Site not complying with this Agreement. The provisions of Sections 3.04 and 3.05 shall be assumed by all successors to Developer and shall be in effect until expiration or termination of this Agreement.

Section 3.07 Hotel Operating Agreement. The initial Hotel Brand shall be selected from the list of Pre-approved Hotel Brands as depicted in Exhibit F. No later than twelve (12) months after the Effective Date or if extended in writing by mutual agreement of the parties, the Developer shall submit the Hotel Operating Agreement executed by the Developer and/or its Affiliate and the Hotel Brand and shall obtain the approval of the City for the Hotel Brand, if required, and the Hotel Operating Agreement pursuant to the criteria specified in this Section

4.5, which approval shall not be unreasonably withheld, conditioned or delayed. The Developer and/or its Affiliate and the Hotel Brand may redact confidential financial information provided that the information described in the following subsection (i), (ii) and (iii) is adequately disclosed.

The City's review of the Hotel Operating Agreement shall be limited for the sole purposes of determining that: (i) the Hotel shall be maintained in compliance with this Agreement; (ii) the term of the Hotel Operating Agreement is at least ten (10) years following the Completion Date for the Hotel, except as otherwise provided in the Hotel Operating Agreement, which may include termination events customarily included in hotel operating agreements for hotels similar in rating, size and location as the Hotel; and (iii) the Hotel Brand shall not have the right to transfer its interest in the Hotel Operating Agreement except for transfers customarily permitted in hotel operating agreements for hotels similar in rating, size and location as the Hotel. Any termination or transfer of the Hotel Operating Agreement prior to at least ten (10) years after the Completion Date shall require written notice thereof to the City, and if required, the City's approval of the subsequent Hotel Brand in accordance with Section 3.09. The City shall respond to such request for approval or subsequent approval of the Hotel Brand and the transfer of the ITEM 7 Agenda Packet Page 30
Hotel Operating Agreement within thirty (30) days after receipt of such request. The City's approval of such request shall be deemed given if the City fails to respond within such thirty (30) day period.

Section 3.08 Hotel Operating Covenant. Developer shall enter into a hotel operating covenant substantially in the form attached hereto as Exhibit E which shall be recorded against the Hotel Site and which shall run with the land (the "Hotel Operating Covenant"). The Hotel Operating Covenant shall (i) require that the Hotel Site be used for the Hotel for a term equal to twenty-five (25) years after the Completion Date,
Section 3.09 Change in Hotel Brand. A change in the identity of the Hotel Brand to a Preapproved Hotel Brand, by way of transfer of the Hotel Operating Agreement, the Hotel Site, or otherwise, shall constitute a Permitted Transfer. During the Term of this Agreement, any change in the Hotel Brand (a "Replacement Brand") shall require the prior written approval of the City, which approval shall not be unreasonably withheld, conditioned, or delayed; provided, however, the City's approval will not be required if the Replacement Brand is a Pre-approved Hotel Brand or a Three Star Hotel. The City shall respond to such request for approval within thirty (30) days after receipt of the request and supporting documentation. The City's approval of such request shall be deemed given if the City fails to respond within such thirty (30) day period. The list of Pre-approved Hotel Brands attached hereto shall be deemed pre-approved by the City as the initial Hotel Brand and Replacement Brands and shall not require the further approval of the City. The City shall review any subsequent Hotel Operating Agreement in accordance with Section 3.07.

Section 3.10 – Construction of Multi-Use Trail “Green Loop”. The Developer is required to construct the Multi-Use Trail “Green Loop” as identified in the Sunrise Tomorrow Specific Plan on the subject property (Parcels A, B, and C). Due to construction phasing of both on-site and off-site improvements, construction of the Green Loop may be deferred to such time as determined by the City Engineer. Prior to Issuance of a Grading or Building Permit for Parcel A, B, or C (whichever comes first), the Developer shall provide security as set forth in Govt. Code 66499 of the Subdivision Map Act and in a form approved by the City Attorney, ensuring the proposed Green Loop improvements are installed at the appropriate time.

ARTICLE IV AMENDMENTS.

Section 4.01. Amendment of this Agreement.
(a) Substantive changes to this Agreement or the other Project Approvals shall necessitate an amendment to this Agreement to incorporate the applicable changes to the terms and conditions of this Agreement and/or the other Project Approvals at issue and related documents and agreements. A “substantive change” to this Agreement is one that changes the Term of this Agreement or for which an application is made to modify any of the following: the permitted uses; density or intensity of use; height or size of buildings; provisions for reservation and dedication of land; conditions, terms, restrictions and requirements relating to Subsequent Approvals that are discretionary in nature; monetary contributions by Developer; or any other material term or condition of this Agreement. If either Party notifies the other Party that an amendment is needed or desirable due to the proposed substantive changes to this Agreement or the other Project Approvals, the Parties shall meet and confer in good faith the terms of an amendment to this Agreement. The scope of good faith negotiation shall be limited to such good faith amendment(s) necessary to effectuate the substantive changes to this Agreement or the other Project Approval(s) contemplated in this ITEM 7 Agenda Packet Page 31
Section 4.01(a), and shall not reopen other provisions of this Agreement not affected by the proposed amendment(s). City may temporarily suspend consideration of a Subsequent Approval that is discretionary in nature if reasonably required by the circumstances then existing at the time of the proposed change in this Agreement or the other Project Approval(s) until the Parties can come to an agreement on the terms of such an amendment or mutually agree to the termination of this Agreement. Amendments for substantive changes shall be made in accordance with the provisions of the Development Agreement Statute. (b) This Agreement need not be amended to allow for changes to this Agreement or the other Project Approvals that are not substantive, as described in Section

4.01(a) above, but rather minor in nature. The Parties acknowledge that refinement and further implementation of the Project Approvals may demonstrate that certain minor changes may be appropriate with respect to the Project details and performance of the Parties under this Agreement, and the Parties desire to retain a certain degree of flexibility with respect to such details and performances. If and when the Parties find and mutually agree that clarifications, minor changes, or minor adjustments are necessary or appropriate, they shall effectuate such clarifications, changes or adjustments through an operating written memorandum approved by the Parties, with the City Manager acting on behalf of City. After execution, the operating memorandum shall be attached to this Agreement. Further minor changes as necessary from time to time may be agreed upon by the Parties by written approval of the Parties. Unless required by the Development Agreement Statute, no operating memorandum shall require prior notice or public hearing, nor shall it constitute an amendment to or termination for convenience in whole or in part of this Agreement.

Section 4.02. Amendments of Project Approvals or Subsequent Approvals. No Subsequent Approval that is granted pursuant to this Agreement, or the amendment of any other Project Approvals (other than this Agreement) that is consented to by Developer, shall require an amendment to this Agreement, and the Subsequent Approval or amendment of any other said Project Approvals shall be deemed to be incorporated into this Agreement as of the date the approval or amendment is effective.

ARTICLE V DEFAULTS; PERIODIC REVIEW.

Section 5.01. Default and Litigation.
(a) Default. Any failure by either Party to perform any material term or condition of this Agreement, which failure continues uncured for a period of ninety (90) days following written notice of such failure from the non-defaulting Party (unless such period is extended by written mutual consent), shall constitute a default under this Agreement. written notice given pursuant to the preceding sentence shall specify the nature of the alleged failure and, where appropriate, the manner in which said failure may be cured. Provided, however, if the nature of the alleged failure is such that it cannot reasonably be cured within such ninety (90) day period, then, within that ninety (90) day period, the defaulting Party shall begin acting to cure the default and shall continue acting diligently to complete the cure. If the default is not cured as required by this Section 5.01(a), the non-defaulting Party may pursue legal action in accordance with Section 5.01(b).
(b) Litigation. If a default is not cured in the manner required by Section 5.01(a), the non-defaulting Party shall provide the defaulting Party written notice (“Dispute Notice”) that specifies, in reasonable detail, the reasons that a default and dispute exist, and what, if any, reasonable actions may be taken to cure the default and resolve the ITEM 7 Agenda Packet Page 32
dispute. Within thirty (30) days after the Dispute Notice is given (or such other time frame as may be mutually agreed to by the Parties), the Parties shall meet in person and confer in good faith in an attempt to resolve the dispute. If, following this meet and confer process, the nondefaulting Party determines that the dispute cannot be resolved informally, the non-defaulting Party may institute legal action to cure, correct, or remedy the default, enforce any covenant or agreement herein, enforce by specific performance the obligations and rights of the Parties hereto, or obtain any other remedy consistent with this Agreement and available under law or equity.

Section 5.02. Periodic Review. No later than ten (10) months after the Effective Date, and no later than every twelve (12) months thereafter, Developer and the City Manager, or his or her designee, shall meet and review this Agreement annually to ascertain the good faith compliance by Developer with the Agreement’s terms pursuant to the Development Agreement Statute. Such periodic review shall be limited in scope to compliance with the terms and provisions of this Agreement pursuant to California Government Code Section 65865.1 and the monitoring of mitigation in accordance with California Public Resources Code Section 21081.6.

Additionally, the City Council shall review this Agreement annually in accordance with the Development Agreement Statute. If, as a result of City’s periodic review of this Agreement, City determines, on the basis of substantial evidence, that Developer has not complied in good faith with the terms of this Agreement, City may terminate or modify this Agreement in accordance with the Development Agreement Statute as well as Section 5.03 below. If City has not performed a periodic review within ninety (90) days following the relevant 12-month period, Developer shall be deemed to be in substantial compliance with the terms and provisions of this Agreement.

Section 5.03. Termination.
(a) Termination by City. If City elects to consider terminating this Agreement due to a material default by Developer, then City shall give a notice of intent to terminate this Agreement and the matter shall be scheduled for consideration and review by the City Council in the manner set forth in the Development Agreement Statute. If the City Council, in its reasonable discretion and based on substantial evidence in the record, determines that a material default has occurred and elects to terminate this Agreement, City shall give Developer, by certified mail, written notice of termination of this Agreement under this Section 5.03(a) and this Agreement shall be terminated on the date that notice of termination is given.

Notwithstanding anything to the contrary in the foregoing, Developer reserves any and all rights it may have to challenge in court City’s termination of this Agreement and the basis therefor. (b) Termination by Developer. Developer may terminate this Agreement in its sole discretion at any time, subject to Developer’s obligations set forth in Article III above, Article VI below and Section 10.010 below, which shall survive any such termination.

If Developer determines, in its sole discretion, to terminate this Agreement pursuant to this subsection (b), then Developer shall give City, by certified mail, written notice of termination of this Agreement under this Section 5.03(b) and this Agreement shall be terminated thirty (30) days after that notice is given.

Section 5.04. Attorney’s Fees. In the event of any litigation by either Party pertaining to this Agreement, the prevailing Party in such litigation, in addition to any other relief which may be granted, shall be entitled to its litigation costs and expenses, including, without limitation, reasonable attorneys’ fees.

ITEM 7 Agenda Packet Page 33
Section 5.05. Notice of Compliance. Within sixty (60) days after Developer’s written request, but no more often than once per calendar year, City shall execute and deliver to Developer a written “Notice of Compliance” in recordable form, duly executed and acknowledged by City, that certifies the following, but only if City, in its reasonable discretion, determines the following to be true based on City’s actual knowledge as of the date the notice is given:
(a) This Agreement is unmodified and in full force and effect, or, if there have been modification(s) to this Agreement, this Agreement is in full force and effect as modified and stating the date and nature of such modification(s);
(b) There are no known current uncured defaults under this Agreement or, in the alternative, specifying the dates and nature of any such default.

Developer may, in its sole discretion, record any such City Notice(s) of Compliance.

ARTICLE VI INDEMNITY.

Except as expressly limited in this Article VI, Developer shall indemnify, defend (with counsel reasonably acceptable to City), and hold harmless City and its legislative body, boards, commissions, officers, employees, and agents from all liabilities, claims, demands, and losses, including for personal injury, death, and property damage, costs and expenses, including attorney’s and expert’s fees (collectively, “Liabilities”) that arise from the approval of this Agreement or the other Project Approval(s) except in the event and to the extent caused by City’s negligence or willful misconduct. Developer’s obligations under this Article VI apply to all Liabilities suffered or alleged to have been suffered, regardless of whether City prepared, supplied, or approved plans or specifications for the Project. However, the obligations of this Article VI do not apply to any Liabilities that arise solely from the operation of public improvements and facilities following City’s acceptance of those improvements and facilities.

ARTICLE VII NO AGENCY, JOINT VENTURE, OR PARTNERSHIP.

The Project is a private undertaking of Developer. Neither Party is acting as the agent of the other in any respect hereunder. Each Party is an independent contracting entity with respect to the terms and conditions contained in this Agreement. None of the terms or conditions of this Agreement shall be deemed to create a partnership, joint venture, or joint enterprise between or among the Parties to this Agreement.

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ARTICLE VIII SALE, ASSIGNMENT, OR TRANSFER.

Developer may only assign or otherwise transfer this Agreement, or its interest in the Site, to any other person, firm, or entity, upon presentation to the City of an assignment and assumption agreement in a form reasonably acceptable to the City Attorney and receipt of the City’s written approval of such assignment or transfer by the City Manager; provided, however, that Developer may, from time to time and one or more times, assign this Agreement, or the Site, to one or more persons or entities without City approval, but with written notice to the City, as long as Developer either assigns this Agreement to a financial institution that finances Developer’s development of the Project or as long as Developer, or entities owned or controlled by it have and maintain at least a twenty-five percent (25%) ownership interest in such entities who are the assignees or transferees, or as long as the transfer is as a result of a sale of Developer and/or all or substantially all of its assets located in the State of California, including the rights granted under this Agreement, to another publicly-traded company or an entity having a net worth that is substantially similar to, or greater than, Developer’s net worth prior to such assignment or at the time of execution of this Agreement, which net worth is subject to verification by the City; and further provided that any assignee executes an assumption agreement assuming all of Developer’s duties and obligations hereunder. Any security posted by Developer may be substituted by the assignee or transferee. After a transfer or assignment as permitted by this Section, the City shall look solely to such assignee or transferee for compliance with the provisions of this Agreement which have been assigned or transferred.

ARTICLE IX NOTICES.

Unless this Agreement expressly provides otherwise, any notice, demand, or communication required hereunder between City and Developer shall be in ting, and may be given either personally, by overnight delivery, or by registered or certified mail (return receipt requested), to the address specified below:

City: City Manager
City of Citrus Heights
6360 Fountain Square Dr
Citrus Heights, CA 95621
Developer: Antioch Street LP
Care of Ellwood Commercial Real Estate
P.O. Box 2000, Orinda, CA 94563
A Party may change its address listed above by giving the other Party written notice in accordance with this Article IX at least (ten) 10 days before the change in address becomes effective. A notice shall be deemed effective on the day it is given if given personally, on the next business day following the date of deposit for overnight delivery, and three (3) business days following the date of mailing if given by registered or certified mail (return receipt requested).

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ARTICLE X MISCELLANEOUS.

Section 10.01. Capitalized Terms. The capitalized terms used throughout this Agreement shall have the meaning assigned to them herein or as otherwise apparent from the context in which they are used.

Section 10.02. No Third Party Beneficiary Rights. This Agreement is not intended nor shall it be construed to create any third party beneficiary rights in any person or entity that is not a Party to this Agreement
Section 10.03. Governing Law. Interpretation of Agreement. This Agreement shall be governed by and interpreted in accordance with the laws of the State of California. Any action to enforce or interpret this Agreement shall be brought in the Superior Court of California, Sacramento County or, in the case of any federal claims, in the United States District Court, Eastern District of California.

Section 10.04. Severability. If any term of this Agreement, or its application to any situation, is held invalid or unenforceable in whole or in part for any reason, in a final judgment that is no longer subject to rehearing, review or appeal by a court of competent jurisdiction, then the invalid term shall be severed, and the remaining parts of this Agreement, and the application of any part of this Agreement to other situations, shall continue in full force and effect unless an essential purpose of this Agreement would be defeated by the loss of the invalid or unenforceable provisions, in which case either Party may terminate this Agreement by providing written notice thereof to the other.

Section 10.05. Covenants Running with the Land. This Agreement shall be binding upon and shall inure to the benefit of the Parties and their respective heirs, successors, and assigns (including any person or entity acquiring an interest in any portion of the Subject Property or Project as an Assignee). All of the terms and provisions contained in this Agreement shall be enforceable as equitable servitudes and shall constitute covenants running with the land pursuant to California law including, without limitation, California Civil Code section 1468.

Section 10.06. Further Acts. Each Party shall execute and deliver any and all additional documents and instruments, and perform such further acts, that the executing, delivering, or performing Party determines, in its sole discretion, to be necessary or proper to achieve the purposes of this Agreement.

Section 10.07. Counterparts. This Agreement, and any and all amendments and supplements to it, may be executed in counterparts, and all counterparts together shall be construed as one document.

Section 10.08. Recordation of Agreement. Not later than ten (10) days after the Parties enter into this Agreement, the Clerk of the City Council shall cause this Agreement to be recorded in the Official Records of the County. Developer shall reimburse City for the cost to record this Agreement within thirty (30) days after Developer receives City’s written request for reimbursement of same.

Section 10.09. Appeals. Decisions made by the City Manager pursuant to this Agreement may be appealed by Developer, in its sole discretion, to the City Council, wherein it shall be the final decision maker on the matter.

ITEM 7 Agenda Packet Page 36
Section 10.010. Cooperation in the Event of Legal Challenge. (a) In General. In the event of any Third-Party Lawsuit challenging the validity of any provision of this Agreement; the procedures leading to its adoption; the issuance of any or all of the Project Approvals; or any CEQA document(s) approved in connection therewith, the Parties agree to cooperate in defending the Third-Party in accordance with the terms of this Section 10.010. The Parties shall keep each other informed of all developments relating to such defense, subject only to confidentiality requirements that may prevent the communication of such information. The obligations of this Section 10.010 shall survive the expiration or termination of this Agreement.
(b) Meet and Confer. If a Third-Party Lawsuit is filed, upon receipt of the petition or complaint, the Parties shall have twenty (20) days to meet and confer regarding the merits of such Lawsuit to determine whether they will jointly defend against it, which period may be extended by the Parties’ mutual agreement so long as it does not adversely and materially impact any litigation deadlines. City and Developer shall mutually commit to meet all required litigation timelines and deadlines. If City and Developer agree jointly to defend the Third-Party Lawsuit, they shall expeditiously enter a joint defense agreement, which shall include, among other things, provisions regarding the preservation of confidential communications. The City Manager is authorized to negotiate and enter such joint defense agreement in a form reasonably acceptable to the City Attorney and Developer’s attorney. Such joint defense agreement shall also provide that any proposed settlement of a Third-Party Lawsuit shall be subject to City’s and Developer’s approval, each in its reasonable discretion. If the terms of the proposed settlement would constitute an amendment or modification of this Agreement, the settlement shall not become effective unless such amendment or modification is approved by the Parties in accordance with Applicable Laws, and City reserves its full legislative discretion with respect thereto.
(c) Defense Election. If, after meeting and conferring, the Parties mutually agree (each in its sole discretion) to defend against the Third-Party Lawsuit, then the following shall apply:
(i) For the purposes of cost-efficiency and coordination, the Parties shall first consider defending the Third-Party Lawsuit with common counsel and under terms of a joint representation agreement mutually acceptable to City and Developer (each in its sole discretion), at Developer’s sole cost and expense.
(ii) If the Parties cannot reach timely and mutual agreement on a joint counsel, and Developer continues to elect (in its sole discretion) to defend against the ThirdParty Lawsuit, then:
(A) Developer shall take the lead role defending such ThirdParty Lawsuit and may, in its sole discretion, elect to be represented by the legal counsel of its choice;
(B) City may, in its sole discretion, elect to be separately represented by the City Attorney (and/or outside legal counsel of its choice) in any such action or proceeding with the reasonable costs of such representation to be paid by Developer; (C) Subject to Section 10.010(e) below, Developer shall reimburse City, within twenty (20) business days following City’s written demand therefor, which ITEM 7 Agenda Packet Page 37
may be made from time to time during the course of such litigation, all necessary and reasonable costs incurred by City in connection with the Third-Party Lawsuit, including City’s administrative, outside legal fees and costs, and court costs.

Notwithstanding anything to the contrary in the foregoing, the Parties intend that City’s role under subsection (c)(ii)(B) shall be primarily oversight although City reserves its right to protect City’s interests, and City shall make good faith efforts to maximize coordination and minimize its City Attorney and any outside legal costs (for example, minimizing filing separate briefs, and duplication of effort to the extent feasible).

For any Third-Party Lawsuit that Developer has elected to defend under this Section 10.010(c), Developer shall indemnify, and hold harmless City pursuant to Developer’s indemnity obligations under Article VI.
(d) Developer Election Not To Defend. If, after meeting and conferring, Developer elects, in its sole and absolute discretion, not to defend against the Third-Party Lawsuit, it shall deliver written Notice to City regarding such decision. If Developer elects not to defend, City has the right, but not the obligation, in its sole discretion to proceed to defend against the Third-Party Lawsuit at its sole cost and expense and shall take the lead role defending such Third-Party Lawsuit and may, in its sole discretion, elect to be represented by the legal counsel of its choice. In the alternative, if Developer and City both elect not to defend against the Third-Party Lawsuit, Developer shall remain obligated to indemnify and hold City harmless from and against any Liabilities that are actually awarded. If, following receipt of Developer’s Notice of election not to defend, City opts to take the lead role defending such Third-Party Lawsuit and terminate this Agreement, then City shall be solely responsible for all Liabilities, if any, which are actually awarded from and after such time City has taken such lead role.

Section 10.011. Waiver. Waiver of a default under this Agreement shall not constitute a continuing waiver or waiver of a subsequent breach of the same or any other provision of this Agreement.

Section 10.012. Signatures. The individuals executing this Agreement represent and warrant that they have the right, power, legal capacity, and authority to enter into and to execute this Agreement on behalf of the representative legal entities of Developer and City.

In witness whereof, the Parties have entered into this Agreement as of the Effective Date.

DEVELOPER:

Antioch Street LP
By:

Print:

Title:

CITY:

City of Citrus Heights
By:

Print:

Title:

Exhibits:

ITEM 7 Agenda Packet Page 38
A. APN Map
B. Sunrise Tomorrow Right-of-Way & IOD Requirements
C. Legal Description
D. Prorata Infrastructure Requirements
E. Hotel Operating Covenant
F. Pre-Approved Hotel Brands
G. Offsite Improvement Phasing and Engineers Estimate
ITEM 7 Agenda Packet Page 39
Exhibit A - APN Map
ITEM 7 Agenda Packet Page 40
Exhibit B – Sunrise Tomorrow Right-of-Way & IOD Requirements ITEM 7 Agenda Packet Page 41
Exhibit C – Legal Description

THE LAND REFERRED TO HEREIN BELOW IS SITUATED IN THE CITY OF CITRUS

HEIGHTS, IN THE
COUNTY OF SACRAMENTO, STATE OF CALIFORNIA, AND IS DESCRIBED AS FOLLOWS:

Parcel A:

Parcels 1 as shown on the "Parcel Map of portion of Projected Section 36, Township 10 North, Range 6 East, M.D.B.&M.", Filed December 18, 1970 in Book 3 of Parcel Maps, Page 38, Sacramento County Records.

Parcel B:

Easements for parking area, common area, access, all as set forth in Agreement between Mall Owner and Parcel 3 Owner, executed by Sunrise Mall Property LLC, a Delaware limited liability company and Steadfast Sunrise
III - IV, LLC, a Delaware limited liability company recorded November 25, 2015, Book 20151125, Page 893,Official Records.

Parcel C:

Easements for parking area, common area, access, common building components and utilities, all as set forth in "Construction, Operations and Reciprocal Easement Agreement", hereinafter called "REA", executed by H & C Associates, a Limited Partnership, Broadway-Hale Stores, Inc., a California Corporation, Amfac, Inc., a Corporation, J.C. Penney Properties, Inc., a Delaware Corporation and Sears Roebuck and Co., a New York Corporation, recorded January 29, 1971 in Book 710129 Page 731 of Official Records of Sacramento County, California, over and across the tracts of land as described in Parts II, III, IV, V, VI and VII of Exhibit "A" in the above referred to "REA". A REA Assignment and Assumption Agreement, recorded June 28, 1984 in Book 19840628, Page 973, Official Records. A REA Assignment and Assumption, recorded January 29, 2008 in Book 20080129, Page 0937, Official Records. An Assignment and Assumption of REA, recorded January 29, 2008 in Book 20080129, Page 0948, Official Records. An Assignment and Assumption of REA, recorded January 29, 2008 in Book 20080129, Page 0949, Official Records. An Assignment and Assumption of Recorded Agreements, recorded July 16, 2015 in Book 20150716, Page 1317, Official Records. An Assignment and Assumption of Recorded Agreement, recorded November 25, 2015 in Book 20151125, Page 884, Official Records. An Assignment and Assumption of Recorded Agreement, recorded November 25, 2015 in Book 20151125, Page 892, Official Records.

ITEM 7 Agenda Packet Page 42
Exhibit D – Prorata share
The Developer may be required to contribute the Pro-rata share of the off-site transportation improvements (intersection of Sunrise Boulevard and Greenback Lane) identified in the Sunrise Tomorrow Specific Plan, Environmental Impact Report and Local Transportation Analysis. The complete analysis as to the benefit conferred upon Developer’s project by the aforesaid improvements and/or the burden on traffic and circulation at the subject intersection caused by the Developer’s project and thus requiring the improvements has yet to be fully investigated.

The Developer’s duty to contribute and the amount of contribution shall be matters of further investigation. The following are preliminary projections of cost based on initial assumptions and may be subject to reconsideration and recalculation as part of subsequent development applications on the parcel in question.

The Sunrise Tomorrow Specific Plan is anticipated to be phased over several years; therefore, full implementation of the off-site improvement is not necessitated by the initial development phases of the proposed project. As a result, the off-site improvements have been designed in two individual phases –Phase 1 and Phase 2 as illustrated in Exhibit G The proposed development of the Antioch Street LP anticipated in the Development Agreement (110 key hotel and 12,000 SF High Quality Restaurant) and any subsequent development on resulting Parcel A will be required to contribute to both phases of the off-site development as follows:

Phase1 of Off-site Improvements:
- Prior to issuance of a Building or Grading Permit for the proposed hotel and/or proposed high quality restaurant the Developer shall contribute the Pro-rata share of Phase 1. The pro-rata share is based on the PM Peak Vehicle Trips within the Sunrise Boulevard/Greenback Lane intersection associated with the anticipated development.

Currently, the engineers estimate anticipates a total improvement cost of $1.85 Million (2023 Dollars) and traffic analysis calculates pro-rata share as follows:
o 110 Key Hotel (Proposed Parcel C)– 4.6% of Trips = $85,131 o 12,000 square foot High Quality Restaurant (Proposed Parcel B) – 2.8% = $51,819
The pro-rata calculations provided herein are based on 2023 dollars and current specifications for the proposed project. Prior to the developer’s contribution the City Engineer shall update the pro-rata share based on project details (number of rooms, square footage, etc. and associated PM Peak Traffic contribution to the Sunrise/Greenback Intersection) and as adjusted for inflation annually on January 1, based upon the US Bureau of Labor Statistics Consumer Price Index, all items, San Francisco Area as of October of the previous year, with adjustments, as recommended by the City Engineer, rounded to the nearest whole dollar.

ITEM 7 Agenda Packet Page 43
Phase 2 of Off-site Improvements
- Prior to issuance of a Building or Grading Permit resulting in an increase of PM Peak Trips associated with Parcel A, the Developer shall contribute the Pro-rata share of the Phase 2 of the Off-Site Improvements . The pro-rata share is based on the PM Peak Vehicle Trips within the Sunrise Boulevard/Greenback Lane intersection associated with the anticipated development. Currently, the engineers estimate for Phase 2 anticipates a total improvement cost of $1.71 Million (2023 Dollars). Due to unknown project characteristics associated with Parcel A, the pro-rata share is unknown at this time. Prior to the developer’s contribution the City Engineer shall calculate the pro-rata share based on project details (number of rooms, square footage, etc. and associated PM Peak Traffic contribution to the Sunrise/Greenback Intersection) and as adjusted for inflation annually on January 1, based upon the US Bureau of Labor Statistics Consumer Price Index, all items, San Francisco Area as of October of the previous year, with adjustments, as recommended by the City Engineer, rounded to the nearest whole dollar.

ITEM 7 Agenda Packet Page 44
Exhibit E
Form of Hotel Operating Covenant

RECORDING REQUESTED BY
AND WHEN RECORDED MAIL TO:

The City of Citrus Heights
6360 Fountain Square Drive
Citrus Heights CA, 95621
Attn: City Manager
No fee for recording pursuant to
Government Code Section 27383
(SPACE ABOVE THIS LINE FOR RECORDER'S USE)

HOTEL OPERATING COVENANT
THIS HOTEL OPERATING COVENANT (this "Covenant") is made as of , 202_, by and among, the City of Citrus Heights (the "City"), and ANTIOCH STREET LP (the "Developer") pursuant to that certain Development Agreement dated as of , 202 by and between the City and the Developer (the "Agreement").

Developer hereby agrees that the real property described in Exhibit C attached hereto and incorporated herein (the "Property" or the "Hotel Site") shall be used for the construction, operation and maintenance of a hotel and associated ancillary uses (including, without limitation, restaurants and other food and beverage outlets, meeting and pre-function space, retail, spa, fitness center, business center, parking and other similar uses) for a period of not less than twenty-five (25) years after the date the City issues a temporary or final certificate of occupancy for the hotel (the "Hotel Use Period"). Developer and the City shall execute and record a certificate stating the date the temporary or final certificate of occupancy for the hotel was issued by the City.

Notwithstanding the foregoing, Developer shall not be in default under this Covenant if the Hotel is damaged or destroyed or there occurs a force majeure event as described in the Agreement (including, without limitation, a condemnation event) that precludes the operation of the hotel and Developer takes commercially reasonable steps to repair and restore the Hotel (to the extent that insurance proceeds are available for such restoration) or to address the force majeure event within a reasonable period of time.

ITEM 7 Agenda Packet Page 45
This Covenant shall be a covenant running with the land and shall be binding on Developer and its successors and assigns during the Hotel Use Period. Upon the termination of the Hotel Use Period, this Covenant shall terminate and be of no further force or effect.

This Covenant may be executed in multiple originals, each of which is deemed to be an original, and may be signed in counterparts
WHEREFORE, the City and Developer have executed this Covenant as of the date first above written.

CITY:

CITY OF Citrus Heights,
a municipal corporation
By:_________________
Name: Ashley J. Feeney
Its: City Manager
Approved as to form:

Ryan Jones, City Attorney
ATTEST:

City Clerk
By: _______________
Date:

DEVELOPER:

Antioch Street LP
By:_____________________
Name: __________________
Title:____________________
ITEM 7 Agenda Packet Page 46
Exhibit F
Pre-approved Hotel Brands
Hilton brands: Hilton Garden Inn, Homewood Suites by Hilton, Home2 Suites by Hilton, Hilton, DoubleTree, Canopy by Hilton, Curio Collection, Embassy Suites Hyatt brands: Hyatt, Andaz, Hyatt Centric, Grand Hyatt, Park Hyatt and Hyatt Place IHG: Staybridge Suites, Hotel Indigo, Crowne Plaza
Kimpton Hotels
Marriott International brands: MOXY Hotels, TownePlace Suites, Element, Aloft, Four Points by Sheraton, Residence Inn by Marriott, Springhill Suites by Marriott, AC Hotels, Westin Hotels, Marriott, Courtyard by Marriott, Aloft, W Hotels, and JW Marriott Radisson brands: Radisson, Radisson Blu, Radisson RED, Cambria Sheraton brands: Four Points by Sheraton, Sheraton
Wyndham brands: Wyndham
ITEM 7 Agenda Packet Page 47
Exhibit G
Off-site Improvement Phasing and Engineers Estimate
ITEM 7 Agenda Packet Page 48
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CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM
DATE: July 10, 2024
TO: Mayor and City Council Members
Ashley J. Feeney, City Manager
FROM: Regina Cave, General Services Director
Leslie Blomquist, City Engineer
SUBJECT: Dewey Drive/Van Maren Lane Enhancement Project Award of Construction Contract
Summary and Recommendation
The Dewey Drive/Van Maren Lane Enhancement Project (Project), located between the southern city limits (near Connemara Circle) and Auburn Boulevard, includes pedestrian, bicycle and vehicular enhancements, including:
• intersection accessibility upgrades
• storm drain upgrades
• traffic calming elements
• bicycle safety upgrades between Connemara Circle
• resurfacing
• new roadway striping
On June 27, 2024, the City opened bids for the Dewey Drive/Van Maren Lane Enhancement Project (Project). After evaluating the bids, staff determined that JPB Designs, Inc. submitted the lowest responsive and responsible bid.

Staff recommends the City Council adopt the following resolution:

1. Resolution No. 2024-_____ A Resolution of the City Council of the City of Citrus Heights, California, Authorizing the City Manager to Execute an Agreement with JPB Designs, Inc. for the Dewey Drive/Van Maren Lane Enhancement Project and Finding the Project is Exempt from the California Environmental Quality Act (CEQA) Under Section 15301 and Exempt from the National Environmental Policy Act (NEPA) Under 24 CFR 58.34(a)(12) and 58.35(a)(2)
ITEM 8 Agenda Packet Page 49
Subject: Dewey Drive / Van Maren Lane Enhancement Project Date: July 10, 2024

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

Goal: Maintain Public Infrastructure and Enhance All Modes of Transportation Objective: Award a construction contract for the Dewey Drive and Van Maren Lane Resurfacing and Safety Improvements Project.

Fiscal Impact
JPB Designs, Inc’s bid for the Project is $2,193,455. This bid is based upon estimated quantities, which may vary due to actual field conditions. Ultimately, the Contractor is paid for actual work completed based upon the unit price bid, which may require the approval of a change order.

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

This recommended action results in no fiscal impact to the approved Two-Year budget, nor the 2023/2024-2027/2028 Capital Improvement Program (CIP). The full funding for the project is outlined in the tables below:

Table No 1. – Estimated Project Costs
Project Component Estimated Cost
Recommended Contract Award $2,193,455.00
15% Contingency $329,018.00
Total $2,522,473.00
Table No 2. – Project Funding
Source Fund Fund No. Amount
Senate Bill 1 (SB1) Road Maintenance and
Rehabilitation Account
206 $1,049,230.00
Stormwater Utility Fund 209 $250,000.00
Community Development Block Grant (CDBG) 234 $390,246.40 Gas Tax 205 $400,000.00
Measure A Maintenance 210 $432,996.60
Total $2,522,473.00
Background and Analysis
The Dewey Drive/Van Maren Lane Enhancement Project (Project), located between the southern city limits (near Connemara Circle) and Auburn Boulevard includes pedestrian, bicycle and vehicular enhancements, including:

ITEM 8 Agenda Packet Page 50
Subject: Dewey Drive / Van Maren Lane Enhancement Project Date: July 10, 2024

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• intersection accessibility upgrades
• storm drain upgrades
• traffic calming elements
• bicycle safety upgrades between Connemara Circle
• resurfacing
• new roadway striping
This Project exemplifies the City Council’s Strategic Goal to “Maintain Public Infrastructure and Enhance All Modes of Transportation.” The Project will involve a multi-layer micro surfacing application along the Dewey Drive/Van Maren Lane corridor between the southerly city limit (near Connemara Circle) and Auburn Boulevard. Additionally, improvements include curb extensions (bulb-outs) to improve pedestrian crossing safety, ADA compliant curb ramps and restriping the roadway to incorporate pedestrian crosswalks and continuous bike lanes (with green delineated conflict zones at the Greenback Lane intersection) for the entire length of the project.

On June 27, 2024, construction bids were received and read aloud. A total of five bids were received and after a thorough analysis, staff determined that JPB Design Inc’s bid of $2,193,455 is the lowest responsive and responsible bid.

The complete bid results are shown in the following table:

Bidder Bid Total
JPB Designs, Inc. $2,193,455.00
B&M Builders $2,352,927.00
Dutch Contracting $2,380,782.00
All Phase Construction $2,454,004.50
Central Valley Engineering & Asphalt $2,494,269.00
The engineer’s estimate for this project was $2,420,000.

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

National Environmental Policy Act (NEPA): This Project is Categorically Excluded from review under NEPA under the Federal laws and authorities cited in 58.5 (CEST) pursuant to Section 24 CFR 58.34 (a)(12) and 58.35 (a)(2), special projects directed to the removal of material and architectural barriers that restrict the mobility of and accessibility to elderly and handicapped persons.

ITEM 8 Agenda Packet Page 51
Subject: Dewey Drive / Van Maren Lane Enhancement Project Date: July 10, 2024

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Attachments

1. Resolution No. 2024-_____ A Resolution of the City Council of the City of Citrus Heights, California, Authorizing the City Manager to Execute an Agreement with JPB Designs, Inc. for the Dewey Drive/Van Maren Lane Enhancement Project and Finding the Project is Exempt from the California Environmental Quality Act (CEQA) Under Section 15301 and Exempt from the National Environmental Policy Act (NEPA) Pursuant to 24 CFR 58.34(a)(12) and 58.35(a)(2).

ITEM 8 Agenda Packet Page 52
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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 JPB DESIGNS, INC. FOR THE DEWEY DRIVE/VAN MAREN LANE

ENHANCEMENT PROJECT AND FINDING THE PROJECT IS EXEMPT FROM THE CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA) UNDER SECTION 15301 AND

EXEMPT FROM THE NATIONAL ENVIRONMENTAL POLICY ACT (NEPA) PURSUANT TO 24 CFR 58.34(A)(12) AND 58.35(A)(2)
WHEREAS, the City desires to construct the Dewey Drive/Van Maren Lane Enhancement Project (Project) to improve ride quality and extend the pavement life of the roadway and enhance safety for pedestrians and cyclists throughout the corridor;
WHEREAS, the Project will resurface the roadway with a multi-layer micro surfacing application between the southerly city limit (near Connemara Circle) and Auburn Boulevard; WHEREAS, the Project will construct safety enhancements for pedestrians and cyclists by constructing curb extensions (bulb-outs), ADA compliant curb ramps and restriping the roadway to incorporate pedestrian crosswalks and continuous bike lanes; WHEREAS, bids for the project were received, opened and read aloud on June 27, 2024, and JPB Designs, Inc. was determined to be the lowest responsive, responsible bidder for the project; and WHEREAS, sufficient Senate Bill 1 (SB1) Road Maintenance and Rehabilitation Account (Fund 206), Stormwater Utility Fund (Fund 209), Community Development Block Grant (Fund 234), Gas Tax (Fund 205) and Measure A Maintenance Funds (Fund 210) have been programmed to fund the Project.

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

1. Finds the Dewey Drive / Van Maren Lane Enhancement Project is Categorically Exempt from review under the California Environmental Quality Act (CEQA) pursuant to CEQA Section 15301, as the repair, maintenance or modification of existing facilities involve no or negligible expansion of use beyond that which currently exists.

2. Finds the Dewey Drive / Van Maren Lane Enhancement Project is Categorically Excluded from review under the National Environmental Policy Act (NEPA) pursuant to 24 CFR

58.34(a)(12) and 58.35(a)(2) as the project includes the removal of material and architectural barriers that restrict the mobility of and accessibility to elderly and handicapped persons.

3. Awards the Dewey Drive/Van Maren Lane Enhancement Project to JPB Designs, Inc. who is the lowest responsive and responsible bidder in the June 27, 2024, bid opening.

4. Authorizes the City Manager to execute an agreement with JPB Designs, Inc. in the amount of $2,193,455 for the Dewey Drive/Van Maren Lane Enhancement Project and that a copy ITEM 8 Agenda Packet Page 53

of the Agreement is available and on file in the City Clerk’s office and is incorporated herein by reference and made a part of this Resolution.

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

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 10th day of July, 2024 by the following vote, to wit:

AYES: Council Members:

NOES: Council Members:

ABSTAIN: Council Members:

ABSENT: Council Members:

Bret Daniels, Mayor
ATTEST:

Amy Van, City Clerk
ITEM 8 Agenda Packet Page 54
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CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM
DATE: July 10, 2024
TO: Mayor and City Council Members
Ashley J. Feeney, City Manager
FROM: Alexander A. Turcotte, Chief of Police
Michael Wells, Police Commander
SUBJECT: California Highway Patrol Cannabis Tax Fund Grant Program Funding Acceptance
Summary and Recommendation
The CHP Cannabis Grant program provides funding to enhance driving under the influence of alcohol or drug (DUI) enforcement efforts crucial for public safety. It will allow for the acquisition of a dedicated vehicle for DUI saturation patrols, funding for overtime to conduct the extra patrols and allow officers to attend training which will enhance their expertise and strategies in combating impaired driving.

Staff recommends the City Council adopt Resolution No. 2024-___ a Resolution of the City Council of the City of Citrus Heights, California, authorizing the City Manager, or his designee, to accept funding and execute all agreements and purchasing associated with the California Highway Patrol Cannabis Tax Fund Grant Program.

City Council Strategic Goal/Objective
This staff report aligns with the following Citrus Heights City Council Strategic Plan Objectives:

Goal: Preserve and enhance public safety
Fiscal Impact
Cannabis Tax Fund Grant Program funding in the amount of $112,770.29 will be utilized to perform activities relating to the prevention and detection of driving under the influence of alcohol and drugs. The period for the grant is the fiscal year from July 1, 2024- June 30, 2025.

There are no matching requirements for the grant money. All purchases will be made in accordance with the City’s adopted purchasing policies and procedures.

Background and Analysis
ITEM 9 Agenda Packet Page 55
Subject: California Highway Patrol Cannabis Tax Fund Grant Program Funding Acceptance Date: July 10, 2024

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The California Highway Patrol (CHP) administers several grant programs to reduce and mitigate the impacts of impaired driving on the roadways. One of these programs is the Cannabis Tax Fund Grant Program (CTFGP). CTFGP funds are provided from the passage of Proposition 64, the Control, Regulate, and Tax Adult Use of Marijuana Act (AUMA) which mandates funding for CHP to award grants to local governments and qualified nonprofit organizations for education, prevention and enforcement of laws related to driving under the influence of alcohol and other drugs, including cannabis; programs that help enforce traffic laws, educate the public in traffic safety, provide varied and effective means of reducing fatalities, injuries and economic losses from collisions; and for the purchase of equipment related to enforcement of laws related to driving under the influence of alcohol and other drugs, including cannabis.

The City of Citrus Heights has had many issues with driving under the influence (DUI) of alcohol and driving under the influence of drugs (DUID), specifically DUI collision and deaths related to DUI collisions. In 2022, CHPD investigated 452 individuals for DUI related crimes/arrests, and in 2023, CHPD investigated 432 individuals for DUI related crimes/arrests.

In 2023, CHPD had one DUI related fatal collision. DUI related collisions are third on the list of primary collision factors under unsafe speed and turning movements in 2022 and 2023.The Police Department will utilize the funding with the goal of reducing instances of DUI/DUID and to educate motorists on the dangers of impaired driving. Grant monies will be used for DUI/DUID saturations patrols, the purchases of a DUI/DUID specific vehicle, training, and the purchase of equipment and education materials.

This grant will support continued efforts of educating the public, promoting a safe environment within the community, and reduce the number of persons killed and injured in crashes involving alcohol and drugs.

Attachments

1. Resolution No. 2024-___ a Resolution of the City Council of the City of Citrus Heights, California, Authorizing the City Manager, or His Designee, to Accept Funding and Execute All Agreements and Purchasing Associated with the California Highway Patrol Cannabis Tax Fund Grant Program
ITEM 9 Agenda Packet Page 56
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RESOLUTION NO. 2024-___

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

CALIFORNIA, AUTHORIZING THE CITY MANAGER, OR HIS DESIGNEE, TO ACCEPT

FUNDING AND EXECUTE ALL AGREEMENTS AND PURCHASING ASSOCIATED WITH

THE CALIFORNIA HIGHWAY PATROL CANNABIS TAX FUND GRANT PROGRAM

WHEREAS, the passage of Proposition 64 mandates money be given to the California Highway Patrol to provide grants to local governments for the education, prevention and enforcement of laws related to driving under the influence of alcohol and other drugs, including cannabis; programs that help enforce traffic laws, educate the public in traffic safety, provide varied and effective means of reducing fatalities, injuries and economic losses from collisions; and for the purchase of equipment related to enforcement of laws related to driving under the influence of alcohol and other drugs, including cannabis;
WHEREAS, the City of Citrus Heights intends to utilize funds to perform activities relating to the prevention and detection of driving under the influence of alcohol and drugs; WHEREAS, the City of Citrus Heights was awarded $112,770.29; and WHEREAS, the City Council shall accept and appropriate monies exclusively for activities authorized under the grant agreement.

NOW, THEREFORE, BE IT RESOLVED AND ORDERED by the City Council of the City of Citrus Heights, California, hereby authorizes the City Manager, or his designee, to accept funding and execute all agreements and purchasing associated with the California Highway Patrol Cannabis Tax Fund Grant Program.

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 10th day of July 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 9 Agenda Packet Page 57
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CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM
DATE: July 10, 2024
TO: Mayor and City Council Members
Ashley J. Feeney, City Manager
FROM: Regina Cave, General Services Director
Leslie Blomquist, City Engineer
SUBJECT: Auburn Boulevard Complete Streets Revitalization Project – Phase 2 Federal Project CML 5475 (038)
Approval of Contract Amendment No. 4
Summary and Recommendation
On March 26, 2020, the City Council authorized an Agreement for Professional Services (Agreement) with Bennett Engineering Services, Inc. (Bennett) to provide final design engineering and right-of-way acquisition services for the Project. On October 14, 2021, January 26, 2023 and May 9, 2024, the City Council authorized amendments to the Agreement for additional professional services associated with the Auburn Boulevard Complete Streets, Phase 2 project.

Currently, the developer of the parcels at 8516-8550 Auburn Boulevard is finalizing design of a new 2,241 square foot Starbucks café and modifications to the existing multi-tenant building.

The proposed development requires utility work within the same limits of the City’s Auburn Boulevard Complete Streets Phase 2 Project. Development related utility elements within the public right-of-way include construction of a water line extension and private storm drain connections.

In order to expedite design, minimize duplicative effort, and to reduce the number of contractors working within the same construction zone, it is recommended to issue a contract amendment with the City’s design team for the development related utility improvements located within the public right of way. Staff negotiated a scope and fee of $47,320.10 for Contract Amendment No.

4. The developer has reviewed the proposal and provided a deposit to cover all costs associated with Amendment No. 4.

Staff recommends the City Council adopt Resolution No. 2024-____ A Resolution of the City Council of the City of Citrus Heights, California, Authorizing the City Manager to Execute Amendment No. 4 to the Agreement for Professional Services with Bennett Engineering Services, Inc. for the Auburn Boulevard Complete Streets Revitalization Project – Phase 2.

ITEM 10 Agenda Packet Page 58
Subject: Auburn Boulevard Complete Streets Revitalization Phase 2 – CML 5475 (038) Approval of Contract Amendment #4
Date: July 10, 2024

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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.” Fiscal Impact
The current not-to-exceed fee for the Agreement is $1,962,193.57. Proposed Amendment No. 4, for professional design services associated with the development at 8516-8550 Auburn Boulevard will increase the not-to-exceed fee by $47,320.10 to $2,009,513.67. Amendment 4 consists of two parts:

Table No 1. – Amendment 4 Costs
Project Component Estimated Cost ($)
Developer Waterline Extension Design 41,820.10
Developer Storm Drain Connection Design 5,500.00
Total Amendment 4 Costs 47,320.10
All costs associated with Amendment No. 4 will be paid for using developer deposits associated with the property at 8516-8550 Auburn Boulevard. Once design is complete, authorization to construct the waterline and storm drain elements associated with Amendment No. 4 will be issued as a contract change order to the already existing Construction Contract for the Auburn Boulevard Complete Streets Phase 2 Project with George Reed, Inc. The City will invoice the developer for actual construction costs.

There will be no fiscal impact to the City for the design or construction components associated with this contract amendment.

Background and Analysis
Currently, a new development is under design at 8516-8550 Auburn Boulevard consisting of a new 2,241 square foot Starbucks café with drive-through service and modifications to the existing multi-tenant building. On May 10, 2023, the Citrus Heights Planning Commission approved this development project with various conditions of approval and tentative design plans including the extension of the water main along Auburn Boulevard and on-site storm drainage improvements. Each of these items require work within the limits of the City’s current Auburn Boulevard Complete Streets, Phase 2 construction project (City Project).

On March 26, 2020, the City Council authorized an Agreement with Bennett to provide final design engineering and right-of-way acquisition services for the Auburn Boulevard Complete Streets, Phase 2 project. On October 14, 2021, January 26, 2023 and May 9, 2024, the City Council authorized amendments for additional professional services related to the City Project.

Recently, the City awarded a construction contract for the City Project which includes the following elements:

ITEM 10 Agenda Packet Page 59
Subject: Auburn Boulevard Complete Streets Revitalization Phase 2 – CML 5475 (038) Approval of Contract Amendment #4
Date: July 10, 2024

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• Underground overhead utility lines
• Install bicycle lanes and wide sidewalks
• Upgrade traffic signals to meet current standards
• Increase safety and visibility through decorative street lighting • Beautify the corridor with new landscaping and trees
• Replace old storm drain infrastructure
• Install a new asphalt layer for smooth driving
• Enhance transit stops for ADA compliance
• Provide a unique identity through the use of a welcome gateway structure In order to expedite design, minimize duplicative effort, and to minimize the number of contractors working within the same construction zone, it is recommended to issue a contract amendment with the City Project’s design team, lead by Bennett, for the 8516-8550 Auburn Blvd development related waterline and storm drain improvements located within the public right-ofway. Staff negotiated the scope and fee of $47,320.10 for Contract Amendment No. 4. The developer has reviewed the costs and provided a deposit and written commitment to cover all costs associated with Amendment No. 4.

Amendment No. 4 to the Agreement with Bennett will provide the additional scope to design the development related construction items located within the public right-of-way.

Attachments
1) Resolution No. 2024-____ A Resolution of the City Council of the City of Citrus Heights, California, Authorizing the City Manager to Execute Amendment No. 4 to the Agreement for Professional Services with Bennett Engineering Services, Inc. for the Auburn Boulevard Complete Streets Revitalization Project – Phase 2 ITEM 10 Agenda Packet Page 60

RESOLUTION NO. 2024-___

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

CITRUS HEIGHTS, CALIFORNIA, AUTHORIZING THE CITY MANAGER TO EXECUTE AMENDMENT NO. 4 TO THE AGREEMENT FOR PROFESSIONAL SERVICES WITH BENNETT ENGINEERING SERVICES, INC. FOR THE AUBURN BOULEVARD COMPLETE STREETS REVITALIZATION PROJECT – PHASE 2 WHEREAS, in 2014 the City received a Sacramento Area Council of Governments Grant in the amount of $3,541,200 ($4,000,000 total project cost) for the preliminary engineering and right-of-way acquisition for the Auburn Blvd Complete Streets Revitalization Project Phase 2; WHEREAS, in December 2014, the City entered into an agreement with Parsons Brinkerhoff to provide preliminary engineering and right-of-way acquisition services, which were completed in 2018; WHEREAS, in October 2019, the City issued a Request for Proposals (RFP) seeking a qualified firm to provide the necessary final design services for the Project; WHEREAS, on March 26, 2020, the City Council of the City of Citrus Heights, California authorized execution of an agreement with Bennett Engineering Services, Inc. in the amount of $1,282,358.42 for the final engineering design of the Auburn Boulevard Complete Streets Revitalization Project Phase 2;
WHEREAS, on October 14, 2021, the City Council authorized execution of amendment No. 1 to the agreement with Bennett Engineering Services, Inc. in the amount of $419,890.27 for additional engineering design services;
WHEREAS, on January 26, 2023, the City Council authorized execution of amendment No. 2 to the agreement with Bennett Engineering Services, Inc. in the amount of $149,561.01 for additional engineering design services;
WHEREAS, on May 9, 2024, the City Council authorized execution of amendment No. 3 to the agreement with Bennett Engineering Services, Inc. in the amount of $110,383.87 for additional engineering design services;
WHEREAS, the City wishes to amend the agreement to further provide professional services associated with the design of additional utility related Project elements in conjunction with proposed private development;
WHEREAS, Amendment No. 4, in the amount of $47,320.10 will increase the total not-toexceed contract amount to $2,009,513.67; and WHEREAS, the proposed professional services will be paid for using Developer deposits.

NOW, THEREFORE, BE IT RESOLVED AND ORDERED by the City Council of the City of Citrus Heights that the City Manager is hereby authorized to execute contract amendment No. 4, in the amount not to exceed $47,320.10, for the Auburn Boulevard Complete Streets Revitalization Project Phase 2.

ITEM 10 Agenda Packet Page 61

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 10th day of July, 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 10 Agenda Packet Page 62
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CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM
DATE: July 10, 2024
TO: Mayor and City Council Members
Ashley J. Feeney, City Manager
FROM: Casey Kempenaar, Community Development Director
Nicole Piva, Housing & Human Services Program Coordinator SUBJECT: Draft Citizen Participation Plan Amendment and 2025-2029 Consolidated Plan Update for the Community Development Block Grant Program
Summary and Recommendation
In accordance with U.S. Department of Housing and Urban Development (HUD) regulations (24 CFR 91.105), the City is required to have and follow a detailed Citizen Participation Plan (CPP) that sets forth policies and procedures for engaging the public in the development, implementation, and evaluation of the City’s Community Development Block Grant (CDBG) and related HUD programs, including efforts to affirmatively further fair housing. The Draft Citizen Participation Plan includes the required language (Attachment 1).

Staff recommends the City Council:

1. Conduct a public hearing regarding the Citizen Participation Plan amendment and 2025- 2029 Consolidated Plan update for the Community Development Block Grant Program.

2. Adopt Resolution No. 2024- _____ Approving the Amended Citizen Participation Plan for the Community Development Block Grant Program.

Fiscal Impact
CDBG funds are federal grant funds from HUD. The CDBG program allows the City to be reimbursed for costs associated with administering the grant. There is no anticipated impact on the City’s General Fund associated with this action. The City receives approximately $600,000 annually in CDBG funding.

ITEM 11 Agenda Packet Page 63
Subject: Draft Citizen Participation Plan Amendment and 2025-2029 Consolidated Plan Update for the Community Development Block Grant Program
Date: July 10, 2024

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Background and Analysis
Amended Citizen Participation Plan
In accordance with HUD regulations (24 CFR 91.105), the City is required to adopt and follow a detailed Citizen Participation Plan that sets forth policies and procedures for engaging the public in the development, implementation, and evaluation of the City’s CDBG related HUD programs.

The CPP specifies how jurisdictions will engage stakeholders and the public on community needs in the areas of affordable housing, community development, and homelessness. It also specifies how all citizens will be engaged, specifically low- and moderate-income persons, persons of color, non-English speaking persons, persons with disabilities, residents of public and assisted housing developments.

The City’s CPP was last updated on May 28, 2020. Typically, amendments to the CPP align with the development of the 5-Year Consolidated Plan. Staff amended the Draft CPP to include the required language. To review changes, refer to Attachment 1. Below are a few highlighted changes:
• Include a section related to the Language Action Plan (LAP); jurisdictions are required to adopt a LAP that establishes the City’s policy for the translation and interpretation of documents related to the CDBG Program in Spanish and Russian. • Identify and highlight efforts that the City will take to encourage participation from all segments of the resident population including those identified by HUD. • Consider alternative techniques for public involvement such as focus groups, social media outreach, community surveys, and/or staff presentations at neighborhood meetings. 2025-2029 Consolidated Plan Update
The City of Citrus Heights is in the process of developing a 2025-2029 Consolidated Plan and 2025 Annual Action Plan to identify housing and community needs and strategic goals for the allocation of CDBG funds.

As part of this process the City of Citrus Heights must hold at least one public hearing for residents and stakeholders to comment on the City’s plan for gathering public input during the development of the plan. The City will also use the public hearing as an opportunity to hear from residents and stakeholders about the housing and community development needs in their neighborhoods and the City overall.

Federal Grant Requirements
Jurisdictions that receive CDBG funds from HUD are required to submit a Five-Year Consolidated Plan and Annual Action Plan.

ITEM 11 Agenda Packet Page 64
Subject: Draft Citizen Participation Plan Amendment and 2025-2029 Consolidated Plan Update for the Community Development Block Grant Program
Date: July 10, 2024

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• Five-Year Consolidated Plan is a document that guides allocations of CDBG funds and other federal funds for the coming five-year period. This plan is a broad outline of community priorities based on input from nonprofits, residents, stakeholders, and other partners. The Five-Year Consolidated Plan covers program years 2025-2029. • Annual Action Plan identifies specific activities, projects, and programs that will be undertaken during the program year to meet the objectives identified in the Consolidated Plan. The Annual Action Plan covers program year 2025 and must be submitted to HUD with the final 2025-2029 Consolidated Plan.

The 2025-2029 Consolidated Plan and 2025 Annual Action Plan must be submitted to HUD on or before November 15, 2024. Staff will provide the draft recommendations on the 2025-2029 and 2025 Annual Action Plan to City Council during a public hearing on October 9, 2024.

Lastly, staff will provide the City Council with the final 2025-2029 and 2025 Annual Action during a public hearing on October 23, 2024, for consideration and adoption.

Attachments

1. Draft Citizen Participation Plan Amendment

2. Resolution of the City Council of the City of Citrus Heights, California, Approving the Amended Citizen Participation Plan for the Community Development Block Grant Program ITEM 11 Agenda Packet Page 65

CITIZEN PARTICIPATION PLAN
for the Community Development Block Grant
(CDBG) Program

CITY OF CITRUS HEIGHTS
Draft Amendment for Approval:

July 10, 2024
ITEM 11 Agenda Packet Page 66

CITY OF CITRUS HEIGHTS

CITIZEN PARTICIPATION PLAN
Table of Content
I. INTRODUCTION ................................................................................................................................. 3 A. The Consolidated Plan Process ............................................................................................................. 3 II. CITIZEN PARTICIPATION ................................................................................................................. 4 A. Citizen Participation Plan ................................................................................................................ 4 B. Assessment of Fair Housing, Consolidated Plan and Annual Action PlanError! Bookmark not defined.

C. Amendments .................................................................................................................................... 7 D. Consolidated Annual Performance and Evaluation Report ............................................................. 9 III. PUBLIC HEARINGS ....................................................................................................................... 10 IV. PUBLIC ACCESS TO INFORMATION ......................................................................................... 10 A. Availability of Consolidated Plan Documents .............................................................................. 11 B. Location of Documents ................................................................................................................. 11 V. TECHNICAL ASSISTANCE ........................................................................................................... 12 VI. COMMENT AND COMPLAINT PROCEDURES ......................................................................... 12 VII. ACCOMMODATION OF PERSONS WITH SPECIAL NEEDS ................................................... 13 VIII. ANTI-DISPLACEMENT .................................................................................................................. 13 IX. GLOSSARY ...................................................................................................................................... 14 ITEM 11 Agenda Packet Page 67
ITEM 11 Agenda Packet Page 68
4 City of Citrus Heights Citizen Participation Plan
Adopted: May 2020
I. INTRODUCTION
The City of Citrus Heights receives Community Development Block Grant (CDBG) funding from the U.S. Department of Housing and Urban Development (HUD) for housing and community development activities that primarily assist low- and moderate-income persons. In accordance with HUD regulations (24 CFR 91.105), the city is required to adopt and adhere to a detailed Citizen Participation Plan that sets forth policies and procedures for citizen participation in development of the Consolidated Plan, which sets 5-year goals for CDBG investments, and the Annual Action Plan and Consolidated Annual Evaluation and Performance Report (CAPER), which specify program funding and outcomes. The Consolidated Plan is a five-year planning document that identifies the needs of low- and moderate-income persons and areas of the city and sets forth a to address those needs. The Annual Action Plan identifies the specific needs to be addressed each year based on the priorities established in the Five-Year Consolidated Plan strategy.

The city will take whatever actions are appropriate to encourage the participation of all citizens, including people of color, persons with limited English-speaking proficiency, persons with disabilities and residents of public and assisted housing.

Since the amount of CDBG funding the city receives each year from HUD is in part based upon the level of both poverty and substandard housing conditions in Citrus Heights, it is necessary to encourage the participation by low- and moderate-income persons, particularly those living in areas that could be designated as “slum and blight” and in areas where CDBG funds are proposed to be used.

This Citizen Participation Plan follows the city’s Title VI Policy Statement:

The City of Citrus Heights is committed to ensuring that no person is excluded from participation in, denied the benefits of, or otherwise subjected to discrimination under any of its programs, activities, or services on the basis of race, color, or national origin. All persons, regardless of their citizenship, are covered under this regulation. In addition, the City of Citrus Heights prohibits discrimination on the basis of race, color or national origin in its employment and business opportunities. The City of Citrus Heights will not condone retaliation against an individual for his/her involvement in asserting his/her rights pursuant to Title VI or because he/she filed a Complaint or participated in an investigation under Title VI, and/or this regulation.

A. The Consolidated Plan Process
The primary purpose of the CDBG program is to improve communities by providing decent housing, a suitable living environment and/or expanding economic opportunities, principally for low- and moderate-income persons. CDBG is a flexible program that provides communities with resources to address a wide-range of community needs. The city is responsible for developing its own priorities and programs within HUD guidelines through the consolidated plan process. To develop and implement an effective program, the city will engage residents—especially those ITEM 11 Agenda Packet Page 69
5 City of Citrus Heights Citizen Participation Plan
Adopted: May 2020
residing in low- to moderate-income areas and assisted housing, local and regional agencies, the Continuum of Care (Sacramento Steps Forward), businesses, developers, nonprofits institutions, philanthropic organizations and community-based and faith-based organizations at each stage of the process, including:
• Identification of housing and community development needs. • Development of Five-Year Consolidated Plan that establishes the city’s needs, program goals and funding priorities.
• Preparation of an Annual Action Plan that outlines the proposed use of each year’s funding allocation.
• Preparation of a Consolidated Annual Performance and Evaluation Report (CAPER) that provides an account of expenditures and program accomplishments. • Development of an Assessment of Fair Housing (AFH).1
• Consideration of substantial amendments to the Citizen Participation Plan, Consolidated Plan, Annual Action Plan, CAPER, and AFH.
• Providing public comment and hearings for proposed plans.

II. CITIZEN PARTICIPATION
A. Citizen Participation Plan
The Citizen Participation Plan is designed to facilitate and encourage public participation in the Consolidated Plan process, including the development of the AFH. The purpose of the Citizen Participation Plan is to encourage the involvement of low- and moderate-income persons, particularly those persons living in an area where CDBG funds are proposed to be used and predominantly low- or moderate-income neighborhoods.

In addition, HUD encourages, in conjunction with consultation with public housing agencies (PHAs), the participation of residents of public and assisted housing developments (including any resident advisory boards, resident councils and resident management corporations) in the process of developing and implementing the Assessment of Fair Housing and the Consolidated Plan, along with other low-income residents of targeted revitalization areas in which the developments are located. To this end, the city will make an effort to coordinate with and provide information to the Sacramento Housing and Redevelopment Agency (SHRA) about the Consolidated Plan and Annual Action Plan activities related to its developments and surrounding communities so SHRA can make this information available at the annual public hearing(s) required for the PHA Plan2
.
1 Or a different document that meets the federal requirement to conduct a study of barriers to housing choice; this document may also be knowns as the Analysis of Impediments, AFFH, or Equity Plan. 2 https://www.shra.org/financial-performance-and-strategic-planning-documents/ ITEM 11 Agenda Packet Page 70
6 City of Citrus Heights Citizen Participation Plan
Adopted: May 2020
Citrus Heights will use the following procedures for the adoption and any subsequent changes to its Citizen Participation Plan:
• Place a public notice in the Sacramento Bee and/or Citrus Heights MesssengerMessenger or similar newspaper, at City Hall, and on the city’s website in advance of, or concurrent with, the start of a 30-day public comment period. • During a 30-day public review and comment period, the document will be available for review at the following locations:
o Citrus Heights City Hall (6360 Fountain Square Drive) o Sylvan Oaks Library (6700 Auburn Boulevard)
o City of Citrus Heights website, https://www.citrusheights.net/380/CommunityDevelopment-Block-Grant • Copies of the document will be available to the public free of charge within five days of a request.
• Conduct a public hearing before the City Council.
• Following the 30-day public review and comment period and closing of the public hearing, the Citizen Participation Plan will be adopted if approved by a majority vote of the City Council.

Any change in the public participation process as outlined in this document will require an amendment to the Citizen Participation Plan. Any amendments will require the same steps as outlined in this section.

The following steps outline the opportunities for public involvement in the Consolidated Plan, Annual Action Plan, and AFH process.

1. Preparation
Community input is essential to determining housing and community development needs and priorities. In order to obtain community input during the development of the plans, the city will:
• Consult with local and regional public agencies that assist low- and moderate-income persons and target areas, including city staff, state and federal agencies, neighboring local governments and regional agencies. Consult with private agencies, including local and regional non-profit service providers and advocates. Such agencies may include the local public housing agency (Sacramento Housing Redevelopment Agency), mental and physical health agencies, fair housing service providers, homeless service providers, the Continuum of Care (Sacramento Steps Forward), affordable housing developers, social ITEM 11 Agenda Packet Page 71
7 City of Citrus Heights Citizen Participation Plan
Adopted: May 2020
service agencies (including those focusing on services to children, the elderly, persons with disabilities, persons with HIV/AIDS, persons with substance abuse problems, etc.), education and employment training agencies, business and civic leaders, philanthropic organizations, community- and faith-based organizations, state and/or local health and child welfare agencies with information on lead-based paint hazards and poisonings, broadband internet service providers, organizations engaged in narrowing the digital divide, agencies whose primary responsibilities include the management of flood prone areas, public land or water resources and emergency management agencies.

Consultation will take the form of invitations to community meetings, focus groups, and one-on-one interviews.

When preparing the AFH, consult with community-based and regionally-based organizations that represent protected class members, organizations that enforce fair housing laws (such as the California Department of Fair Employment and Housing), fair housing organizations, nonprofits and other public or private fair housing service agencies. Consultation will take the form of invitations to community meetings, focus groups, and one-on-one interviews.
• Engage residents through presentations on the Consolidated Plan, Annual Action Plan, and/or AFH at neighborhood meetings, through community meetings, and/or through communitywide surveys. The methods of outreach will vary year-to-year depending on staff resources and engagement opportunities.
• The city will keep and maintain a contact list of resident groups, advocates, organizations, etc. to contact with upcoming engagement opportunities.

2. Adoption
The City of Citrus Heights will :
• Hold at least one or more public meeting on the topic of fair housing issues during the preparation of the AFH, and one or more public meetings on community needs and priorities during the preparation of the Consolidated Plan and/or Annual Action Planduring preparation of the Consolidated Plan, Action Plan, and/or AFH to gather public input on current housing and community development needs and priorities. • Conduct at least one public hearing prior to adoption by the City Council of the Consolidated Plan, Annual Action Plan, and/or AFH.
o Publish notice of a public meeting in the Sacramento Bee and/or Citrus Heights Messenger or similar newspaper, at City Hall and on the city’s website at least seven 15 days in advance of the meetingeach public hearing. . • Provide for a 30-day public review and comment period for the draft AFH, draft Consolidated Plan and/or draft Annual Action Planthe draft plans. The notice must also ITEM 11 Agenda Packet Page 72
8 City of Citrus Heights Citizen Participation Plan
Adopted: May 2020
include how the plan is available in different formats to persons with disabilities and translated into different languages if needed. A reasonable number of free copies will be provided upon request.
• Make available This notice must include a brief summary of the contents and purpose of the proposed AFH, Consolidated Plan, and/or Annual Action Plan, and/or AFH and make a copy of the plans available on the city’s website and public locations. The notice must also include how the plan is available in different formats to persons with disabilities and translated into different languages if needed. A reasonable number of free copies will be provided upon request.

o Publish a public notice of the review and comment period in the Sacramento Bee newspaper as well as on the city’s website in advance of, or concurrent with the start of a 30-day public comment period. The notice will list the locations where the document(s) will be available for review. • During the 30-day review and comment period, drafts of the AFH, Consolidated Plan, and/or Annual Action Plan, and/or AFH will be available at the following (or similar) locations:

o Citrus Heights City Hall (6360 Fountain Square Drive) o Sylvan Oaks Library (6700 Auburn Boulevard)
o City of Citrus Heights website (www.citrusheights.net) In preparing the AFH, Consolidated Plan and/or Annual Action Plan careful consideration will be given to all comments expressed by the public, whether given as verbal testimony at the public hearing or submitted in writing during the review and comment period. The final documents will have a section that presents all comments and explains why any comments were not accepted.

At the end of the 30-day comment period, the City Council will consider adoption of the Consolidated Plan, Annual Action Plan, and/or AFH. The documents will be adopted by a majority vote of the City Council at a publicly-noticed meeting.

C. Amendments
The city may propose amendments to the Consolidated Plan, Annual Action Plan and/or revisions to the Assessment of Fair Housing (as applicable).There are two types of amendments:
• A “Minor Amendment” pertains to the Annual Action Plan and involves carrying out an activity or program previously described in the existing Annual Action Plan, but includes a change in the amount of funding. The city’s Housing and Human Services Program Coordinator may administratively amend, up to the substantial amendment threshold, the existing budget for activities or programs to efficiently expend funds (including program income) related to previously disclosed activities or ITEM 11 Agenda Packet Page 73
9 City of Citrus Heights Citizen Participation Plan
Adopted: May 2020
programs in accordance to the intent of the funds identified in the previously undertaken citizen participation process. In addition, an existing activity or program can be cancelled administratively if no funds were expended, and said funds can then be allocated to an existing Annual Action Plan activity, program, or applicable contingency fund to be allocated to one or more future activities or programs at a future date. A Minor Amendment does not require additional citizen participation. • A “Substantial Amendment” involves one or more of the following actions:
o Funding of an activity or program not previously described in the Annual Action Plan.
o Changing the purpose, scope, location or beneficiaries of an activity. o Modifying the priorities described in the Consolidated Plan. o Increasing or reducing the amount allocated to an activity by more than 25 percent, with the exception of activities that are cancelled with expenditure of funds.
o Making a change to the previously adopted AFH as a result of a material change in circumstances affecting the information on which the AFH was based to the extent the analysis, the fair housing contributing factors, or the priorities and goals of the AFH no long reflect actual circumstances (for instance, a significant change that impacts the city’s ability to carry out the AFH, such as new significant contributing factors, civil rights findings, a substantial change in demographics used, a Presidentially-declared disaster, etc.); or resulting from a written notification provided by HUD identifying a material change that HUD believes warrants revisions to the AFH.

There must be reasonable notice of a proposed Substantial Amendment so residents will have an opportunity to review the document and provide comments. The city will use the following procedures for the adoption of any Substantial Amendments to Consolidated Plan document(s):
• A 30-day public review and comment period for the draft Substantial Amendment. • A public notice of the review and comment period will be published in the Sacramento Bee and/or Citrus Heights Messenger or similar newspaper as well as on the city’s website in advance of, or concurrent with, the start of a 30-day public comment period.

The notice will list the locations where the document(s) will be available. • During the 30-day review and comment period, a draft of the Substantial Amendment will be available at the following locations:
o Citrus Heights City Hall (6360 Fountain Square Drive) o Sylvan Oaks Library (6700 Auburn Boulevard)
o City of Citrus Heights website (www.citrusheights.net) • Conduct a public hearing before the City Council prior to adoption of the Substantial Amendment.

ITEM 11 Agenda Packet Page 74
10 City of Citrus Heights Citizen Participation Plan
Adopted: May 2020
• A notice will be placed in the Sacramento Bee and/or Citrus Heights Messenger or similar newspaper, at City Hall and on the city’s website at least seven 15 days in advance of the public hearing. Notice of a public hearing may be combined with notice of a 30-day public review and comment period when both apply to the same document. • Following the end of the 30-day review and comment period and the closing of the public hearing, the Substantial Amendment will be adopted if approved by majority of the City Council.

In preparing the final Substantial Amendment documents, careful consideration will be given to all comments and views expressed by the public, whether given as verbal testimony at the public hearing or submitted during the review and comment period.

The final documents will each have a section that presents all comments, plus explanations why comments were not accepted (if applicable).

D. Consolidated Annual Performance and Evaluation Report Every year, the city must submit to HUD a Consolidated Annual Performance and Evaluation Report (CAPER) within 90 days of the close of the program year.

In general, the CAPER must describe how funds were actually used and the extent to which these funds were used for activities that benefited low- and moderate-income people. The following steps outline the opportunities for public involvement in the CAPER process:
• Place a public notice in the Sacramento Bee and/or Citrus Heights Messenger newspaper, at City Hall and on the city’s website at least 14 15 days in advance of a 15-day public comment period. This notice must include a summary of the contents and purpose of the proposed CAPER as well as a list of locations where copies of the entire proposed plan may be examined. The notice must also include mention of how the plan is available in different formats to persons with disabilities and translated into different languages if needed.
• During the 15-day review and comment period, a draft of the document will be available at the following locations:
o Citrus Heights City Hall (6360 Fountain Square Drive) o Sylvan Oaks Library (6700 Auburn Boulevard)
o City of Citrus Heights website (www.citrusheights.net) • Conduct one public hearing held before the City Council. o Notice of the public hearing will be published in the Sacramento Bee and/or Citrus Heights Messenger or similar newspaper, City Hall and on the city’s website at least seven 15 days in advance of the meeting. Notice of a public ITEM 11 Agenda Packet Page 75
11 City of Citrus Heights Citizen Participation Plan
Adopted: May 2020
hearing may be combined with notice of a 15-day public review and comment period when both apply to the same document.
• The Draft CAPER will be made accessible to persons with disabilities upon request. In addition, a reasonable number of free copies will be upon request. • Careful consideration will be given to all written comments submitted by the public.

These comments will be addressed in the final CAPER.
• Following the end of the 15-day review and comment period and the closing of the public hearing, the CAPER will be adopted by a majority vote of the City Council.

III. PUBLIC HEARINGS
Public hearings are required by law in order to obtain the public’s views, and to provide the public with the city’s responses to public questions and proposals. The law requires public hearings at all stages of the process, including at least one public hearing to discuss housing and community development needs, reviewing proposed use of funds, assessing how funds were spent during the previous program year.

Public hearings will be held only after there has been adequate notice as described in the Public Notice part of this Citizen Participation Plan, including a display advertisement in the Sacramento Bee and/or Citrus Heights Messenger or similar newspaper 15seven days prior to the public hearing. Public hearings will usually be held in the evening at a time convenient to most residents, especially those who might benefit from the use of CDBG funds.

Public hearings may be held at the City Council Chambers and other City Hall locations, all of which are accessible by public transportation and accessible to persons with disabilities, or at a similar location. Reasonable accommodations will be made for people with disabilities when requests are made at least five working days prior to a public hearing. Interpreters Translators will also be provided for people who do not speak Englishneed language accommodations and/or have Limited English Proficiency (LEP) when requests are made at least five working days prior to a public hearing.

IV. CITIZEN PARTICIPATION DURING DISASTER OR

EMERGENCY EVENTS
It may be necessary for the city to expedite actions in the event of a declared disaster or emergency or similar event.
3 This situation may require an expedited substantial amendments incorporating new funding, funding new activities and/or the reprogramming of funds, including canceling activities to meet needs resulting from a declared disaster or emergency. When authorized by HUD, the city may use CDBG funds to meet these needs with a 5-day public comment period instead of a 30-day 3 Examples include chemical spills, significant power outages, earthquakes, wild fires, flooding, mass rioting, terrorism events (including cyberattacks), or public health issues, such as wide-spread disease like the 2019/2020 COVID-19 pandemic
ITEM 11 Agenda Packet Page 76
12 City of Citrus Heights Citizen Participation Plan
Adopted: May 2020
public comment period, which is otherwise required for substantial amendments. The city will follow HUD guidance in these cases.

It may also be necessary to revise public participation, noticing and public hearing procedures in the event of a declared disaster or emergency. Reasonable notification may be defined as 72 hours advance notice or less, depending upon the circumstances of the meeting; however, the city will strive to provide more than 72 hours advance notice of meetings, when practicable.

When an in-person public hearing is not permitted due to social distancing or stay-at-home orders, virtual meetings may be held with reasonable notification and access for citizen participation. In addition, when hard copies are not available to due emergency closures of public facilities like libraries and recreation centers, online copies of documents will be made available for public review at https://www.citrusheights.net/380/Community-Development-Block-Grant.

Guidance for public participation in virtual meetings during a disaster or emergency is available on the city’s website at https://www.citrusheights.net/153/Addressing-the-Council. Members of the public may submit comments via email to [email protected] or by completion of an online Speaker Card at https://www.citrusheights.net/FormCenter/City-Council-MeetingsSpeaker-Card-30. Public comments shall be limited to 250 words or less. Each comment will be read aloud by the City Clerk. The City Council live webcast will be livestreamed and recorded for public review at https://www.citrusheights.net/673/Live-City-Council-Meeting-Webcasts.

V. PUBLIC ACCESS TO INFORMATION
As required by law, the City of Citrus Heights will provide the public with reasonable and timely access to information and records relating to the data or content of the Consolidated Plan documents, as well as the proposed, actual, and past use of funds covered by this Citizen Participation Plan. The city will also provide reasonable public access to records about any uses of these funds during the previous five years.

Also, as required by law, the city will provide the public with reasonable and timely access to local meetings relating to the proposed or actual use of funds (such as City Council meetings, Planning Commission meetings, and other city committee and commission meetings).

A. Availability of Consolidated Plan Documents
In the spirit of encouraging public participation, copies of Consolidated Plan documents will be provided to the public at no cost and within five days of a request. These materials will be available in a form accessible to persons with disabilities, when requested.

B. Location of Documents
Consolidated Plan documents will also be available at the following locations during their respective review periods:
o Citrus Heights City Hall (6360 Fountain Square Drive) o Sylvan Oaks Library (6700 Auburn Boulevard)
ITEM 11 Agenda Packet Page 77
13 City of Citrus Heights Citizen Participation Plan
Adopted: May 2020
o City of Citrus Heights website,
https://www.citrusheights.net/380/Community-Development-Block-Grant In the event of an address or location change for any of these entities, the city may administratively update this Citizen Participation Plan to reflect the new address or location.

Copies of the final Consolidated Plan documents will be available at the Citrus Heights City Hall and on the city’s website for a minimum of five years from the time of adoption.

V. TECHNICAL ASSISTANCE
City staff will work with organizations and individuals representative of low- and moderateincome persons who are interested in submitting a proposal to obtain funding for an activity. All potential applicants for funding are encouraged to contact city staff for technical assistance before completing a proposal form.

Specifically, the City of Citrus Heights will provide up to 40 hours per year of technical assistance to organizations that represent low- and moderate-income persons. This technical assistance may include:
• Publishing instructions on how to fill out forms/applications. • Conducting workshops to explain the process for submitting proposals and federal and local requirements.
• Providing comments and advice on the telephone or in meetings. • Reviewing and commenting on draft proposals.

The city will also provide ongoing assistance to CDBG-funded agencies as needed to help them maintain their eligibility for full funding. The city may provide additional (beyond 40 hours) technical assistance if, in the opinion of the City Manager, staff time is available.

VI. COMMENT AND COMPLAINT PROCEDURES
The City of Citrus Heights will provide a period of at least thirty (30) days to receive comments on the content of Consolidated Plan documents, including the Annual Action Plan, and any Substantial Amendments and submit written comments or complaints prior to the finalization.

For Consolidated Annual Performance and Evaluation Reports, the city will provide at least fifteen (15) days to receive public comments.

The 30-day comment period may start on the date the document is available to the public. The details for providing public comments or complaints on a specific document will be included in the public notice. City staff provides a meaningful, written reply to all comments and complaints within fifteen days, when practicable. A summary of comments with city responses is included with the final Consolidated Plan document.

ITEM 11 Agenda Packet Page 78
14 City of Citrus Heights Citizen Participation Plan
Adopted: May 2020
Written comments or complaints may be addressed to:

City of Citrus Heights
City Clerk
6360 Fountain Square Drive
Citrus Heights, CA 95621
916-725-2448
[email protected]
VII. ACCOMMODATION OF PERSONS WITH SPECIAL NEEDS
The city complies with the Americans with Disabilities Act (ADA), and will make accommodations for persons with special needs. This includes providing oral, Braille, electronic, or large print copies for the visually impaired, as well as delivering copies to the homebound.

Public hearings and the review of Consolidated Plan documents will be held at the City Council chambers or other City Hall locations, all of which are accessible to people with disabilities.

Additional provisions will be made for people with disabilities when requests are made at least five working days prior to a hearing. Public notices will include information on how to contact the city’s ADA Coordinator to request accommodation. Translators will also be provided for people with limited English speaking proficiency when requests are made at least five working days prior to a hearing.

Wherever a significant number of low- and moderate-income persons or residents of blighted neighborhoods speak and read a language other than English, staff will provide all notices of public hearings and summaries of basic program information in that language.

VIII. ANTI-DISPLACEMENT
If, as a result of a program activity, any residential displacement and relocation must occur, the City of Citrus Heights ensures that it will develop an Anti-Displacement and Relocation Plan in connection with that project in accordance with federal regulations. Specifically, the city will comply with the anti-displacement and relocation requirement of the Uniform Relocation Act and the Housing and Community Development Act of 1974, as amended, and implementing regulations of 24 CFR Part 42.

IX. ACCOMMODATION OF LIMITED ENGLISH PROFICIENCY

INDIVIDUALS
The City of Citrus Heights will follow the Limited English Proficiency (LEP) Plan outlined in its Title VI Policy, updated on June 24, 2021.

As defined in Executive Order 13166, LEP persons are those who do not speak English as their primary language and have limited ability to read, speak, write or understand English. Per the city’s LEP, the city will provide translation of vital documents in Spanish and Russian. For the purposes of the CDBG program, vital documents include: 1) Information about CDBG-funded programs available to residents (e.g., home repair loans) and, as needed, providing language ITEM 11 Agenda Packet Page 79
15 City of Citrus Heights Citizen Participation Plan
Adopted: May 2020
accommodations to LEP residents who apply for such loans; 2) Information on how to access CDBG-funded services and, as needed, providing language accommodations to ensure full access to services.

IX. GLOSSARY
Annual Action Plan: This document allocates the city’s annual CDGB funding (entitlement and program income) to specific projects and activities. It is submitted to HUD 45 days prior to the start of the program year and is developed in accordance with federal regulations (24 CFR Part 91).

Assessment of Fair Housing: This document refers to an analysis of performed in accordance with requirements for consultation and community participation that includes a review of fair housing data, an assessment of fair housing issues and contributing factors, and an identification of fair housing priorities and goals.

Citizen Participation Plan: This plan is prepared to facilitate and encourage public participation and involvement in the Consolidated Plan process and the city’s CDBG program, especially by low- and moderate-income persons. The plan identifies the public participation requirements as identified by federal regulations (24 CFR Part 91).

Community Development Block Grant (CDBG) Program: This is a federal grant program administered by the U.S. Department of Housing and Urban Development (HUD). The program allocates federal funds to eligible cities and counties throughout the nation to assist low- and moderate-income households and neighborhoods. The grant program may fund such activities housing rehabilitation, affordable housing assistance, community services and community development activities, such as the construction or rehabilitation of community facilities and economic development.

Consolidated Annual Performance and Evaluation Report (CAPER): This document reports on the city’s progress in carrying out the Consolidated Plan and Annual Action Plan. The report is prepared annually by the city in accordance with federal regulations (24 CFR Part 91). It is due to HUD no later than 90 days after the end of the program year.

Consolidated Plan: This document serves as the city’s application for CDBG funds and sets forth the priorities and strategies to address the needs of primarily low- and moderate-income persons and areas in the city. It typically covers a three- or five-year time period. Staff submits the Consolidated Plan to HUD 45 days prior to the start of the program year and is developed in accordance with federal regulations (24 CFR Part 91).

Consolidated Plan Documents: These include the Consolidated Plan, Annual Action Plan, Consolidated Annual Performance and Evaluation Report (CAPER), Assessment of Fair Housing, (AFH) as well as any Substantial Amendment to the Consolidated Plan or Annual Action Plan.

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16 City of Citrus Heights Citizen Participation Plan
Adopted: May 2020
Low- and Moderate-Income: Individuals or households earning less than 80 percent of the area median income, broken down into the following income categories:
• Extremely Low-Income: Households with incomes less than 30 percent of the area median family income, adjusted for household size.
• Low-Income: Households with incomes between 31 and 50 percent of the area median family income, adjusted for household size.
• Moderate-Income: Households with incomes between 51 and 80 percent of the area median family income, adjusted for household size.

Low- and Moderate-Income Neighborhood: In general, this is defined as a census tract(s) or block group(s) where a minimum of 51 percent of the residents have income levels defined as low or moderate. In certain jurisdictions that do not have an adequate number of low- and moderate-income neighborhoods under this definition, the definition may be expanded to include the twenty-five percent of the jurisdiction’s census tracts or block groups with the highest percentage of residents with low or moderate incomes.

Public Hearing: An opportunity for interested parties to provide comments during a public meeting that has been publicly noticed.

U.S. Department of Housing and Urban Development (HUD): This is the federal agency that administers and provides guidance for the Consolidated Plan process and use of certain federal funds, including CDBG.

ITEM 11 Agenda Packet Page 81
Printed on Recycled Paper
RESOLUTION NO. 2024- ___

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

CALIFORNIA, APPROVING THE AMENDED CITIZEN PARTICIPATION PLAN FOR THE

COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM

WHEREAS, the City of Citrus Heights receives an annual allocation of approximately $600,000 in Community Development Block Grant (CDBG) funds from the U.S. Department of Housing and Urban Development (HUD) and occasionally receives one-time disaster funding; WHEREAS, the City is required to adopt and follow a detailed Citizen Participation Plan (CPP) that sets forth policies and procedures for engaging the public in the development, implementation, and evaluation of the City’s CDBG and related HUD programs; WHEREAS, the City last updated its CPP Plan on May 28, 2020, and in response to COVID19, HUD provided grantees with waivers to reduce the administrative procedures required to utilize CDBG-CV grants and to incorporate the new flexibilities; WHEREAS, the Language Action Plan (LAP) is a requirement for jurisdictions receiving federal CDBG funds that establishes the policy for the translation and interpretation of documents to Spanish and Russian.

WHEREAS, the City updated its CPP to incorporate the LAP; WHEREAS, A notice regarding the availability of the draft Citizen Participation Plan amendment and upcoming public hearing was published on June 13, 2024; WHEREAS, the draft Citizen Participation Plan amendment was available for public review and comment June 13, 2024 to July 13, 2024;
NOW THEREFORE BE IT RESOLVED AND ORDERED that the City Council of the City of Citrus Heights does hereby approve the amended Citizen Participation Plan for the CDBG program.

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 10th day of July 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 11 Agenda Packet Page 82

CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM
DATE: July 10, 2024
TO: Mayor and City Council Members
Ashley J. Feeney, City Manager
FROM: Regina Cave, General Services Director
Leslie Blomquist, City Engineer
SUBJECT: Landscape Maintenance Assessment District 97-01 (Zones 1, 2, 3 & 4) Levy of Fiscal Year 2024/2025 Assessments
Summary and Recommendation
On June 27, 2024, City Council took the first steps toward the proposed annual update for Fiscal Year 2024/2025 for the Landscape Maintenance Assessment Districts (LMAD) 97-01 (Zones 1, 2, 3, and 4). At that time, Council adopted Resolutions of Intention to update the districts and called for a public hearing on July 10, 2024. Subsequently, the City Clerk published the required notice.

The City Council’s intent at that meeting was to maintain the assessments for Zones 1, 3 & 4 at the same level as the prior year and to increase the assessments for Zone 2 by 3% over Fiscal Year 2023/2024.

Staff recommends the City Council:

1. Convene the public hearing for the district regarding the proposed annual assessment for Fiscal Year 2024/2025; and

2. Adopt Resolution No. 2024-____: A Resolution of the City Council of the City of Citrus Heights, California, to confirm the diagram and assessment and to levy Fiscal Year 2024/2025 assessments for Landscape Maintenance Assessment District No. 97-01 (Zones 1, 2, 3 & 4).

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

ITEM 12 Agenda Packet Page 83
Subject: Landscape Maintenance Assessment District 97-01 – Levy of Assessments for Fiscal Year 24/25 Date: July 10, 2024

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 (1) $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 15/16, Zone 3 began operating under a shortfall with insufficient revenues and cash reserves 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 12 Agenda Packet Page 84
Subject: Landscape Maintenance Assessment District 97-01 – Levy of Assessments for Fiscal Year 24/25 Date: July 10, 2024

Table No. 3A
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 is recommended to balance the annual operating shortfall.

The funding for Zone 4 does not adequately cover the maintenance costs. Historically, this Zone has had a shortfall, and the City has implemented cost-saving measures to try and reduce the shortfall to the greatest extent possible. In past years, contributions from the City’s Gas Tax and General Fund revenues were used to balance Zone 4. For FY 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 is recommended to balance the annual operating shortfall.

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

However, continually increasing utility rates and monthly maintenance costs as well as updated methods for allocation of the City’s overhead costs have all contributed to the increasing shortfall, most notably in Zones 3 and 4. More recently, staff is using fund reserves in Zones 1 and 2 to balance the annual budgets. The underlying problem is that the assessment revenues ITEM 12 Agenda Packet Page 85
Subject: Landscape Maintenance Assessment District 97-01 – Levy of Assessments for Fiscal Year 24/25 Date: July 10, 2024

(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 now exceeded the additional annual revenues, and the cost of living provision will need to be implemented to ensure sufficient funding in the future.

In 2005, the property owners in Zone 3 approved a one-time assessment increase, but annual expenditures in this zone have now exceeded the additional annual revenues. Zone 4 has voted against increasing their assessments three times since 2005.

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

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

This agenda item addresses LMAD 97-01; LMAD’s 98-01, 98-02 and 03-01 are addressed under a separate agenda item. The annual update and the levy of assessments for Fiscal Year 2024/2025 for the LMAD 97-01 (Zones 1, 2, 3, and 4), proposed by the resolution will fund the following: maintenance and servicing of landscaping, trees, and other vegetation, and related or appurtenant facilities, including weeding, fertilizing, pruning, and controlling fungus, disease and insect infestation; operation of irrigation and drainage systems, including the provision of water and power, and maintenance of sound walls. Specific maintenance responsibilities for each zone in the district are discussed in the Engineer’s Report. The revenues including reserves for Zone 1 are presently adequate to cover its annual expenses and the Engineer’s Report proposes the assessment rate for this zone remain at the rate levied in Fiscal Year 2023/2024 as this zone does not allow for annual increases.

ITEM 12 Agenda Packet Page 86
Subject: Landscape Maintenance Assessment District 97-01 – Levy of Assessments for Fiscal Year 24/25 Date: July 10, 2024

Maintenance expenditures for Zone 2 are anticipated to exceed annual assessment revenues however there are adequate available reserves to offset its current operating costs. As expenditures for this zone continue to increase, and as permitted by this zone, the Engineer’s Report proposes a 3% cost of living increase in the annual assessment to be levied on each parcel in Zone 2 in Fiscal Year 2023/2024 to maintain current levels of service and sustain the operating reserves.

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

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

Fiscal Year Revenues Expenditures
Maintenance Capital Project*
2005/2006* $28,279.00 $18,218.00 $13,974.00
2006/2007* $20,524.80 $9,008.00 $13,974.00
2007/2008* $20,979.89 $6,619.94 $13,974.00
2008/2009* $22,329.37 $7,194.67 $13,974.00
2009/2010* $20,547.52 $6,781.12 $13,974.00
2010/2011* $20,524.80 $6,391.84 $13,974.00
2011/2012* $20,820.00 $6,412.00 $13,974.00
2012/2013* $20,469.00 $6,919.00 $13,974.00
2013/2014* $20,562.00 $6,023.00 $13,974.00
2014/2015* $20,397.00 $5,808.00 $13,974.00
2015/2016 $6,776.00 $5,778.00 $ -
2016/2017 $6,587.00 $10,253.00 $ -
2017/2018 $6,558.00 $8,802.00 $ -
2018/2019 $6,569.00 $10,228.00 $ -
2019/2020 $6,509.00 $15,936.00 $ -
2020/2021 $6,591.34 $15,025.00 $ -
2021/2022 $6,353.78 $14,546.37 $ -
2022/2023 $6,550.32 $14,905.00 $ -
2023/2024 $6,520.74 $24,293.06 $ -
Total Estimated Subsidy to Zone 3** $65,594.46
*Increased assessments and expenditures attributed to approved sound wall construction project. **Maintenance only; does not account for city’s contribution towards sound wall.

ITEM 12 Agenda Packet Page 87
Subject: Landscape Maintenance Assessment District 97-01 – Levy of Assessments for Fiscal Year 24/25 Date: July 10, 2024

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

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

In 2010, in an effort to reduce future subsidies, the City incorporated a xeriscaping (low-water and maintenance) plan to eliminate some of the more labor intensive and water consuming landscape features, such as turf, and reduced the level of service on the remaining landscaping to a minimum. There had been significant reductions in maintenance and utility costs, but the expenditures still exceeded the existing revenues for this zone. This shortfall was subsidized by the City’s General Fund. In an effort to further minimize costs, the City reduced the frequency of maintenance as a pilot project (i.e., every 6 or 8 weeks instead of monthly). However, after numerous complaints from the public of its poor appearance, a higher level of maintenance was reinstated during the FY 2011/2012 year, and Zone 4 continues to see a projected shortfall for FY 2024/2025. In recent years, subsidy to Zone 4 has been shifted from General Funds to Gas Tax funds. The table below outlines estimated annual revenues and expenditures for Zone 4, dating back to Fiscal Year 2005/2006 when Zone 4 was split into two separate zones (Verner Glen, and Creekridge):

Fiscal Year Revenues Maintenance Total Subsidy
2005/2006* $4,719.00 $11,173.00 $(6,454.00)
2006/2007* $4,672.00 $11,574.00 $(6,902.00)
2007/2008* $4,752.00 $14,101.00 $(9,349.00)
2008/2009* $4,753.00 $9,942.00 $(5,189.00)
2009/2010* $4,724.00 $7,091.00 $(2,367.00)
2010/2011* $4,827.00 $10,648.00 $(5,821.00)
2011/2012* $4,720.00 $11,127.00 $(6,407.00)
2012/2013* $4,720.00 $11,129.00 $(6,409.00)
2013/2014* $4,718.00 $8,174.00 $(3,456.00)
2014/2015* $4,696.00 $8,130.00 $(3,434.00)
2015/2016* $4,958.00 $8,643.00 $(3,685.00)
2016/2017* $4,885.00 $8,536.00 $(3,651.00)
2017/2018* $4,178.00 $11,957.00 $(7,779.00)
2018/2019* $4,739.00 $9,480.00 $(4,741.00)
2019/2020* $4,718.00 $13,717.00 $(8,999.00)
2020/2021* $4,699.00 $17,627.00 $(12,928.00)
2021/2022* $4,650.00 $19,701.00 $(15,051.00)
2022/2023 $4,529.86 $19,853.87 $(15,324.01)
2023/2024 $4,586.73 $25,437.92 $(20,851.19)
Total Estimated Subsidy to Zone 4 $127,9476.00 * Revenues and Expenditures tied to respective years Annual Comprehensive Financial Report Expenditures above reflect maintenance only; does not reflect costs incurred to when zone transitioned to xeriscaping.

Pursuant to the Landscaping and Lighting Act of 1972, assessment districts of this type must be updated annually. A Resolution to Initiate Proceedings is required as the first action of the City Council in order to initiate the update of the LMADs. Subsequent approval of the assessments to ITEM 12 Agenda Packet Page 88
Subject: Landscape Maintenance Assessment District 97-01 – Levy of Assessments for Fiscal Year 24/25 Date: July 10, 2024

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

On June 27, 2024, the City Council adopted a Resolution of Intention for LMAD 97-01 (Zones 1, 2, 3, and 4) approving the Engineer’s Report; declaring its intention to order the annual update for Fiscal Year 2024/2025 to levy and collect assessments for the City of Citrus Heights Landscape Maintenance Assessment District; and setting Wednesday, July 10, 2024 at 6:00 p.m. (or shortly thereafter) as the date and time for the public hearing.

The Engineer’s Report summarizes maintenance efforts and proposes the assessment rates for Zones 1, 3 and 4 will not exceed the rate levied in Fiscal Year 2023/2024. The Engineer’s Report does recommend increasing the assessment for Fiscal Year 2024/2025 by 3% for Zone 2. The recommended increase is to help sustain existing reserves in the zone as well as maintain the current level of service.

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

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

Attachments
1) Resolution No. 2024-____: A Resolution of the City Council of the City of Citrus Heights, California, to confirm the diagram and assessment and to levy Fiscal Year 2024/2025 assessments for Landscape Maintenance Assessment District No. 97-01 (Zones 1, 2, 3 & 4).
2) Engineer’s Report
ITEM 12 Agenda Packet Page 89
RESOLUTION NO. 2024-___

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CITRUS

HEIGHTS, CALIFORNIA, TO CONFIRM THE DIAGRAM AND ASSESSMENT AND TO LEVY FISCAL YEAR 2024/2025 ASSESSMENTS FOR LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 97-01 (ZONES 1, 2, 3 & 4)
WHEREAS, on June 27, 2024 the City Council (Council) of the City of Citrus Heights (City) adopted its Resolution No. 2024-049, initiating proceedings pursuant to the landscaping and Lighting Act of 1972, being California Streets and Highways Code Sections 22500 et seq. (Act), to levy and collect assessments for Fiscal Year 2024/2025 in the City of Citrus Heights Landscape Maintenance Assessment District No. 97-01 (Zones 1, 2, 3 & 4);
WHEREAS, as directed by this Council, the City Engineer has prepared and filed with the City Clerk a report for Fiscal Year 2024/2025 (Engineer’s Report) in accordance with the Act; WHEREAS, on June 27, 2024, Council adopted its Resolution No. 2024-050, approving Engineer’s Report, and setting a public hearing date of July 10, 2024, at 6:00 p.m., at the Citrus Heights Council Chambers located at 6360 Fountain Square Drive, Citrus Heights, California 95621; WHEREAS, a notice of the public hearing was published in the form, time and manner required by law; and
WHEREAS, at the public hearing, Council duly heard all interested persons desiring to be heard.

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

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

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

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

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

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

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

ITEM 12 Agenda Packet Page 90

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

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

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

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 10th day of Ju1y 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 12 Agenda Packet Page 91

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
July 10, 2024
ITEM 12 Agenda Packet Page 92
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: July 10, 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 12 Agenda Packet Page 93
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 12 Agenda Packet Page 94
3 ITEM 12 Agenda Packet Page 95
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 12 Agenda Packet Page 96
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 12 Agenda Packet Page 97
6 ITEM 12 Agenda Packet Page 98
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 12 Agenda Packet Page 99
8 FIGURE 1.4
ITEM 12 Agenda Packet Page 100
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 12 Agenda Packet Page 101
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:

All that territory situated in the City of Citrus Heights, County of Sacramento, State of California, more particularly described as follows and as shown on the Assessment Diagram for Zone 2 in Figure 2.1.

Area Description:

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

FIGURE 2.1
ITEM 12 Agenda Packet Page 102
11 ITEM 12 Agenda Packet Page 103
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 12 Agenda Packet Page 104
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 12 Agenda Packet Page 105
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 12 Agenda Packet Page 106
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 12 Agenda Packet Page 107
16 ITEM 12 Agenda Packet Page 108
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 12 Agenda Packet Page 109
18 FIGURE 3.4
ITEM 12 Agenda Packet Page 110
19 ZONE 4
General:

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

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

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

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

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

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

District Financing/Method of Assessment:

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

Because each of the single-family lots within the Zone was created as a result of compliance with this condition, each lot benefits in the same proportion. Therefore, the assessment costs are allocated on a per parcel basis for all parcels located within the assessment boundaries that ITEM 12 Agenda Packet Page 111
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:

All that territory situated in the City of Citrus Heights, County of Sacramento, State of California, more particularly described as follows and as shown on the Assessment Diagram for Zone 4 in Figure 4.1.

Area Description:

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

ITEM 12 Agenda Packet Page 112
21 FIGURE 4.1
ITEM 12 Agenda Packet Page 113
22 ITEM 12 Agenda Packet Page 114
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 12 Agenda Packet Page 115
24 FIGURE 4.4
ITEM 12 Agenda Packet Page 116
25 ITEM 12 Agenda Packet Page 117

CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM
DATE: July 10, 2024
TO: Mayor and City Council Members
Ashley J. Feeney, City Manager
FROM: Regina Cave, General Services Director
Leslie Blomquist, City Engineer
SUBJECT: Landscape Maintenance Assessment Districts 98-01, 98-02 and 03-01 Levy of Fiscal Year 2024/2025 Assessments
Summary and Recommendation
On June 27, 2024, City Council took the first steps toward the proposed annual update for Fiscal Year 2024/2025 for the Landscape Maintenance Assessment Districts (LMAD) 98-01, 98-02 (Zones 1, 2, 3 and 4), and 03-01 (Zones 1, 2 and 3). At that time, Council adopted Resolutions of Intention to update the districts and called for public hearings on July 10, 2024. Subsequently, the City Clerk published the required notice.

Staff recommends the City Council:

1. Convene the public hearing for the district regarding the proposed annual assessment for Fiscal Year 2024/2025; and

2. Adopt Resolution No. 2024-____: Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2024/2025 assessments for Landscape Maintenance Assessment District No. 98-01 (Stock Village Units Nos. 1 and 2).

3. Adopt Resolution No. 2024-____: Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2024/2025 Assessments for Landscape Maintenance Assessment District No. 98-02 (Zone 1: Sorenson Ranch, Zone 2: Autumnwood, Zone 3: Mariposa Creek and Zone 4:

Wyatt Ranch).

4. Adopt Resolution No. 2024-____: Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2024/2025 Assessments for Landscape Maintenance Assessment District No. 03-01 (Stock Ranch Zones 1: Stock Ranch North, Zone 2: Stock Ranch South and Zone 3:

Mitchell Farms).

ITEM 13 Agenda Packet Page 118
Subject: Landscape Maintenance Assessment Districts 98-01, 98-02 & 03-01 – Levy of Assessments for Fiscal Year 24/25 Date: July 10, 2024

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) Assessment fund reserves programmed to balance the annual operating shortfall. (2) Balance transferred to Assessment Fund reserve.
(3) Assessment Fund reserves available to balance the annual operating shortfall.

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) Assessment fund reserves programmed to balance the annual operating shortfall. (2) Assessment Fund reserves available to balance the annual operating shortfall.

ITEM 13 Agenda Packet Page 119
Subject: Landscape Maintenance Assessment Districts 98-01, 98-02 & 03-01 – Levy of Assessments for Fiscal Year 24/25 Date: July 10, 2024

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) Balance to appropriate fund reserves per Engineer’s Report. (2) Assessment fund reserves programmed to balance the annual operating shortfall (3) Assessment Fund reserves available to balance the annual operating shortfall.

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) Balance to appropriate fund reserves per Engineer’s report. (2) Assessment Fund reserves available to balance the annual operating shortfall. (3) Balance transferred to Assessment Fund reserve.

ITEM 13 Agenda Packet Page 120
Subject: Landscape Maintenance Assessment Districts 98-01, 98-02 & 03-01 – Levy of Assessments for Fiscal Year 24/25 Date: July 10, 2024

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

Special Assessments Revenues $12,828.16 $9,224.38
Interest on Fund Balance $32.35 $0.00
Total Revenues $12,828.16 $9,224.38
EXPENDITURES:

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

Table No. 6
03-01, Zone 1 – Stock Ranch NORTH
Description FY 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 $0.00
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) Assessment fund reserves programmed to balance the annual operating shortfall (maintenance reserve). (2) Assessment Fund reserves available to balance the annual operating shortfall.

ITEM 13 Agenda Packet Page 121
Subject: Landscape Maintenance Assessment Districts 98-01, 98-02 & 03-01 – Levy of Assessments for Fiscal Year 24/25 Date: July 10, 2024

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) Fund Reserves programmed to balance the annual operating shortfall. (2) Assessment Fund reserves available to balance the annual operating shortfall.

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 $0.00
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
The City currently has four (4) landscape maintenance districts with several zones in some of the districts.

Assessment
District
Zone Creation
Date
Location
97-01 1 1997 “Bridgemont” subdivision off of Van Maren Lane 2 1997 “St. Andrews Court” subdivision off of Old Auburn Road ITEM 13 Agenda Packet Page 122
Subject: Landscape Maintenance Assessment Districts 98-01, 98-02 & 03-01 – Levy of Assessments for Fiscal Year 24/25 Date: July 10, 2024

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

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

On June 27, 2024, the City Council adopted Resolutions of Intention for each of the three LMADs approving the Engineer’s Report, declaring its intention to order the annual update for Fiscal Year 2024/2025, to levy and collect assessments for the City of Citrus Heights Landscape Maintenance Assessment Districts, and setting Wednesday, July 10, 2024 at 6:00 p.m. (or shortly thereafter) as the time and date for the public hearings.

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

The annual update and the levy of assessments for Fiscal Year 2024/2025 for the Landscape Maintenance Assessment Districts Nos. 98-01, 98-02 (Zones 1, 2, 3 and 4) and 03-01 (Zones 1, 2 and 3), proposed by the resolutions will fund the following: maintenance and servicing of landscaping, trees, and other vegetation, and related or appurtenant facilities, including weeding, fertilizing, pruning, and controlling fungus, disease and insect infestation; operation of irrigation and drainage systems including the provision of water and power, and maintenance of sound walls.

The Engineer’s Report summarizes maintenance efforts and recommends increasing assessments for Fiscal Year 2024/2025 by 3% (4% maximum allowed) for Districts 98-01; 98-02 Zones 1, 2, and 3; and 03-01 Zones 1 and 2. The recommended increases are to maintain current levels of service and sustain existing reserves in each of the respected zones.

For 98-02 Zone 4, (Wyatt Ranch) and District 03-01, Zone 3 (Mitchell Farms), the recommendation is to continue levying assessments at the same rate as FY 2023/2024. The ITEM 13 Agenda Packet Page 123
Subject: Landscape Maintenance Assessment Districts 98-01, 98-02 & 03-01 – Levy of Assessments for Fiscal Year 24/25 Date: July 10, 2024

assessment district diagrams and assessment rolls for these assessment districts are contained in the Engineer’s Reports.

Attachments

1. Resolution No. 2024-____: Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2024/2025 Assessments for Landscape Maintenance Assessment District No. 98-01 (Stock Village Units Nos. 1 and 2).

2. Resolution No. 2024-____: Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2024/2025 Assessments for Landscape Maintenance Assessment District No. 98-02 (Zone 1: Sorenson Ranch, Zone 2: Autumnwood, Zone 3: Mariposa Creek and Zone 4: Wyatt Ranch).

3. Resolution No. 2024-____: Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2024/2025 Assessments for Landscape Maintenance Assessment District No. 03-01 (Zone 1: Stock Ranch North, Zone 2: Stock Ranch South and Zone 3: Mitchell Farms).

4. Engineer’s Report
ITEM 13 Agenda Packet Page 124
RESOLUTION NO. 2024-___

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CITRUS

HEIGHTS, CALIFORNIA, TO CONFIRM THE DIAGRAM AND ASSESSMENT AND TO LEVY FISCAL YEAR 2024/2025 ASSESSMENTS FOR LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 98-01 (STOCK VILLAGE UNITS NOS. 1 AND 2) WHEREAS, on June 27, 2024, the City Council (Council) of the City of Citrus Heights (City) adopted its Resolution No. 2024-051, initiating proceedings pursuant to the landscaping and Lighting Act of 1972, being California Streets and Highways Code Sections 22500 et seq. (Act), to levy and collect assessments for Fiscal Year 2024/2025 in the City of Citrus Heights Landscape Maintenance Assessment District No. 98-01 (Stock Village Units Nos. 1 and 2); WHEREAS, as directed by this Council, the City Engineer has prepared and filed with the City Clerk a report for Fiscal Year 2024/2025 (Engineer’s Report) in accordance with the Act; WHEREAS, on June 27, 2024, Council adopted its Resolution No. 2024-054, approving Engineer’s Report, and setting a public hearing date of July 10, 2024 at 6:00 p.m., at the Citrus Heights Council Chambers located at 6360 Fountain Square Drive, Citrus Heights, California 95621; WHEREAS, a notice of the public hearing was published in the form, time and manner required by law; and
WHEREAS, at the public hearing, the Council duly heard all interested persons desiring to be heard.

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

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

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

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

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

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

ITEM 13 Agenda Packet Page 125

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

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

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

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

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 10th day of July 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 13 Agenda Packet Page 126
RESOLUTION NO. 2024-___

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

CALIFORNIA, TO CONFIRM THE DIAGRAM AND ASSESSMENT AND TO LEVY FISCAL YEAR 2024/2025 ASSESSMENTS FOR LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 98-02 (ZONE 1: SORENSON RANCH,
ZONE 2: AUTUMNWOOD, ZONE 3: MARIPOSA CREEK and ZONE 4: WYATT RANCH) WHEREAS, on June 27, 2024, the City Council (Council) of the City of Citrus Heights (City) adopted its Resolution No. 2024-052, initiating proceedings pursuant to the Landscaping and Lighting Act of 1972, being California Streets and Highways Code Sections 22500 et seq. (Act), to levy and collect assessments for Fiscal Year 2024/2025 in the City of Citrus Heights Landscape Maintenance Assessment District No. 98-02 (Zone 1: Sorenson Ranch, Zone 2: Autumnwood, Zone 3: Mariposa Creek and Zone 4: Wyatt Ranch);
WHEREAS, as directed by this Council, the City Engineer has prepared and filed with the City Clerk a report for Fiscal Year 2024/2025 (Engineer’s Report) in accordance with the Act; WHEREAS, on June 27, 2024, the Council adopted its Resolution No. 2024-055, approving Engineer’s Report, and setting a public hearing date of July 10, 2024, at 6:00 p.m., at the Citrus Heights Council Chambers located at 6360 Fountain Square Drive, Citrus Heights, California 95621; WHEREAS, a notice of the public hearing was published in the form, time and manner required by law; and
WHEREAS, at the public hearing, the Council duly heard all interested persons desiring to be heard.

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

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

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

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

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

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

ITEM 13 Agenda Packet Page 127

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

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

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

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

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 10th day of July 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 13 Agenda Packet Page 128
RESOLUTION NO. 2024-___

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

CALIFORNIA, TO CONFIRM THE DIAGRAM AND ASSESSMENT AND TO LEVY FISCAL YEAR 2024/2025 ASSESSMENTS FOR LANDSCAPE
MAINTENANCE ASSESSMENT DISTRICT NO. 03-01
(ZONE 1: STOCK RANCH NORTH, ZONE 2: STOCK RANCH SOUTH
and ZONE 3: MITCHELL FARMS)
WHEREAS, on June 27, 2024, the City Council (Council) of the City of Citrus Heights (City) adopted its Resolution No. 2024-053, initiating proceedings pursuant to the Landscaping and Lighting Act of 1972, being California Streets and Highways Code Sections 22500 et seq. (Act), to levy and collect assessments for Fiscal Year 2024/2025 in the City of Citrus Heights Landscape Maintenance Assessment District No. 03-01 (Zone 1: Stock Ranch North, Zone 2: Stock Ranch South and Zone 3:

Mitchell Farms);
WHEREAS, as directed by this Council, the City Engineer has prepared and filed with the City Clerk a report for Fiscal Year 2024/2025 (Engineer’s Report) in accordance with the Act; WHEREAS, on June 27, 2024 the Council adopted its Resolution No. 2024-056, approving Engineer’s Report, and setting a public hearing date of July 10, 2024 at 6:00 p.m., at the Citrus Heights Council Chambers located at 6360 Fountain Square Drive, Citrus Heights, California 95621; WHEREAS, a notice of the public hearing was published in the form, time and manner required by law; and
WHEREAS, at the public hearing, the Council duly heard all interested persons desiring to be heard.

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

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

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

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

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

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

ITEM 13 Agenda Packet Page 129
Section 6. Directive to file Diagram and Assessment. This Council hereby directs the City Clerk to file a certified copy of the diagram and the assessment as confirmed with the Sacramento County Auditor.

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

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

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

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 10th day of July 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 13 Agenda Packet Page 130

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
July 10, 2024
ITEM 13 Agenda Packet Page 131
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: July 10, 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 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 13 Agenda Packet Page 132
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 13 Agenda Packet Page 133
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 13 Agenda Packet Page 134
4 ITEM 13 Agenda Packet Page 135
5 ITEM 13 Agenda Packet Page 136
6 ITEM 13 Agenda Packet Page 137
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 13 Agenda Packet Page 138
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 13 Agenda Packet Page 139
9 FIGURE 1.1
ITEM 13 Agenda Packet Page 140
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 13 Agenda Packet Page 141
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 $ (1,315.39) $ 3,331.80 $ - $ -

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 13 Agenda Packet Page 142
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
ASSESSMENT DISTRICT 98-01 for STOCK VILLAGE UNITS NO. 1 AND NO. 2 ITEM 13 Agenda Packet Page 143
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
ASSESSMENT DISTRICT 98-01 for STOCK VILLAGE UNITS NO. 1 AND NO. 2 Tax Assessor's Number
ITEM 13 Agenda Packet Page 144
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$
ASSESSMENT DISTRICT 98-01 for STOCK VILLAGE UNITS NO. 1 AND NO. 2 Tax Assessor's Number
ITEM 13 Agenda Packet Page 145
15 ASSESSMENT DISTRICT 98-02 – Zone 1 (Sorensen Ranch)

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

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

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

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

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

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

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

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

ITEM 13 Agenda Packet Page 146
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 13 Agenda Packet Page 147
17 FIGURE 2.1
ITEM 13 Agenda Packet Page 148
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 13 Agenda Packet Page 149
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 $ 6,334.60 $ 8,763.28 $ - $ -

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 13 Agenda Packet Page 150
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's Number Tax Assessor's Number
ITEM 13 Agenda Packet Page 151
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's Number Tax Assessor's Number
ITEM 13 Agenda Packet Page 152
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's Number Tax Assessor's Number
ITEM 13 Agenda Packet Page 153
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 Assessments is $ 24,255.72 Tax Assessor's Number Tax Assessor's Number
ITEM 13 Agenda Packet Page 154
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 13 Agenda Packet Page 155
25 DISTRICT FINANCING/METHOD OF ASSESSMENT
As a condition of approval, the developer of the single family Autumnwood subdivision was required to establish a funding source to provide for ongoing maintenance of the landscaping, irrigation, detention basins, pedestrian pathways, and masonry walls located within Lots A, B, C, E, and the frontage along 7106 Antelope Road. Funding for the LMAD 98-02, Zone 2 is from annual assessments levied on properties within the assessment boundary (Figure 3.1) pursuant to the Landscaping and Lighting Act of 1972. Because each of the single-family lots within the District was created as a result of compliance with this condition, each lot benefits in the same proportion. Therefore, the assessment costs are allocated on a per parcel basis for all Assessment Diagram parcels located in the Assessment District that could qualify as a buildable single-family parcel per the current City of Citrus Heights Zoning Ordinances. The original annual assessment adopted for District 98-02, Zone 2 upon formation in 2014 was $354.09 per parcel.

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

ANNUAL ASSESSMENT
In recent years continued increases in the costs of regular maintenance activities and utilities have resulted in LMAD 98-02, Zone 2’s operating reserves being depleted below the level needed to provide for unscheduled maintenance expenditures (i.e. soundwall repairs, oak tree trimming and irrigation/electrical system repairs). As a result, in FY 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 13 Agenda Packet Page 156
26 FIGURE 3.1

ITEM 13 Agenda Packet Page 157
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 13 Agenda Packet Page 158
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 $ (5,139.97) $ 1,347.60 $ - $ -

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 13 Agenda Packet Page 159
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 = $ 6,964.20
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 13 Agenda Packet Page 160
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 13 Agenda Packet Page 161
31 DISTRICT FINANCING/METHOD OF ASSESSMENT
As a condition of approval, the developer of the single family Mariposa Creek Subdivision was required to establish a funding source to provide for ongoing maintenance of the landscaping, irrigation, storm drain system, creek open space, pedestrian pathways, and masonry walls located within Lots A, B, and C. Funding for LMAD 98-02, Zone 3 will be from annual assessments levied on residential parcels within the zone’s assessment boundary (Figure 4.1), pursuant to the Landscaping and Lighting Act of 1972. Because each of the single-family lots within the zone was created as a result of compliance with this condition, each lot benefits in the same proportion.

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

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

ANNUAL ASSESSMENT
In recent years continued increases in the costs of regular maintenance activities and utilities have resulted in LMAD 98-02 Zone 3’s operating reserves being depleted below the level needed to provide for unscheduled maintenance expenditures (i.e. soundwall repairs and irrigation/electrical system repairs). As a result, in FY 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 13 Agenda Packet Page 162
32 FIGURE 4.1
ITEM 13 Agenda Packet Page 163
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 13 Agenda Packet Page 164
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 $ 2,117.89 $ (6,088.10) $ - $ -

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 13 Agenda Packet Page 165
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 13 Agenda Packet Page 166
36 ASSESSMENT DISTRICT 98-02 – Zone 4 (Wyatt Ranch Subdivision)

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

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

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

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

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

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

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

Therefore, the assessment costs are allocated on a per parcel basis for all assessment diagram parcels located in the Assessment District that qualified as a buildable single-family parcel per the current City of Citrus Heights Zoning Ordinances. The original annual assessment adopted for District 98-02, Zone 4 upon formation in 2018 was $401.06 per parcel.

ITEM 13 Agenda Packet Page 167
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 13 Agenda Packet Page 168
38 FIGURE 5.1
ITEM 13 Agenda Packet Page 169
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 13 Agenda Packet Page 170
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 i d (2) Assessments and estimated expenditures for FY 22/23 derived from estimate contained in original Engineer's Report dated November 14, 2019
ITEM 13 Agenda Packet Page 171
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 13 Agenda Packet Page 172
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 13 Agenda Packet Page 173
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 13 Agenda Packet Page 174
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 13 Agenda Packet Page 175
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 $ 2,232.81 $ 2,546.00
Utilities - Water $ 3,953.78 $ 2,758.00
Professional Services - including SRPD Maintenance $ 84,726.22 $ 82,750.00 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
$ (24,748.41) $ (22,697.20)
Transfer to/from Operating Reserve $ 24,748.41 $ 22,697.20 $ - $ -

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

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 $ 410,482.99 $ 387,785.79
**
$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 13 Agenda Packet Page 176
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 13 Agenda Packet Page 177
47 ASSESSMENT DISTRICT 03-01 - ZONE 2 Stock Ranch SOUTH

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

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

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

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

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

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

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

ANNUAL ASSESSMENT:

Initially LMAD 03-01 Zone 2, was fully funded by its assessments. However, in recent years continued increases in the costs of regular maintenance activities and utilities have resulted in the annual expenses exceeding the annual assessment revenue and operating reserves being depleted ITEM 13 Agenda Packet Page 178
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 13 Agenda Packet Page 179
49 FIGURE 7.1
ITEM 13 Agenda Packet Page 180
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 13 Agenda Packet Page 181
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) $ 454.40 $ 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) $ 21,534.28 $ 22,179.34 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 $ 263.33 $ 371.00
Utilities - Electric $ 4,377.18 $ 796.00
Utilities - Water $ 1,460.78 $ 2,546.00
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
$ 2,402.45 $ 1,604.34
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 $ 27,922.37 $ 29,526.71
**
$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 13 Agenda Packet Page 182
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 13 Agenda Packet Page 183
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 13 Agenda Packet Page 184
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 13 Agenda Packet Page 185
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 13 Agenda Packet Page 186
56 FIGURE 8.1
ITEM 13 Agenda Packet Page 187
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 13 Agenda Packet Page 188
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 13 Agenda Packet Page 189
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 13 Agenda Packet Page 190
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 13 Agenda Packet Page 191
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 13 Agenda Packet Page 192

CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM
DATE: July 10, 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
Levy of Fiscal Year 24/25 Annual Assessments
Summary and Recommendation
On June 27, 2024, the City Council took the first steps toward the proposed annual update for Fiscal Year 24/25 for the Citrus Heights Lighting District (CHLD). At that time, the City Council adopted a Resolution of Intention to update the CHLD and called for a public hearing on July 10, 2024. Subsequently, the City Clerk published the required notice.

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

Staff recommends the City Council:

1. Convene a public hearing for the District regarding the proposed annual assessment for Fiscal Year 24/25; and

2. Adopt Resolution No. 2024-____ A Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 24/25 Assessments for the Citrus Heights Lighting Assessment 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 14 Agenda Packet Page 193
Subject: Citrus Heights Lighting District – Levy Assessments for Fiscal Year 24/25 Date: July 10, 2024