Agenda packet, regular meeting, third session — Citrus Heights City Council Meetings, July 9, 2025 (part 1 of 2)

**** AMENDED AGENDA ****

CITY OF CITRUS HEIGHTS

CITY COUNCIL
Special and Regular Meetings of Wednesday, July 9, 2025 City Hall Council Chambers 6360 Fountain Square Drive, Citrus Heights, CA 5:00 PM SPECIAL MEETING
6:00 PM REGULAR MEETING
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 9, 2025 City Council AMENDED Agenda Packet
07-09-25 SPECIAL AND REGULAR COUNCIL AMENDED AGENDA
PACKET.PDF
ITEM 11 Attachment No. 2 - Draft Response To Grand Jury Report ITEM 11, ATTACHMENT NO. 2 - CITRUS HEIGHTS GRAND JURY RESPONSE LETTER.PDF

CALL SPECIAL MEETING TO ORDER

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

PUBLIC COMMENT

CLOSED SESSION

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

REPORT OUT OF CLOSED SESSION

ADJOURNMENT

CALL REGULAR MEETING TO ORDER

1. Flag Salute

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

3. Video Statement

APPROVAL OF AGENDA

PRESENTATIONS

4. Proclamation Of The City Of Citrus Heights Proclaiming July 2025 As “Park And Recreation Month”
4b. Presentation By American Legion Post 637 - Citrus Heights

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.

5. SUBJECT: Approval Of Minutes
RECOMMENDATION: Approve the Minutes of the Meeting of June 25, 2025

6. SUBJECT: Review The Sacramento Stormwater Quality Partnership Program And Authorize Fiscal Year 2025/2026 Expenditures
STAFF REPORT: R. Cave / L. Blomquist / D. Kehrer
RECOMMENDATION: Adopt Resolution No. 2025 - ___ A Resolution of the City Council of the City of Citrus Heights, California, Authorizing the City Manager or Designee to Expend Stormwater Funds for the City of Citrus Heights ’ Shared Cost of Joint Implemented Municipal Separate Storm Sewer System Requirements with the Sacramento Stormwater Quality Partnership

PUBLIC HEARINGS

7. SUBJECT: Landscape Maintenance Assessment District 97 -01 (Zones 1, 2, 3 & 4) – Levy Of Fiscal Year 2025/2026 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 2025/2026; and
b. Adopt Resolution No. 2025 - ___ A Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2025/2026 Assessments for Landscape Maintenance Assessment District No. 97 - 01 (Zones 1, 2, 3 & 4)

8. SUBJECT: Landscape Maintenance Assessment Districts 98 -01, 98-02 And 03-01 – Levy Of Fiscal Year 2025/2026 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 2025/2026; and
b. Adopt Resolution No. 2025 - ___ A Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2025/2026 Assessments for Landscape Maintenance Assessment District No. 98 - 01 (Stock Village Units Nos. 1 and 2) c. Adopt Resolution No. 2025 - ___ A Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2025/2026 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. 2025 - ___ A Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2025/2026 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)

9. SUBJECT: Citrus Heights Lighting Assessment District – Levy Of Fiscal Year 2025/2026 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 2025/2026; and
b. Adopt Resolution No. 2025 - ___ A Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2025/2026 Assessments for the Citrus Heights Lighting Assessment District

10. 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. 2025 - ___ A Resolution of the City Council of Citrus Heights, California, Confirming a Report of Delinquent Solid Waste Charges and Ordering Collection of Delinquencies on the Property Tax Roll

REGULAR CALENDAR

11. SUBJECT: Approval To Submit A Letter Response To The Sacramento Grand Jury Report – No Equal Justice For Victims Of Elder Financial Abuse STAFF REPORT: R. Jones / A. Van
RECOMMENDATION: Staff is requesting the City Council ’s feedback and approval to transmit a response to the recent Sacramento Grand Jury report entitled No Equal Justice for Victims of Elder Financial Abuse.

DEPARTMENT REPORTS

CITY MANAGER ITEMS

ITEMS REQUESTED BY COUNCIL MEMBERS / FUTURE AGENDA ITEMS

ADJOURNMENT
Documents:

Documents:

**** AMENDED AGENDA ****

CITY OF CITRUS HEIGHTS

The City of Citrus Heights welcomes your interest and involvement in the City’s legislative process.

CALL SPECIAL MEETING TO ORDER

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

PUBLIC COMMENT

CLOSED SESSION

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

REPORT OUT OF CLOSED SESSION

ADJOURNMENT

CALL REGULAR MEETING TO ORDER

1. Flag Salute

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

3. Video Statement

APPROVAL OF AGENDA

PRESENTATIONS

4. Proclamation Of The City Of Citrus Heights Proclaiming July 2025 As “Park And Recreation Month”
4b. Presentation By American Legion Post 637 - Citrus Heights

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.

5. SUBJECT: Approval Of Minutes
RECOMMENDATION: Approve the Minutes of the Meeting of June 25, 2025

PUBLIC HEARINGS

REGULAR CALENDAR

DEPARTMENT REPORTS

CITY MANAGER ITEMS

ITEMS REQUESTED BY COUNCIL MEMBERS / FUTURE AGENDA ITEMS

ADJOURNMENT
Documents:

Documents:

**** AMENDED AGENDA ****

CITY OF CITRUS HEIGHTS

The City of Citrus Heights welcomes your interest and involvement in the City’s legislative process.

CALL SPECIAL MEETING TO ORDER

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

PUBLIC COMMENT

CLOSED SESSION

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

REPORT OUT OF CLOSED SESSION

ADJOURNMENT

CALL REGULAR MEETING TO ORDER

1. Flag Salute

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

3. Video Statement

APPROVAL OF AGENDA

PRESENTATIONS

4. Proclamation Of The City Of Citrus Heights Proclaiming July 2025 As “Park And Recreation Month”
4b. Presentation By American Legion Post 637 - Citrus Heights

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.

5. SUBJECT: Approval Of Minutes
RECOMMENDATION: Approve the Minutes of the Meeting of June 25, 2025

PUBLIC HEARINGS

REGULAR CALENDAR

DEPARTMENT REPORTS

CITY MANAGER ITEMS

ITEMS REQUESTED BY COUNCIL MEMBERS / FUTURE AGENDA ITEMS

ADJOURNMENT
Documents:

Documents:

**** AMENDED AGENDA ****

CITY OF CITRUS HEIGHTS

The City of Citrus Heights welcomes your interest and involvement in the City’s legislative process.

CALL SPECIAL MEETING TO ORDER

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

PUBLIC COMMENT

CLOSED SESSION

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

REPORT OUT OF CLOSED SESSION

ADJOURNMENT

CALL REGULAR MEETING TO ORDER

1. Flag Salute

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

3. Video Statement

APPROVAL OF AGENDA

PRESENTATIONS

4. Proclamation Of The City Of Citrus Heights Proclaiming July 2025 As “Park And Recreation Month”
4b. Presentation By American Legion Post 637 - Citrus Heights

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.

5. SUBJECT: Approval Of Minutes
RECOMMENDATION: Approve the Minutes of the Meeting of June 25, 2025

PUBLIC HEARINGS

REGULAR CALENDAR

DEPARTMENT REPORTS

CITY MANAGER ITEMS

ITEMS REQUESTED BY COUNCIL MEMBERS / FUTURE AGENDA ITEMS

ADJOURNMENT
Documents:

Documents:

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

Dr. Jayna Karpinski-Costa , Mayor
MariJane Lopez-Taff, Vice Mayor
Porsche Middleton, Council Member
Kelsey Nelson, Council Member
Tim Schaefer, Council Member
**** AMENDED AGENDA ****

CITY OF CITRUS HEIGHTS

CITY COUNCIL
Special and Regular Meetings of Wednesday, July 9, 2025 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 3, 2025
_______________________
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 9, 2025

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SPECIAL CITY COUNCIL MEETING
5:00 PM

CALL SPECIAL MEETING TO ORDER

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

PUBLIC COMMENT

CLOSED SESSION

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

REPORT OUT OF CLOSED SESSION

ADJOURNMENT

CALL REGULAR MEETING TO ORDER

1. Flag Salute

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

3. Video Statement

APPROVAL OF AGENDA

PRESENTATIONS

4. Proclamation of the City of Citrus Heights Proclaiming July 2025 as “Park and Recreation Month”

4b. Presentation by American Legion Post 637 – Citrus Heights

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

REGULAR CITY COUNCIL MEETING
6:00 PM
Agenda Packet Page #2
Citrus Heights City Council Wednesday, July 9, 2025

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CONSENT CALENDAR (Estimated Start Time 6:40 p.m.)
It is recommended that all consent items be acted on simultaneously unless separate discussion and/or action are requested by a Council Member.

5. SUBJECT: Approval of Minutes
RECOMMENDATION: Approve the Minutes of the Meeting of June 25, 2025

6. SUBJECT: Review the Sacramento Stormwater Quality Partnership Program and Authorize Fiscal Year 2025/2026 Expenditures
STAFF REPORT: R. Cave / L. Blomquist / D. Kehrer
RECOMMENDATION: Adopt Resolution No. 2025-___ A Resolution of the City Council of the City of Citrus Heights, California, Authorizing the City Manager or Designee to Expend Stormwater Funds for the City of Citrus Heights’ Shared Cost of Joint Implemented Municipal Separate Storm Sewer System Requirements with the Sacramento Stormwater Quality Partnership

PUBLIC HEARING (Estimated Start Time 6:45 p.m.)

7. SUBJECT: Landscape Maintenance Assessment District 97-01 (Zones 1, 2, 3 & 4) – Levy of Fiscal Year 2025/2026 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 2025/2026; and

b. Adopt Resolution No. 2025-___ A Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2025/2026 Assessments for Landscape Maintenance Assessment District No. 97-01 (Zones 1, 2, 3 & 4)

8. SUBJECT: Landscape Maintenance Assessment Districts 98-01, 98-02 and 03-01 – Levy of Fiscal Year 2025/2026 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 2025/2026; and

c. Adopt Resolution No. 2025-___ A Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2025/2026 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)

Agenda Packet Page #3
Citrus Heights City Council Wednesday, July 9, 2025

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d. Adopt Resolution No. 2025-___ A Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2025/2026 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)

9. SUBJECT: Citrus Heights Lighting Assessment District – Levy of Fiscal Year 2025/2026 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 2025/2026; and

10. 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. 2025-___ A Resolution of the City Council of Citrus Heights, California, Confirming a Report of Delinquent Solid Waste Charges and Ordering Collection of Delinquencies on the Property Tax Roll

REGULAR CALENDAR (Estimated Start Time 7:20 p.m.)

11. SUBJECT: Approval to Submit a Letter Response to the Sacramento Grand Jury Report – No Equal Justice for Victims of Elder Financial Abuse
STAFF REPORT: R. Jones / A. Van
RECOMMENDATION: Staff is requesting the City Council’s feedback and approval to transmit a response to the recent Sacramento Grand Jury report entitled No Equal Justice for Victims of Elder Financial Abuse.

DEPARTMENT REPORTS

CITY MANAGER ITEMS

ITEMS REQUESTED BY COUNCIL MEMBERS / FUTURE AGENDA ITEMS

ADJOURNMENT
Agenda Packet Page #4
Printed on Recycled Paper

CITY OF CITRUS HEIGHTS

CITY COUNCIL

MINUTES
Regular Meeting of Wednesday, June 25, 2025
City Hall Council Chambers
6360 Fountain Square Dr., Citrus Heights, CA

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

1. The F
lag Salute was led by Council Member Schaefer.

2. Roll Ca
ll: Council Members present: Middleton, Nelson, Schaefer, Lopez-Taff, Karpinski-Costa Council Members absent: None
Staff Members present: Bermudez, Blomquist, Brown, Cave, Drexel, Feeney, Kempenaar, Poole, Van, Wells and department
directors.

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

APP

ROVAL OF AGENDA
AC
TION: On a motion by Council Member Schaefer, seconded by Council Member Nelson, the City Council approved the agenda.

AYES:

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

SENTATIONS

4. Pr
esentation by the Citrus Heights Police Department on the Illegal Fireworks Enforcement Plan Com
mander Wells provided a presentation outlining the Police Department’s strategy related to illegal fireworks. He stated that the goals are to protect the community and make sure everyone enjoys the holiday; however, he reported that July 3 and 4 are historically the busiest days of the year for the department. He reviewed recent amendments to the Citrus Heights Municipal Code associated with illegal fireworks, including increased fines, the ability to cite on a per device basis and modifications to the social host Ordinance. He discussed the community outreach efforts undertaken; how residents can report illegal fireworks online; and how Unmanned Aerial Systems (drones) will be utilized in locating illegal fireworks activity. City Council comments and questions followed.

PUBLI

C COMMENT
Kat
hy Morris, speaking as a resident and not on behalf of REACH (Residents’ Empowerment Association of Citrus Heights) or any neighborhood, addressed the City Council regarding Neighborhood Areas funding allocations. She requested the issue be reconsidered with transparency and with the neighborhoods and REACH involved in the discussions.

ITEM 5
Agenda Packet Page #5
Citrus Heights City Council Wednesday, June 25, 2025

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David B. Shelton reviewed recent updates to the Citrus Heights Municipal Code in Ordinance 2025-001 – Fireworks. He conveyed his opinion that residents should call Code Enforcement instead of reporting illegal fireworks on SeeClickFix.com because Code Enforcement is effective at gathering information, and going through that division may help avoid conflict between neighbors.

COMMENTS BY COUNCIL MEMBERS AND REGIONAL BOARD UPDATES

Council Member Middleton reported on attending a Sacramento Metropolitan Fire District/City Council 2x2 meeting on June 25 with the Vice Mayor, where members discussed fireworks, a reduction in homeless services calls, and replacement of aging infrastructure. She attended a Sacramento Metropolitan Cable Television Commission meeting where budget adjustments due to declining franchise revenue were discussed. She volunteered to sit on the Metro Cable Ad Hoc Committee dedicated to addressing budget priorities.

Mayor Karpinski-Costa praised Council Member Middleton for joining the Metro Cable subcommittee.

She commented on receiving notification of Sac Metro Fire’s fee increases, but it did not include a list of what the fees are. She inquired whether copies of the fee schedule could be obtained, and City Manager Feeney ensured that it will be distributed to the City Council.

Council Member Nelson reported on attending a Sacramento Transportation Authority meeting where members received a presentation on the Vehicle Miles Traveled (VMT) requirements under the California Environmental Quality Act (CEQA). She will meet with General Services Director Cave to further discuss the subject. She noted that she will miss the Stars and Stripes event due to travel, but wished everyone a happy 4
th of July.

Council Member Schaefer reported on attending an off-site Sacramento Area Council of Governments meeting which included a tour of Arden-Arcade. Members discussed the Arden-Arcade movement to incorporate and the road paving/resurfacing issues facing Sacramento County. They also toured the new Stay Safe temporary housing facility, which can accommodate 350 unhoused individuals. He participated in a Sunrise MarketPlace meeting where the members discussed having a local event, such as a business expo. He visited the remaining businesses at the Sunrise Mall and spoke with some of the business owners. He attended the Citrus Heights Chamber of Commerce luncheon and a SACOG Megaregion Working Group meeting. He commented briefly on the Neighborhood Area funding.

Vice Mayor Lopez-Taff’s report covered a longer period due to her absence from the June 11 City Council Meeting. She attended the City Scoop event on June 4 and a community closet event at Mariposa Elementary School, which was partially funded through a City grant. She attended the Metro Fire 2x2 meeting. She participated in a Citrus Heights Chamber Board meeting that included a tour of Republic Services’ organics transfer station.

Council Member Schaefer took a moment to recognize Communications Officer Brown on completing the Emergency Communications Academy.

Mayor Karpinski-Costa reported on hosting two Mondays with the Mayor. She noted that Council Member Schaefer will fill in for her on June 30. She attended a meeting of the Sacramento-Yolo Mosquito & Vector Control Board.

ITEM 5
Agenda Packet Page #6
Citrus Heights City Council Wednesday, June 25, 2025

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CONSENT CALENDAR

5. Pulled for a separate vote.

6. SUBJECT: On-Call Traffic Signal and Streetlight Maintenance Services Agreement, Project No. 25-01 – Award of Contract
STAFF REPORT: R. Cave / L. Blomquist / M. Poole
RECOMMENDATION: Adopt Resolution No. 2025-044, A Resolution of the City Council of the City of Citrus Heights, California, Authorizing the City Manager to Execute an Agreement with Bear Electrical Solutions, LLC, for the On-Call Traffic Signal and Streetlight Maintenance Services Agreement 2025-2028

7. SUBJECT: On-Call Sign Maintenance Services 2025-2030, Project No. 25-09 – Award of Contract
STAFF REPORT: R. Cave / M. Poole
RECOMMENDATION: Adopt Resolution No. 2025-045, A Resolution of the City Council of the City of Citrus Heights, California, Authorizing the City Manager to Execute an Agreement with McGuire Pacific Constructors for the On-Call Sign Maintenance Services contract 2025-2030

8. SUBJECT: Initiate Proceedings for Fiscal Year 2025/2026 Annual Update for Landscape Maintenance Assessment District 97-01 (Zones 1, 2, 3, & 4) STAFF REPORT: R. Cave / L. Blomquist
RECOMMENDATION: Staff recommends the City Council adopt the following resolutions in the order listed:

a. Resolution No. 2025-046 , 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); and

b. Resolution No. 2025-047, A Resolution of Intention of the City Council of the City of Citrus Heights, California, to Levy and Collect Assessments for Fiscal Year 2025/2026 for Landscape Maintenance Assessment District No. 97-01 (Zones 1, 2, 3, and 4).

9. SUBJECT: Initiate Proceedings for Fiscal Year 2025/2026 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 City Council adopt the following resolutions in the order listed:

a. Adopt Resolution No. 2025-048, 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; and

b. Adopt Resolution No. 2025-049, 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. 98-02, Zones 1, 2, 3 and 4; and

ITEM 5
Agenda Packet Page #7
Citrus Heights City Council Wednesday, June 25, 2025

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c. Adopt Resolution No. 2025-050, 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; and

d. Adopt Resolution No. 2025-051, A Resolution of Intention of the City Council of the City of Citrus Heights, California, to Levy and Collect Assessments for Fiscal Year 2025/2026 for Landscape Maintenance Assessment District No. 98-01; and

e. Adopt Resolution No. 2025-052, A Resolution of Intention of the City Council of the City of Citrus Heights, California, to Levy and Collect Assessments for Fiscal Year 2025/2026 for Landscape Maintenance Assessment District No. 98-02, Zones 1, 2, 3 and 4; and

f. Adopt Resolution No. 2025-053, A Resolution of Intention of the City Council of the City of Citrus Heights, California, to Levy and Collect Assessments for Fiscal Year 2025/2026 for Landscape Maintenance Assessment District No. 03-01, Zones 1, 2 and 3.

10. SUBJECT: Citrus Heights Lighting Assessment District – Initiate Proceedings for Fiscal Year 2025/2026 Annual Update
STAFF REPORT: R. Cave / L. Blomquist
RECOMMENDATION: Staff recommends the City Council adopt the following resolutions in the order listed:

a. Adopt Resolution No. 2025-054, 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; and

b. Adopt Resolution No. 2025-055, A Resolution of Intention of the City Council of the City of Citrus Heights, California, to Levy and Collect Assessments for Fiscal Year 2025/2026 for the Citrus Heights Lighting District.

11. SUBJECT: Arcade-Cripple Creek Trail – Mariposa Extension Award of Contract for Professional Services to Kimley-Horn and Associates, Inc. – General Services Project 23-01 STAFF REPORT: R. Cave / L. Blomquist / N. Deen
RECOMMENDATION: Adopt Resolution No. 2025-056, A Resolution of the City Council of the City of Citrus Heights, California, Authorizing the City Manager to Execute a Professional Services Agreement with Kimley-Horn and Associates, Inc. for the Arcade-Cripple Creek Trail – Mariposa Extension Project

12. SUBJECT: Capital Replacement Fund – Fleet Acquisitions STAFF REPORT: R. Cave / B. Panell
RECOMMENDATION: Adopt Resolution No. 2025-057, A Resolution of the City Council of the City of Citrus Heights, California, Authorizing the City Manager to Expend Capital Replacement Funds for Fleet Replacement Needs

Prior to action being taken, Vice Mayor Lopez-Taff pulled Item 5 for a separate vote. Mayor Karpinski- Costa asked questions on Item 11 and City Engineer Blomquist responded.

ITEM 5
Agenda Packet Page #8
Citrus Heights City Council Wednesday, June 25, 2025

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ACTION: On a motion by Council Member Schaefer, seconded by Council Member Nelson, the City Council adopted Consent Calendar Items 6, 7, 8, 9, 10, 11 and 12.

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

CONSENT CALENDAR ITEMS PULLED FOR SEPARATE VOTE

5. SUBJECT: Approval of Minutes
RECOMMENDATION: Approve the Minutes of the Meeting of June 11, 2025

ACTION: On a motion by Council Member Middleton, seconded by Council Member Nelson, the City Council adopted Consent Calendar Item 5, approval of the Minutes of the Meeting of June 11, 2025.

City Clerk Van conducted a Roll Call Vote.

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

CITY COUNCIL WORKSHOP

13. SUBJECT: Gateway Activation Project (GAP) Update and Direction STAFF REPORT: C. Kempenaar / R. Cave / L. Blomquist / A. Bermudez / M. Brown RECOMMENDATION: Staff recommends the City Council receive an update on the Gateway Activation Project and provide direction to begin the project’s environmental review and preliminary engineering.

Community Development Director Kempenaar provided a presentation on the project, which aims to look at trail connection and a gateway to the northeastern corner of Citrus Heights. He noted that the GAP presentation addresses one of the 2025 City Council Strategic Objectives. He provided an overview of the following:
• The project objectives of trail connectivity, roadway enhancements and leveraging partnerships • The project challenges, including right-of-way constraints and significant traffic along Old Auburn Road
• The existing traffic and travel characteristics

Staff provided roundabout and pedestrian hybrid beacon (signal) options for the Argo Drive Crossing and Wachtel/Oakwood Hills Circle. Options included combinations of roundabouts, signals and stop signs.

City Engineer Blomquist discussed the roadway intersections. Communications Officer Brown reviewed the community outreach on the project that has been conducted to date, as well as the community survey results. The public’s priorities include improving safety, trail connections and slowing traffic.

ITEM 5
Agenda Packet Page #9
Citrus Heights City Council Wednesday, June 25, 2025

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Staff recommended the following:
• Roundabout – Argo Drive
• Trail Crossing at Argo Drive
• Roundabout – Wachtel Way
• Roundabout – Oakwood Hills Circle

Public Comment

David B. Shelton, having been a Civil/Traffic Engineer, commented on what can cause confusion for drivers in roundabouts.

The City Council favored staff’s recommendation (3 Roundabouts) and directed staff to begin environmental review for the project.

Mayor Karpinski-Costa took a moment to recognize Luke, a Boy Scout in the audience from Troop 144 in Orangevale. Luke addressed the Council and discussed his project for earning the Communication Merit Badge.

Mayor Karpinski-Costa also recognized Director Cave for her responsive, prompt and thorough customer service and communication.

DEPARTMENT REPORTS

None.

CITY MANAGER ITEMS

City Manager Feeney provided a presentation. He attended the Police Department’s Oath of Office Ceremony on June 25. He reported on the Citrus Heights Police Department’s participation in the Law Enforcement Torch Run, which supports Special Olympics athletes and their families. He provided details on the Stars and Stripes Celebration and encouraged the community to attend.

ITEMS REQUESTED BY COUNCIL MEMBERS / FUTURE AGENDA ITEMS

None.

ADJOURNMENT

Mayor Karpinski-Costa adjourned the regular meeting at 7:33 p.m.

Respectfully submitted,

__________________________
Amy Van, City Clerk

ITEM 5
Agenda Packet Page #10
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CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM
DATE: July 9, 2025
TO: Mayor and City Council Members
Ashley J. Feeney, City Manager
FR
OM: Regina Cave, General Services Director
Leslie Blomquist, City Engineer
Daniel Kehrer, Senior Civil Engineer
SU
BJECT: Review the Sacramento Stormwater Quality Partnership Program and Authorize Fiscal Year 2025/2026 Expenditures
Summary and Recommendation
The Sacramento Stormwater Quality Partnership (SSQP) oversees and manages implementation of regional stormwater related activities including monitoring target pollutant programs, regional public outreach, regional commercial/industrial program, new development, and program management.

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

Sta
ff recommends the City Council adopt the following resolution:

1. Re
solution 2025-_______, 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.

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

Go
al: Maintain Public Infrastructure and Enhance All Modes of Transportation.

ITEM 6
Agenda Packet Page #11
Subject: Review the Sacramento Stormwater Quality Partnership Program and A uthorize FY 2025/2026 Expenditures
Date: July 9, 2025

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Fiscal Impact
The FY 2025/2026 Stormwater Utility Fund (Fund 209) budget includes funding in the amount of $74,842.00 for the proposed service agreement.

Background and Analysis
The City of Citrus Heights has a Municipal Separate Storm Sewer System (MS4) permit from the Regional Water Quality Control Board (RWQCB) and is one of seven agencies grouped together in Sacramento County. Citrus Heights shares the same requirements in the permit as all partnership agencies, though the requirements can be split into two basic categories - individual and joint compliance activities. The SSQP was established to coordinate the joint compliance activities.

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

The compliance activities provided by the SSQP include the following:

• Monitoring and Target Pollutant Program
Stormwater monitoring and regulatory support services, Delta Regional Monitoring Program, and technical expertise on stormwater policy and regulations. • Regional Public Outreach Program
General and community based outreach.
• Regional Commercial/Industrial Program and New Development Design manual and updates to be used for construction documents and post-construction water quality compliance.
• Program Management
Administer and manage the Partnership’s Regional Stormwater Quality Program to ensure continued compliance with the MS4 General Permit.

The total anticipated cost for participation in the partnership for FY 2025/2026 is $74,842.00 (City’s 5.9% share of total costs). A summary of the City’s FY 2025/2026 contributions is included as Exhibit A.

Attachments

1. Resolution No. 2025-____, a Resolution of the City Council of the City of Citrus Heights, California, authorizing the City Manager or designee to expend stormwater funds for the City of Citrus Heights’ shared cost of joint implemented Municipal Separate Storm Sewer System requirements with the Sacramento Stormwater Quality Partnership

2. Exhibit A – SSQP - Summary of Joint Permittee Costs, draft FY 2025/2026 Budget ITEM 6
Agenda Packet Page #12
Printed on Recycled Paper
RESOLUTION NO. 2025- ___

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

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

JOINT IMPLEMENTED MUNICIPAL SEPARATE STORM SEWER SYSTEM

REQUIREMENTS WITH THE SACRAMENTO STORMWATER QUALITY PARTNERSHIP

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

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

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

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

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

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

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

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

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

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

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

WHEREAS, the MOU includes the responsibility for the timely payment of all monetary obligations by each Permittee for joint activities; and ITEM 6
Agenda Packet Page #13

WHEREAS, the attached Sacramento Stormwater Quality Partnership Summary of Joint Permittee Costs Draft FY 2025/2026 Budget has been submitted as an estimate of costs related to joint implemented MS4 requirements.

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

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

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 9th day of July 2025 by the following vote, to wit:

AYES: Council Members:

NOES: Council Members:

ABSTAIN: Council Members:

ABSENT: Council Members:

Dr. Jayna Karpinski-Costa, Mayor

ATTEST:

Amy Van, City Clerk

Exhibit

A. Sacramento Stormwater Quality Partnership Summary of Joint Permittee Costs Draft FY 2025/2026 Budget

ITEM 6
Agenda Packet Page #14
Sacramento Stormwater Quality Partnership
Summary of Joint Permittee Costs
FY 2025/2026 BUDGETUpdated: June 11, 2025
County Citrus Hts Elk Grove Folsom Galt Rancho Sac
Program Element/Activity Lead Agency Consultant 38.4% 5.9% 10.9% 5.2% 1.7% 4.6% 33.3% Monitoring Program/Special Studies/TMDL
Monitoring & Regulatory Support
Services
City-Bryan LWA $ 600,000.00 230,400$ 35,400$ 65, 400$ 31, 200$ 10, 200$ 27, 600$ 199, 800$ Delta Regional Monitoring Program
(RMP)
County-Ken DRMP non-
profit
103,000.00$ 39,552$ 6,077$ 11,227$ 5,356$ 1,751$ 4,738$ 34,299$ Permit Reissance Legal Support City/County TBD 100,000.00$ 38, 400$ 5, 900$ 10, 900$ 5, 200$ 1, 700$ 4, 600$ 33, 300$ 803,000.00$
Target Pollutant Reduction
Pesticides: CASQA Pesticide
Reduction Project
County-Ken CASQA 40,000.00$ 15,360$ 2,360$ 4,360$ 2,080$ 680$ 1,840$ 13,320$ 40,000.00$
Public Outreach
General Outreach:

Brochure printing/development County/City 15,000.00$ 5, 760$ 885$ 1, 635$ 780$ 255$ 690$ 4, 995$ Outreach supplies City 15,000.00$ 5, 760$ 885$ 1, 635$ 780$ 255$ 690$ 4, 995$ Stormwater Outreach/Media
Placement
City Yes, 20% for
IPM only
$ 120,000.00 46,080$ 7,080$ 13, 080$ 6, 240$ 2, 040$ 5, 520$ 39, 960$ Subtotal: General Public Outreach 150,000.00$
IPM:

Professional Landscaping Outreach County-Jeanette 50,000.00$ 19, 200$ 2, 950$ 5, 450$ 2, 600$ 850$ 2, 300$ 16, 650$ IPM consultant (OWOW) City Plant Harmony Yes, 20% 50,000.00$ 19, 200$ 2, 950$ 5, 450$ 2, 600$ 850$ 2, 300$ 16, 650$ CASQA OWOW Subscription Cost +
Fact Sheet
City/County 10,500.00$ 4,032$ 620$ 1,145$ 546$ 179$ 483$ 3,497$ Subtotal: IPM 110,500.00$
School Education:

Splash in the Class - Classroom
Presentations
City 60,000.00$ 23,040$ 3,540$ 6,540$ 3,120$ 1,020$ 2,760$ 19,980$ Subtotal: School 60,000.00$
320,500.00$
Construction
Pre-Rainy Season Training Rancho Cordova/Elk Grove 20,000.00$ 7, 680$ 1, 180$ 2, 180$ 1, 040$ 340$ 920$ 6, 660$ 20,000.00$
Program Management
CASQA Joint Membership County-Ken 40,000.00$ 15, 360$ 2, 360$ 4, 360$ 2, 080$ 680$ 1, 840$ 13, 320$ Program contingency including
outreach
County/City 45,000.00$ 17,280$ 2,655$ 4,905$ 2,340$ 765$ 2,070$ 14,985$ 85,000.00$
TOTAL = 1,268,500.00$ 487,104$ 74,842$ 138,267$ 65,962$ 21,565$ 58,351$ 422,411$ Notes:
1 Cost share based on 2012 Permittee MOU cost share allocations. 2 SacSewer provides 20% of funding for all public outreach contracts for costs related to integrated pest mangement outreach through an MOU with the City of Sacramento.

Cost-Share with
SacSewer2 FY26 Budget
FY26 Permittee Budget1
Program Management Subtotal =
Monitoring and TMDL Subtotal =
Target Pollutant Subtotal =
Public Outreach Subtotal =
Construction Subtotal =
FY26 Budget_Version 2025.06 1 of 1 6/11/2025
ITEM 6
Agenda Packet Page #15

CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM
DATE: July 9, 2025
TO: Mayor and City Council Members
Ashley J. Feeney, City Manager
FR
OM: Regina Cave, General Services Director
Leslie Blomquist, City Engineer
SU
BJECT: Landscape Maintenance Assessment District 97-01 (Zones 1, 2, 3 & 4) Levy of Fiscal Year 2025/2026 Assessments
Summary and Recommendation
On June 25, 2025, City Council took the first steps toward the proposed annual update for Fiscal Year 2025/2026 for the Landscape Maintenance Assessment District (LMAD) 97-01 (Zones 1, 2, 3, and 4). At that time, Council adopted a Resolution of Intention to update the district and called for a public hearing on July 9, 2025. Subsequently, the City Clerk published the required notice.

Th
e City Council’s intent at that meeting was to maintain the assessments for Zones 1, 3 & 4 at the same level as the prior year and to increase the assessments for Zone 2 by 2% over Fiscal Year 2024/2025.

St
aff recommends the City Council:

1. Conve
ne the public hearing for the district regarding the proposed annual assessment for Fiscal Year 2025/2026; and

2. Adopt Resolution No. 2025-____: A Resolution of the City Council of the City of Citrus Heights, California, to confirm the diagram and assessment and to levy Fiscal Year 2025/2026 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 7
Agenda Packet Page #16
Subject: Landscape Maintenance Assessment District 97-01 – Levy of Assessments for Fiscal Year 25/26 Date: July 9, 2025

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Table No. 1
97-01, Zone 1 (Bridgemont)
Description FY 24/25 Actual* FY 25/26 Proposed
REVENUE:

Special Assessments Revenues $10,115.15 $10,523.20
Interest on Fund Balance (1) $890.21 $0.00
Total Revenues $11,005.36 $10,523.20

EXPENDITURES:

Total Expenditures $9,273.00 $10,559.00

Annual Operating Balance $1,732.36 (2) -$35.80 (3)
(1) Interest earnings estimated; will reflect actuals in Annual Comprehensive Financial 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 24/25 Actual* FY 25/26 Proposed
REVENUE:

Special Assessments Revenues $13,006.18 $13,431.60
Interest on Fund Balance (1) $1,235.31 $0.00
Total Revenues $14,241.49 $13,431.60

EXPENDITURES:

Total Expenditures $21,973.62 $12,600.00

Annual Operating Balance (2) -$7,732.13(2) $831.60
(1) Interest earnings estimated; will reflect actuals in Annual Comprehensive Financial Report. (2) Assessment Fund reserves available to balance the annual operating shortfall.

Historically, Zone 3 has had adequate funding to cover the annual expenditures. However, beginning in FY 19/20, Zone 3 began operating under a shortfall with insufficient revenues to offset these costs. For FY 24/25, Zone 3 had a projected shortfall of $6,266.44. Staff’s recommendation was to utilize Gas Tax revenues (Fund 205) to cover this shortfall. For FY 25/26, the fund shortfall is expected to be approximately $5,149.60. While these numbers represent a decrease in comparison to the prior year’s shortfall, it will be necessary to seek additional revenue through assessment increases. These efforts are expected to be initiated in FY 2025/2026 following completion of the City’s cost allocation update.

ITEM 7
Agenda Packet Page #17
Subject: Landscape Maintenance Assessment District 97-01 – Levy of Assessments for Fiscal Year 25/26 Date: July 9, 2025

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Table No. 3
97-01, Zone 3 (Verner Glen)
Description FY 24/25 Actual* FY 25/26 Proposed
REVENUE:

Special Assessments Revenues $6,348.38 $6,550.40
Interest on Fund Balance $0 $0
Total Revenues $6,348.38 $6,550.40

EXPENDITURES:

Total Expenditures $12,614.82 $11,700.00

Annual Operating Shortfall (1) -$6,266.44 -$5,149.60
(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 24/25, Zone 4 had a projected shortfall of $12,996.76. Staff’s recommendation was to utilize Gas Tax revenues (Fund 205) to cover this shortfall. For FY 25/26, the fund shortfall is expected to be $10,582.50.

Table No. 4
97-01, Zone 4 (Creekridge)
Description FY 24/25 Actual* FY 25/26 Proposed
REVENUE:

Special Assessments Revenues $4,556.26 $4,717.50
Interest on Fund Balance $0 $0
Total Revenues $4,556.26 $4,717.50

EXPENDITURES:

Total Expenditures $17,553.02 $15,300.00

Annual Operating Shortfall (1) -$12,996.76 -$10,582.50
(1) Gas Tax (Fund 205) revenue recommended to balance the annual operating shortfall.

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

However, continually increasing utility rates and monthly maintenance costs as well as updated methods for allocation of the City’s overhead costs have all contributed to the increasing shortfall in Zones 3 and 4. The underlying problem is that the assessment rates (outlined in ITEM 7
Agenda Packet Page #18
Subject: Landscape Maintenance Assessment District 97-01 – Levy of Assessments for Fiscal Year 25/26 Date: July 9, 2025

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Fiscal Impact, above) have remained largely unchanged since 1996 when Proposition 218, which requires a vote of those assessed to approve an increase, was passed by the California voters.

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

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

Background and Analysis
The 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; LMADs 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 2025/2026 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 2024/2025 as this zone does not allow for annual increases.

Maintenance expenditures for Zone 2 exceeded annual assessment revenues in FY 24/25, however there are adequate available reserves to offset its current operating costs. As ITEM 7
Agenda Packet Page #19
Subject: Landscape Maintenance Assessment District 97-01 – Levy of Assessments for Fiscal Year 25/26 Date: July 9, 2025

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expenditures for this zone continue to increase, and as permitted by this zone, the Engineer’s Report proposes a 2% cost of living increase in the annual assessment to be levied on each parcel in Zone 2 in Fiscal Year 2025/2026 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 $ - 2024/2025 $6,348.38 $12,614.82 $ - Total Estimated Subsidy to Zone 3** $71,860.90
*Increased assessments and expenditures attributed to approved sound wall construction project. **Maintenance only; does not account for city’s contribution towards sound wall.

ITEM 7
Agenda Packet Page #20
Subject: Landscape Maintenance Assessment District 97-01 – Levy of Assessments for Fiscal Year 25/26 Date: July 9, 2025

Page 6 of 7 ends

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

In 1998/1999 shortly after incorporation and when Zones 3 and 4 were one single zone. The City attempted twice more after the zones were separated, in 2005 and again in 2009, however, the owners of properties within Zone 4 voted against a proposed increase in the annual assessment. In 2010, in an effort to reduce future subsidies, the City incorporated a xeriscaping (low-water and maintenance) plan to eliminate some of the more labor intensive and water consuming landscape features, such as turf, and reduced the level of service on the remaining landscaping to a minimum. There had been significant reductions in maintenance and utility costs, but the expenditures still exceeded the existing revenues for this zone. This shortfall was subsidized by the City’s General Fund. In an effort to further minimize costs, the City reduced the frequency of maintenance as a pilot project (i.e., every 6 or 8 weeks instead of monthly).

However, after numerous complaints from the public of its poor appearance, a higher level of maintenance was reinstated during the FY 2011/2012 year, and Zone 4 continues to see a projected shortfall for FY 2025/2026. 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) 2024/2025 $4,556.26 $17,553.02 $(12,996.76)
Total Estimated Subsidy to Zone 4 $161,793.96
* 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 ITEM 7
Agenda Packet Page #21
Subject: Landscape Maintenance Assessment District 97-01 – Levy of Assessments for Fiscal Year 25/26 Date: July 9, 2025

Page 7 of 7 ends

Council in order to initiate the update of the LMADs. Subsequent approval of the assessments to be levied and collected will be for the purpose of meeting operating expenses and purchasing supplies, equipment, or materials necessary to maintain landscape facilities for the districts.

On June 25, 2025, 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 2025/2026 to levy and collect assessments for the City of Citrus Heights Landscape Maintenance Assessment District; and setting Wednesday, July 9, 2025 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 2024/2025. The Engineer’s Report does recommend increasing the assessment for Fiscal Year 2025/2026 by 2% 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. 2025-____: A Resolution of the City Council of the City of Citrus Heights, California, to confirm the diagram and assessment and to levy Fiscal Year 2025/2026 assessments for Landscape Maintenance Assessment District No. 97-01 (Zones 1, 2, 3 & 4).
2) Engineer’s Report
ITEM 7
Agenda Packet Page #22
RESOLUTION NO. 2025-___

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CITRUS

HEIGHTS, CALIFORNIA, TO CONFIRM THE DIAGRAM AND ASSESSMENT AND TO LEVY FISCAL YEAR 2025/2026 ASSESSMENTS FOR LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 97-01 (ZONES 1, 2, 3 & 4)

WHEREAS, on June 25, 2025 the City Council (Council) of the City of Citrus Heights (City) adopted its Resolution No. 2025-046, 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 2025/2026 in the City of Citrus Heights Landscape Maintenance Assessment District No. 97-01 (Zones 1, 2, 3 & 4); and

WHEREAS, as directed by this Council, the City Engineer has prepared and filed with the City Clerk a report for Fiscal Year 2025/2026 (Engineer’s Report) in accordance with the Act; and

WHEREAS, on June 2 5, 2025, Council adopted its Resolution No. 2025-047, approving Engineer’s Report, and setting a public hearing date of July 9, 2025, at 6:00 p.m., at the Citrus Heights Council Chambers located at 6360 Fountain Square Drive, Citrus Heights, California 95621; and

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 7
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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 9 th day of Ju1y 2025, by the following vote, to wit:

AYES: Council Members:

NOES: Council Members:

ABSENT: Council Members:

ABSTAIN: Council Members:

Dr. Jayna Karpinski- Costa, Mayor
ATTEST:

_________________________________
Amy Van, City Clerk

ITEM 7
Agenda Packet Page #24

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 2025/2026

Prepared by:

Leslie Blomquist
City Engineer
July 9, 2025

ITEM 7
Agenda Packet Page #25
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 2025/2026

The undersigned respectfully submits the enclosed report as directed by the City Council.

DATED: July 9, 2025

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 _________________, 2025.

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 ,2025.

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 __________________, 2025.

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

By ______________________________
ITEM 7
Agenda Packet Page #26
2 ENGINEER’S REPORT

LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT
NO. 97-01, Zones 1, 2, 3, & 4

LEVY of FISCAL YEAR 2025/2026 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 2025/2026 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 7
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3 ITEM 7
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4 ZONE 1

General:

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

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

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

District Financing/Method of Assessment:

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

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

Annual Assessment:

The annual costs for maintenance in Zone 1 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 2025/2026 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 7
Agenda Packet Page #29
5 The FY 2025/2026 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 7
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6 ITEM 7
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7 FIGURE 1.3

SUMMARY ANALYSIS
ASSESSMENT DISTRICT 97-01 - ZONE 1

280-75-290; County DL 0270

DESCRIPTION FY 24/25
ACTUAL**
FY 25/26

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 890.21$ -$
Special Assessments 10,115.15$ 10,523.20$
To
tal Revenue: 11,005.36$ 10,523.20$
EXPENDITURES:

Advertising & Mail -$ 400.00$
Professional Services -$ 159.00$
Contract - Landscape/Tree
Maintenance/Vegetation Clearing 3,828.00$ 10,000.00$ Cost Allocation (Overhead) 5,445.00$ -$
Total Expenditures: 9,273.00$ 10,559.00$
1,732.36$ (35.80)$
Transfer to/from Operating Reserve (1,732.36)$ 35.80$ -$ -$
OP

ERATING RESERVE
Beginning Fund Balance (July 1st) 41,058.00$ 42,790.36$ Operating Reserve Set-a-side -$ -$
Transfer from (to) Annual Operating Balance 1,732.36$ (35.80)$ Ending Operating Reserve Balance (June 30th) 42,790.36$ 42,754.56$ **
$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 7
Agenda Packet Page #32
8 FIGURE 1.4

ITEM 7
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9 ZONE 2

General:

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

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

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

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

District Financing/Method of Assessment:

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

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

Concurrent with the approval of the assessment increase in FY 2000/2001, the property owners also voted to include a cost of living adjustment provision for Zone 2. This provision allows for an increase in the annual assessment with the percent of increase over the previous annual assessment being less than or equal to the cost of living increase based on the Bay Area Consumer Price Index for all urban consumers. In FY 2023/2024, the City began to exercise the option to adjust the assessments to inflation.

ITEM 7
Agenda Packet Page #34
10 Annual Assessment:

An adjustment in the annual assessment per parcel is proposed for Fiscal Year 2025/2026.

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 2025/2026 assessments for District 97-01 Zone 2 are proposed to increase by 2% (less than the maximum allowable) to an amount of $163.80 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 2025/2026 Assessment Roll for Zone 2 is shown in Figure 2.4.

Zone 2 Boundary:

Area Description:

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

FIGURE 2.1

ITEM 7
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11 ITEM 7
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12 FIGURE 2.3

SUMMARY ANALYSIS
ASSESSMENT DISTRICT 97-02 – ZONE 2

281-75-291; County DL 0271

DESCRIPTION FY 24/25
ACTUAL**
FY 25/26

PROPOSED
BUDGET
ASSESSMENT RATES:

Rate Per Parcel 160.60$ 163.80$
Total Number of Parcels 82 82
Total Special Assessments 13,169.20$ 13,431.60$ REVENUE:

Interest on Fund Balance 1,235.31$ -$
Special Assessments 13,006.18$ 13,431.60$
Total Revenue: 14,241.49$ 13,431.60$
EXPENDITURES:

Advertising & Mail -$ 400.00$
Utilities 4,779.52$ 2,200.00$
Professional Services -$ 1,000.00$
Contract - Landscape/Tree Maintenance 6,348.00$ 9,000.00$ Contract - Construction, Repairs & Extra Work 5,340.10$ -$ Cost Allocation (Overhead) 5,506.00$ -$
Total Expenditures: 21,973.62$ 12,600.00$
(7,732.13)$ 831.60$
Transfer to/from Operating Reserve 7,732.13$ (831.60)$ -$ -$

OPERATING RESERVE
Beginning Fund Balance (July 1st) 64,731.00$ 70,184.15$ Operating Reserve Set-a-side -$ -$
Transfer from (to) Annual Operating Balance (7,732.13)$ 831.60$ Ending Operating Reserve Balance (June 30th) 56,998.87$ 71,015.75$ ** 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 7
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13 FIGURE 2.4

Assessment Assessment
224 0910 001 0000 163.80$ 224 0910 042 0000 163.80$ 224 0910 002 0000 163.80$ 224 0910 043 0000 163.80$ 224 0910 003 0000 163.80$ 224 0910 044 0000 163.80$ 224 0910 004 0000 163.80$ 224 0910 045 0000 163.80$ 224 0910 005 0000 163.80$ 224 0910 046 0000 163.80$ 224 0910 006 0000 163.80$ 224 0910 047 0000 163.80$ 224 0910 007 0000 163.80$ 224 0910 048 0000 163.80$ 224 0910 008 0000 163.80$ 224 0910 049 0000 163.80$ 224 0910 009 0000 163.80$ 224 0910 050 0000 163.80$ 224 0910 010 0000 163.80$ 224 0910 051 0000 163.80$ 224 0910 011 0000 163.80$ 224 0910 052 0000 163.80$ 224 0910 012 0000 163.80$ 224 0910 053 0000 163.80$ 224 0910 013 0000 163.80$ 224 0910 054 0000 163.80$ 224 0910 014 0000 163.80$ 224 0910 055 0000 163.80$ 224 0910 015 0000 163.80$ 224 0910 056 0000 163.80$ 224 0910 016 0000 163.80$ 224 0910 057 0000 163.80$ 224 0910 017 0000 163.80$ 224 0910 058 0000 163.80$ 224 0910 018 0000 163.80$ 224 0910 059 0000 163.80$ 224 0910 019 0000 163.80$ 224 0910 062 0000 163.80$ 224 0910 020 0000 163.80$ 224 0910 063 0000 163.80$ 224 0910 021 0000 163.80$ 224 0910 064 0000 163.80$ 224 0910 022 0000 163.80$ 224 0910 065 0000 163.80$ 224 0910 023 0000 163.80$ 224 0920 001 0000 163.80$ 224 0910 024 0000 163.80$ 224 0920 002 0000 163.80$ 224 0910 025 0000 163.80$ 224 0920 003 0000 163.80$ 224 0910 026 0000 163.80$ 224 0920 006 0000 163.80$ 224 0910 027 0000 163.80$ 224 0920 007 0000 163.80$ 224 0910 028 0000 163.80$ 224 0920 008 0000 163.80$ 224 0910 029 0000 163.80$ 224 0920 009 0000 163.80$ 224 0910 030 0000 163.80$ 224 0920 010 0000 163.80$ 224 0910 031 0000 163.80$ 224 0920 011 0000 163.80$ 224 0910 032 0000 163.80$ 224 0920 012 0000 163.80$ 224 0910 033 0000 163.80$ 224 0920 013 0000 163.80$ 224 0910 034 0000 163.80$ 224 0920 014 0000 163.80$ 224 0910 035 0000 163.80$ 224 0920 015 0000 163.80$ 224 0910 036 0000 163.80$ 224 0920 016 0000 163.80$ 224 0910 037 0000 163.80$ 224 0920 017 0000 163.80$ 224 0910 038 0000 163.80$ 224 0920 019 0000 163.80$ 224 0910 039 0000 163.80$ 224 0920 023 0000 163.80$ 224 0910 040 0000 163.80$ 224 0920 024 0000 163.80$ 224 0910 041 0000 163.80$ 224 0920 027 0000 163.80$ Subtotal = 6,715.80$ Subtotal = 6,715.80$
13,431.60$ 82 Parcels; Total Zone 2 Assessment is Assessment Number
AD 97-01 Zone 2 Assessment Roll
Assessment Number
ASSESSMENT DISTRICT 97-01 ZONE 2
ITEM 7
Agenda Packet Page #38
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 7
Agenda Packet Page #39
15 procedures by the City have resulted in a shortfall of approximately $6,266.44 for FY 2024/2025. With no current reserves, this shortfall was subsidized by Gas Tax funds. A shortfall of approximately $5,149.60 is anticipated for FY 2025/2026.

The Summary Analysis in Figure 3.3 shows details of the Fiscal Year 2025/2026 budget and assessments for Zone 3. The assessments for Zone 3 are proposed to remain the same as Fiscal Year 2024/2025 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 2025/2026 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 7
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16 ITEM 7
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17 FIGURE 3.3

SUMMARY ANALYSIS
ASSESSMENT DISTRICT 97-01 – ZONE 3

288-75-298; County DOL 0279

DESCRIPTION FY 24/25*
ACTUAL
FY 25/26

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 6,348.38$ 6,550.40$
Total Revenue: 6,348.38$ 6,550.40$
EXPENDITURES:

Advertising & Mail -$ 400.00$
Utilities 3,326.82$ 3,600.00$
Professional Services -$ -$
Contract - Landscape Maintenance & Extra Work 9,288.00$ 7,700.00$ Contract - Tree Maintenance -$ -$
Contract -Materials & Supplies -$ -$ Cost Allocation (Overhead) -$ -$
Total Expenditures: 12,614.82$ 11,700.00$
(6,266.44)$ (5,149.60)$
Transfer to/from Operating Reserve 6,266.44$ 5,149.60$ -$ -$

OPERATING RESERVE
Beginning Fund Balance (July 1st) -$ -$ Operating Reserve Set-a-side -$ -$ Transfer from (to) Annual Operating Balance (6,266.44)$ (5,149.60)$ Ending Operating Reserve Balance (June 30th) (6,266.44)$ (5,149.60)$ **
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 7
Agenda Packet Page #42
18 FIGURE 3.4

ITEM 7
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19 ZONE 4

General:

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

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

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

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

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

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

District Financing/Method of Assessment:

Because each of the single-family lots within the Zone was created as a result of compliance with this condition, each lot benefits in the same proportion. Therefore, the assessment costs are allocated on a per parcel basis for all parcels located within the assessment boundaries that ITEM 7
Agenda Packet Page #44
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 2025/2026 budget and assessments for Zone 4. The assessments for Zone 4 are proposed to remain the same as Fiscal Year 2024/2025, 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 $12,996.76 and again Gas Tax revenues are being budgeted to cover the shortfall. A shortfall of approximately $10,582.50 is anticipated for FY 2025/2026.

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

Zone 4 Boundary Description:

Area Description:

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

ITEM 7
Agenda Packet Page #45
21 FIGURE 4.1

ITEM 7
Agenda Packet Page #46
22 ITEM 7
Agenda Packet Page #47
23 FIGURE 4.3

ASSESSMENT DISTRICT 97-01 – ZONE 4

282-75-292; County DOL 0272

DESCRIPTION FY 24/25
ACTUAL**
FY 25/26

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$ REVE
NUE:

Interest on Fund Balance -$ -$
Special Assessments 4,556.26$ 4,717.50$
Total Revenues: 4,556.26$ 4,717.50$
EXPENDITURES:

Advertising -$ 400.00$
Utilities - Electric 921.50$ 600.00$
Utilities - Water 7,038.52$ 4,500.00$
Professional Services -$ -$
Contract - Landscape Maintenance 9,216.00$ 9,800.00$ Contract - Construction, Repairs & Extra Work 377.00$ -$ Contract - Materials & Supplies -$ -$ Cost Allocation (Overhead) -$ -$
Total Expenditures: 17,553.02$ 15,300.00$
(12,996.76)$ (10,582.50)$
Transfer to/from Operating Reserve 12,996.76$ 10,582.50$ -$ -$

OPERATING RESERVE
Beginning Fund Balance (July 1st) -$ -$ Operating Reserve Set-a-side -$ -$ Transfer from (to) Annual Operating Balance (12,996.76)$ (10,582.50)$ Ending Operating Reserve Balance (June 30th) (12,996.76)$ (10,582.50)$

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 7
Agenda Packet Page #48
24 FIGURE 4.4

ITEM 7
Agenda Packet Page #49
25 ITEM 7
Agenda Packet Page #50

CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM
DATE: July 9, 2025
TO: Mayor and City Council Members
Ashley J. Feeney, City Manager
FR
OM: Regina Cave, General Services Director
Leslie Blomquist, City Engineer
SU
BJECT: Landscape Maintenance Assessment Districts 98-01, 98-02 and 03-01 Levy of Fiscal Year 2025/2026 Assessments
Summary and Recommendation
On June 25, 2025, City Council took the first steps toward the proposed annual update for Fiscal Year 2025/2026 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 9, 2025. Subsequently, the City Clerk published the required notice.

St
aff recommends the City Council:

1. Conve
ne the public hearing for the district regarding the proposed annual assessment for Fiscal Year 2025/2026; and

2. Re
solution No. 2025-____: Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2025/2026 assessments for Landscape Maintenance Assessment District No. 98-01 (Stock Village Units Nos. 1 and 2).

3. Re
solution No. 2025-____: Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2025/2026 Assessments for Landscape Maintenance Assessment District No. 98-02 (Zone 1:

Sorenson Ranch, Zone 2: Autumnwood, Zone 3: Mariposa Creek and Zone 4: Wyatt Ranch).

4. Re
solution No. 2025-____: Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2025/2026 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 8
Agenda Packet Page #51
Subject: Landscape Maintenance Assessment Districts 98-01, 98-02 & 03-01 – Levy of Assessments for Fiscal Year 25/26 Date: July 9, 2025

Page 2 of 7 ends

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

Table No. 1
98-01 Stock Village
Description FY 24/25 Actual FY 25/26 Proposed
REVENUE:

Special Assessments Revenues $11,513.73 $11,855.62
Interest on Fund Balance (1) $2,880.27 $0.00
Total Revenues $14,394.00 $11,855.62

EXPENDITURES:

Total Expenditures $10,956.71 $12,811.00

Annual Operating Balance $3,437.29(2) -$955.38(3)
(1) Interest earnings estimated; will reflect actuals in Annual Comprehensive Financial Report. (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 24/25 Actual FY 25/26 Proposed
REVENUE:

Special Assessments Revenues $23,382.55 $24,739.68
Interest on Fund Balance (1) $1,379.03 $0.00
Total Revenues $24,240.52 $24,255.72

EXPENDITURES:

Total Expenditures $37,777.33 $21,600.00

Annual Operating Balance (2) -$13,015.75 $3,139.68(3)
(1) Interest earnings estimated; will reflect actuals in Annual Comprehensive Financial Report. (2) Assessment Fund reserves available to balance the annual operating shortfall. (3) Balance transferred to Assessment Fund reserve.

ITEM 8
Agenda Packet Page #52
Subject: Landscape Maintenance Assessment Districts 98-01, 98-02 & 03-01 – Levy of Assessments for Fiscal Year 25/26 Date: July 9, 2025

Page 3 of 7 ends

Table No. 3
98-02, Zone 2 - Autumnwood
Description FY 24/25 Actual FY 25/26 Proposed
REVENUE:

Special Assessments Revenues $17,541.80 $18,152.52
Interest on Fund Balance (1) $971.69 $0.00
Total Revenues $18,513.49 $18,152.52

EXPENDITURES:

Total Expenditures $20,314.61 $11,425.00

Annual Operating Balance -$5,042.04 (2) $6,727.52 (3)
(1) Interest earnings estimated; will reflect actuals in Annual Comprehensive Financial Report. (2) Assessment Fund reserves available to balance the annual operating shortfall. (3) Balance transferred to Assessment Fund reserve.

Table No. 4
98-02, Zone 3 – Mariposa Creek
Description FY 24/25 Actual FY 25/26 Proposed
REVENUE:

Special Assessments Revenues $12,306.25 $12,594.00
Interest on Fund Balance (1) $749.97 $0.00
Total Revenues $13,056.22 $12,594.00

EXPENDITURES:

Total Expenditures $17,034.43 $6,925.00

Annual Operating Balance -$3,978.21(2) $5669.00(3)
(1) Interest earnings estimated; will reflect actuals in Annual Comprehensive Financial Report. (2) Assessment Fund reserves available to balance the annual operating shortfall. (3) Balance transferred to Assessment Fund reserve.

ITEM 8
Agenda Packet Page #53
Subject: Landscape Maintenance Assessment Districts 98-01, 98-02 & 03-01 – Levy of Assessments for Fiscal Year 25/26 Date: July 9, 2025

Page 4 of 7 ends

Table No. 5
98-02, Zone 4 – Wyatt Ranch
Description FY 24/25 Actual FY 25/26 Proposed
REVENUE:

Special Assessments Revenues $11,184.11 $9,408.84
Interest on Fund Balance (1) $317.59 $0
Total Revenues $11,501.70 $9,408.84

EXPENDITURES:

Total Expenditures $0.00 $3,725.00

Annual Operating Balance (2) $11,501.70 $5,683.84
(1) Interest earnings estimated; will reflect actuals in Annual Comprehensive Financial Report. (2) Balance transferred to Assessment Fund reserve.

Table No. 6
03-01, Zone 1 – Stock Ranch NORTH
Description FY 24/25 Actual FY 25/26 Proposed
REVENUE:

Special Assessments Revenues $98,724.82 $98,861.70
Interest on Fund Balance (1) $17,513.58 $0
Total Revenues $116,238.40 $98,861.70

EXPENDITURES:

Total Expenditures $123,143.86 $127,500.00

Annual Operating Balance (2) -$6,905.46 -$28,638.30
(1) Interest earnings estimated; will reflect actuals in Annual Comprehensive Financial Report. (2) Assessment Fund reserves available to balance the annual operating shortfall.

ITEM 8
Agenda Packet Page #54
Subject: Landscape Maintenance Assessment Districts 98-01, 98-02 & 03-01 – Levy of Assessments for Fiscal Year 25/26 Date: July 9, 2025

Page 5 of 7 ends

Table No. 7
03-01, Zone 2 – Stock Ranch SOUTH
Description FY 24/25 Actual FY 25/26 Proposed
REVENUE:

Special Assessments Revenues $21,190.98 $22,621.38
Interest on Fund Balance (1) $805.50 $0.00
Total Revenues $21,996.48 $22,621.38

EXPENDITURES:

Total Expenditures $9,726.50 $17,103.00

Annual Operating Balance (2) $11,464.48 $5,518.38
(1) Interest earnings estimated; will reflect actuals in Annual Comprehensive Financial Report. (2) Balance transferred to Assessment Fund reserve.

Table No. 8
03-01, Zone 3 – Mitchell Farms
Description FY 24/25 Actual FY 25/26 Proposed
REVENUE:

Special Assessments Revenues $91,145.87 $93,339.24
Interest on Fund Balance (1) $5,980.56 $0.00
Total Revenues $97,126.43 $93,339.24

EXPENDITURES:

Total Expenditures $0.00 $46,865.00

Annual Operating Balance (2) $97,126.43 $46,474.24
(1) Interest earnings estimated; will reflect actuals in Annual Comprehensive Financial Report. (2) Balance transferred to Assessment Fund reserve.

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

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

ITEM 8
Agenda Packet Page #55
Subject: Landscape Maintenance Assessment Districts 98-01, 98-02 & 03-01 – Levy of Assessments for Fiscal Year 25/26 Date: July 9, 2025

Page 6 of 7 ends

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 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 25, 2025, 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 2025/2026, to levy and collect assessments for the City of Citrus Heights Landscape Maintenance Assessment Districts, and setting Wednesday, July 9, 2025 at 6:00 p.m. (or shortly thereafter) as the time and date for the public hearings.

The annual update and the levy of assessments for Fiscal Year 2025/2026 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 2025/2026 by 2% (4% maximum allowed) for Districts 98-01; 98-02 Zones 1, 2, 3 and 4; and 03-01 Zones 1, 2 and 3. The recommended increases are to maintain current levels of services, sustain existing reserves in each of the respected zones and ensure sufficient reserve for the two zones (98-02 Zone 4, and 03-01 Zone 3) prior to the City and/or Sunrise Recreation ITEM 8
Agenda Packet Page #56
Subject: Landscape Maintenance Assessment Districts 98-01, 98-02 & 03-01 – Levy of Assessments for Fiscal Year 25/26 Date: July 9, 2025

Page 7 of 7 ends

and Park District assuming maintenance responsibility of the Zones. The assessment district diagrams and assessment rolls for these assessment districts are contained in the Engineer’s Reports.

Attachments

1. Resolution No. 2025-____: Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2025/2026 Assessments for Landscape Maintenance Assessment District No. 98-01 (Stock Village Units Nos. 1 and 2).

2. Resolution No. 2025-____: Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2025/2026 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. 2025-____: Resolution of the City Council of the City of Citrus Heights, California, to Confirm the Diagram and Assessment and to Levy Fiscal Year 2025/2026 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 8
Agenda Packet Page #57

RESOLUTION NO. 2025-___

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CITRUS

HEIGHTS, CALIFORNIA, TO CONFIRM THE DIAGRAM AND ASSESSMENT AND TO LEVY FISCAL YEAR 2025/2026 ASSESSMENTS FOR LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 98-01 (STOCK VILLAGE UNITS NOS. 1 AND 2)

WHEREAS, on June 25, 2025, the City Council (Council) of the City of Citrus Heights (City) adopted its Resolution No. 2025-048, 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 2025/2026 in the City of Citrus Heights Landscape Maintenance Assessment District No. 98-01 (Stock Village Units Nos. 1 and 2); and

WHEREAS, as directed by this Council, the City Engineer has prepared and filed with the City Clerk a report for Fiscal Year 2025/2026 (Engineer’s Report) in accordance with the Act; and

WHEREAS, on June 2 5, 2025, Council adopted its Resolution No. 2025-051, approving Engineer’s Report, and setting a public hearing date of July 9, 2025 at 6:00 p.m., at the Citrus Heights Council Chambers located at 6360 Fountain Square Drive, Citrus Heights, California 95621; and

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

ITEM 8
Agenda Packet Page #58

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 9th day of July 2025 by the following vote, to wit:

AYES: Council Members:

NOES: Council Members:

ABSTAIN: Council Members:

ABSENT: Council Members:

Dr. Jayna Karpinski- Costa
ATTEST:

_________________________________
Amy Van, City Clerk

ITEM 8
Agenda Packet Page #59

RESOLUTION NO. 2025-___

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

CALIFORNIA, TO CONFIRM THE DIAGRAM AND ASSESSMENT AND TO LEVY FISCAL YEAR 2025/2026 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 25, 2025, the City Council (Council) of the City of Citrus Heights (City) adopted its Resolution No. 2025-049, 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 2025/2026 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); and

WHEREAS, as directed by this Council, the City Engineer has prepared and filed with the City Clerk a report for Fiscal Year 2025/2026 (Engineer’s Report) in accordance with the Act; and

WHEREAS, on June 25, 2025, the Council adopted its Resolution No. 2025-052, approving Engineer’s Report, and setting a public hearing date of July 9, 2025, at 6:00 p.m., at the Citrus Heights Council Chambers located at 6360 Fountain Square Drive, Citrus Heights, California 95621; and

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 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 ITEM 8
Agenda Packet Page #60

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

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

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

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 9th day of July 2025 by the following vote, to wit:

AYES: Council Members:

NOES: Council Members:

ABSTAIN: Council Members:

ABSENT: Council Members:

Dr. Jayna Karpinski- Costa
ATTEST:

_________________________________
Amy Van, City Clerk
ITEM 8
Agenda Packet Page #61

RESOLUTION NO. 2025-___

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

CALIFORNIA, TO CONFIRM THE DIAGRAM AND ASSESSMENT AND TO LEVY FISCAL YEAR 2025/2026 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 25, 2025, the City Council (Council) of the City of Citrus Heights (City) adopted its Resolution No. 2025-050, 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 2025/2026 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); and

WHEREAS, as directed by this Council, the City Engineer has prepared and filed with the City Clerk a report for Fiscal Year 2025/2026 (Engineer’s Report) in accordance with the Act; and

WHEREAS, on June 2 5, 2025 the Council adopted its Resolution No. 2025-053, approving Engineer’s Report, and setting a public hearing date of July 9, 2025 at 6:00 p.m., at the Citrus Heights Council Chambers located at 6360 Fountain Square Drive, Citrus Heights, California 95621; and

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

ITEM 8
Agenda Packet Page #62

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 9th day of July 2025 by the following vote, to wit:

AYES: Council Members:

NOES: Council Members:

ABSTAIN: Council Members:

ABSENT: Council Members:

Dr. Jayna Karpinski-Costa
ATTEST:

_________________________________
Amy Van, City Clerk

ITEM 8
Agenda Packet Page #63

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 2025/2026

Prepared by:

Leslie Blomquist
City Engineer
July 9, 2025
ITEM 8
Agenda Packet Page #64
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 2025/2026

The undersigned respectfully submits the enclosed report as directed by the City Council.

DATED: July 9, 2025

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 _______________, 2025.

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

By ______________________________

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

By ______________________________

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

By ______________________________
ITEM 8
Agenda Packet Page #65
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 2025/2026 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 S ubdivision development. All improvements are on public property. The improved parcels to be maintained are along the north side of Antelope Road ITEM 8
Agenda Packet Page #66
3 (approximately 436 feet); along Cripple Creek (approximately 185 lineal feet) located on the east side of the development; a pedestrian pathway with landscaping (Lot C) within the subdivision.

Assessment District 98 -02, (Zone 4), provides for the maintenance of landscaping in certain dedicated public spaces within the Wyatt Ranch Subdivision. First annexed into Assessment District 98-02 by the City Council on November 14, 2019, the assessments for this 23 lot single - family parcel residential subdivision located on Lawrence Avenue on the west side of Sunrise Boulevard began in fiscal year 2022/2023. C ompletion of construction of the subdivision and acceptance of the public improvements was expected in 2024/2025. While construction is still in progress, the City will continue to levy funds to ensure a well -established replacement fund prior to taking on the maintenance of this zone.

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 the maintenance of a large open space area (Lot A) along Arcade Creek located in the center of the development (soon 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 8
Agenda Packet Page #67
4 ITEM 8
Agenda Packet Page #68
5 ITEM 8
Agenda Packet Page #69
6 ITEM 8
Agenda Packet Page #70
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 8
Agenda Packet Page #71
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 th e District was created as a result of compliance with this condition, each lot benefits in the same proportion. Therefore, the assessment costs are allocated on a per parcel basis for all Assessment Diagram parcels located in the Assessment District that could qualify as a buildable single -family parcel per the current City of Citrus Heights Zoning Ordinances. The original annual assessment adopted for District 98- 01 upon formation in 1998 was $158.00 per parcel.

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

ANNUAL ASSESSMENT

Initially LMAD 98-01 was fully funded by its assessments and accumulated operating reserves in excess of those needed to address unforeseen tree and soundwall maintenance needs. As a result, in Fiscal Year 2004-2005 the annual assessment was reduced from $158 to $80. Over time this reduced assessment rate permi tted the District to gradually draw down 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, utilized 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 2025/2026.

As shown in Figure 1.3. “Summary Analysis”, the Fiscal Year 2025/2026 annual assessments for District 98-01 are proposed to increase by 2% (less than the maximum allowable) , to approximately $89.14 per residential parcel, over the rates for FY 2024/2025. 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 8
Agenda Packet Page #72
9 FIGURE 1.1

ITEM 8
Agenda Packet Page #73
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 trees and other plantings 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 inse cts. This item include s irrigation repair and replanting as needed.

2) Maintain east sound wall. Clean all graffiti from east surface of wall once every three months, if required.

ITEM 8
Agenda Packet Page #74
11 FIGURE 1.3

ASSESSMENT DISTRICT 98-01

283-75-293; County DL 0273

DESCRIPTION FY 24/25**
ACTUAL
FY 25/26

PROPOSED
BUD
GET
ASSESSMENT RATES:

Rate Per Parcel 87.40$ 89.14$
Total Number of Parcels 133 133
Total Special Assessm ents 11,286.38$ 11,855.62$ REVENUE:

Interest on Fund Balance 2,880.27$ -$
Special Assessments 11,513.73$ 11,855.62$
Total Revenues: 14,394.00$ 11,855.62$
EXPENDITURES:

Advertising -$ 602.00$
Utilities - Gas & Electric 461.07$ 500.00$ Utilities - Water 1,909.64$ 1,967.00$
Professional Services -$ 1,000.00$
Contract - Landscape and Tree Maintenance (services) 5,520.00$ 8,742.00$ Contract - Construction, Repairs & Extra Work -$ -$ Cost Allocation (Overhead) 3,066.00$ -$
Total Expenditures: 10,956.71$ 12,811.00$
3,437.29$ (955.38)$
Transfer to/from Operating Reserve (3,437.29)$ 955.38$ -$ -$

OPERATING RESERVE
Beginning Fund Balance (July 1st) 133,698.00$ 137,135.29$ Operating Reserve Set-a-side -$ -$
Transfer from (to) Annual Operating Balance 3,437.29$ (955.38)$ Ending Operating Reserve Balance (June 30th) 137,135.29$ 136,179.91$ **
$xx.xx
Annual Operating Balance
Annual Ending Balance
Recorded actual ex penses for the first 3 quarters of the current Fiscal Y ear plus projection for the 4th quarter.

Audited Fund Balance from previous Fiscal Y ear
ITEM 8
Agenda Packet Page #75
12 FIGURE 1.4

Assessment
Diagram #
Assessment
Amount
243 0570 001 0000 1 89.14$
243 0570 002 0000 2 89.14$
243 0570 003 0000 3 89.14$
243 0570 004 0000 4 89.14$
243
0570 005 0000 5 89.14$
243 0570 006 0000 6 89.14$
243 0570 007 0000 7 89.14$
243 0570 008 0000 8 89.14$
243 0570 009 0000 9 89.14$
243 0570 010 0000 10 89.14$
243 0570 011 0000 11 89.14$
243 0570 012 0000 12 89.14$
243 0570 013 0000 13 89.14$
243 0570 014 0000 14 89.14$
243 0570 015 0000 15 89.14$
243 0570 016 0000 16 89.14$
243 0570 017 0000 17 89.14$
243 0570 018 0000 18 89.14$
243 0570 019 0000 19 89.14$
243 0570 020 0000 20 89.14$
243 0570 021 0000 21 89.14$
243 0570 022 0000 22 89.14$
243 0570 023 0000 23 89.14$
243 0570 024 0000 24 89.14$
243 0570 025 0000 25 89.14$
243 0570 026 0000 26 89.14$
243 0570 027 0000 27 89.14$
243 0570 028 0000 28 89.14$
243 0570 029 0000 29 89.14$
243 0570 030 0000 30 89.14$
243 0570 031 0000 31 89.14$
243 0570 032 0000 32 89.14$
243 0570 033 0000 33 89.14$
243 0570 034 0000 34 89.14$
243 0570 035 0000 35 89.14$
243 0570 036 0000 36 89.14$
243 0570 037 0000 37 89.14$
243 0570 038 0000 38 89.14$
243 0570 039 0000 39 89.14$
243 0570 040 0000 40 89.14$
243 0570 041 0000 41 89.14$
243 0570 042 0000 42 89.14$
243 0570 043 0000 43 89.14$
243 0570 044 0000 44 89.14$
243 0570 045 0000 45 89.14$
243 0570 046 0000 46 89.14$
243 0570 047 0000 47 89.14$
243 0570 048 0000 48 89.14$
Subtotal = 4,278.72$
Tax Assessor's Number
ASSESSMENT DISTRICT 98-01 for STOCK VILLAGE UNITS NO. 1 AND NO. 2 ITEM 8
Agenda Packet Page #76
13 Assessment
Diagram #
Assessment
Amount
243 0570 049 0000 49 89.14$
243 0570 050 0000 50 89.14$
243 0570 051 0000 51 89.14$
243 0570 052 0000 52 89.14$
243 0570 053 0000 53 89.14$
243 0570 054 0000 54 89.14$
243 0570 055 0000 55 89.14$
243 0570 056 0000 56 89.14$
243 0570 057 0000 57 89.14$
243 0570 058 0000 58 89.14$
243 0570 059 0000 59 89.14$
243 0570 060 0000 60 89.14$
243 0570 061 0000 61 89.14$
243 0570 062 0000 62 89.14$
243 0570 063 0000 63 89.14$
243 0570 064 0000 64 89.14$
243 0570 065 0000 65 89.14$
243 0570 066 0000 66 89.14$
243 0570 067 0000 67 89.14$
243 0570 068 0000 68 89.14$
243 0570 069 0000 69 89.14$
243 0570 070 0000 70 89.14$
243 0570 071 0000 71 89.14$
243 0570 072 0000 72 89.14$
243 0570 073 0000 73 89.14$
243 0570 074 0000 74 89.14$
243 0570 075 0000 75 89.14$
243 0570 076 0000 76 89.14$
243 0570 077 0000 77 89.14$
243 0570 078 0000 78 89.14$
243 0570 079 0000 79 89.14$
243 0570 080 0000 80 89.14$
243 0580 001 0000 81 89.14$
243 0580 002 0000 82 89.14$
243 0580 003 0000 83 89.14$
243 0580 004 0000 84 89.14$
243 0580 005 0000 85 89.14$
243
0580 006 0000 86 89.14$
243 0580 007 0000 87 89.14$
243 0580 008 0000 88 89.14$
243 0580 009 0000 89 89.14$
243 0580 010 0000 90 89.14$
243 0580 011 0000 91 89.14$
243 0580 012 0000 92 89.14$
243 0580 013 0000 93 89.14$
243 0580 014 0000 94 89.14$
243 0580 015 0000 95 89.14$
243 0580 016 0000 96 89.14$
Subtotal = 4,278.72$
ASSESSMENT DISTRICT 98-01 for STOCK VILLAGE UNITS NO. 1 AND NO. 2 Tax Assessor's Number
ITEM 8
Agenda Packet Page #77
14 Assessment
Diagram #
Assessment
Amount
243 0580 017 0000 97 89.14$
243 0580 018 0000 98 89.14$
243 0580 019 0000 99 89.14$
243 0580 026 0000 105 89.14$
243 0580 027 0000 106 89.14$
243 0580 028 0000 107 89.14$
243 0580 029 0000 108 89.14$
243 0580 030 0000 109 89.14$
243 0580 031 0000 110 89.14$
243 0580 032 0000 111 89.14$
243 0580 033 0000 112 89.14$
243 0580 034 0000 113 89.14$
243 0580 035 0000 114 89.14$
243 0580 036 0000 115 89.14$
243 0580 037 0000 116 89.14$
243 0580 038 0000 117 89.14$
243 0580 039 0000 118 89.14$
243 0580 040 0000 119 89.14$
243 0580 041 0000 120 89.14$
243 0580 042 0000 121 89.14$
243 0580 043 0000 122 89.14$
243 0580 044 0000 123 89.14$
243 0580 045 0000 124 89.14$
243 0580 046 0000 125 89.14$
243 0580 047 0000 126 89.14$
243 0580 048 0000 127 89.14$
243 0580 049 0000 128 89.14$
243 0580 050 0000 129 89.14$
243 0580 051 0000 130 89.14$
243 0580 052 0000 131 89.14$
243 0580 053 0000 132 89.14$
243 0580 054 0000 133 89.14$
243 0580 056 0000 100 89.14$
243 0580 057 0000 101 89.14$
243 0580 058 0000 102 89.14$
243 0580 059 0000 103 89.14$
243 0580 060 0000 104 89.14$
Subtotal = 3,298.18$
11,855.62$ 133 Parcels; Total 98-01 Assessments is
ASSESSMENT DISTRICT 98-01 for STOCK VILLAGE UNITS NO. 1 AND NO. 2 Tax Assessor's Number
ITEM 8
Agenda Packet Page #78
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.

The 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 th is 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 th e current City of Citrus Heights Zoning Ordinances. The original annual assessment adopted for District 98-02, Zone 1 upon formation in 1998 was $200.00 per parcel.

ITEM 8
Agenda Packet Page #79
16 ANNUAL ASSESSMENT

Initially LMAD 98-02, Zone 1, was fully funded by its assessments and accumulated operating reserves in excess of those needed to address unforeseen maintenance/repair needs. As a result, in Fiscal Year 200 3-2004 the annual assessment was reduced from $ 200 to $100. Over time this reduced assessment rate permi tted the District to gradually draw down 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, utilized 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 2025/2026.

As shown in Figure 2.3. “Summary Analysis”, the Fiscal Year 2025/2026 annual assessments for District 98-02, Zone 1, are proposed to increase by 2% (less than the maximum allowable ) over the rates for FY 2024/2025, to approximately $ 111.44 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 8
Agenda Packet Page #80
17 FIGURE 2.1
ITEM 8
Agenda Packet Page #81
18 FIGURE 2.2

ASSESSMENT DISTRICT NO. 98-02
Zone 1 (Sorensen Ranch)

MAINTENANCE SPECIFICATION

East and South edge of Subdivision

1) Maintain 81 Oak (mitigation requirement), and various conifer and accent trees. Prune Oak trees once every 5 years. Supply material and apply insect and disease control chemicals to trees and shrubs. Annual Oak tree inspection and associated report.

2) Maintain sound wall. Clean all graffiti from street side of wall as needed. Perform structural repairs/replacement as needed.

3) Maintain trees, turf and other plantings along frontage of the subdivision, a minimum of once every two weeks. Maintain irrigation system, weekly. Weed area a minimum of once every two weeks. Fertilize area a minimum of twice per year. Control infestation of fungus, diseases and/or insects. This item include s irrigation repair and replanting as needed.

ITEM 8
Agenda Packet Page #82
19 FIGURE 2.3

ASSESSMENT DISTRICT 98-02 ZONE 1

284-75-294; County DL 0275
FY 24/25**
ACTUAL
FY 25/26

PROPOSED
BUDG
ET
ASSESSMENT RATES:

Rate Per Parcel 109.26$ 111.44$
Total Number of Parcels 222 222
Tota
l Special Assessm ents 24,255.72$ 24,739.68$

REVENUE
Interest on Fund Balance 1,379.03$ -$
Special Assessments 23,382.55$ 24,739.68$
Total Sources of Funds: 24,761.58$ 24,739.68$

EXPENDITURES
Advertising & Mail -$ 400.00$
Utilities 10,333.33$ 11,200.00$
Professional Services -$
Contract - Landscape Maintenance 6,108.00$ 7,500.00$ Contract - Construction, Repairs & Extra Work 11,711.00$ 2,500.00$ Contract - Tree Maintenance Services -$
Contract - Materials & Supplies -$ -$ Cost Allocation (Overhead) 9,625.00$ -$
Total Expenditures: 37,777.33$ 21,600.00$
(13,015.75)$ 3,139.68$
Transfer to/from Operating Reserve 13,015.75$ (3,139.68)$ -$ -$

OPERATING RESERVE
Beginning Fund Balance (July 1st) 67,367.00$ 54,351.25$ Ope
rating Reserve Set-a-side -$ -$
Transfer from (to) Annual Operating Balance (13,015.75)$ 3,139.68$ Ending Operating Reserve Balance (June 30th) 54,351.25$ 57,490.93$ **
$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 8
Agenda Packet Page #83
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 11 111.44$ 211 0830 038 0000 110 111.44$ 211 0830 002 0000 12 111.44$ 211 0830 039 0000 111 111.44$ 211 0830 003 0000 13 111.44$ 211 0830 040 0000 149 111.44$ 211 0830 004 0000 14 111.44$ 211 0830 041 0000 150 111.44$ 211 0830 005 0000 15 111.44$ 211 0830 042 0000 151 111.44$ 211 0830 006 0000 16 111.44$ 211 0830 043 0000 152 111.44$ 211 0830 007 0000 17 111.44$ 211 0830 044 0000 153 111.44$ 211 0830 008 0000 18 111.44$ 211 0830 045 0000 154 111.44$ 211 0830 009 0000 19 111.44$ 211 0830 046 0000 155 111.44$ 211 0830 010 0000 20 111.44$ 211 0830 047 0000 156 111.44$ 211 0830 011 0000 21 111.44$ 211 0830 048 0000 157 111.44$ 211 0830 012 0000 22 111.44$ 211 0830 049 0000 158 111.44$ 211 0830 013 0000 23 111.44$ 211 0830 050 0000 159 111.44$ 211 0830 014 0000 86 111.44$ 211 0830 051 0000 160 111.44$ 211 0830 015 0000 87 111.44$ 211 0830 052 0000 161 111.44$ 211 0830 016 0000 88 111.44$ 211 0830 053 0000 162 111.44$ 211 0830 017 0000 89 111.44$ 211 0830 054 0000 163 111.44$ 211 0830 018 0000 90 111.44$ 211 0830 055 0000 164 111.44$ 211 0830 019 0000 91 111.44$ 211 0830 056 0000 2 111.44$ 211 0830 020 0000 92 111.44$ 211 0830 057 0000 3 111.44$ 211 0830 021 0000 93 111.44$ 211 0830 058 0000 4 111.44$ 211 0830 022 0000 94 111.44$ 211 0830 059 0000 5 111.44$ 211 0830 023 0000 95 111.44$ 211 0830 060 0000 6 111.44$ 211 0830 024 0000 96 111.44$ 211 0830 061 0000 7 111.44$ 211 0830 025 0000 97 111.44$ 211 0830 062 0000 8 111.44$ 211 0830 026 0000 98 111.44$ 211 0830 063 0000 9 111.44$ 211 0830 027 0000 99 111.44$ 211 0830 064 0000 10 111.44$ 211 0830 028 0000 100 111.44$ Subtotal = 3,008.88$ 211 0830 029 0000 101 111.44$
211 0830 030 0000 102 111.44$
211 0830 031 0000 103 111.44$
211 0830 032 0000 104 111.44$
211 0830 033 0000 105 111.44$
211 0830 034 0000 106 111.44$
211 0830 035 0000 107 111.44$
211 0830 036 0000 108 111.44$
211 0830 037 0000 109 111.44$
Subtotal = 4,123.28$
Tax Assessor's NumberTax Assessor's Number
ITEM 8
Agenda Packet Page #84
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 24 111.44$ 211 0830 105 0000 113 111.44$ 2 11 0830 068 0000 25 111.44$ 211 0830 106 0000 114 111.44$ 211 0830 069 0000 26 111.44$ 211 0830 107 0000 115 111.44$ 211 0830 070 0000 27 111.44$ 211 0830 108 0000 116 111.44$ 211 0830 071 0000 28 111.44$ 211 0830 109 0000 117 111.44$ 211 0830 072 0000 29 111.44$ 211 0830 110 0000 118 111.44$ 211 0830 073 0000 30 111.44$ 211 0830 111 0000 119 111.44$ 211 0830 074 0000 31 111.44$ 211 0830 112 0000 120 111.44$ 211 0830 075 0000 32 111.44$ 211 0830 113 0000 122 111.44$ 211 0830 076 0000 33 111.44$ 211 0830 114 0000 123 111.44$ 211 0830 077 0000 34 111.44$ 211 0830 115 0000 145 111.44$ 211 0830 078 0000 35 111.44$ 211 0830 116 0000 181 111.44$ 211 0830 079 0000 36 111.44$ 211 0830 117 0000 180 111.44$ 211 0830 080 0000 37 111.44$ 211 0830 118 0000 148 111.44$ 211 0830 081 0000 38 111.44$ 211 0830 119 0000 147 111.44$ 211 0830 082 0000 39 111.44$ 211 0830 120 0000 146 111.44$ 211 0830 083 0000 40 111.44$ Subtotal = 1,783.04$ 211 0830 084 0000 41 111.44$
211 0830 085 0000 42 111.44$
211 0830 086 0000 43 111.44$
211 0830 087 0000 44 111.44$
211 0830 088 0000 45 111.44$
211 0830 089 0000 71 111.44$
211 0830 090 0000 72 111.44$
211 0830 091 0000 73 111.44$
211 0830 092 0000 74 111.44$
211 0830 093 0000 75 111.44$
211 0830 094 0000 76 111.44$
211 0830 095 0000 77 111.44$
211 0830 096 0000 78 111.44$
211 0830 097 0000 79 111.44$
211 0830 098 0000 80 111.44$
211 0830 099 0000 81 111.44$
211 0830 100 0000 82 111.44$
211 0830 101 0000 83 111.44$
211 0830 102 0000 84 111.44$
2 11 0830 103 0000 85 111.44$
211 0830 104 0000 112 111.44$
Subtotal = 4,234.72$
Tax Assessor's NumberTax Assessor's Number
ITEM 8
Agenda Packet Page #85
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 221 111.44$ 211 0840 084 0000 63 111.44$ 211 0840 049 0000 222 111.44$ 211 0840 085 0000 64 111.44$ 211 0840 050 0000 193 111.44$ 211 0840 086 0000 65 111.44$ 211 0840 051 0000 194 111.44$ 211 0840 087 0000 66 111.44$ 211 0840 052 0000 187 111.44$ 211 0840 088 0000 67 111.44$ 211 0840 053 0000 188 111.44$ 211 0840 089 0000 68 111.44$ 211 0840 054 0000 189 111.44$ 211 0840 090 0000 69 111.44$ 211 0840 055 0000 190 111.44$ 211 0840 091 0000 70 111.44$ 211 0840 056 0000 191 111.44$ 211 0840 092 0000 46 111.44$ 211 0840 057 0000 192 111.44$ 211 0840 093 0000 47 111.44$ 211 0840 058 0000 133 111.44$ 211 0840 094 0000 48 111.44$ 211 0840 059 0000 134 111.44$ 211 0840 095 0000 49 111.44$ 211 0840 060 0000 135 111.44$ 211 0840 096 0000 50 111.44$ 211 0840 061 0000 136 111.44$ 211 0840 097 0000 51 111.44$ 211 0840 062 0000 137 111.44$ 211 0840 098 0000 52 111.44$ 211 0840 063 0000 138 111.44$ 211 0840 099 0000 53 111.44$ 211 0840 064 0000 139 111.44$ 211 0840 100 0000 54 111.44$ 211 0840 065 0000 140 111.44$ 211 0840 101 0000 55 111.44$ 211 0840 066 0000 141 111.44$ 211 0840 102 0000 56 111.44$ 211 0840 067 0000 142 111.44$ 211 0840 103 0000 57 111.44$ 211 0840 068 0000 143 111.44$ 211 0840 104 0000 58 111.44$ 211 0840 069 0000 144 111.44$ Subtotal = 2,340.24$ 211 0840 070 0000 123 111.44$
211 0840 071 0000 124 111.44$
211 0840 072 0000 125 111.44$
211 0840 073 0000 126 111.44$
211 0840 074 0000 127 111.44$
211 0840 075 0000 128 111.44$
211 0840 076 0000 129 111.44$
211 0
840 077 0000 130 111.44$
211 0840 078 0000 131 111.44$
211 0840 079 0000 132 111.44$
211 0840 080 0000 59 111.44$
211 0840 081 0000 60 111.44$
211 0840 082 0000 61 111.44$
211 0840 083 0000 62 111.44$
Subtotal = 4,011.84$
Tax Assessor's NumberTax Assessor's Number
ITEM 8
Agenda Packet Page #86
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 165 111.44$ 211 0840 027 0000 201 111.44$ 211 0
840 002 0000 166 111.44$ 211 0840 028 0000 202 111.44$ 211 0840 003 0000 167 111.44$ 211 0840 029 0000 203 111.44$ 211 0840 004 0000 168 111.44$ 211 0840 030 0000 204 111.44$ 211 0840 005 0000 169 111.44$ 211 0840 031 0000 205 111.44$ 211 0840 006 0000 170 111.44$ 211 0840 032 0000 206 111.44$ 211 0840 007 0000 171 111.44$ 211 0840 033 0000 207 111.44$ 211 0840 008 0000 172 111.44$ 211 0840 034 0000 208 111.44$ 211 0840 009 0000 173 111.44$ 211 0840 035 0000 209 111.44$ 211 0840 010 0000 174 111.44$ 211 0840 036 0000 210 111.44$ 211 0840 011 0000 175 111.44$ 211 0840 037 0000 211 111.44$ 211 0840 012 0000 176 111.44$ 211 0840 038 0000 212 111.44$ 211 0840 013 0000 177 111.44$ 211 0840 039 0000 213 111.44$ 211 0840 014 0000 178 111.44$ 211 0840 040 0000 214 111.44$ 211 0840 015 0000 179 111.44$ 211 0840 041 0000 215 111.44$ 211 0840 016 0000 182 111.44$ 211 0840 042 0000 216 111.44$ 211 0840 017 0000 183 111.44$ 211 0840 043 0000 217 111.44$ 211 0840 018 0000 184 111.44$ 211 0840 044 0000 218 111.44$ 211 0840 019 0000 185 111.44$ 211 0840 045 0000 219 111.44$ 211 0840 020 0000 186 111.44$ 211 0840 046 0000 220 111.44$ 211 0840 021 0000 195 111.44$ 211 0840 047 0000 1 111.44$ 211 0840 022 0000 196 111.44$ Subtotal = 2,340.24$ 211 0840 023 0000 197 111.44$
211 0840 024 0000 198 111.44$
211 0840 025 0000 199 111.44$
211 0840 026 0000 200 111.44$
Subtotal = 2,897.44$
24,739.68$ 222 Parcels; Total 98-02 Zone 1 Assessments is Tax Assessor's NumberTax Assessor's Number
ITEM 8
Agenda Packet Page #87
24 ASSESSMENT DISTRICT 98-02 – Zone 2 (Autumnwood Subdivision)

GENERAL

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

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

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

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

The facilities in Zone 2 also include masonry walls on the North and East sides of the subdivision located within Lots A, B, C, E, and the frontage along 7106 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 8
Agenda Packet Page #88
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, utilized 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 2025/2026.

As shown in Figure 3.3. “Summary Analysis”, the Fiscal Year 2025/2026 annual assessments for District 98-02, Zone 2, are proposed to again increase by 2% (less than the maximum allowable 4%) over the rates for FY 2023/2024, to approximately $394.62 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 8
Agenda Packet Page #89
26 FIGURE 3.1

ITEM 8
Agenda Packet Page #90
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 8
Agenda Packet Page #91
28 FIGURE 3.3

ASSESSMENT DISTRICT 98-02 ZONE 2

285-75-295; County DL 0268

FY 24/25**
ACTUAL
FY 25/26

PROPOSED
BUDGET
ASSESSMENT RATES:

Rate Per Parcel 386.90$ 394.62$
Total Number of Parcels 46 46
Total Special Assessm ents 17,797.40$ 18,152.52$ REVENUE:

Interest on Fund Balance 971.69$ -$
Special Assessments 17,541.80$ 18,152.52$
Total Revenue: 18,513.49$ 18,152.52$
EXPENDITURES:

Advertising & Mail -$ 425.00$
Utilities 2,931.61$ 3,600.00$
Professional Services -$ -$
Contract - Landscape Maintenance 6,686.00$ 7,400.00$ Contract - Construction, Repairs & Extra Work 7,360.00$ -$ Contract - Materials & Supplies -$ -$ Cost Allocation (Overhead) 3,337.00$ -$
Total Expenditures: 20,314.61$ 11,425.00$
(1,801.12)$ 6,727.52$
Transfer to/from Operating Reserve 1,801.12$ (6,727.52)$ -$ -$

OPERATING RESERVE
Beginning Fund Balance (July 1st) 46,308.00$ 44,506.88$ Operating Reserve Set-a-side -$ -$
Transfer from (to) Annual Operating Balance (1,801.12)$ 6,727.52$ Ending Operating Reserve Balance (June 30th) 44,506.88$ 51,234.40$ **
$xx.xx

DESCRIPTION
Annual Operating Balance
Annual Ending Balance
Recorded actual ex penses for the first 3 quarters of the current Fiscal Y ear plus projection for the 4th quarter.

Audited Fund Balance from previous Fiscal Y ear
ITEM 8
Agenda Packet Page #92
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 1 394.62$ 204 0740 029 0000 29 394.62$ 204 0740 002 0000 2 394.62$ 204 0740 030 0000 30 394.62$ 204 0740 003 0000 3 394.62$ 204 0740 031 0000 31 394.62$ 204 0740 004 0000 4 394.62$ 204 0740 032 0000 32 394.62$ 204 0740 005 0000 5 394.62$ 204 0740 033 0000 33 394.62$ 204 0740 006 0000 6 394.62$ 204 0740 034 0000 34 394.62$ 204 0740 007 0000 7 394.62$ 204 0740 035 0000 35 394.62$ 204 0740 008 0000 8 394.62$ 204 0740 036 0000 36 394.62$ 204 0740 009 0000 9 394.62$ 204 0740 037 0000 37 394.62$ 204 0740 010 0000 10 394.62$ 204 0740 038 0000 38 394.62$ 204 0740 011 0000 11 394.62$ 204 0740 039 0000 39 394.62$ 204 0740 012 0000 12 394.62$ 204 0740 040 0000 40 394.62$ 204 0740 013 0000 13 394.62$ 204 0740 041 0000 41 394.62$ 204 0740 014 0000 14 394.62$ 204 0740 042 0000 42 394.62$ 204 0740 015 0000 15 394.62$ 204 0740 043 0000 43 394.62$ 204 0740 016 0000 16 394.62$ 204 0740 044 0000 44 394.62$ 204 0740 017 0000 17 394.62$ 204 0740 045 0000 45 394.62$ 204 0740 018 0000 18 394.62$ 204 0740 046 0000 46 394.62$ 204 0740 019 0000 19 394.62$ Subtotal = 7,103.16$ 204 0740 020 0000 20 394.62$
204 0740 021 0000 21 394.62$
204 0740 022 0000 22 394.62$ 46 Parcels; Total 98-02 Zone 2 Assessments = 18,152.52$ 204 0740 023 0000 23 394.62$
204 0740 024 0000 24 394.62$
204 0740 025 0000 25 394.62$
204 0740 026 0000 26 394.62$
204 0740 027 0000 27 394.62$
204 0740 028 0000 28 394.62$
Subtotal = 11,049.36$
ITEM 8
Agenda Packet Page #93
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 8
Agenda Packet Page #94
31 DISTRICT FINANCING/METHOD OF ASSESSMENT

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

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

ANNUAL ASSESSMENT

In recent years continued increases in the costs of regular maintenance activities and utilities have resulted in LMAD 98- 02 Zone 3’s operating reserves being depleted below the level needed to provide for unscheduled maintenance expenditures (i.e. soundwall repairs and irrigation/electrical system repairs). As a result, in FY 2023/2024, the City of Citrus Heights, for the first time, utilized 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 2025/2026.

As shown in Figure 4.3. “Summary Analysis”, the Fiscal Year 2025/2026 annual assessments for District 98-02, Zone 3, are proposed to increase by 2% (less than the maximum allowable 4%) over the rates for FY 2024/2025, to approximately $836.90 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 4.4.

BOUNDARY DESCRIPTION OF AREA TO BE MAINTAINED

All that real property situated in the City of Citrus Heights, County of Sacramento, State of California, which is further described as follows:

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

ITEM 8
Agenda Packet Page #95
32 FIGURE 4.1

ITEM 8
Agenda Packet Page #96
33 FIGURE 4.2

ASSESSMENT DISTRICT NO. 98-02
Zone 3 (Mariposa Creek Subdivision)

MAINTENANCE SPECIFICATION

1) Maintain trees and other plantings a minimum of once every two weeks along frontage of the subdivision along Antelope Road (Lots A & B) and the pedestrian pathway within Lot C of subdivision development. Maintain irrigation system, weekly. Weed area a minimum of once every two weeks. Fertilize area a minimum of twice per year. Control infestation of fungus, diseases and/or insects. This item includes irrigation repair, landscaping materials (wood chips, chemicals, etc.), and replanting as needed.

2) Maintain masonry walls (Lots A & B). Clean all graffiti from street-facing side of wall(s) as needed. Perform structural repairs/replacement as needed.

3) Maintain pedestrian pathway (Lot C). Clean all graffiti as needed. Perform structural repairs/replacement as needed. This item includes repair and materials to maintain the light bollards along the pathway.

4) Maintain the creek open space and storm drain system (Lot s B & C and along the north property lines of the subdivision development ). Keep the existing creek open space free from debris to assure flow of Cripple Creek, repair and maintenance of storm drain system within Lot C and public drainage system along the north property lines of the subdivision development. This item includes any paving repairs and miscellaneous items for the small portion of Orange Drive located within Lot C.

ITEM 8
Agenda Packet Page #97
34 FIGURE 4.3

ASSESSMENT DISTRICT 98-02 ZONE 3

292-75-300; County DL0281

DESCRIPTION FY 24/25**
ACTUAL
FY 25/26

PROPOSED
BUD
GET
ASSESSMENT RATES:

Rate Per Parcel 823.14$ 839.60$
Total Number of Parcels 15 15
Total Special Assessm ents 12,347.10$ 12,594.00$ REVENUE:

Interest on Fund Balance 749.97$ -$
Special Assessments 12,306.25$ 12,594.00$
Total Revenue: 13,056.22$ 12,594.00$
EXPENDITURES:

Materials and Supplies -$ -$
Ad
vertising & Mail -$ 450.00$
Utilities - Electric 200.26$ 225.00$ Utilities - Water 737.72$ 950.00$
Professional Services -$ -$
Contract - Landscape Maintenance 4,128.00$ 5,300.00$ Contract - Landscape Repairs/Extra Work 3,256.45$ -$ Contract - Tree Maintenance 8,712.00$ -$ Cost Allocation* (Overhead) -$ -$ Total Expenditures: 17,034.43$ 6,925.00$
(3,978.21)$ 5,669.00$
Transfer to/from Operating Reserve 3,978.21$ (5,669.00)$ -$ -$

OPERATING RESERVE
Beginning Fund Balance (July 1st) 35,290.00$ 31,311.79$ Tr
ansfer from (to) Annual Operating Balance (3,978.21)$ 5,669.00$ Ending Operating Reserve Balance (June 30th) 31,311.79$ 36,980.79$ ** Recorded actual ex penses for the first 3 quarters fo the current Fiscal Y ear plus projections for the 4th quarter. $xx.xx Audited Fund Balance from previous Fiscal Y ear Annual Operating Balance
Annual Ending Balance
ITEM 8
Agenda Packet Page #98
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 1 839.60$
204-0500-061-0000 2 839.60$
204-0500-062-0000 3 839.60$
204-0500-063-0000 4 839.60$
204-0500-064-0000 5 839.60$
204-0500-065-0000 6 839.60$
204-0500-066-0000 7 839.60$
204-0500-067-0000 8 839.60$
204-0500-068-0000 9 839.60$
204-0500-069-0000 10 839.60$
204-0500-070-0000 11 839.60$
204-0500-071-0000 12 839.60$
204-0500-072-0000 13 839.60$
204-0500-073-0000 14 839.60$
204-0500-074-0000 15 839.60$
15 Parcels; Total 98-02 Zone 3 Assessments is 12,594.00$ ITEM 8
Agenda Packet Page #99
36 ASSESSMENT DISTRICT 98-02 – Zone 4 (Wyatt Ranch Subdivision)

GENERAL

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

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

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

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

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

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

DISTRICT FINANCING/METHOD OF ASSESSMENT

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

ITEM 8
Agenda Packet Page #100
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.

An adjustment in the annual assessment per parcel is proposed for Fiscal Year 2025/2026.

Completion of construction of the subdivision and transfer of landscape maintenance responsibilities to the City of Citrus Heights is expected in 2025/202. To ensure the District establishes a reserve prior to the City assuming responsibility of Zone 3, annual assessments for District 98-02 Zone 4 are proposed to increase by 2% (less than the maximum allowable 4%) over the rates for FY 2024/2025, to approximately $409.08 per residential parcel.

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 8
Agenda Packet Page #101
38 FIGURE 5.1

ITEM 8
Agenda Packet Page #102
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 8
Agenda Packet Page #103
40 FIGURE 5.3
ASSESSMENT DISTRICT 98-02 ZONE 4

Fund and County DL 1170

DESCRIPTION FY 24/25(1)
ACTUAL
FY 25/26 (2)

PROPOSED
BUDGET
ASSESSMENT RATES:

Rate Per Parcel 401.06$ 409.08$
Total Number of Parcels 23.00$ 23.00$ Total Special Assessm ents 9,224.38$ 9,408.84$ REVENUE:

Release from Maintenance/Repair Reserve Balance -$ -$ Release from Facility Replacement Reserve Balance -$ -$ Interest on Fund Balance 317.59$ -$
Special Assessments 11,184.11$ 9,408.84$
Other Revenue -$ -$
Total Revenue: 11,501.70$ 9,408.84$
EXPENDITURES*:

Materials and Supplies -$ -$
Advertising & Mail -$ 425.00$
Utilities - Electric -$ 150.00$
Utilities - Water -$ 600.00$
Professional Services -$ 50.00$
Contract Landscape Maintenance -$ 2,500.00$ Cost Allocation (Overhead) -$ -$
Total Expenditures: -$ 3,725.00$
11,501.70$ 5,683.84$
Transfer to Maintenance/Repair Reserve 5,500.00$ (5,598.28)$ Transfer to Facility Replacement Reserve 6,001.70$ (1,866.10)$ 23,003.40$ (1,780.54)$

MAINTENANCE /REPAIR RESERVE
Beginning Fund Balance (July 1st) 5,500.00$ 11,000.00$ Release to Operating Revenue -$ -$ Transfer from Operating Balance 5,500.00$ 5,598.28$ Ending Operating Reserve Balance (June 30th) 11,000.00$ 16,598.28$

FACILITY REPLACEMENT RESERVE
Beginning Facility Replacement Balance (July 1st) 14,298.00$ 20,299.70$ Release to Facility Replacement Revenue -$ -$ Transfer from Operating Balance 6,001.70$ 1,866.10$ Ending Facility Replacement Balance (June 30th) 20,299.70$ 22,165.80$ * No recorded ex penditures for this zone; subdivsion rem ains under private developer until dedication to city. **
$xx.xx Audited Fund Balance from previous Fiscal Y ear Recorded actual ex penses for the first 3 quarters of the current Fiscal Y ear plus projection for the 4th quarter.

Annual Operating Balance
Annual Ending Balance
ITEM 8
Agenda Packet Page #104
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 1 409.08$
211-0920-002-0000 2 409.08$
211-0920-003-0000 3 409.08$
211-0920-004-0000 4 409.08$
211-0920-005-0000 5 409.08$
211-0920-006-0000 6 409.08$
211-0920-007-0000 7 409.08$
211-0920-008-0000 8 409.08$
211-0920-009-0000 9 409.08$
211-0920-010-0000 10 409.08$
211-0920-011-0000 11 409.08$
211-0920-012-0000 12 409.08$
211-0920-013-0000 13 409.08$
211-0920-014-0000 14 409.08$
211-0920-015-0000 15 409.08$
211-0920-016-0000 16 409.08$
211-0920-017-0000 17 409.08$
211-0920-018-0000 18 409.08$
211-0920-019-0000 19 409.08$
211-0920-020-0000 20 409.08$
211-0920-023-0000 21 409.08$
211-0920-022-0000 22 409.08$
211-0920-021-0000 23 409.08$
23 Parcels; Total 98-02 Zone 4 Assessments is 9,408.84$ ITEM 8
Agenda Packet Page #105
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 in 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 . F unding 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 8
Agenda Packet Page #106
43 METHOD OF ASSESSMENT:

An adjustment in the annual assessment rate per acre is proposed for Fiscal Year 2025/2026.

As shown in Figure 6.3. “Summary Analysis”, the Fiscal Year 2025/2026 assessments for District 03-01 Zone 1 are proposed to increase by 2 % (less than the maximum allowable 4%) to approximately $2,685.00 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 8
Agenda Packet Page #107
44 FIGURE 6.2

ASSESSMENT DISTRICT NO. 03-01
Zone 1

MAINTENANCE SPECIFICATION

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

ZONE 1
Maintained by the City or City contractors:

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

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

Maintained by the Sunrise Parks and Recreation District

Masonry walls on the east and west side of the zone adjacent to open 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 8
Agenda Packet Page #108
45 FIGURE 6.3
ASSESSMENT DISTRICT 03-01 ZONE 1

286-75-296; County DL 0276

DESCRIPTION FY 24/25**
ACTUAL
FY 25/26

PROPOSED
BUDGET
ASSESSMENT RATES:

Rate Per Acre 2,632.36$ 2,685.00$
Total Number of Acres (12 Parcels) 36.82 36.82
Total Special Assessments*** 96,923.50$ 98,861.70$ REVENUE:

Release from Fund Balance -$ -$ Interest on Fund Balance 17,513.58$ -$
Special Assessments 98,724.82$ 98,861.70$
Contributions -$ -$
Other Revenue -$ -$ Total Revenues: 116,238.40$ 98,861.70$
EXPENDITURES:

Advertising -$ 400.00$
Utilities - Electrical 2,353.97$ 2,600.00$ Utilities - Water 4,270.40$ 3,500.00$
Professional Services - including SRPD Maintenance 80,518.56$ 95,000.00$ Contract - Repairs & Extra Work 8,319.93$ -$ Contract - Landscape Maintenance 19,020.00$ 21,000.00$ Contract - Bus Stop Maintenance 4,836.00$ 5,000.00$ Contract -Materials & Supplies -$ -$ Cost Allocation (Overhead) 3,825.00$ -$
Total Uses of Funds: 123,143.86$ 127,500.00$ (6,905.46)$ (28,638.30)$
Transfer to/from Operating Reserve 6,905.46$ 28,638.30$ -$ -$

OPERATING RESERVE
Beginning Operating Reserve Balance (July 1st) 832,145.00$ 825,239.54$ Operating Reserve Set-aside -$ -$ Transfer from (to) Annual Operating Balance (6,905.46)$ (28,638.30)$ Ending Operating Reserve Balance (June 30th) 825,239.54$ 796,601.24$

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 432,704.54$ 404,066.24$
**
$xx.xx
Annual Operating Balance
Annual Ending Balance
Recorded actual ex penses for the first 3 quarters of the current Fiscal Y ear plus Audited Fund Balance from previous Fiscal Y ear
ITEM 8
Agenda Packet Page #109
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 Tot al Assessment 211 0870 012 0000 1 1.44 $ 2,685. 00 3,866.40$
211 0870 011 0000 2 1.1 $ 2,685. 00 2,953.50$
211 0870 007 0000 3 0.78 $ 2,685. 00 2,094.30$
211 0870 006 0000 4 0.61 $ 2,685. 00 1,637.84$
211 0870 005 0000 5 1.06 $ 2,685. 00 2,846.10$
211 0870 004 0000 6 0.81 $ 2,685. 00 2,174.84$
211 0870 003 0000 7 3.55 $ 2,685. 00 9,531.74$
211 0870 008 0000 8 0.76 $ 2,685. 00 2,040.60$
211 0870 009 0000 9 0.98 $ 2,685. 00 2,631.30$
211 0870 010 0000 10 0.98 $ 2,685. 00 2,631.30$
211 0870 001 0000 11 13.19 $ 2,685. 00 35,415.14$ 211 0870 002 0000 14 11.56 $ 2,685. 00 31,038.60$ 14 Parcels (36.82 Acres; Total 03-01 Zone 1 Assessments is 98,861.66$ ITEM 8
Agenda Packet Page #110
47 ASSESSMENT DISTRICT 03-01 - ZONE 2 Stock Ranch SOUTH

GENERAL

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

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

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

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

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

DISTRICT FINANCING/METHOD OF ASSESSMENT

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

ANNUAL ASSESSMENT:

Initially LMAD 03 -01 Zone 2 was fully funded by its assessments . However, in recent years continued increases in the costs of regular maintenance activities and utilities have resulted in the annual expenses exceeding the annual assessment revenue and operating reserves being depleted ITEM 8
Agenda Packet Page #111
48 to make up the difference. As a result, in FY 2023/2024, the City of Citrus Heights began exercising the cost-of-living increase provision and increased the annual assessment by 3%.

Annual adjustments in the assessment rate are proposed for Fiscal Year 2025/2026. As shown in Figure 7.3. “Summary Analysis”, the Fiscal Year 2025/2026 assessments for District 03- 01 Zone 2 are again proposed to increase by 2% (less than the maximum allowable 4%) over the rates charged in FY 2024/2025. This re sults 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 8
Agenda Packet Page #112
49 FIGURE 7.1

ITEM 8
Agenda Packet Page #113
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 8
Agenda Packet Page #114
51 FIGURE 7.3
ASSESSMENT DISTRICT 03-01 ZONE 2

287-75-297; County DL 0278
DESCRIPTION FY 24/25**
ACTUAL
FY 25/26

PROPOSED
BUDG
ET
ASSESSMENT RATES:

Rate Per Parcel (Residential) 93.64$ 95.50$ Total Number of Residential Parcels 121 121
Sub-Total A 11,330.44$ 11,555.50$
Rate Per Acre (Commercial/Undeveloped) 468.03$ 477.39$ Total Number of Acres (5 Parcels)*** 23.2 23.2
Sub-Total B 10,532.96$ 11,065.88$
Total Special Assessm ents (A+B) 21,863.40$ 22,621.38$ REVENUE:

Release from Fund Balance -$ -$
Interest on Fund Balance 805.50$ -$
Special Assessments 21,190.98$ 22,621.38$
Contributions -$ -$
Other Revenue -$ -$
Total Revenues: 21,996.48$ 22,621.38$
EXPENDITURES:

Advertising -$ 371.00$
Utilities - Electric 936.72$ 796.00$
Utilities - Water 2,042.14$ 2,546.00$
Professional Services (includes SRPD Services) 179.64$ 10,300.00$ Contract - Landscape Maintenance 3,096.00$ 3,090.00$ Contract - Repairs, Tree Trimming & Extra Work -$ -$ Cost Allocation (Overhead) 3,472.00$ -$
Total Expenditures: 9,726.50$ 17,103.00$
11,464.48$ 5,518.38$
Transfer to/from Operating Reserve -$ -$ 11,464.48$ 5,518.38$

OPERATING RESERVE
Beginning Fund Balance (July 1st) 38,337.00$ 50,606.98$ Operating Reserve Set-a-side 21,996.48$ 22,621.38$ Transfer from (to) Annual Operating Balance 9,726.50$ 17,103.00$ Ending Operating Reserve Balance (June 30th) 50,606.98$ 56,125.36$

FACILITY REPLACEMENT RESERVE
Beginning Facility Replacement Balance (July 1st) -$ -$ Annual Replacement Set-aside -$ -$
Subtract Replacement Project Cost -$ -$ EndingFacility Replacement Balance (June 30th) -$ -$ TOTAL RESERVE 50,606.98$ 56,125.36$
**
$xx.xx
Annual Operating Balance
Annual Ending Balance
Recorded actual ex penses for the first 3 quarters of the current Fiscal Y ear plus Audited Fund Balance from previous Fiscal Y ear
ITEM 8
Agenda Packet Page #115
52 FIGURE 7.4
ASSESSMENT DISTRICT 03-01 ZONE 2 for STOCK RANCH (RESIDENTIAL PARCELS)

Assessment
Diagram #
Assessment
Amount
243 0590 026 0000 1 95.50$
243
0590 027 0000 2 95.50$
243 0590 028 0000 3 95.50$
243 0590 029 0000 4 95.50$
243 0590 030 0000 5 95.50$
243 0590 031 0000 6 95.50$
243 0590 032 0000 7 95.50$
243 0590 033 0000 8 95.50$
243 0590 034 0000 9 95.50$
243 0590 035 0000 10 95.50 $
243 0590 036 0000 11 95.50 $
243 0590 037 0000 12 95.50 $
243 0590 038 0000 13 95.50 $
243 0590 039 0000 14 95.50 $
243 0590 040 0000 15 95.50 $
243 0590 041 0000 16 95.50 $
243 0590 042 0000 17 95.50 $
243 0590 043 0000 18 95.50 $
243 0590 044 0000 19 95.50 $
243 0590 045 0000 20 95.50 $
243 0590 046 0000 21 95.50 $
243 0590 047 0000 22 95.50 $
243 0590 048 0000 23 95.50 $
243 0590 049 0000 24 95.50 $
243 0590 050 0000 25 95.50 $
243 0590 051 0000 26 95.50 $
243 0590 052 0000 27 95.50 $
243 0590 053 0000 28 95.50 $
243 0590 054 0000 29 95.50 $
243 0590 055 0000 30 95.50 $
243 0590 056 0000 31 95.50 $
243 0590 057 0000 32 95.50 $
243 0590 058 0000 33 95.50 $
243 0590 059 0000 34 95.50 $
243 0590 060 0000 35 95.50 $
243 0590 061 0000 36 95.50 $
243 0590 062 0000 37 95.50 $
243 0590 063 0000 38 95.50 $
243 0590 064 0000 39 95.50 $
243 0590 065 0000 40 95.50 $
243 0590 066 0000 41 95.50 $
243 0590 067 0000 42 95.50 $
243 0590 068 0000 43 95.50 $
243 0590 069 0000 44 95.50 $
243 0590 070 0000 45 95.50 $
243 0590 071 0000 46 95.50 $
243 0590 072 0000 47 95.50 $
211 0590 001 0000 48 95.50 $
211 0880 002 0000 49 95.50 $
Subtotal = 4,679.50$
Tax Assessor's Number
ITEM 8
Agenda Packet Page #116
53 ASSESSMENT DISTRICT 03-01 ZONE 2 for STOCK RANCH (RESIDENTIAL PARCELS)

Assessment
Diagram #
Assessment
Amount
211 0880 003 0000 50 95.50 $
211
0880 004 0000 51 95.50 $
211 0880 005 0000 52 95.50 $
211 0880 006 0000 53 95.50 $
211 0880 007 0000 54 95.50 $
211 0880 008 0000 55 95.50 $
211 0880 009 0000 56 95.50 $
211 0880 010 0000 57 95.50 $
211 0880 011 0000 58 95.50 $
211 0880 012 0000 59 95.50 $
211 0880 013 0000 60 95.50 $
211 0880 014 0000 61 95.50 $
211 0880 015 0000 62 95.50 $
211 0880 016 0000 63 95.50 $
211 0880 017 0000 64 95.50 $
211 0880 018 0000 65 95.50 $
211 0880 019 0000 66 95.50 $
211 0880 020 0000 67 95.50 $
211 0880 021 0000 68 95.50 $
211 0880 022 0000 69 95.50 $
211 0880 023 0000 70 95.50 $
243 0590 073 0000 71 95.50 $
243 0590 074 0000 72 95.50 $
243 0590 075 0000 73 95.50 $
243 0590 001 0000 74 95.50 $
243 0590 002 0000 75 95.50 $
243 0590 003 0000 76 95.50 $
243 0590 004 0000 77 95.50 $
243 0590 005 0000 78 95.50 $
243 0590 006 0000 79 95.50 $
243 0590 007 0000 80 95.50 $
243 0590 008 0000 81 95.50 $
243 0590 009 0000 82 95.50 $
243 0590 010 0000 83 95.50 $
243 0590 011 0000 84 95.50 $
243 0590 012 0000 85 95.50 $
243 0590 013 0000 86 95.50 $
243 0590 014 0000 87 95.50 $
243 0590 015 0000 88 95.50 $
243 0590 016 0000 89 95.50 $
243 0590 017 0000 90 95.50 $
243 0590 018 0000 91 95.50 $
243 0590 019 0000 92 95.50 $
243 0590 020 0000 93 95.50 $
243 0590 021 0000 94 95.50 $
243 0590 022 0000 95 95.50 $
243 0590 023 0000 96 95.50 $
243 0590 024 0000 97 95.50 $
243 0590 025 0000 98 95.50 $
Subtotal = 4,679.50 $
Tax Assessor's Number
ITEM 8
Agenda Packet Page #117
54 ASSESSMENT DISTRICT 03-01 ZONE 2 for STOCK RANCH (RESIDENTIAL PARCELS)

Assessment
Diagram #
Assessment
Amount
211 0880 026 0000 104 95.50 $
211 0880 027 0000 105 95.50 $
211 0880 028 0000 106 95.50 $
211 0880 029 0000 107 95.50 $
211 0880 030 0000 108 95.50 $
211 0880 031 0000 109 95.50 $
211 0880 032 0000 110 95.50 $
211 0880 033 0000 111 95.50 $
211 0880 034 0000 112 95.50 $
211 0880 035 0000 113 95.50 $
211 0880 036 0000 114 95.50 $
211 0880 037 0000 115 95.50 $
211 0880 038 0000 116 95.50 $
211 0880 039 0000 117 95.50 $
211 0880 040 0000 118 95.50 $
211 0880 041 0000 119 95.50 $
211 0880 042 0000 120 95.50$
211 0590 081 0000 121 95.50 $
211 0590 082 0000 122 95.50 $
211 0590 083 0000 123 95.50 $
211 0590 084 0000 124 95.50 $
211 0590 085 0000 125 95.50 $
211 590 086 0000 126 95.50 $
Subtotal = 2,196.50$
Sub-total Assessment - 121 Residential Parcels = 11,555.50 $ Tax Assessor's Number
ITEM 8
Agenda Packet Page #118
55 ASSESSMENT DISTRICT 03-01 – ZONE 2 (COMMERCIAL PARCELS)

Revised Tax Assessor's Number*
Assessment Diagram
# Area (acres)
Amount per
Acre Total Assessment
243 0010 0045 0000 99 8.00 477.39$ 3,819.12$
243 0010 051 0000 100 0.55 477.39$ 262.56$
243 0010 050 0000 101 1.77 477.39$ 844.98$
243 0010 027 0000** 102 11.08 477.39$ 5,289.48$ 243 0020 051 0000 103 1.78 477.39$ 849.74$
Sub-total Assessment - 5 Commercial Parcels in 03-01, Zone 2 = 11,065.88$ *based on current county parcel viewer data; reflects lot splits and new assigned parcel numbers **no change to parcel number.

Grand Total Assessment (Residential & Commercial Parcels) = 22,621.38$ ITEM 8
Agenda Packet Page #119
56 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 Homeowners 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 requires 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, t he facilities in Zone 3 ( pedestrian/bike pathway, bridges, pathway lighting system, irrigation system, roundabout landscape and irrigation) require periodic major repairs and/or replacement. Zone 3 provides a funding set -aside for long- term capital replacement of these items.

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

ITEM 8
Agenda Packet Page #120
57 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 of 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 to 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

Annual adjustments in the assessment rate are proposed for Fiscal Year 2025/2026. As shown in Figure 8.3. “Summary Analysis”, the Fiscal Year 2025/2026 assessments for District 03- 01 Zone 3 are again proposed to increase by 2 % (less than the maximum allowable 4%) over the rates charged in FY 2024/2025. This results in increases to approximately $361.78 per residential parcel. These additional revenues are necessary to support the extensive maintenance needs for the District, develop a sufficient capital replacement reserve for the extensive public facilities contained with Zone 3, such as bridges, paved trails, lighting and playground equipment, owned and maintained by the Sunrise Recreation and Park District, as well as minor maintenance services provided by the City through contract services.

ITEM 8
Agenda Packet Page #121
58 The district’s Assessment Roll is contained in Figure 8.4.

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:

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 8
Agenda Packet Page #122
59 FIGURE 8.1

ITEM 8
Agenda Packet Page #123
60 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 thr ee 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 8
Agenda Packet Page #124
61 FIGURE 8.3
ASSESSMENT DISTRICT 03-01 ZONE 3

296-75-289; County DL1128

DESCRIPTION FY 24/25 (1)
ACTUAL
FY 25/26 (2)

PROPOSED
BUDGET
ASSESSMENT RATES:

Rate Per Parcel $354.70 $361.78
Tot
al Number of Parcels 258 258
Total Special Assessm ents $91,512.60 $93,339.24
REVENUE:

Release from Maintenance/Repair Reserve Balance $0.00 $0.00 Rel
ease from Facility Replacement Reserve Balance $0.00 $0.00 Interest on Fund Balance $5,980.56 $0.00
Special Assessments $91,145.87 $93,339.24
Contributions (SRPD Participation) $0.00
Other Revenue $0.00 $0.00
Total Revenue: $97,126.43 $93,339.24
EXPENDITURES:

Materials and Supplies $0.00 $0.00
Adv
ertising & Mail $0.00 $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 $45,000.00
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 $41,124.39 Total Expenditures: $56,766.27 $93,339.24
$40,360.16 $0.00
Transfer to Maintenance/Repair Reserve -$40,360.16 $0.00 $0.00 $0.00

ACCRUAL SUMMARY

MAINTENANCE/REPAIR RESERVE
Beginning Maintenance/Repair Reserve Balance (7/1) 120,694.90$ $166,404.91 Rel
ease 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 $40,360.16 $0.00 End
ing Maintenance/Repair Reserve Balance (6/30) 166,404.91$ 171,754.76$

FACILITY REPLACEMENT RESERVE
Beginning Facility Replacement Reserve Balance (7/1) 154,249.26$ $205,665.68 Release to Revenue (for scheduled facility replacement) $0.00 $0.00 Facility Replacement Annual Accrual $51,416.42 $41,124.39 Ending Facility Replacement Reserve Balance (6/30) $205,665.68 $246,790.07 *
$xx.xx Audited Fund Balance from previous Fiscal Y ear Annual Operating Balance
Annual Ending Balance
Annual set-aside am ounts from Ex hibits D1 & D2 in original Engineer's Report dated April 23, 2020.

Adjustm ents m ade in consideration of large replacem ent reserve ahead of taking possession of property, and need to free up m aintenance funds for SRPD m aintenance needs.

ITEM 8
Agenda Packet Page #125
62 FIGURE 8.4

ASSESSMENT DISTRICT 03-01 ZONE 3
for Mitchell Village

Assessment
Diagram #
Assessment
Amount
Assessment
Diagram # Assessment
Amount
243 0600 001 0000 1 361.78$ 243 0610 023 0000 49 361.78$ 243 0600 002 0000 2 361.78$ 243 0610 024 0000 50 361.78$ 243 0600 003 0000 3 361.78$ 243 0610 025 0000 51 361.78$ 243 0600 004 0000 4 361.78$ 243 0610 026 0000 52 361.78$ 243 0600 005 0000 5 361.78$ 243 0610 027 0000 53 361.78$ 243 0600 006 0000 6 361.78$ 243 0610 028 0000 54 361.78$ 243 0600 007 0000 7 361.78$ 243 0610 029 0000 55 361.78$ 243 0600 008 0000 8 361.78$ 243 0610 030 0000 56 361.78$ 243 0600 009 0000 9 361.78$ 243 0610 031 0000 57 361.78$ 243 0600 010 0000 10 361.78$ 243 0610 032 0000 58 361.78$ 243 0600 011 0000 11 361.78$ 243 0610 033 0000 59 361.78$ 243 0600 012 0000 12 361.78$ 243 0610 034 0000 60 361.78$ 243 0600 013 0000 13 361.78$ 243 0610 035 0000 61 361.78$ 243 0600 014 0000 14 361.78$ 243 0610 036 0000 62 361.78$ 243 0600 015 0000 15 361.78$ 243 0610 037 0000 63 361.78$ 243 0600 016 0000 16 361.78$ 243 0610 038 0000 64 361.78$ 243 0600 017 0000 17 361.78$ 243 0610 039 0000 65 361.78$ 243 0600 018 0000 18 361.78$ 243 0610 040 0000 66 361.78$ 243 0600 019 0000 19 361.78$ 243 0610 041 0000 67 361.78$ 243 0600 020 0000 20 361.78$ 243 0610 042 0000 68 361.78$ 243 0600 021 0000 21 361.78$ 243 0610 043 0000 69 361.78$ 243 0600 022 0000 22 361.78$ 243 0610 044 0000 70 361.78$ 243 0600 023 0000 23 361.78$ 243 0610 045 0000 71 361.78$ 243 0600 024 0000 24 361.78$ 243 0610 046 0000 72 361.78$ 243 0600 025 0000 25 361.78$ 243 0610 047 0000 73 361.78$ 243 0600 026 0000 26 361.78$ 243 0610 048 0000 74 361.78$ 243 0610 001 0000 27 361.78$ 243 0610 049 0000 75 361.78$ 243 0610 002 0000 28 361.78$ 243 0610 050 0000 76 361.78$ 243 0610 003 0000 29 361.78$ 243 0610 051 0000 77 361.78$ 243 0610 004 0000 30 361.78$ 243 0610 052 0000 78 361.78$ 243 0610 005 0000 31 361.78$ 243 0610 053 0000 79 361.78$ 243 0610 006 0000 32 361.78$ 243 0610 054 0000 80 361.78$ 243 0610 007 0000 33 361.78$ 243 0610 055 0000 81 361.78$ 243 0610 008 0000 34 361.78$ 243 0610 056 0000 82 361.78$ 243 0610 009 0000 35 361.78$ 243 0610 057 0000 83 361.78$ 243 0610 010 0000 36 361.78$ 243 0610 058 0000 84 361.78$ 243 0610 011 0000 37 361.78$ 243 0610 059 0000 85 361.78$ 243 0610 012 0000 38 361.78$ 243 0610 060 0000 86 361.78$ 243 0610 013 0000 39 361.78$ 243 0610 061 0000 87 361.78$ 243 0610 014 0000 40 361.78$ 243 0610 062 0000 88 361.78$ 243 0610 015 0000 41 361.78$ 243 0610 063 0000 89 361.78$ 243 0610 016 0000 42 361.78$ 243 0610 064 0000 90 361.78$ 243 0610 017 0000 43 361.78$ 243 0610 065 0000 91 361.78$ 243 0610 018 0000 44 361.78$ 243 0610 066 0000 92 361.78$ 243 0610 019 0000 45 361.78$ 243 0610 067 0000 93 361.78$ 243 0610 020 0000 46 361.78$ 243 0610 068 0000 94 361.78$ 243 0610 021 0000 47 361.78$ 243 0610 069 0000 95 361.78$ 243 0610 022 0000 48 361.78$ 243 0610 070 0000 96 361.78$ Subtotal = 17,365.44$ Subtotal = 17,365.44$
Tax Assessor's Number Tax Assessor's Number
ITEM 8
Agenda Packet Page #126
63 ASSESSMENT DISTRICT 03-01 ZONE 3
for Mitchell Village

Assessment
Diagram # Assessment
Amount
Assessment
Diagram # Assessment
Amount
243 0610 071 0000 97 361.78$ 243 0620 042 0000 145 361.78 $ 243 0610 072 0000 98 361.78$ 243 0620 043 0000 146 361.78 $ 243 0610 073 0000 99 361.78$ 243 0620 044 0000 147 361.78 $ 243 0610 074 0000 100 361.78 $ 243 0620 045 0000 148 361.78 $ 243 0610 075 0000 101 361.78 $ 243 0620 046 0000 149 361.78 $ 243 0610 076 0000 102 361.78 $ 243 0620 047 0000 150 361.78 $ 243 0610 077 0000 103 361.78 $ 243 0620 048 0000 151 361.78 $ 243 0620 001 0000 104 361.78 $ 243 0620 049 0000 152 361.78 $ 243 0620 002 0000 105 361.78 $ 243 0620 050 0000 153 361.78 $ 243 0620 003 0000 106 361.78 $ 243 0620 051 0000 154 361.78 $ 243 0620 004 0000 107 361.78 $ 243 0620 052 0000 155 361.78 $ 243 0620 005 0000 108 361.78 $ 243 0620 053 0000 156 361.78 $ 243 0620 006 0000 109 361.78 $ 243 0620 054 0000 157 361.78 $ 243 0620 007 0000 110 361.78 $ 243 0620 055 0000 158 361.78 $ 243 0620 008 0000 111 361.78 $ 243 0620 056 0000 159 361.78 $ 243 0620 009 0000 112 361.78 $ 243 0620 057 0000 160 361.78 $ 243 0620 010 0000 113 361.78 $ 243 0620 058 0000 161 361.78 $ 243 0620 011 0000 114 361.78 $ 243 0620 059 0000 162 361.78 $ 243 0620 012 0000 115 361.78 $ 243 0620 060 0000 163 361.78 $ 243 0620 013 0000 116 361.78 $ 243 0630 001 0000 164 361.78 $ 243 0620 014 0000 117 361.78 $ 243 0630 002 0000 165 361.78 $ 243 0620 015 0000 118 361.78 $ 243 0630 003 0000 166 361.78 $ 243 0620 016 0000 119 361.78 $ 243 0630 004 0000 167 361.78 $ 243 0620 017 0000 120 361.78 $ 243 0630 005 0000 168 361.78 $ 243 0620 018 0000 121 361.78 $ 243 0630 006 0000 169 361.78 $ 243 0620 019 0000 122 361.78 $ 243 0630 007 0000 170 361.78 $ 243 0620 020 0000 123 361.78 $ 243 0630 008 0000 171 361.78 $ 243 0620 021 0000 124 361.78 $ 243 0630 009 0000 172 361.78 $ 243 0620 022 0000 125 361.78 $ 243 0630 010 0000 173 361.78 $ 243 0620 023 0000 126 361.78 $ 243 0630 011 0000 174 361.78 $ 243 0620 024 0000 127 361.78 $ 243 0630 012 0000 175 361.78 $ 243 0620 025 0000 128 361.78 $ 243 0630 013 0000 176 361.78 $ 243 0620 026 0000 129 361.78 $ 243 0630 014 0000 177 361.78 $ 243 0620 027 0000 130 361.78 $ 243 0630 015 0000 178 361.78 $ 243 0620 028 0000 131 361.78 $ 243 0630 016 0000 179 361.78 $ 243 0620 029 0000 132 361.78 $ 243 0630 017 0000 180 361.78 $ 243 0620 030 0000 133 361.78 $ 243 0630 018 0000 181 361.78 $ 243 0620 031 0000 134 361.78 $ 243 0630 019 0000 182 361.78 $ 243 0620 032 0000 135 361.78 $ 243 0630 020 0000 183 361.78 $ 243 0620 033 0000 136 361.78 $ 243 0630 021 0000 184 361.78 $ 243 0620 034 0000 137 361.78 $ 243 0630 022 0000 185 361.78 $ 243 0620 035 0000 138 361.78 $ 243 0630 023 0000 186 361.78 $ 243 0620 036 0000 139 361.78 $ 243 0630 024 0000 187 361.78 $ 243 0620 037 0000 140 361.78 $ 243 0630 025 0000 188 361.78 $ 243 0620 038 0000 141 361.78 $ 243 0630 026 0000 189 361.78 $ 243 0620 039 0000 142 361.78 $ 243 0630 027 0000 190 361.78 $ 243 0620 040 0000 143 361.78 $ 243 0630 028 0000 191 361.78 $ 243 0620 041 0000 144 361.78 $ 243 0630 029 0000 192 361.78 $ Subtotal = 17,365.44$ Subtotal = 17,365.44 $
ASSESSMENT DISTRICT 03-01 ZONE 3 for MITCHELL FARMS
Tax Assessor's Number
ASSESSMENT DISTRICT 03-01 ZONE 3 for MITCHELL FARMS
Tax Assessor's Number
ITEM 8
Agenda Packet Page #127
64 ASSESSMENT DISTRICT 03-01 ZONE 3
for Mitchell Village

Assessment
Diagram # Assessment
Amount
Assessment
Diagram # Assessment
Amount
243 0630 030 0000 193 361.78 $ 243 0630 078 0000 241 361.78$ 243 0630 031 0000 194 361.78 $ 243 0630 079 0000 242 361.78$ 243 0630 032 0000 195 361.78 $ 243 0630 080 0000 243 361.78$ 243 0630 033 0000 196 361.78 $ 243 0630 081 0000 244 361.78$ 243 0630 034 0000 197 361.78 $ 243 0630 082 0000 245 361.78$ 243 0630 035 0000 198 361.78 $ 243 0630 083 0000 246 361.78$ 243 0630 036 0000 199 361.78 $ 243 0630 084 0000 247 361.78$ 243 0630 037 0000 200 361.78 $ 243 0630 085 0000 248 361.78$ 243 0630 038 0000 201 361.78 $ 243 0630 086 0000 249 361.78$ 243 0630 039 0000 202 361.78 $ 243 0630 087 0000 250 361.78$ 243 0630 040 0000 203 361.78 $ 243 0630 088 0000 251 361.78$ 243 0630 041 0000 204 361.78 $ 243 0630 089 0000 252 361.78$ 243 0630 042 0000 205 361.78 $ 243 0630 090 0000 253 361.78$ 243 0630 043 0000 206 361.78 $ 243 0630 091 0000 254 361.78$ 243 0630 044 0000 207 361.78 $ 243 0630 092 0000 255 361.78$ 243 0630 045 0000 208 361.78 $ 243 0630 093 0000 256 361.78$ 243 0630 046 0000 209 361.78 $ 243 0630 094 0000 257 361.78$ 243 0630 047 0000 210 361.78 $ 243 0630 095 0000 258 361.78$ 243 0630 048 0000 211 361.78 $ Subtotal = 6,512.04$ 243 0630 049 0000 212 361.78 $
243 0630 050 0000 213 361.78 $
243 0630 051 0000 214 361.78 $
243 0630 052 0000 215 361.78 $ Total 03-01 Zone 3 Assessments (258 Parcels) is 93,339.24$ 243 0630 053 0000 216 361.78 $
243 0630 054 0000 217 361.78 $
243 0630 055 0000 218 361.78 $
243 0630 056 0000 219 361.78 $
243 0630 057 0000 220 361.78 $
243 0630 058 0000 221 361.78 $
243 0630 059 0000 222 361.78 $
243 0630 060 0000 223 361.78 $
243 0630 061 0000 224 361.78 $
243
0630 062 0000 225 361.78 $
243 0630 063 0000 226 361.78 $
243 0630 064 0000 227 361.78 $
243 0630 065 0000 228 361.78 $
243 0630 066 0000 229 361.78 $
243 0630 067 0000 230 361.78 $
243 0630 068 0000 231 361.78 $
243 0630 069 0000 232 361.78 $
243 0630 070 0000 233 361.78 $
243 0630 071 0000 234 361.78 $
243 0630 072 0000 235 361.78 $
243 0630 073 0000 236 361.78 $
243 0630 074 0000 237 361.78 $
243 0630 075 0000 238 361.78 $
243 0630 076 0000 239 361.78 $
243 0630 077 0000 240 361.78 $
Subtotal = 17,365.44 $
Tax Assessor's Number Tax Assessor's Number
ITEM 8
Agenda Packet Page #128

CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM
DATE: July 9, 2025
TO: Mayor and City Council Members
Ashley J. Feeney, City Manager
FR
OM: Regina Cave, General Services Director
Leslie Blomquist, City Engineer
SU
BJECT: Citrus Heights Lighting Assessment District
Levy of Fiscal Year for Fiscal Year 2025/2026 Annual Assessments Summary and Recommendation
On June 25, 2025, the City Council took the first steps toward the proposed annual update for Fiscal Year 25/26 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 9, 2025. Subsequently, the City Clerk published the required notice.

No c
hanges 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 roll to reflect the new rates for several individual parcels that now benefit from the newly installed lighting.

Sta
ff recommends the City Council:

1. Conve
ne a public hearing for the District regarding the proposed annual assessment for Fiscal Year 25/26; and

2. Adopt
Resolution No. 2025-____ A Resolution of the City Council of the City of Citrus Heights, California, to confirm the Diagram and Assessment and to levy Fiscal Year 2025/2026 assessments for the Citrus Heights Lighting Assessment District.

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

Goal: Maintain Public Infrastructure and Enhance All Modes of Transportation.

ITEM 9
Agenda Packet Page #129
Subject: Citrus Heights Lighting District – Levy Assessments for Fiscal Year 25/26 Date: July 9, 2025

Page 2 of 5 ends

Fiscal Impact
During Fiscal Year 24/25, CHLD (Fund 289) had a shortfall of $178,992.53, which was covered using Measure A Maintenance funds (Fund 210).

For Fiscal Year 25/26, the annual special assessment revenue and reimbursement from Caltrans for several shared facilities are projected to cover a portion of the CHLD’s anticipated expenditures. However, as a result of the continuing increases to electrical power costs and the ongoing repairs related to aging equipment, the proposed Fiscal Year 25/26 budget reflects an anticipated shortfall of approximately $195,997.72.

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

A summary of the CHLD budget is as follows:

Description FY 24/25
Actual
FY 25/26
Anticipated
REVENUE:

Special Assessments $333,265.60 $334,000.00
Shared Maintenance Cost Reimbursement from
Caltrans $134.67 $140.00
Total District Funding $333,400.27 $334,140.00

EXPENDITURES:

SMUD Electric Costs(1) $248,093.17 $256,000.00
Scheduled Maintenance Costs $90,511.80 $93,000.00
Unscheduled Maintenance Costs and Knockdowns(1) $106,661.61 $110,000.00 CEC Loan Repayment(2) $23,155.72 $23,155.72
Other Costs $43,970.50 $47,982.00
Total District Expenditures $512,392.80 $530,137.72

DISTRICT SHORTFALL -$178,992.53 -$195,997.72
(1) At the time this staff report was written the June 2025 utility and unscheduled maintenance costs had yet to be finalized, costs are estimated.
(2) FY 25/26 represents the fourth year for repayment of a low interest (1%) Energy Efficiency Loan from the California Energy Commission (CEC) for conversion of approximately 593 streetlights to energy efficient models. Actual energy cost savings will be used to repay the loan.

ITEM 9
Agenda Packet Page #130
Subject: Citrus Heights Lighting District – Levy Assessments for Fiscal Year 25/26 Date: July 9, 2025

Page 3 of 5 ends

Although there is no impact to the General Fund, Measure A Maintenance funds (Fund 210) are proposed to supplement the special assessments to cover the anticipated FY 25/26 CHLD budget shortfall.

On January 1, 1997, when the City incorporated and assumed ownership of all streetlights within the new City limits, CHLD revenues were essentially fixed due to the passage of Proposition 218 in November 1996. However, over the years, expenses (electricity, labor, materials, aging infrastructure, etc.) have continued to rise resulting in a District shortfall each year. Historically, the City has supplemented the CHLD budget utilizing Measure A Maintenance Funds.

Proposition 218 limits the ability of local governments to increase assessments on property owners without their consent. Before increasing the fees for the CHLD, the City would first need consent of two-thirds of affected property owners through a vote or a protest process. Since each and every property within City limits is a property owner within the CHLD assessment area, the proposition 218 ballot process for a proposed increase to the CHLD assessment rates would be extensive and lengthy, and is estimated to cost approximately $100,000 and take 12- 18 months to implement. Staff will be pursuing options in 2025/2026 to better understand the process given the dynamics of the lighting district and its original formation under the County Service Area-1.

Assessment Rate
FY 25/26 Rates
(Unchanged from FY 24/25 Rates)
Safety Light Only $2.56/parcel
Safety and Street Light (single family residential) $17.88/parcel Safety and Street Light (non-single family
residential)
$2.56/parcel + $0.2519 per linear foot of
frontage

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

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

The annual update and the levy of assessments for Fiscal Year 25/26 for the CHLD, proposed by the resolution, will fund operation and maintenance of street lights and safety lights, including the cost of electricity, replacement of bulbs and repair and replacement of damaged light poles, luminaires, and other related equipment.

ITEM 9
Agenda Packet Page #131
Subject: Citrus Heights Lighting District – Levy Assessments for Fiscal Year 25/26 Date: July 9, 2025

Page 4 of 5 ends

Through ongoing analysis of the District, the City has substantially improved the level of service related to street light maintenance and operations, and fine-tuned the scope of the annual maintenance contract. In the past several years, continued efforts by staff have resulted in reductions to the annual expenses. Currently, a total of approximately 2,957 energy efficient LED lights (approximately 61.4% of the District’s total inventory) have been installed and/or converted from existing street lights. Efforts to install more efficient LED lighting and lower annual maintenance rates reduced the District’s total expenditures. However, repeated increases in electric utility rates, more frequent repair of aging street lighting equipment, and damages due to auto vehicular crashes have offset these cost savings resulting in a projected shortfall of approximately $195,997.72 for Fiscal Year 25/26. The increase in the number of safety lights included in the City’s Capital Improvement Projects (CIPs) and development projects have also added additional electricity and maintenance costs.

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

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

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

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

On June 25, 2025, the City Council adopted a Resolution of Intention for the CHLD approving the Engineer’s Report, declaring its intention to order the annual update for Fiscal Year 25/26, to levy and collect assessments for the CHLD, and setting the time and date for the public hearing.

ITEM 9
Agenda Packet Page #132
Subject: Citrus Heights Lighting District – Levy Assessments for Fiscal Year 25/26 Date: July 9, 2025

Page 5 of 5 ends

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

The Engineer’s Report proposes the assessment rates will not exceed the rate levied in Fiscal Year 24/25. No ballot procedure or special notice will be necessary to maintain these assessments. The Assessment District diagram and assessment rolls are contained in the Engineer’s Report.

Attachments

1. Resolution No. 2025-____ A Resolution of the City Council of the City of Citrus Heights, California, to confirm the diagram and assessment and to levy Fiscal Year 2025/2026 assessments for the Citrus Heights Lighting District.

2. Engineer’s Report

ITEM 9
Agenda Packet Page #133
RESOLUTION NO. 2025-

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CITRUS

HEIGHTS, CALIFORNIA, TO CONFIRM THE DIAGRAM AND ASSESSMENT AND TO LEVY FISCAL YEAR 2025/2026 ASSESSMENTS FOR THE

CITRUS HEIGHTS LIGHTING ASSESSMENT DISTRICT

WHEREAS, on June 25 , 2025 the City Council (Council) of the City of Citrus Heights (City) adopted its Resolution No. 2025-054, 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 25/26 in the City of Citrus Heights Lighting Assessment District;

WHEREAS, as directed by this Council, the City Engineer has prepared and filed with the City Clerk a report for Fiscal Year 25/26 (Engineer’s Report) in accordance with the Act;

WHEREAS, on June 25, 2025, the Council adopted its Resolution No. 2025-055, approving Engineer’s Report, and setting a public hearing date of July 9, 2025, at 6:00 p.m., or soon after, at the Citrus Heights Council Chambers located at 6360 Fountain Square Drive, Citrus Heights, California 95621;

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

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

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

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

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

Section 2. Approval of 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.

ITEM 9
Agenda Packet Page #134

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

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

Section 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 9
th day of July, 2025, by the following vote, to wit:

AYES: Council Members:

NOES: Council Members:

ABSTAIN: Council Members:

ABSENT: Council Members:

Dr. Jayna Karpinski-Costa, Mayor
ATTEST:

Amy Van, City Clerk

ITEM 9
Agenda Packet Page #135

CITY OF CITRUS HEIGHTS

SACRAMENTO COUNTY

CALIFORNIA

ENGINEER’S REPORT

For

Citrus Heights Lighting District

Annual Update for Fiscal Year 2025/2026

Prepared by

Leslie Blomquist
City Engineer
July 9, 2025

ITEM 9
Agenda Packet Page #136
Citrus Heights Lighting District July 9, 2025
FY 2025/2026 Engineer’s Report Page i

CERTIFICATIONS

CITRUS HEIGHTS LIGHTING DISTRICT
(Pursuant to the Landscaping and Lighting Act of 1972)
Engineer’s Report for Fiscal Year 2025/2026

The undersigned respectfully submits the enclosed report as directed by the City Council.

DATED: ____________ __, 2025

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 ______________, 2025.

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

By:

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

By: ______________________________

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

By: ______________________________

July 9
ITEM 9
Agenda Packet Page #137
Citrus Heights Lighting District July 9, 2025
FY 2025/2026 Engineer’s Report Page ii

Page ii

Table of Contents

Section I: Overview ................................................................................................................................. 1 Contents of the Engineer’s Report ............................................................................................... 1 Introduction and Background ....................................................................................................... 1 Section II: Plans and Specifications ..................................................................................................... 2 General Description of the District .............................................................................................. 2 Description of Services and Improvements t o Be Maintained ..................................................... 2 Section III: District Budget ................................................................................................................... 3 Proposed Fiscal Year Budget ........................................................................................................ 3 Description of Budget Items ......................................................................................................... 4 Section IV: Method of Apportionment ................................................................................................ 5 General .......................................................................................................................................... 5 Special Benefit Analysis ............................................................................................................... 6 Assessment Methodology ............................................................................................................. 6 Rates ............................................................................................................................................. 7 Section V: Assessment Roll ................................................................................................................... 8 Section VI: Assessment Diagram ......................................................................................................... 8

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

ITEM 9
Agenda Packet Page #138

Page 1 of 10 ends

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

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

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

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

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

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

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

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

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

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

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

ITEM 9
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After working closely with CSA-1 and the Local Agency Formation Commission (LAFCO) over the next year, on June 8, 2006, the City Council adopted Resolution No. 2006-63 declaring its intent to form the Citrus Heights Lighting District. The final step in the process came on June 22, 2006, when the City Council adopted Resolution No. 2006-70 forming the Citrus Heights Lighting District (CHLD or District) pursuant to the Landscape and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code §22500 (1972 Act). Formation of the CHLD in this way allowed the City to continue to levy the direct assessment charges previously authorized under CSA-1. The City assumed revenues and maintenance responsibilities from Sacramento County at the start of Fiscal Year 2006/2007.

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

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

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

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

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

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

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• Installation of Highway Safety Lights for highway safety purposes only along major streets and at intersections. These Safety Lights are normally installed with new construction of signalized intersections, or as a condition of development. The capital costs are typically paid through the City’s Capital Improvement Program for newly signalized intersections and by the developer for new installations adjacent to new development construction. • Street light inventory database creation and maintenance, pole numbering, and mapping to establish and keep current the number of street lights that must be maintained, as well as the condition and location of these street lights as part of an effective maintenance program. • Acquisition of land, easements, and rights of way necessary to maintain the Street and Highway Safety Lighting system.
• Administration of the District.

Maintenance means the furnishing of services and materials for the ordinary and usual operation of the public lighting facilities. This includes repair, removal, or replacement of all or part of any of the improvements or appurtenant facilities necessary for the operation of the lighting improvements.

Service means the furnishing of all labor materials, equipment, and utilities necessary to maintain and operate all public facilities provided by the City.

Based upon current maintenance records, the combined number of Street Lights and Highway Safety Lights within the Citrus Heights Lighting District is 4,818.

Section III: District Budget
A. Proposed Fiscal Year Budget
Since taking over responsibility for the lighting district from the County in June 2006, the City has identified current revenue sources and developed a clear understanding of all District expenditures.

Additionally, the City has substantially improved the level of service related to street light and highway safety light maintenance and operations and refined the procedures guiding the annual maintenance contract to reduce expenditures to a minimum.

The 2025/2026 Fiscal Year funds collected through special assessments are projected to cover the majority of the District’s anticipated expenditures. However, as a result of the increased electrical power costs and ongoing repair related to aging equipment, there is a projected total shortfall of approximately $
195,997.72. Costs for contract unscheduled maintenance work (materials & repairs for damages due to knockdowns and aging infrastructure) are difficult to predict each year. For FY 2025/2026, the estimated costs for unscheduled maintenance work is projected to be $110,000. Cost recovery related to insurance settlements on street light knockdowns will be pursued as appropriate.

In the past year, the City has converted existing street lights and added new energy efficient Light Emitting Diode (LED) fixtures with roadway projects; bringing the total to approximately 2,957 LED lights citywide (61.4% of the District’s total inventory).

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of street light retrofits. In June 2021, a City-retained contractor began replacing existing street lights with LED fixtures, which was completed in October 2021. As a result of the LED upgrades, the City’s electrical bills from the Sacramento Municipal Utility District (SMUD) decreased on average by 9.6% for the six month period of December 2021 to May 2022 compared to the same timeframe the prior year.

In December 2022, the City began paying back the low interest loan from the CEC, which expense is included in Table 1.1 at the end of this report. The bi-annual loan payment of $11,577.86 is paid for utilizing the energy savings reflected in the lower utility bills. After the 20 year payback period, District expenditures will decrease by the yearly loan payment amount.

In addition, staff regularly work with SMUD to ensure accurate billings, including quantities, type, and wattages for the entire District inventory. As street light fixtures are updated, SMUD reflects these changes in monthly utility billings.

The proposed District budget is summarized in the Budget Analysis shown on Table 1.1, including the estimated costs to provide the improvements, the collection of administrative costs and the special benefit assessment (Balance to Levy).

B. Description of Budget Items
The following is a brief description of the various components of the District budget including the sources and uses of funds, which are included in Table 1.1.

Sources of Funds – This includes the sources of funds used by the District in maintaining and servicing lighting improvements. This may include interest on any fund balance, special assessments, cost recovery and other sources.
• Interest on Fund Balance – Includes any interest earned on the balances in the District’s fund. • Special Assessments – Revenue received from assessments levied on properties within the District that benefit from the street and highway safety lights. • Cost Recovery – Revenue from cost recovery efforts associated with insurance settlements on knockdowns and/or damage to street lights and highway safety lights. • Other Revenue – Contributions from the City’s General Fund or other source to offset excess expenditures.

Uses of Funds – This includes the costs of maintaining and servicing lighting improvements. This may include, but is not limited to, the costs for labor, utilities, equipment, supplies, repairs, replacements and upgrades that are required to properly maintain the items that provide a direct benefit to the District.
• Electrical Costs – Includes the cost of providing electricity to the lights. Additionally, some lights are maintained by SMUD, the cost for maintenance of these lights is also included on the utility bill.

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• Professional Services – Includes costs for the City’s consultant to verify that all assessor information is correct for each parcel on the assessment role for the district. The consultant also incorporates all new parcels into the role, assessment collection fees charged by the Sacramento County Assessor’s office to collect the District assessments from property owners and disperse those proceeds to the City. Also includes costs charged by Sacramento County to levy each parcel with the approved assessment.
• Contract Maintenance (Scheduled) – Includes the contract labor associated with the monthly maintenance of the street lights and the cost of preparing and maintaining the light inventory. • Contract Maintenance (Unscheduled) – Includes work by the contractor for repairs & materials for aging infrastructure, knock-down repairs & replacements, and other work not included in the monthly scheduled maintenance program.
• Construction – Funds set aside for special projects to upgrade street and safety lights and related facilities.

Section IV: Method of Apportionment
A. General
The 1972 Act permits the establishment of assessment districts by agencies for the purpose of providing certain public improvements, which include the construction, maintenance, and servicing of street lights, traffic signals, landscaping, parks and drainage facilities.

Streets and Highways Code Section 22573 requires that maintenance assessments be levied according to benefit rather than the assessed value.
“The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefits to be received by each such lot or parcel from the improvements.”
Section 22574 of the 1972 Act also allows the designation of zones of benefit within an assessment district if “by reason of variations in the nature, location, and extent of the improvements, the various areas will receive differing degrees of benefit from the improvements.” In addition, Article XIIID and the Implementation Act require that a parcel’s assessment may not exceed the reasonable cost for the proportional special benefit conferred to that parcel. Article XIIID and the Implementation Act further provides that only special benefits are assessable and the City must separate the general benefits from the special benefits. They also require that publicly owned properties which specifically benefit from the improvements be assessed.

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

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

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

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

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

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

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

Safety Light Maintenance Cost/Total Parcels = Levy per parcel

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

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

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

Street Light Maintenance Cost * % of Non-Residential lights / Non- Residential Front Footage of Parcels = Levy per linear feet of non-residential front footage Levy per linear feet of non-residential front footage * Non-Residential Parcel Front Footage = Levy per Parcel
The passage of Proposition 218 in 1996 mandated that assessment increases must be approved by a two-thirds vote of the assessed property owners. As a result, the assessment rates for the Sacramento County’s CSA-1 were essentially frozen at the levels in effect at that time. These same rates remained ITEM 9
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in place and were carried over in 2006 upon creation of the Citrus Heights Lighting District, and have not increased since then. The current assessment methodology is therefore:

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

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

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

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

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

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

D. Rates
The Fiscal Year 2025/2026 assessment rates for the District are proposed to remain the same as Fiscal Year 2024/2025. The following shows the assessments proposed to be levied:

Street Lighting
Residential (Zoned RD1, RD2, RD3, RD4, RD5, RD7) $15.32 per parcel Non-Residential (all other zones) $0.2519 per front foot

Highway Safety Lighting
All parcels (except ‘Exempt’) $2.56 per parcel
Section V: Assessment Roll
Parcel identification, for each lot or parcel within the District, shall be the parcel as shown on the Sacramento County Assessor’s map for the year in which this Report is prepared.

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

A listing of parcels assessed within this District, along with the proposed assessment amounts, is on file with the City Clerk, and by reference is made part of this Report. Said listing of parcels to be assessed shall be submitted to the County Auditor/Controller and included on the property tax roll for ITEM 9
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Citrus Heights City Council MeetingsJuly 9, 2025

Citrus Heights City Council Meetings
July 9, 2025